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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.200

Beta

173 updates across 12 patch releases

2.200.11

Jul 14, 20251 fixed

Fixed an issue setting the JAMF ID on devices

Also in 2.200.11 · 2.196.75

#1001090

2.200.10

Jul 11, 20254 fixed

Fixed an issue where Pax8 Customer mappings would duplicate when running the integrator

Also in 2.200.10 · 2.196.74

#997095

Fixed an issue with dynamic field visibility for fields in groups

#999148

Fixed an issue with not being able to delete custom fields

#999545

Fixed an issue with API report filters

#999770

2.200.9

Jul 10, 20251 added · 2 fixed

Allowed duplicate Client names for Clients with differing aactguid fields

#998077

Fixed an issue which could occur when editing email templates

#998575

Fixed an issue with saving and deleting Saved Forecasts

#999685

2.200.8

Jul 9, 20252 fixed

Fixed an issue with the WhatsApp integration where attachments wouldn't send without a text

#997489

Fixed an issue with Freshdesk Migration Agent/User matching on Actions

#997763

2.200.7

Jul 8, 20252 fixed

Resolved an issue with $ INVOICEDUETOTAL failing to populate correctly on Invoice emails

Also in 2.200.7 · 2.196.71

#994699

Resolved an issue with the UI showing an incorrect Price/Cost on a new Quote when using the option to display the Quote currency by default and adding new items to the Quote before saving

#997717

2.200.6

Jul 8, 20252 fixed

Fixed an issue locating the signing certificate in the SAML integration

Also in 2.200.6 · 2.196.57

#993014

Fixed a rare issue in the upgrader where a migration was done incorrectly

Also in 2.200.6 · 2.196.57

#995192

2.200.5

Jul 7, 20251 improved · 3 fixed

Fixed an issue with the saving overlay on new appointment actions

Also in 2.200.5 · 2.196.71

#993983

Minor query improvements

Also in 2.200.5 · 2.196.57

#994723

Resolved an issue that occurred when viewing tickets on the portal with the setting enabled for users to view approved tickets

#995471

Fixed an issue with upgrading to 2.198

#995680

2.200.4

Jul 4, 20253 improved · 9 fixed

Fixed a minor issue with the 'Is draft amendment' rule criteria

#992194

Minor update to the NinjaOne OAuth procedure

#993639

Fixed a minor issue with generating recurring invoices

#993841

Fixed an error that could occur when adding duplicate Google sales mailboxes

#993862

Fixed an issue with Dynamic Distribution List Nurture Campaigns

#993916

Fixed an issue authorizing the Adobe Acrobat integration

#993970

Fixed an issue authorizing the Facebook integration with Instagram scopes included

#994047

Fixed an issue authorizing the Slack v1 app

#994105

Fixed an issue saving Slack channels

Also in 2.200.4 · 2.196.71

#994109

Improved the error handling for the manual Microsoft Teams Shifts imports

Also in 2.200.4 · 2.196.71

#994214

Fixed a minor UI issue with the Endpoint Central integration

Also in 2.200.4 · 2.196.71

#994589

Minor error handling improvements to the interactive sign in flow for integrations

#994605

2.200.3

Jul 3, 20251 added · 1 improved · 11 fixed

Fixed a time zone issue with the config push/pull cut off date.

Also in 2.200.3 · 2.196.56 · 2.184.124

#980870

Added the option to use includes and not includes for integer filters on reports

#989411

You can also use INCLUDES and NOTINCLUDES when specifying report filters in URI parameters.

Fixed an issue saving uother mappings for the Dynamics 365 CRM integration

#992107

Fixed issues with migrating dynamic field visibility

Also in 2.200.3 · 2.196.56 · 2.184.124

#992152

Fixed an issue with date formatting for migrated Freshdesk Articles

#992251

Improved upgrade to 2198

#992635

Fixed an issue with importing incidents from ServiceNow

#992663

Fixed a minor issue with API errors not displaying correctly for invoices and quotes

#992782

Fixed some issues with the Arrowsphere integration

#992821

Fixed an issue with forecasting schedule type

#992918

Fixed issue with holiday allowances not carrying over when cloning an agent

#992937

Fixed an issue with importing Raynet assets via the UI

#992995

Fixed an issue with adding contacts to Dynamic Distribution Lists which are used for Nurture Mail Campaigns

#993004

2.200.2

Jul 1, 20252 improved

Minor backend improvements to the Snow integration

#988276

Minor backend improvements to the Splashtop integration

#991701

2.200.1

Jun 30, 202546 added · 26 improved · 55 fixed · 1 removed

Resolved an issue with Ticket Rules failing to use Custom Fields that are hidden from End Users when logged Tickets using the Self Service Portal

#493205

Added the ability to add Charge Rate restrictions and overrides to Top Level

#557573

Added the option to use event management for processing Meraki Webhooks

#737255

Cisco Meraki webhooks can now be processed via Event Management by selecting the preferred "Webhook Processing Type" in the integration configuration.


