Released on May 29, 2025 · 85 updates
Added Uother field mappings for Dynamics 365 CRM Integration Contact imports
Added Uother field mappings for Dynamics 365 CRM Integration Contact imports
Added a query string parameter override to set the FAQ List when loading the knowledge base search screen
Added a query string parameter override to set the FAQ List when loading the knowledge base search screen
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
You can now sort appointments by their last modified date directly via the API
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
Added an AI suggestion type for setting the assigned team based on matched tickets
Added a setting that prevents emails from being sent when the subject line exceeds the maximum character limit
Added a setting that prevents emails from being sent when the subject line exceeds the maximum character limit
Added 'Team' as criteria for qualification matching
Added 'Team' as criteria for qualification matching
Added more mappable fields for the Halo Asset Discovery Integration
Added more mappable fields for the Halo Asset Discovery Integration
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
Added 'Accounts I Manage' Ticket list filter
You can now use Customer, Site & User $ variables within Self Service Portal buttons & custom HTML
You can now use Customer, Site & User $ variables within Self Service Portal buttons & custom HTML
The below fields will now accept $ variables from the Customer, Site & User variable lists:
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
Added the option to set the user of tickets created from within Slack equal to the user who is creating the ticket
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
Removed Beta icon from some settings
Also in 2.198.1 · 2.196.21
Fixed a display issue with the error column in the schedule occurrence list
Also in 2.198.1 · 2.196.21
Fixed a display issue with the error column in the schedule occurrence list
Also in 2.198.1 · 2.196.21
Fixed issues with changing asset types when using assets linked to services
Also in 2.198.1 · 2.196.21
Fixed issues with changing asset types when using assets linked to services
Also in 2.198.1 · 2.196.21
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
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
Fixed an issue with not being able to restrict editing of the SLA and priority fields
Also in 2.198.1 · 2.196.21
Fixed an issue with not being able to restrict editing of the SLA and priority fields
Also in 2.198.1 · 2.196.21
Fixed an issue with NHServer deprecation security check showing when it shouldn't
Fixed an issue with NHServer deprecation security check showing when it shouldn't
Fixed a rare issue with saving ticket types
Also in 2.196.21 · 2.184.111
Fixed a rare issue with saving ticket types
Also in 2.196.21 · 2.184.111
Fixed an issue when saving integration Request records for ServiceNow webhooks
Fixed an issue when saving integration Request records for ServiceNow webhooks
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
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
Fixed an issue with approval vote actions appearing as from a user when approving using the GitHub integration
Fixed an issue with approval vote actions appearing as from a user when approving using the GitHub integration
Fixed an issue where the ConnectWise RMM and ConnectWise Control integrations were not disabling assets as intended in some cases
Fixed an issue where the ConnectWise RMM and ConnectWise Control integrations were not disabling assets as intended in some cases
Fixed custom fields not being made mandatory on the quote approval form
Fixed custom fields not being made mandatory on the quote approval form
Fixed an issue with the "Can Use Data Sources" permission
Fixed an issue with the "Can Use Data Sources" permission
Fixed the value of some checkbox fields displaying incorrectly when not in edit mode
Fixed the value of some checkbox fields displaying incorrectly when not in edit mode
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
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
Resolved an error sending Invoices to Fortnox with line Groups
Resolved an error sending Invoices to Fortnox with line Groups
Fixed an issue with end-users not being able to reveal password fields when viewing tickets
Fixed an issue with end-users not being able to reveal password fields when viewing tickets
Resolved an issue with Quickbooks Online Product creation related to Inventory Items
Resolved an issue with Quickbooks Online Product creation related to Inventory Items
Fixed issue with phone numbers not saving on the new ticket screen
Fixed issue with phone numbers not saving on the new ticket screen
Fixed an issue with the priority field label in Action config showing as "Field_10"
Fixed an issue with the priority field label in Action config showing as "Field_10"
Fixed an issue loading the Tickets endpoint in the Swagger API documentation
Also in 2.196.21 · 2.184.111
Fixed an issue loading the Tickets endpoint in the Swagger API documentation
Also in 2.196.21 · 2.184.111
Fixed invoiced date not updating on expenses
Also in 2.196.21 · 2.184.111
Fixed invoiced date not updating on expenses
Also in 2.196.21 · 2.184.111
Fixed an issue with using the 'date reported' field in a widget
Fixed an issue with using the 'date reported' field in a widget
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
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
Resolved an issue with deleted Ticket expenses showing in the Ready For Invoice and Review lists
Resolved an issue with deleted Ticket expenses showing in the Ready For Invoice and Review lists
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
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
Fixed an issue with loading tickets that display the followers field on the portal
Fixed an issue with loading tickets that display the followers field on the portal
Fixed a UI issue with bulk updating inactive Agents
Fixed a UI issue with bulk updating inactive Agents
Fixed an issue listing opportunity ticket types on the self-service portal
Fixed an issue listing opportunity ticket types on the self-service portal
Fixed an issue with using the HTML designer while configuring an XML template
Fixed an issue with using the HTML designer while configuring an XML template
Fixed an issue where non-workflow ticket automations could advance the workflow step.
Also in 2.196.21 · 2.184.111
Fixed an issue where non-workflow ticket automations could advance the workflow step.
