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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.196.21

Unreleased

Released on May 29, 2025 · 85 updates

Added Uother field mappings for Dynamics 365 CRM Integration Contact imports

#964794

Added a query string parameter override to set the FAQ List when loading the knowledge base search screen

#964723

The parameter is "overridefaqlist" and should be set to the ID of an FAQ List.

For example: your_portal_url/search?entity=articles&overridefaqlist=17

You can now sort appointments by their last modified date directly via the API

#957878

You can pass the value 'last_modified' to the 'order' query parameter to sort appointments by their last modified date.


An example request would be: https://<halo-url>/api/appointment?paginate=true&page_size=50&pagepage_no=1&order=last_modified&orderdesc=true

Added an AI suggestion type for setting the assigned team based on matched tickets

#955189

Added a setting that prevents emails from being sent when the subject line exceeds the maximum character limit

#952141

Added 'Team' as criteria for qualification matching

#950436

Added more mappable fields for the Halo Asset Discovery Integration

#857574

You can now map the following:

-Uptime (Hours)

-Scan Server 
-AntiVirius Name 

-Operating System Build Type

-Operating System Build Number

-Operating System Build Revision Number

-Motherboard
-Optical Drive Name

-Optical Drive Path
-SQL Service Installation Name
-RAM Size (GBs)
-Processor Name

-Hard Disk Name
-Hard Disk Size (GBs)

-Last Scan Time

Added 'Accounts I Manage' Ticket list filter

#840438

You can now use Customer, Site & User $ variables within Self Service Portal buttons & custom HTML

#787130

The below fields will now accept $ variables from the Customer, Site & User variable lists:

  • Name
  • Hint
  • Path
  • Custom HTML

Note that using a $-variables in these fields will increase portal load times.

Added the option to set the user of tickets created from within Slack equal to the user who is creating the ticket

#726027

The option is available for Message Shortcuts and Slash Commands. You must be using the v2 Slack app for this to work for Message Shortcuts.


Removed Beta icon from some settings

Also in 2.198.1 · 2.196.21

#969436

Fixed a display issue with the error column in the schedule occurrence list

Also in 2.198.1 · 2.196.21

#969424

Fixed issues with changing asset types when using assets linked to services

Also in 2.198.1 · 2.196.21

#969251

Fixed an issue where in certain cases the 'Phone Number' field would not be populated on the 'Call Log' tab

Also in 2.198.1 · 2.196.21

#969170

Fixed an issue with not being able to restrict editing of the SLA and priority fields

Also in 2.198.1 · 2.196.21

#969082

Fixed an issue with NHServer deprecation security check showing when it shouldn't

#968687

Fixed a rare issue with saving ticket types

Also in 2.196.21 · 2.184.111

#968019

Fixed an issue when saving integration Request records for ServiceNow webhooks

#967738

Fixed an issue with the followers field not being enforced as mandatory on the self-service portal

Also in 2.196.21 · 2.184.111

#967723

Fixed an issue with approval vote actions appearing as from a user when approving using the GitHub integration

#967720

Fixed an issue where the ConnectWise RMM and ConnectWise Control integrations were not disabling assets as intended in some cases

#967712

Fixed custom fields not being made mandatory on the quote approval form

#966187

Fixed an issue with the "Can Use Data Sources" permission

#966073

Fixed the value of some checkbox fields displaying incorrectly when not in edit mode

#966071

Fixed issue with using custom integration single selects in rules and with the display of date fields with timezones

Also in 2.196.21 · 2.184.111

#965827

Resolved an error sending Invoices to Fortnox with line Groups

#965784

Fixed an issue with end-users not being able to reveal password fields when viewing tickets

#965753

Resolved an issue with Quickbooks Online Product creation related to Inventory Items

#965678

Fixed issue with phone numbers not saving on the new ticket screen

#965674

Fixed an issue with the priority field label in Action config showing as "Field_10"

#965660

Fixed an issue loading the Tickets endpoint in the Swagger API documentation

Also in 2.196.21 · 2.184.111

#965505

Fixed invoiced date not updating on expenses

Also in 2.196.21 · 2.184.111

#965462

Fixed an issue with using the 'date reported' field in a widget

#965386

Fixed an issue with the display of the priority field in the multiple fields ticket dashboard widget type showing the id instead of the name

#965327

Resolved an issue with deleted Ticket expenses showing in the Ready For Invoice and Review lists

#965055

Fixed an issue with read-only asset fields showing as editable in the UI but the value not saving

Also in 2.196.21 · 2.184.111

#964979

Fixed an issue with loading tickets that display the followers field on the portal

#964963

Fixed a UI issue with bulk updating inactive Agents

#964903

Fixed an issue listing opportunity ticket types on the self-service portal

#964890

Fixed an issue with using the HTML designer while configuring an XML template

#964879

Fixed an issue where non-workflow ticket automations could advance the workflow step.

