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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.196.41

Unreleased

Released on Jun 11, 2025 · 156 updates

Added option to allow site domain matching when a new user is created when signing in via SAML/Azure login

Also in 2.198.1 · 2.196.41

#973848

Fixed a minor issue with contacts accepting quotes

Also in 2.198.1 · 2.196.41

#977177

Removed an additional licence location check that is related to moving devices

Also in 2.198.1 · 2.196.41 · 2.184.121

#977038

Fixed an issue where markup would auto-generate instead of price when changing cost on Items

Also in 2.198.1 · 2.196.41 · 2.184.112

#976840

Fixed an issue where FAQ lists set on a ticket could get cleared out if a template is applied

Also in 2.198.1 · 2.196.41

#976748

Fixed an issue with the default entityfield for the report builder

Also in 2.198.1 · 2.196.41

#976258

Fixed an issue matching users to licences in the Azure AD import

Also in 2.198.1 · 2.196.41 · 2.184.121

#976244

Fixed an issue with using the setting "Sign AuthnRequests" for the SAML integration

Also in 2.198.1 · 2.196.41

#976179

Fixed an issue with importing accounts from Dynamics 365 CRM via the integrator

Also in 2.198.1 · 2.196.41

#976070

Fixed an issue with area navigation not restoring the previous details screen if showing the details screen full screen

Also in 2.198.1 · 2.196.41

#975803

Fixed minor language pack issue

Also in 2.198.1 · 2.196.41

#975780

Fixed an issue where new actions in a modal screen may not display in some cases (e.g after refreshing the page when it's already open)

Also in 2.198.1 · 2.196.41

#975779

Fixed an issue where invoices synced to MYOB would not show on the portal when 'Only show Invoices after being synced to a third party system' is enabled

Also in 2.198.1 · 2.196.41

#975689

Fixed an issue where you couldn't update items issued to a ticket

Also in 2.198.1 · 2.196.41

#975577

Fixed an issue resizing columns on quotes/orders/invoices whilst in edit mode

Also in 2.198.1 · 2.196.41

#975419

Fixed an issue where $-AREA & $-USERNAME wouldn't work for PO creation emails

Also in 2.198.1 · 2.196.41

#975387

Fixed an issue where $-QUOTESIGNATURE variable wouldn't populate on PDFs

Also in 2.198.1 · 2.196.41 · 2.184.121

#975236

Fixed an issue where Customer Screen Layout Profile configuration would show Customer Areas

Also in 2.198.1 · 2.196.41

#975223

Fixed an issue where custom fields with 'Only show this field to Agents' enabled would not get populated by rules when logged from NinjaOne

Also in 2.198.1 · 2.196.41

#975182

Fixed an issue with secure message links

Also in 2.198.1 · 2.196.41

#975181

Fixed an issue with adding teams and priorities to an OLA from the workflow configuration

Also in 2.198.1 · 2.196.41

#975170

Fixed an issue with using immediate action responses alongside action groups

Also in 2.198.1 · 2.196.41

#974975

Fixed an issue where non-admin Agents couldn't import Quotation Lines

Also in 2.198.1 · 2.196.41

#974517

Fixed issues with available runbook variables not updating whilst configuring a runbook

Also in 2.198.1 · 2.196.41

#974400

Fixed a display issue with the Connection value in read mode on the Virtual Agent configuration screen

Also in 2.198.1 · 2.196.41

#974394

Fixed an issue with viewing allowed canned texts for agents, teams, and departments

Also in 2.198.1 · 2.196.41

#974347

Fixed an issue where the user subscription count for a service in the service catalogue was displaying an incorrect value

Also in 2.198.1 · 2.196.41

#974328

Resolved an issue with billing multiple pages of milestones when billing based on milestone value

Also in 2.198.1 · 2.196.41

#974313

Fixed an issue with using the OOTB field 'CFhardwareRequired' for child ticket creation criteria