The webhooks need to be posted to /notify for both processing types.

Added the ability to add auto and system field mappings for asset imports in LogicMonitor

#748674

Improved holiday allowance tracking

#770136

New setting has been added to improve Holiday Management.

You can now manage holiday allowances separately for each holiday type.


The setting can be found in Configuration > Teams & Agents > Holiday Management:

Once enabled, you can set default allowances per holiday type. 

These defaults will be used automatically when adding new allowances to an agent's profile.

You can now use Dynamic Distribution Lists for Nurture Mail Campaigns

#776030

If a User's properties change which means they are now part of a Dynamic Distribution list, they will start and have emails queued for any ongoing Nurture Mail Campaigns using that Distribution List as the recipient.


If a User's properties change which means they are no longer part of a Dynamic Distribution list, the queued emails for related Nurture Mail Campaigns will be cancelled. Please note they will no longer be able to be queued for that Nurture Mail Campaign if they are re added to the recipient distribution list.

Resolved an issue with Connectwise Automate and other RMM integrations closing Tickets that have open Appointments

#779611
★ Highlight

Added the ability to create Tickets through Tanium webhooks

#789239

Added the "User" field to Actions Field List

#795488

New field available in Actions Field list


Allows the user of a ticket to be changed through an Action

Added the option to default custom SQL single selects to the first value

#795490

This can be enabled per custom field using the setting "Default to first value"

Added option to map to the source field when using event management

#799024

If using the event management for processing alerts from a system integration, like Splunk, then the source will automatically be set. 

You can now receive stock on all purchase orders linked to a ticket at once

#801168

To configure this, you will need to create/modify an action with the new system use “Receive stock on purchase orders linked to the ticket”. This can be a quick action.


When initiating the action, all purchase order lines associated with the ticket that need ordering will show on the familiar stock screen. You can serialize, select stock locations and change quantities as you normally would on a purchase order.


This also supports delivering stock directly to the end user. This will function the same as consigning on the purchase order itself. This will only load the quantity field and the assets must be serialized at this point.


Each purchase order will have its own group header.

Updated swagger document response types for some GET endpoints

#813371

Added access control to PDF Templates

#814057

Non-administrators can now configure PDF templates if granted access using the Access Control button. A new agent permission has been added to allow creation of new templates.


Additionally, a specific entity can now be selected when generating test PDFs.

Introduced a ticket type level override for the the "Show the Quick close option on the new Ticket screen" global setting

#816120

Fixed an issue with linking assets via the Lansweeper integration

Also in 2.200.1 · 2.196.71 · 2.184.131

#820028

You can now add Attachments to Canned Text

#822463

When a Canned Text has attachments, the attachments will be added to the Action during saving, or shown on the email preview screen if sending an email with previews enabled.

Additionally, the Freshdesk Canned Responses migration will now migrate attachments.

You can now map SentinelOne Sites to Halo Customers

#827170

Within the 'Customers' tab of the SentinelOne configuration page, you now have the option to set the 'Customer/Site Matching Method'. This now adds the matching method of 'SentinelOne Site to Halo Customer':



When selected, it will allow you to choose a SentinelOne client and then map it's sites to customers within Halo. Please note: When the asset gets imported, it will be mapped against the main site of the client.


This change also fixes an issue with the SentinelOne site field not returning all values.

Added a call management setting "Continue calls after logging or linking a call to a ticket" so that calls do not automatically end when logging a ticket or linking a call to an existing ticket

#833694

Fixed the Asset field not being enforced as mandatory on actions when Category is included in the dynamic field visibility conditions

Also in 2.200.1 · 2.196.71

#835158

Added a new method for receiving stock on purchase orders

#843072

This setting can be located in Configuration>Items and Stock Control>General Settings under the stock control tab:



By default this will be set to load all receivable lines on the purchase order (PO) as this is the current functionality.


When receiving stock on a purchase order, using the new "SKU validation" option, will open a new modal screen:



This will validate the inputted SKU is present on the PO and inform you on how many items are receivable. This must be an exact match.


