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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.208.1

Unreleased

Released on Aug 28, 2025 · 196 updates

Added Canned Text Shortcuts for Chat

#1024945

A shortcut key can be configured for Chat Canned Text. The shortcut combination is Alt + Shift + [Key].

The key must be a letter of the alphabet and assigned shortcuts will show in the Shortcut window which is accessible by pressing "?" on your keyboard.


Chat Canned Text Shortcuts are separate to Ticket Canned Text Shortcuts.

Added Managed Identity via Azure Arc as an authentication option to the Microsoft Entra integration and Office 365 mailboxes

Also in 2.208.1 · 2.196.102

#1024317

Multiple changes to available $ variables

#1023687
  • Added variables ORADDRESS1, ORADDRESS2, ORADDRESS3, ORADDRESS4 and ORADDRESS5 for Organisation Address lines
  • Added COUNTRYCODE1 and COUNTRYCODE2 for Country Codes instead of names
  • Can now remove currency from money variables using the format $_NETAMOUNT{NOCURRENCY}

Added the setting 'Automatically create Change Advise Boards from Teams' to Approval Process settings

#1023311

If enabled, whenever a team is created a CAB will also be created. The CAB will be linked to this team and use the agents that are part of that team as the members of the CAB.

You can now use Client, Site or User Custom Fields for criteria on Workflow Automations

#1022399

Added a new Knowledge Base setting that allows you to hide FAQ tiles that have no results matching the current search in the Portal

#1012783

Added a manufacturer field to the suppliers tab of assets

#1009501

You can now use Client, Site, User and Organisation level $ variables in the Self Service Portal custom HTML Headers and Footer

#1007759

Added a Chat Audit Area Added a new Chat Transcript style

#1004851

Chat Audit Area

This area allows Agents with the relevant permission (Chat Audit Level) to view a chat (ongoing or closed) without having to join the chat. This can be achieved by right clicking the Chat and pressing "View Chat Details" from the Chats tab on a Ticket, a Chat in the Chat Area (if enabled) or from a new Chat History tab on the Chat Profile.


This Area shows all key information to do with a Chat, including participants and the messages.


Additionally, with the highest Chat Audit permission level, an Agent can modify the messages for closed Chats if needed. For example to remove PCI data.


New Chat Transcript style

If enabled in Configuration > Chat > Advanced Settings > Use new Chat Transcript Style, the Chat Transcript generated when a Chat is closed, or when a Ticket is logged from the Chat and $ CHATTRANSCRIPT is used as the default details, will have an updated style:

Added pagination to the Microsoft Dynamics 365 CRM integration

#1003996

You can now set feedback and survey links to be single use

#1002898

Added an Advanced Setting to alter the Tree menu width

#999276

This option shows in Config > Advanced Settings;



Use it to make the Tree menu larger or smaller based on your preference.


This only applies when the tree menu is undocked from the navigation menu.

You can now make your custom hompage HTML in the End-User portal appear as a sticky banner across all portal pages

#996323

Added additional Forecasting models: Moving Average, Linear Regression, Simple Exponential Smoothing

#995794

When creating a Forecast new models are available which run natively in Halo without requiring an integration.


These models are Moving Average, Linear Regression and Simple Exponential Smoothing. Each of these determine the forecasted values based on Mathematical models.



For "Moving Average", the window size can be customised. For "Simple Exponential Smoothing" the smoothing factor can be customised.

Added option to exclude non-invoiceable time from budget calculations

#994004

You can now select a custom list of top 5 articles to display on the End User Portal

#990125

Added an option to Service Level Agreements to enable a different First Response Target to Subsequent Responses

#988897

This must be enabled in Configuration > Service Level Agreements > General Settings.

You may then configure a different First Response Target to subsequent Response  Targets per priority of each SLA.

By default, and when set to 0, it will inherit the original (subsequent) Response Target.

Added the FAQ List Ticket field as an available option for workflow automation criteria

#987268

Added a Chat Profile setting to allow the update of the End User of Tickets linked to an Anonymous Chat if the haloChat_inboundEvent_upgradeAnonChat is successfully called

#984332

Added a "Clock in, Clock out" widget for Shifts

#984138

To use this feature, you must have Timesheets and Shifts enabled, as well as Agents having the "Enable Shifts" setting set to Yes on their Agent profile.


This feature will allow your Agents to Clock in and out of Shifts from the Timesheet Side Menu:

The "Clock in to an upcoming Shift" option will allow an Agent to view all Shifts within the next 24 hours assigned to them.