Also in 2.198.1 · 2.196.41

#974251

Resolved a rare issue with merged actions appearing in awaiting review

Also in 2.198.1 · 2.196.41

#974214

Fixed an issue with project level rounding when using the stored project loading method

Also in 2.198.1 · 2.196.41

#974134

Fixed an issue with agents being unable to see their own activity

Also in 2.198.1 · 2.196.41

#973898

Updated Custom Object Language Pack

Also in 2.198.1 · 2.196.41

#973895

Fixed a language pack relating to bulk updating agent licenses

Also in 2.198.1 · 2.196.41

#973826

Minor logging improvement for when Microsoft CSP Subscription Pricing is imported on the integrator

Also in 2.198.1 · 2.196.41

#973810

Fixed an issue with to-do tasks not appearing correctly in the side view

Also in 2.198.1 · 2.196.41

#973769

Fixed an issue with totals on recurring invoice lists not accounting for inactive lines

Also in 2.198.1 · 2.196.41

#973472

Fixed an issue with visibility conditions not applying correctly.

Also in 2.198.1 · 2.196.41

#973349

Fixed an issue with using 'All Tickets' as the default filter profile for ticket areas

Also in 2.198.1 · 2.196.41

#973310

Fixed issue with replies to outbound sms messages not threading into the original ticket

Also in 2.198.1 · 2.196.41

#973289

Fixed an issue with adding items to Item Bundles

Also in 2.198.1 · 2.196.41

#973269

Fixed an issue with using the 'owning service' in dynamic field visibility

Also in 2.198.1 · 2.196.41

#973253

Fixed an issue where cloning a scheduled ticket could throw an error

Also in 2.198.1 · 2.196.41

#973227

Fixed an causing new shifts to be assigned to “unassigned” rather than the selected agent

Also in 2.198.1 · 2.196.41

#973225

Fixed radio fields sometimes displaying incorrectly in read mode

Also in 2.198.1 · 2.196.41

#973212

Fixed an issue with user action buttons not loading correctly on portal

Also in 2.198.1 · 2.196.41

#973142

Fixed an issue where change collision checks did not work correctly when logging new actions during change freeze periods

Also in 2.198.1 · 2.196.41

#973135

Fixed dynamic field value visibility issue on category fields

Also in 2.198.1 · 2.196.41

#972968

Fixed an issue where printing a ticket wouldn't show all actions

Also in 2.198.1 · 2.196.41

#972856

Fixed an error logging new tickets when a rule is configured to change the ticket type

Also in 2.198.1 · 2.196.41

#972844

Fixed the Estimated Time field being cleared when removing a start/target date despite automatic adjustments being disabled

Also in 2.198.1 · 2.196.41

#972841

Fixed an issue with Azure Sentinel webhooks not creating alerts in Halo

Also in 2.198.1 · 2.196.41

#972814

Fixed an issue where renaming a User could incorrectly update the username field on tickets if another User exists with the same name at the same site

Also in 2.198.1 · 2.196.41

#972778

Fixed duplicate invoice records appearing in the portal when the user has Top Level access

Also in 2.198.1 · 2.196.41 · 2.184.121

#972342

Improved the field hint for automatic sales tax in Xero

Also in 2.198.1 · 2.196.41

#972329

Fixed and issue with issuing items on tickets

Also in 2.198.1 · 2.196.41 · 2.184.121

#972291

Fixed a minor issue in the recalculation of billing for actions that no longer match any billing rules after previously matching one

Also in 2.198.1 · 2.196.41

#972232

Fixed a rare error when using a Create Child Ticket action with no ticket type selected

Also in 2.198.1 · 2.196.41

#972230

Fixed an issue with using custom fields in the query builder

Also in 2.198.1 · 2.196.41

#972221

Fixed an issue with using asset $-variables on automated tickets

Also in 2.198.1 · 2.196.41

#972191

Fixed an issue with starting a new chat flow during a chat

Also in 2.198.1 · 2.196.41

#972182

Fixed an issue with parent tickets not having their status updated on closure of all children