Also in 2.196.21 · 2.184.111

#964866

Fixed an issue with asset field restrictions

Also in 2.196.21 · 2.184.111

#964816

Fixed an issue with not being able to clear allowed customers on article drafts

Also in 2.196.21 · 2.184.111

#964735

Fixed a rare issue which could occur when viewing Tickets

Also in 2.196.21 · 2.184.111

#964694

Fixed the Budget Type field not including grandparent budget types

#964642

Fixed a rare issue with adding a signature to a ticket

Also in 2.196.21 · 2.184.111

#963835

Updated the guide link for the DBLookupService for custom integrations

#963615

Fixed an issue with actions on the portal using incorrect field values

Also in 2.196.21 · 2.184.111

#963299

Resolved an issue with the GDPR prompt causing the redirect after a successful login to fail

#962743

Fixed an issue with saving service configuration changes when allowing a service to belong to multiple service categories

#962667

Fixed an issue with finding approvers on approvals using a ticket's related services

#962647

Minor performance improvements to integrations that use webhooks

#962621

Fixed an issue where Credit Notes wouldn't be marked as allocated when allocating all credit

#962615

Added NinjaOne to the webhook authentication security checklist

#962477

Resolved an issue related to deleting an already voided invoice causing the recurring invoices to rewind twice

#962435

Resolved an error when consigning Devices/Assets to a Ticket that already has Devices/Assets.

#962351

Fixed the "Home Mobile Number" mapping option on Webhooks wrongly displaying as "Work Mobile Number"

Also in 2.196.21 · 2.184.111

#962273

Improved error message when saving a SQL lookup custom field where the SQL exceeds 4000 characters

#962265

Fixed a minor issue with adding actions against a contract on the self service portal

#961871

Fixed an issue where Sites created via webhooks would have no General User

#961780

Minor change to correct a spelling mistake in the Xero Tax options

#961542

Fixed an issue with value restrictions on resource bookings

#961441

Fixed an issue with the Gantt view for 'my tickets' on the portal

#961196

Fixed a memory issue with Google Workspace device sync

Also in 2.196.21 · 2.184.111

#960483

Fixed an issue where the 'Don't ask again' option could show up under the 2FA code entry if wrong code is entered, even if the setting is hidden.

Also in 2.196.21 · 2.184.111

#960401

Resolved an issue caused by editing Sales Order lines when the Sales Order is currently being consigned resulting in the Shipped Quantity failing to update

#960211

Minor backend changes to the Slack integration

Also in 2.196.21 · 2.184.111

#959638

Fixed an issue which could prevent assets from being included on a contract PDF

#958283

Fixed an issue where Pre-pay Periods would display incorrectly in some cases

#956062

Fixed an issue with migrating tickets with attachments from Zendesk

Also in 2.196.21 · 2.184.111

#955152

Added ability to load the Monaco editor files from a local source rather than Halo's CDN.

#955151

Added hint to better explain approval process step configuration

#954741

Fixed an issue loading custom options in the Freshdesk migration ticket type selector

#954641

Fixed a rare issue where Tax could round incorrectly

#953456

Fixed an issue with Pro-rata not decreasing the line quantity temporarily for some lines

#952314

Fixed forwarded emails matching to the wrong agent when their email address is contained within another agent's email address

#948742

Fixed an issue with the scheduled appointment status scan on SQL servers with a non-uk decimal separator.

Also in 2.196.21 · 2.184.111

#923498

Minor backend improvements to Dynatrace integration

#897819

Minor backend improvements to Mattermost integration

#897818

Fixed an issue with applying default values from a template for dynamic custom fields

#883278

Fixed issues with "Additional Agent" filter in Filter Profiles

#881890

Fixed API Agent permissions not being updated when a Role is changed

#836576

Resolved an error given when opening Supplier Contacts/Users in a new tab

#783419

Fixed the Ticket Area tabs on Top Levels not being filtered correctly

#743060

Fixed a very minor issue with creating an Azure mailbox webhook subscription

Also in 2.196.21 · 2.184.111

#695911