Also in 2.196.21 · 2.184.111
Fixed an issue with asset field restrictions
Also in 2.196.21 · 2.184.111
Fixed an issue with asset field restrictions
Also in 2.196.21 · 2.184.111
Fixed an issue with not being able to clear allowed customers on article drafts
Also in 2.196.21 · 2.184.111
Fixed an issue with not being able to clear allowed customers on article drafts
Also in 2.196.21 · 2.184.111
Fixed a rare issue which could occur when viewing Tickets
Also in 2.196.21 · 2.184.111
Fixed a rare issue which could occur when viewing Tickets
Also in 2.196.21 · 2.184.111
Fixed the Budget Type field not including grandparent budget types
Fixed the Budget Type field not including grandparent budget types
Fixed a rare issue with adding a signature to a ticket
Also in 2.196.21 · 2.184.111
Fixed a rare issue with adding a signature to a ticket
Also in 2.196.21 · 2.184.111
Updated the guide link for the DBLookupService for custom integrations
Updated the guide link for the DBLookupService for custom integrations
Fixed an issue with actions on the portal using incorrect field values
Also in 2.196.21 · 2.184.111
Fixed an issue with actions on the portal using incorrect field values
Also in 2.196.21 · 2.184.111
Resolved an issue with the GDPR prompt causing the redirect after a successful login to fail
Resolved an issue with the GDPR prompt causing the redirect after a successful login to fail
Fixed an issue with saving service configuration changes when allowing a service to belong to multiple service categories
Fixed an issue with saving service configuration changes when allowing a service to belong to multiple service categories
Fixed an issue with finding approvers on approvals using a ticket's related services
Fixed an issue with finding approvers on approvals using a ticket's related services
Minor performance improvements to integrations that use webhooks
Minor performance improvements to integrations that use webhooks
Fixed an issue where Credit Notes wouldn't be marked as allocated when allocating all credit
Fixed an issue where Credit Notes wouldn't be marked as allocated when allocating all credit
Added NinjaOne to the webhook authentication security checklist
Added NinjaOne to the webhook authentication security checklist
Resolved an issue related to deleting an already voided invoice causing the recurring invoices to rewind twice
Resolved an issue related to deleting an already voided invoice causing the recurring invoices to rewind twice
Resolved an error when consigning Devices/Assets to a Ticket that already has Devices/Assets.
Resolved an error when consigning Devices/Assets to a Ticket that already has Devices/Assets.
Fixed the "Home Mobile Number" mapping option on Webhooks wrongly displaying as "Work Mobile Number"
Also in 2.196.21 · 2.184.111
Fixed the "Home Mobile Number" mapping option on Webhooks wrongly displaying as "Work Mobile Number"
Also in 2.196.21 · 2.184.111
Improved error message when saving a SQL lookup custom field where the SQL exceeds 4000 characters
Improved error message when saving a SQL lookup custom field where the SQL exceeds 4000 characters
Fixed a minor issue with adding actions against a contract on the self service portal
Fixed a minor issue with adding actions against a contract on the self service portal
Fixed an issue where Sites created via webhooks would have no General User
Fixed an issue where Sites created via webhooks would have no General User
Minor change to correct a spelling mistake in the Xero Tax options
Minor change to correct a spelling mistake in the Xero Tax options
Fixed an issue with value restrictions on resource bookings
Fixed an issue with value restrictions on resource bookings
Fixed an issue with the Gantt view for 'my tickets' on the portal
Fixed an issue with the Gantt view for 'my tickets' on the portal
Fixed a memory issue with Google Workspace device sync
Also in 2.196.21 · 2.184.111
Fixed a memory issue with Google Workspace device sync
Also in 2.196.21 · 2.184.111
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
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
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
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
Minor backend changes to the Slack integration
Also in 2.196.21 · 2.184.111
Minor backend changes to the Slack integration
Also in 2.196.21 · 2.184.111
Fixed an issue which could prevent assets from being included on a contract PDF
Fixed an issue which could prevent assets from being included on a contract PDF
Fixed an issue where Pre-pay Periods would display incorrectly in some cases
Fixed an issue where Pre-pay Periods would display incorrectly in some cases
Fixed an issue with migrating tickets with attachments from Zendesk
Also in 2.196.21 · 2.184.111
Fixed an issue with migrating tickets with attachments from Zendesk
Also in 2.196.21 · 2.184.111
Added ability to load the Monaco editor files from a local source rather than Halo's CDN.
Added ability to load the Monaco editor files from a local source rather than Halo's CDN.
Added hint to better explain approval process step configuration
Added hint to better explain approval process step configuration
Fixed an issue loading custom options in the Freshdesk migration ticket type selector
Fixed an issue loading custom options in the Freshdesk migration ticket type selector
Fixed a rare issue where Tax could round incorrectly
Fixed a rare issue where Tax could round incorrectly
Fixed an issue with Pro-rata not decreasing the line quantity temporarily for some lines
Fixed an issue with Pro-rata not decreasing the line quantity temporarily for some lines
Fixed forwarded emails matching to the wrong agent when their email address is contained within another agent's email address
Fixed forwarded emails matching to the wrong agent when their email address is contained within another agent's email address
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
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
Minor backend improvements to Dynatrace integration
Minor backend improvements to Dynatrace integration
Minor backend improvements to Mattermost integration
Minor backend improvements to Mattermost integration
Fixed an issue with applying default values from a template for dynamic custom fields
Fixed an issue with applying default values from a template for dynamic custom fields
Fixed issues with "Additional Agent" filter in Filter Profiles
Fixed issues with "Additional Agent" filter in Filter Profiles
Fixed API Agent permissions not being updated when a Role is changed
Fixed API Agent permissions not being updated when a Role is changed
Resolved an error given when opening Supplier Contacts/Users in a new tab
Resolved an error given when opening Supplier Contacts/Users in a new tab
Fixed the Ticket Area tabs on Top Levels not being filtered correctly
Fixed the Ticket Area tabs on Top Levels not being filtered correctly
Fixed a very minor issue with creating an Azure mailbox webhook subscription
Also in 2.196.21 · 2.184.111
Fixed a very minor issue with creating an Azure mailbox webhook subscription
Also in 2.196.21 · 2.184.111