There is a configurable time in minutes in which an Agent may be allowed to Clock in to their Shift early.


If enabled, you may allow an Agent to start an ad hoc Shift, with a Shift type of their choice. This will create a Shift record for the Agent.


Any Statuses applied by the Shift type, will now be applied when the Agent starts their Shift, rather than it automatically being applied.


If configured, whilst on a Shift an Agent can go on a Break. This will set their status to a configured Break status, and record the Break against the Agent's Timesheet:


All configuration for this feature can be found in Configuration > Time Management > Shifts:

Added a 2 monthly schedule period option

#979982

Added multiple improvements to Knowledge Base latest article links

#979751

Latest article links are now based on unique identifiers for article versioning. The view counts for articles are now totalled for each version the article has had.

Added the option 'Visible - Read Only' to Agent Asset details screen visibility

#979737

You can now configure a ticket to load balance upon reopening if the assigned agent does not meet the mandatory qualification matching criteria

#979563

Added a module for an integration with Opinyin

#978437

This integration is configured from Opinyin.

You can now send test emails for individual Mail Campaign email messages

#977085

Added multiple new Halo API Actions in runbooks

#974932

New Halo API Actions:

  • Get Client
  • Get Site
  • Get Asset

Added a new setting to split Knowledge Base view counts. When enabled, the End-User portal shows only User views

#971344

Agent views will only start counting once the setting is enabled

Added item group restrictions and a running cost total when adding items to new tickets on the self-service portal.

#971032

Added a Ticket Reference field that can be searched and included in column profiles

#968004

Ticket reference is a new database field that stores the start tag alongside the ticket number:


This field will not be populated retroactively. However, whenever a new ticket is created or updated, the' fticketreference' database field will be updated.


This can also be used within column profiles. For example:



A new setting can be found under Configuration > Advanced Settings, on the Searching tab:

This enables searching for tickets based on their tag and number. For example:

Added dollar variables ($) CONTRACTSLA, CONTRACTSUBTYPE & CONTRACTSTATUS

#935851

Added options to encrypt variables and responses in Custom integration methods & Runbooks

#882510

New features have been introduced to Custom integrations and Runbooks to handle sensitive data like passwords and secrets more securely.



1. Option to encrypt Custom Integration method Query Params, Headers, and Body Mappings


Custom integration methods will now have an "Encrypt?" checkbox in the tables for Query Params, Headers, and Body Mappings (for x-www-form-urlencoded). Checking this will encrypt the value in the database and not reveal it in the client. It's value will also be obfuscated in the request logs and runbook logs.



The method's base Resource URL is a factor in the encryption, meaning that changing the URL will invalidate all encrypted values for optimal security.



2. Option to encrypt the Response body on Custom Integration Methods, Halo API Actions, and Execute SQL Actions


The "Encrypt response body" option will show on the Advanced tab of a Custom integration method.



The same option also shows when configuring Halo API Actions or Execute SQL options.



When this is active the Response body of the request will be encrypted in the database and no longer show in the Request logs or Runbook logs. Additionally, any Runbook-level variables that use encrypted responses will also be encrypted in the database and no longer show in the Request logs or Runbook logs. Any subsequent requests that use an encrypted response variable will have their Request Headers and Request Body removed from the logs.



3. Option to encrypt the Request body of the Request that triggers the Runbook


The "Encrypt the Request Body and Headers" checkbox now shows on the Runbook configuration screen when the Runbook can be started from a public endpoint.



When enabled this will remove the Request headers from the log, and encrypt the Request body in the database. Additionally, any Runbook variables that are calculated from the initial request body will also be encrypted in the database and no longer show in the Request logs or Runbook logs. Any subsequent requests that use the <<request>> variable will have their Request Headers and Request Body removed from the logs.



4. Option to encrypt a Runbook-level Variable


Individual Runbook-level variables now have an "Encrypt?" option.



This can be used when a Runbook-level variable holds information that is constant. There is no need to set this unless the variable itself holds a password/secret by default - if the variable gets set based on the request/response from a method that has it's body encrypted then it follows that the runbook-level variable will be encrypted automatically without this option enabled (from features 2 and 3).


It encrypts the value in the database and prevents it from being shown in config, and any requests that use an encrypted variable will have their Request Headers and Request Body removed from the logs.