If the inputted SKU matches to an item that is serialised, you will then be met with usual stock location screen but the quantity field will not be visible.


After choosing an appropriate stock location, you are able to add and remove serialised assets as you process an order.


The quantity is limited to the remaining amount of receivable items unless the "Prevent receiving more stock than the purchase order line quantity" setting is disabled within Configuration > Purchase Orders  under the Purchase Order Settings tab.



After finalising an order and pressing save the quantity added to stock will be implied based on the number of serialised asset records on the screen. This number will also dynamically update at the top of the serialised assets screen.

You can now add Sales Mailbox emails to CRM notes of Clients, Sites or Users

#844239

When viewing an email in "My Inbox", there is a new button at the top to "Add as a CRM Note" which will allow you to add the email as a note to any Client, Site or User you have access to add notes to. By default it will select a matched User or Site based on the from address of the email and User email addresses/Site domains.


You can preview/edit the email before adding it as a note.

Added a new column to the MessageContent table to more easily identify Subject, Body, Footer components of email templates

#855304

The new integer column is called MSType. 0 = entire message, 1 = subject, 2 = body, 3 = footer

Added the ability to bulk update the Next Review Date field on Knowledge Base Articles

#858884

Added a new setting to always default the calendar selection to the currently logged in agent

#859262

Fixed an issue with drag and drop functionality sometimes producing an error.

#895593

Added approval option to choose CAB based on custom field

#896229

Minor backend improvements to the Facebook integration

Also in 2.200.1 · 2.196.71

#897798

Minor backend improvements to the Tenable integration

Also in 2.200.1 · 2.196.71

#897805

Minor backend improvements to Sales Mailboxes

#897809

Minor backend improvements to the Sage Business Cloud integration

Also in 2.200.1 · 2.196.71

#897811

Minor backend improvements to the Exact online integration

Also in 2.200.1 · 2.196.71

#897812

Minor backend improvements to the Snipe-IT integration

Also in 2.200.1 · 2.196.71

#897813

Added a new Ticket General Setting that adds a system Action to log when qualification matching occurs on a ticket

#898706

Added the 'Other Uses' tab to email templates

#909265

Fixed issues importing subscriptions from Pax8

#919873

Added the ability to automatically group quotation lines based on Item Group

#922789

A setting has been added to Configuration > Quotations > General Settings:

This can be overridden at Item Group level, and it mirrors the existing setting for invoices.

Resolved an issue with Pro-rata automatically added when adding a new line failing to follow the configuration for creating one line instead of two

#923363

Added settings to call management to allow the user other 1-5 fields to be shown on the call screen

#923808

Added the setting 'Clear the Supplier from Supplier Recall Actions' to ticket settings

#947898

Added an option to manually set email label when emails are deleted in Google Mailboxes

#948608

Fixed an issue using $ BESTARTICLEMATCHESJSON with AI Auto Response not populating URLS correctly

Also in 2.200.1 · 2.196.71

#951192

Added 'Is Sensitive' as a Ticket rule criteria

#960078

Added Client, Mailbox and End-User custom fields as Qualification Matching criteria

#960337

Added startdate and enddate query string parameters to the Feedback endpoint

#961400

Updated the interactive login process for all integrations that use an interactive login flow

#962496

All integrations that use an interactive login flow to connect the integration will now use a pop-up window instead of redirecting the entire page.


As part of this change, the redirect URL has been updated for the following integrations. 


  • Adobe Acrobat
  • Dynamics 365 CRM
  • Dynamics Business Central
  • Microsoft Entra
  • Exact Online
  • Exchange Calendars
  • Google Business
  • Google Workspace 
  • GoToAssist Remote
  • Intune
  • Kaseya VSA
  • ManageEngine Endpoint Central
  • Microsoft CSP
  • Microsoft Sentinel
  • Sales Mailbox (Office 365 and Google)
  • Salesforce
  • Sharepoint

Should you disconnect any of these integrations, you will need to register the new redirect URL associated with the integration before you can reconnect it.


This change also includes a variety of backend improvements, as well as some front-end styling improvements to some buttons that start the authentication process.

Improved a setting label for appointment types

Also in 2.200.1 · 2.196.71

#962947

Added config tracking to lookup profiles

#963628

Added 'Next Review Date' to the matched articles table

#964894

Added the setting 'Hide the Ticket Type selection on new Ticket screen' at action level

#965667

Added the field mapping 'Employee Type' to the Microsoft Entra ID integration

#967409

Fixed an issue with sending quotes to a different user than the quote user

Also in 2.200.1 · 2.196.71

#968601

Added an option to reduce ticket details refresh interval

#970219

This is available in Advanced settings under "Ticket Details refresh interval (seconds)".