Also in 2.198.1 · 2.196.41

#972175

Fixed an issue loading new ticket fields on the portal

Also in 2.198.1 · 2.196.41

#972096

Fixed an issue with using lookups which return multiple results

Also in 2.198.1 · 2.196.41

#972086

Fixed an issue with not being able to set the user when serialising assets

Also in 2.198.1 · 2.196.41 · 2.184.124

#972016

Fixed Exchange Scheduler appointments being included in Next Activity Date on tickets

Also in 2.198.1 · 2.196.41

#972006

Fixed an issue where Potential Value fields wouldn't display on actions

Also in 2.198.1 · 2.196.41

#971992

Fixed an issue with the 'new' button not displaying when viewing asset lists

Also in 2.198.1 · 2.196.41

#971881

Fixed an issue with importing shifts in Microsoft Teams integration

Also in 2.198.1 · 2.196.41

#971849

Fixed an issue with some translations not applying

Also in 2.198.1 · 2.196.41

#971830

Fixed an issue where the Customer criteria would never match on User Created/Updated/Deleted events

Also in 2.198.1 · 2.196.41

#971828

Fixed an issue with being able to add email addresses to actions when not allowed

Also in 2.198.1 · 2.196.41

#971815

Added a new security check for the endpoint used for SAML authentication

Also in 2.198.1 · 2.196.41

#971799

Fixed an issue with loading the hosted integrator schedule

Also in 2.198.1 · 2.196.41

#971600

Fixed an issue where Pre-pay amounts on Contracts wouldn't auto top-up correctly

Also in 2.198.1 · 2.196.41

#971414

Fixed an issue with using client credentials with Azure Actions

Also in 2.198.1 · 2.196.41

#971182

Minor Language pack improvements

Also in 2.198.1 · 2.196.41

#971131

Fixed prospects not showing on the Members tab of Distribution Lists

Also in 2.198.1 · 2.196.41

#971104

Fixed an error when attempting to close tabs

Also in 2.198.1 · 2.196.41

#971004

Fixed a rare "value cannot be null" error when importing users from Microsoft CSP

Also in 2.198.1 · 2.196.41

#970988

Fixed a visual issue with grouped actions

Also in 2.198.1 · 2.196.41

#970961

Fixed an issue with alertTargetIds and configurationItems not importing correctly from Azure Monitor

Also in 2.198.1 · 2.196.41

#970871

Fixed an issue with importing assets from Prometheus

Also in 2.198.1 · 2.196.41

#970697

Fixed an issue with data source permissions not applying correctly

Also in 2.198.1 · 2.196.41

#970511

Improved the message when trying to send a webhook that is not enabled in the current instance

Also in 2.198.1 · 2.196.41

#970478

Fixed an issue with action groups being added to the 'More options' dropdown

Also in 2.198.1 · 2.196.41

#970412

If the position of the lowest sequence Action causes the group to be in the 'More options' dropdown, the group will not be formed

Fixed an issue when creating a new ticket using ServiceNow Webhooks

Also in 2.198.1 · 2.196.41

#970381

Fixed an issue where returning an asset to it's original stock location could add it back in to stock, even if that site is no longer a stock location.

Also in 2.198.1 · 2.196.41 · 2.184.121

#970340

Fixed an issue with setting the CC List using a template

Also in 2.198.1 · 2.196.41

#970269

Fixed an issue with value visibility conditions on ticket details

Also in 2.198.1 · 2.196.41

#970246

Fixed an issue where runbook variables wouldn't paste into the Query Params and Headers tables

Also in 2.198.1 · 2.196.41

#970239

Fixed an issue with manager's manager approvals

Also in 2.198.1 · 2.196.41

#970196

Fixed an issue with uploading link attachments to clients/sites/users

Also in 2.198.1 · 2.196.41

#970169

Fixed an issue with using the setting "Select a Ticket Type before searching Tickets"