**Please note that in features 2, 3, and 4 - configuring Authentication at Custom Integration level is still the recommended approach for authorizing the runbook to access third party APIs. This is still more secure than implementing your own Authorization flow using these features**

You can now set an expiry date for software against an asset

#880465

This has also been added as criteria for creating an automated ticket against an asset.


Please note it will only create a ticket per asset, rather than per software.

Added a ticket type level setting that can allow you to show/hide approval actions for end-users.

#859228

Added functionality for team leaders to modify their agents’ preferences

#855276

A new setting has been added to Advanced Settings that allows Team leaders to edit the preferences of Agents in their teams.



The option to edit preferences is available in the My Config area.

Added the ability to bulk add assets to a ticket via the asset search modal screen

#835383
This is only available when the current filters or search term return fewer than 250 assets:


When clicked, the screen will enter a loading state and update the asset selection with all assets returned by the current search term and filters as well as any existing selections:

Added the ability to set a chat profile override at user role level

#834258

There is now a section in the user role permissions form labelled 'Chat Settings'. This contains the aforementioned field. If set, users on the portal will use this chat profile over those configured at organisation, client, and global level. If set to '*None*', no chatbot will be present for the user.


Note that if the user has multiple roles, the chat profile override of the role with the lowest ID which has the field set will be used.

You can now specify HTML when setting a pop up note on a ticket rule

#825950

There is a checkbox to enable this when specifying the note on the ticket rule

Added a new setting to limit agents and users to one active session

#761279

The new setting can be found in Configuration > Advanced, under the "Sessions" section:




When this is enabled, when logging into another device, all other sessions for that agent / user will be revoked and they will be returned to the login screen.


Impersonation does not cause the other devices to log out.

Added TD Synnex Quote Line Imports

#698431

Added the ability to set specific colours for counters widgets when using dark mode

#681842

When editing a report counter / ticket list counter widget, there will now be options for the initial colour and changed colour (when applicable) for dark mode. The existing colour pickers are now labelled as being for light mode.


Added multiple settings in Self Service Portal settings to limit options to the Web Access Level list

#436892

Added the ability to use access control for reports

#262984

Access control can now be enabled for reports using the setting "Report Permission Type" in Reporting settings.

There are 3 options for it:

  1. Use access control for Report Groups. The Read/Write permission determines if an agent can edit a report, data source, or composite report. - The current behaviour
  2. Use access control for Report Groups, Data Sources, and Composite Reports. Report access is implied from its group.
  3. Use access control for Report Groups, Reports, Data Sources, and Composite Reports. Group access is required to see the group in lists.

When using the latter two options, the following agent permissions are available:

  • Can create reports - This allows agents to create reports, or reports and report groups
  • Can create composite reports

These are in addition to the settings for:


  • Can Create SQL Data Sources - This allows an agent to write SQL and to create/edit data sources
  • Can Use Data Sources

Fixed an issue loading tickets

#1035074

Fixed an issue with setting Twilio numbers

#1034933

Fixed an issue where chart comparison wouldn't load on Widgets

#1034027

Fixed minor issue with One-Time Secure Message

#1033848

Improved logging for incoming events

#1033710

Fixed an issue where end-user closure procedures would erroneously apply to Projects

Also in 2.208.1 · 2.196.111

#1033686

Fixed an issue where HubSpot Default Billing Period field mapping on Items would error

Also in 2.208.1 · 2.196.111

#1033660

Added a login error message if your user account has SSO enforced but you can't login

#1033609

Fixed an issue where field criteria couldn't be selected on Billing Plan Combinations by non-Admins

Also in 2.208.1 · 2.196.111

#1033402

Fixed an issue with saving quotes

#1033395

Fixed an issue with $ CURRENCY_CODE variable not populating correctly

#1033379

Fixed an issue where Appointments couldn't be completed by automated actions

Also in 2.208.1 · 2.196.111

#1033233

Fixed an issue where top level mailbox override would not get picked up for welcome emails

#1033197

Resolved an issue with the SentinelOne Integration failing to match on existing Assets/Devices when using the Matching Field

#1033167

Fixed bulk adjusting target date not updating child target dates when needed

#1033074

Fixed a tenant identification issue

#1033017

Fixed "Holiday Allowance Remaining" displaying incorrectly when there is no allowance remaining

#1032953

Fixed issue with AI search not being enabled on the portal

#1032903

Fixed an issue with the custom field options to copy values to parent/child when storing values in rows