You can use this to drop the refresh interval from 15 seconds to a minimum of 10 seconds, in order for actions on tickets to update more frequently.

Added a setting to make Actions private if they are created from an email and the sender has previously been forwarded an action on the Ticket

#971373

This setting can be found in Configuration > Email > General Settings.

Added the setting 'Disable anonymous reporting access' to reporting settings

#972033

Fixed an issue with the distribution members list not showing all users by default

Also in 2.200.1 · 2.196.71

#972385

Added more links to other entities in Config from Ticket type allowed values tab, Workflows details, and Action details

#973034

Fixed custom field criteria not matching for supplier contract Automated Tickets

Also in 2.200.1 · 2.196.71

#973633

Added a “Get All Ticket Attachments” setting to the Freshdesk migration

#974053

Improved performance when using many-to-many related tickets

#974434

Fixed an issue with uploading quote signatures

Also in 2.200.1 · 2.196.71

#974468

Added a Paragraph Formatter option into the rich editor toolbar in KB articles

#975816

The Paragraph formatter option will now show on the Rich Editor in KB articles, allowing you to easily insert header html into the article.


Added a last synced variable to the Dynamics 365 CRM integration which can be used in the query filters

#975881

The variable is $-INTEGRATORLASTSYNC. This will be replaced with the date and time of when the Halo Integrator last processed that Dynamics 365 CRM connection.


The main use case is to pull new updates only using a filter such as $filter=modifiedon ge $-INTEGRATORLASTSYNC

Resolved an issue with CSP Consumption lines that fail to import due to long descriptions

#975916

Fixed an issue where ticket variables wouldn't populate for appointment mentions

Also in 2.200.1 · 2.196.71

#976647

Resolved an issue with Contract Schedules incorrectly taking the time of day into consideration for the creation of date

#977376

Fixed an issue with $-USERNAME and $-USERPHONENUMBER variables not populating on Sales Order email templates

#977741

Added a query string parameter to /kbarticle/{id} called "dontupdateread"

#977940

When set to true, the Article view count will not be updated, and a KBViewLog record will not be logged.

The caller must be authenticated as an Agent for this param to work. Anonymous users and logged in users cannot make use of this param.


Additionally a bug has been fixed where an Article with no Author would not have it's view count updated by Users.

Fixed an issue with data types for Swagger parameters

#977954

Fixed an issue with using multiple open in modal create new ticket actions in an action group

#978584

Added Facebook as a value that can be set when the source field is mapped in the Freshdesk Migration

#978648

Added 'Is draft amendment' as an option for rule criteria

#978652

Resolved an issue with Passportal imported data contain HTML encoded data

#979585

Fixed a performance issue loading 'My Tickets' on the portal

#979624

Fixed some minor UI issues with item bundles

#980287

Improved logging for the Freshdesk Tickets Migration using the Halo Integrator

#980351

Logs will now be added after each batch (up to 30,000 Tickets) to show how many Tickets were successfully processed, and the Freshdesk Ticket ID's of any Tickets which failed to process.


Additionally, a setting has been added to only run a single batch in one integrator run. This is useful for when running the integrator for a long period of time on a system with low memory. You can use this in conjunction with a scheduled task to run a very large Ticket Migration.

Resolved an issue with using the Item Group sort sequence for Quotes incorrectly setting sort sequence for new Quotes

#980375

Updated PDF generation component

#980660

Fixed an issue where dollar variables wouldn't be populated when sending a purchase order

Also in 2.200.1 · 2.196.71

#981043

Fixed an issue where you could not use the checkboxes for allowed customers on ticket types

#981279

Resolved issues with the Tax Rules and Item Groups buttons in the Billing Configuration failing to load

#981420

Minor backend improvements to the Jamf integration

Also in 2.200.1 · 2.196.71

#982168

Resolved an issue with adding Billing Period as a filter profile option for Ready For Invoicing

#982202

Updated QuickBooks Online language packs and button

Also in 2.200.1 · 2.196.71

#982373

Allowed use of the ROPC flow for a specific customer

Also in 2.200.1 · 2.196.71

#982478

Fixed an issue with the Active Directory (AD) server connection method always returning invalid credentials

Also in 2.200.1 · 2.196.71

#982621

Resolved an issue with using the Accept/Reject button on the Quote failing to register correctly against the Opportunity Approval Process

#982698

Improved the error handling when sending an email to a distribution list using the Bcc method