Also in 2.198.1 · 2.196.41

#970096

Fixed a display issue with the service subscriber count

Also in 2.198.1 · 2.196.41

#970078

Fixed a minor issue with displaying category values on the portal

Also in 2.198.1 · 2.196.41

#970071

Fixed an issue sending asset business owner notifications on approval process steps

Also in 2.198.1 · 2.196.41

#970059

Added Agent ID Mapping to Freshdesk migration

Also in 2.198.1 · 2.196.41

#970052

Fixed a minor issue with posting existing tickets with insufficient permissions

Also in 2.198.1 · 2.196.41

#970039

Fixed a caching issue with workflow allowed statuses

Also in 2.198.1 · 2.196.41

#969985

Fixed an issue where clicking Sales Order notifications would not open the Sales Order

Also in 2.198.1 · 2.196.41

#969982

Minor update to the Halo Microsoft Teams bot

Also in 2.198.1 · 2.196.41 · 2.184.121

#969917

Fixed an issue with creating invoices for customers with 'invoice due date' set to none

Also in 2.198.1 · 2.196.41

#969875

Fixed an issue with existing attachments not showing after enabling document management for clients

Also in 2.198.1 · 2.196.41

#969480

Fixed an issue with the "Reply To Address" in Distribution Lists

Also in 2.198.1 · 2.196.41

#969459

Fixed a very minor issue with generating PDFs using the reporting service

Also in 2.198.1 · 2.196.41

#969332

Fixed a Minor UI issue with User-Asset relationships

Also in 2.198.1 · 2.196.41

#969314

Fixed an issue with filtering on the warranty dates on assets

Also in 2.198.1 · 2.196.41

#969264

Fixed an issue with auto-replies from approvers updating ticket status when configured not to

Also in 2.198.1 · 2.196.41

#969148

Minor Improvements to ServiceNow Webhooks

Also in 2.198.1 · 2.196.41

#968957

Fixed an issue with appointment locations not displaying in Outlook

Also in 2.198.1 · 2.196.41

#968793

Fixed an issue where the $-QUOTESIGNATUREIPADDRESS variable would not be removed from PDFs when no signature is found

Also in 2.198.1 · 2.196.41

#968602

Fixed an issue with multiple runbooks starting from the same trigger causing issues

Also in 2.198.1 · 2.196.41

#967418

Fixed an issue with the setting 'The button 'Create Microsoft Teams Chat' will use the End-User of the Ticket'

Also in 2.198.1 · 2.196.41

#967364

Fixed an issue with invoice column profiles loading incorrectly in sub views in some cases

Also in 2.198.1 · 2.196.41

#966191

Added a limit to the number of child tickets to which you can add actions to from the parent ticket.

Also in 2.198.1 · 2.196.41

#966064

Fixed issues with syncing Invoices to Xero when using multi-currency and discounts

Also in 2.198.1 · 2.196.41

#966011

Resolved a minor issue with billing recalculation on tickets when custom fields are used in the billing rule criteria

Also in 2.198.1 · 2.196.41

#965898

Fixed an issue with workflow step action restrictions not applying correctly

Also in 2.198.1 · 2.196.41

#965567

Fixed tax being calculated incorrectly when allocating credit using the Excludes Tax option

Also in 2.198.1 · 2.196.41

#964888

Fixed an issue with the Halo Integrator not being able to set encrypted custom fields

Also in 2.198.1 · 2.196.41

#962758

Fixed issue with email rules not matching tags correctly

Also in 2.198.1 · 2.196.41

#962751

Fixed an issue where cloned Recurring Invoices would remain linked to Sales Order lines

Also in 2.198.1 · 2.196.41

#962362

Fixed a minor issue with importing yearly prepaid ALSO/Westcoast Cloud subscriptions

Also in 2.198.1 · 2.196.41

#962262

Fixed issue with document breadcrumbs not updating

Also in 2.198.1 · 2.196.41

#961146

Fixed appointments being synced to Google Calendars for agents with appointment syncing disabled