Also in 2.208.1 · 2.196.111

#1032813

Fixed an issue with Ingram Micro Reseller webhooks

Also in 2.208.1 · 2.196.111

#1032804

Fixed an issue where attachment uploads for subscriptions may give an incorrect permission error

Also in 2.208.1 · 2.196.111

#1032742

Fixed using SQL to determine assets on templates

#1032674

Improved the performance of loading CSP invoices for consumption and reserved instance data

#1032628

Fixed an issue where applying a template could cause an error in a certain scenario

#1032552

Fixed an issue with updating the site of an asset when the user's site is changed using a Halo API action

Also in 2.208.1 · 2.196.111

#1032287

Fixed language issue with item groups

Also in 2.208.1 · 2.196.111

#1031983

Fixed an issue with the AI report analysis still showing on a report when AI report analysis has been disabled

Also in 2.208.1 · 2.196.111

#1031966

Fixed an issue with incorrect tickets being returned in lists when filtering on related services

#1031763

Fixed an issue with Knowledge Base article counts

#1031754

Fixed an issue cloning asset types that have resource booking configured

#1031676

Resolved an issue with the deletion of Credit Notes affecting the Recurring Invoice that the Credit Note related to

Also in 2.208.1 · 2.196.111

#1031585

Fixed an issue where pre-pay balance wouldn't display on Tickets for merged Clients

Also in 2.208.1 · 2.196.111

#1031558

Fixed copy link for KB articles on the portal

#1031289

Fixed runbooks not triggering based off of a custom field changing on a Purchase Order

#1031202

Minor changes to the SentinelOne Alert creation functionality

#1031199
  • Tickets created will now include a better formatted response relating to the Alert
  • Tickets created will check the Site ID property when using the Customer/Site matching method for SentinelOne Sites

Resolved an issue with the redirect for URLs used in bulk emailing failing to use the populated $ variables

#1031093

Resolved an issue with Automated Tickets being created for Credits and Bills when using the "Unpaid Invoices" option

#1031027

Fixed issue where actions with a default communication method of email were not populating To and CC lists

#1030971

Resolved an issue with API Agents being able to be assigned appointments via resource booking

Also in 2.208.1 · 2.196.111

#1030524

Fixed an issue with locking a ticket list to a Gantt view

Also in 2.208.1 · 2.196.111

#1030339

Fixed the edited by field being updated on KB articles when generating a PDF

#1030229

Fixed language pack issue in self service portal config

Also in 2.208.1 · 2.196.111

#1030094

Fixed a language pack issue on runbook details

#1030087

Allowed checkbox fields to be mapped from an email rule

#1030025

Note that if you are setting a value for a checkbox field you will need to set the value to either "true" or "false" rather than 1 or 0, for the mapping to populate.

Fixed an issue with Follow up Appointment buttons

#1029811

Fixed 'Potential Value (One-off)' displaying incorrectly on opportunity tickets

#1029545

Added "Automation" description for who, when a runbook creates/edits a user

#1029373

Fixed an issue with the display value for read-only single-select custom fields

#1029354

Fixed asset field values not ordering alphabetically when they should

#1029345

Fixed an issue with setting asset type key fields

#1029312

Fixed an issue with the global search and article search returning different articles when using the same search term

#1029279

Fixed customer popups not displaying on tickets

#1029178

Fixed an error when filtering certain columns in the invoice list

#1029119

Fixed an issue where the asset SQL option incorrectly showed on non-scheduled tickets

#1028766

Fixed an error opening some forms that have a Tag field in a modal window

#1028569

Fixed an issue which could prevent viewing / uploading attachments to an expense

Also in 2.208.1 · 2.196.111

#1028510

Fixed an issue with syncing "Quote to Order" purchase orders to Ingram when there are more that one orders awaiting a response

Also in 2.208.1 · 2.196.111

#1028417

Fixed issues with setting asset type relationship restrictions

#1028414

Fixed an issue with default values not populating in the portal with 'Allow the use of dollar variables in the field value' enabled on rich text fields

#1028335

Fixed an issue with joining device group in the query builder

#1028290

Fixed deleted Rhipe subscriptions not being deactivated by the Halo Integrator

#1028273

Fixed an issue that sometimes occurs when reassigning a ticket

Also in 2.208.1 · 2.196.111

#1028151

Fixed an issue with the followers field not being mandatory on user new tickets

Also in 2.208.1 · 2.196.111

#1027666

Resolved an error when using the Customer filter in the Ready For Invoicing area for expenses