Also in 2.200.1 · 2.196.71

#983391

Added identity column to devicechild table

#983438

Fixed an issue where Zabbix wouldn't set alert priority if no SLA is set at ticket type level

Also in 2.200.1 · 2.196.71

#983781

Fixed an issue where the Edit dropdown would disappear when attempting to bulk edit child tickets on small screens

#984142

Fixed an issue with using brackets in team names in specific cases

#984270

Resolved an issue with an error given when deleting workflows

Also in 2.200.1 · 2.196.71

#984361

Fixed an issue which prevented the $-QUOTEITEM_TCS variable from rendering

Also in 2.200.1 · 2.196.71

#984362

Fixed an issue with setting the top level for new customers on the Pax8 integration configuration screen

Also in 2.200.1 · 2.196.71

#984365

Added 'ITIL Ticket Type' and 'Ticket Type Group' to Ticket rule criteria

#984404

Fixed the $-userid variable not working within dynamic SQL input fields within chat profiles

Also in 2.200.1 · 2.196.71

#984432

Resolved an issue with a read only field only triggering a database lookup the first time it is updated

Also in 2.200.1 · 2.196.71

#984469

Fixed an issue with the upgrader

Also in 2.200.1 · 2.196.71

#984750

Updated Halo logos on the login screen

#984979

Fixed a rare issue when reassigning tickets

Also in 2.200.1 · 2.196.71

#985040

Fixed an issue that prevented all items from appearing in the MYOB integration configuration

Also in 2.200.1 · 2.196.71

#985126

Fixed an issue with removing attachments when cancelling an action

Also in 2.200.1 · 2.196.71

#985188

Resolved an issue with an Unauthorized error showing when attempting to start a chat from a Ticket that is not associated with the logged in User

#985239

Fixed an issue with grandchild tasks not inheriting its grandparent budget charge rate

Also in 2.200.1 · 2.196.71

#985277

Fixed an issue with purchase currency not updating price instead of margin when updating the purchase currency rate in some cases

Also in 2.200.1 · 2.196.71

#985299

Fixed a rare issue loading appointments

Also in 2.200.1 · 2.196.71

#985398

Fixed new Sites defaulting to an invalid SLA if no global default is set

Also in 2.200.1 · 2.196.71

#985411

Fixed an issue with syncing items to QuickBooks Online when the item inherits sales and expense accounts codes from its group

Also in 2.200.1 · 2.196.71

#985456

Fixed an issue with change collision detection showing unnecessary warnings

Also in 2.200.1 · 2.196.57

#985589

Fixed an issue with the knowledge base search in the problem resolution finder when logging a new ticket

Also in 2.200.1 · 2.196.71

#985617

Fixed an issue with hubspot deals not setting opportunity contact fields in some cases

Also in 2.200.1 · 2.196.71

#986069

Fixed an issue with the comments field when approving/rejecting an approval process

Also in 2.200.1 · 2.196.71

#986946

Resolved an issue with Actions that are merged triggering webhooks that are configured at Action level

Also in 2.200.1 · 2.196.71

#986983

Fixed an issue with the $-KBEDITEDBY and $-KBCREATEDBY dollar variables not resolving correctly when generating PDFs of KBs from the portal

#987465

Improved the loading time for Recurring Invoice list when including the Invoice Lines by removing some data that is not required.

#987595

Fixed an issue when deleting assets that have a linked service

#987674

Fixed an issue with Azure Entra subscriptions imports matching incorrectly in some cases

Also in 2.200.1 · 2.196.71

#987903

Minor backend improvements to the Azure DevOps integration

Also in 2.200.1 · 2.196.71

#987979

Minor backend improvements to the Jira Software integration

Also in 2.200.1 · 2.196.71

#988006

Removed beta icon from client-side upload setting

Also in 2.200.1 · 2.196.71

#988012

Minor backend improvements to the PRTG integration

Also in 2.200.1 · 2.196.71

#988048

Minor backend improvements to the Datoo Commerce integration

Also in 2.200.1 · 2.196.71

#988115

Minor backend improvements to the VM Workspace One integration

Also in 2.200.1 · 2.196.71

#988166

Minor backend improvements to the Jira Confluence integration

Also in 2.200.1 · 2.196.71

#988197

Minor backend improvements to the Shopify integration

Also in 2.200.1 · 2.196.71

#988233

Minor backend improvements to the WhatsApp integration

Also in 2.200.1 · 2.196.71

#988239

Fixed an issue setting the urgency of a ticket from a ServiceNow webhook

#989017