Also in 2.198.1 · 2.196.41

#959995

Fixed an error attempting to save items when "Exclude from accounting integration" is checked and the MYOB integration is enabled

Also in 2.198.1 · 2.196.41

#959966

Fixed a rare issue with charge type visibility conditions on actions

Also in 2.198.1 · 2.196.41

#959200

Fixed a display issue with the allowed instances setting on various entities

Also in 2.198.1 · 2.196.41

#959124

Added hints to the AI setting 'Enable AI Search by default on search screens'

Also in 2.198.1 · 2.196.41

#958601

Resolved an issue where FAQ lists within FAQ groups containing both FAQ lists and articles were not displaying

Also in 2.198.1 · 2.196.41

#958092

Fixed an issue with the client secret not getting set when using a custom connection in Adobe Sign

Also in 2.198.1 · 2.196.41

#957315

Fixed an issue with the date displayed when editing workflow stage dates on a ticket

Also in 2.198.1 · 2.196.41

#956863

Fixed an issue with creating new prospects from the prospects area

Also in 2.198.1 · 2.196.41

#956564

Fixed an issue where variables may not populate on approval emails when previous step was completed in the portal.

Also in 2.198.1 · 2.196.41

#955072

Fixed an issue where the client-specific override for the quotation PDF template was not applied when created from a ticket

Also in 2.198.1 · 2.196.41

#954880

Fixed a minor visual issue with the asset tab on the N-Able N-Central configuration screen

Also in 2.198.1 · 2.196.41

#953825

Fixed an issue with $-AREA in composite reports generated by users on the self-service portal

Also in 2.198.1 · 2.196.41

#951699

Fixed an issue with using supplier contract $-variables on tickets

Also in 2.198.1 · 2.196.41

#951453

Fixed an issue with sorting by the column 'Created By'

Also in 2.198.1 · 2.196.41

#950446

Fixed an issue with some fields dispalying incorrectly on the new ticket screen when in read mode.

Also in 2.198.1 · 2.196.41

#950400

Fixed a minor issue with the Zabbix integration

Also in 2.198.1 · 2.196.41

#950242

Fixed an issue with retrieving multipel pages of assets from Snow

Also in 2.198.1 · 2.196.41

#948599

Fixed a timezone issue with the QuickBooks Online service date on invoice lines

Also in 2.198.1 · 2.196.41

#948055

Fixed an issue where Invoice line price could be calculated incorrectly when syncing from Xero and using multicurrency

Also in 2.198.1 · 2.196.41

#947901

Fixed issues with event management not matching rules and creating new tickets incorrectly

Also in 2.198.1 · 2.196.41

#934442

Fixed an issue where Bi-Weekly Schedules would generate every week

Also in 2.198.1 · 2.196.41

#922981

Fixed an issue with merging tickets via a dashboard widget

Also in 2.198.1 · 2.196.41

#922839

Allowed approvals with interactive first steps to be started from the quote and purchase order screens.

Also in 2.198.1 · 2.196.41

#922374

Fixed rounding issue on money dashboard widgets

Also in 2.198.1 · 2.196.41

#920849

Fixed an issue with default email when sending out purchase orders that are linked to tickets

Also in 2.198.1 · 2.196.41

#895496

Fixed an issue where the SLA and the assigned agent could be incorrect set when an alert is created from Zabbix

Also in 2.198.1 · 2.196.41

#894791

Fixed an issue with using special characters in KB search

Also in 2.198.1 · 2.196.41

#883847

Fixed an issue with read-only custom fields in actions displaying as "Not Set"

Also in 2.198.1 · 2.196.41

#806220

Fixed an issue where the asset type would not get correctly set for devices imported from Domotz

Also in 2.198.1 · 2.196.41

#468207

Fixed a rare issue where changes to visibility conditions would not apply immediately

Also in 2.198.1 · 2.196.41

#322875