Also in 2.208.1 · 2.196.111

#1027657

Resolved an issue with the Page Title and Description override failing to show on the Self Service Portal Kanban page

#1027547

Resolved an issue with Xero webhooks for Invoices failing to reverse payments

#1027544

Minor label change to the Mailbox/From override set at Ticket Type level

#1027508

Fixed an issue with the scheduled import integration failing to read the attachments

Also in 2.208.1 · 2.196.111

#1027471

Fixed a time zone issue with the invoice period start and end dates

Also in 2.208.1 · 2.196.111

#1027392

Improved note display on Workflow steps

Also in 2.208.1 · 2.196.111

#1027320

Fixed a rare issue that would prevent Quotations from loading

#1027308

Resolved an error with creating Sales or Projects from Services in the Agent application failing to log correctly as the Type selection only shows Tickets

#1027085

Resolved an issue with the credit and payment totals showing incorrectly when using the setting to apply credits using the payments records

#1027030

Resolved an issue with the variable $ TAXCATEGORYCODE failing to populate in specific scenarios when the Tax Code is not explicitly set

Also in 2.208.1 · 2.196.111

#1026990

Fixed an issue where expenses could become unreviewed when adding a new expense

Also in 2.208.1 · 2.196.111

#1026980

Fixed an issue where Exact would silently not sync in very rare cases

Also in 2.208.1 · 2.196.111

#1026808

Fixed an issue where private note actions were not usable when using the "show a tab for each communication channel" global option, and not using custom tabs on the ticket type.

Also in 2.208.1 · 2.196.111

#1026743

Resolved an issue with using Invoice Groupings with Items within the group not hidden failing to push to Fortnox

Also in 2.208.1 · 2.196.111

#1026737

Fixed issue where items being issued were being added to the wrong ticket

#1026428

Added mapping options for 'Shipped' and 'Ordered' Ingram Micro purchase order statuses

#1025800

Fixed issue where invoice column profiles were inconsistently setting the ID value

#1025733

Fixed a minor display issue with the 'statuses to show on child Kanban view' field at ticket type level

Also in 2.208.1 · 2.196.111

#1025350

Fixed an issue where session cookies could increase in size when using the app

Also in 2.208.1 · 2.196.111

#1025214

Fixed a rare issue where the notes field on Invoices could cause Ready for Invoicing to error

Also in 2.208.1 · 2.196.111

#1025116

Resolved an issue with fixed value mappings in the Azure User import when configured at the Site mapping and imported using the web application

#1025058

Added additional logging for Teams embedded portal logins

Also in 2.208.1 · 2.196.111

#1025013

Fixed an issue with setting the correct theme for dashboards when viewed by anonymous users

#1024993

Fixed slow loading of supplier view lists

Also in 2.208.1 · 2.196.111

#1024874

Increased the timeout for generating a project based on AI statement of work

#1024831

Resolved an issue with Status always being updated with an Action even when using the "Do not change" configuration on the Action

#1024822

Added a users general setting to enable the functionality for sending user emails for all public email actions at client/site level

#1024782

Fixed an issue with sending multiple emails across to quickbooks online failing in rare cases

Also in 2.208.1 · 2.196.111

#1024625

Fixed services incorrectly displaying as experiencing issues when using ticket driven service statuses in certain scenarios

#1024612

Resolved an issue with the new Configuration storage method causing the setting to stop the Email Preview from being editable failing to work

#1024572

Resolved an issue with using Quick Actions with an Item Issued System Action failing to work

#1024531

Fixed a minor issue with the Dicker Data integration

#1024440

Fixed a minor issue with sales order total percentage invoiced

Also in 2.208.1 · 2.196.111

#1024420

Fixed an issue where the 'Create PO' button would still display on Sales Orders when quantity had been used

Also in 2.208.1 · 2.196.111

#1024373

Fixed a UI error that appears in the self service portal

Also in 2.208.1 · 2.196.111

#1023806

Fixed creation date not being set for users created from the portal

Also in 2.208.1 · 2.196.111

#1023772

Fixed an issue where Supplier and Customer API actions could appear as queued to send when they are not

Also in 2.208.1 · 2.196.111

#1023603

Fixed an issue with Exact silently timing out on some imports and failing to retrieve all entities in some cases as a result

Also in 2.208.1 · 2.196.111

#1023558

Fixed an issue with config tracking services

Also in 2.208.1 · 2.196.111

#1023508

Fixed an issue where customer or supplier API actions would not send if the agent doesn't have access to the fall-back mailbox.

Also in 2.208.1 · 2.196.111

#1023507

Updated formatting instructions for AI report analysis

#1023506

Improved UI error handling for character limit validation in runbooks

#1023499

Fixed an issue where an asset list's column profile override may not apply

Also in 2.208.1 · 2.196.111

#1022317

Minor improvements to Addigy Integration

#1022116

Fixed an issue when saving recurring invoices

#1020516

Added further logging to the Stripe integration

#1019889

Fixed an issue where the default items account does not get picked up when syncing an invoice to MYOB

Also in 2.208.1 · 2.196.111

#1019207

Updated hint for rich text custom field default values

#1019156

Fixed an issue where client mappings would duplicate when syncing a new customer from Halo to MYOB

Also in 2.208.1 · 2.196.111

#1019024

Fixed an issue with populating user single select custom fields during EntraID/CSP user sync

Also in 2.208.1 · 2.196.111

#1018949

Fixed an issue with the Team field not adhering to Ticket Type Allowed Teams on the New Action screen when also changing Ticket Type on the same Action The Template field can now show Templates with a *Not Set* Ticket Type on the New Ticket and New Action screens. Must be enabled in Tickets > General > Advanced settings

#1018310

Fixed language issue in relation to maintenance window

#1016871

Fixed a caching issue with the "Access to All Departments" permission

#1015174

Added option to specify the number of primary shards when an index is created in OpenSearch

#1014635

Fixed an issue where '[object Object]' could display when grouping by pipeline stage

Also in 2.208.1 · 2.196.111

#1012718

Fixed an issue with out of hours rule criteria matching

Also in 2.208.1 · 2.196.111

#1012535

Resolved an issue with the Date Done of an Action failing to be used when it is not updated

Also in 2.208.1 · 2.196.111

#1012118

Fixed an issue where charge rate would not always show on quick time, despite being included on the ticket type field list

#1012060

Fixed an issue where mandatory approval fields did not have to be populated when approving or rejecting

#1010935

Removed references to expiry alarms in contracts

#1010912

Fixed some issues with CSP Consumption billing

Also in 2.208.1 · 2.196.111

#1009074
  1. Fixed an issue with the mark as billed button on CSP invoices for consumption and reserved instance data
  2. Fixed an issue with the markup and cost not working
  3. Fixed an issue with marking as billed not showing any loading screen when working.

Fixed an issue where a recurring invoice line's net amount and tax amount might not immediately update when adding a meter reading

Also in 2.208.1 · 2.196.111

#1008599

Added auditing for change made to line cost in Invoices & Recurring Invoices

#1008303

Minor change to release details page for mobile

#1008133

Improved login time in self-service portal for large user databases

#1008116

Added inbound request debug logging to QuickBooks Online webhooks

#1006818

Fixed a minor issue with the ticket ID not displaying correctly in the opening action note when hovering over a ticket in a list

#1006440

Fixed an issue with 'equal to' and 'not equal to' field visibility conditions that target single select custom fields.

Also in 2.208.1 · 2.196.111

#1004534

Fixed issue with mapped checkboxes always being set to true when a Lookup is triggered from a Ticket Rule

#1004237

Fixed an issue with using quotation marks in Teams bot chat conversations

#1002398

Allowed user manager approvals to use the agent's manager's linked user, if available.

#1000106

Fixed issue with anonymise user action affecting other users with the same name

#997622

Fixed an issue where approval timeouts with a start date of 10 minutes or less into the future would not timeout.

Also in 2.208.1 · 2.196.111

#996316

Fixed agents not being able to search the internal memo when searching for KB articles

#993704

Minor change to summary field on ticket templates

#993020

Fixed an issue where pro rata would not get billed according to the 'Number of days ahead of schedule to create' value on the recurring invoice schedule.

Also in 2.208.1 · 2.196.111

#986009

Fixed the error description not populating for authentication using client credentials

#984732

Fixed a minor issue with importing software as part of the ConnectWise Automate integration asset import

Also in 2.208.1 · 2.196.111

#975725

Minor logging improvement for the Exchange Calendars integration when using Exchange Web Services

Also in 2.208.1 · 2.196.111

#971523

Fixed an issue with the "Use assets to determine related services" setting not applying on the end-user portal as intended

Also in 2.208.1 · 2.196.111

#970086

Fixed automated tickets not triggering from asset date fields for some regions

#934012

Ensure that you also have this setting set up correctly:


Configuration > Advanced Settings > 'Format to use for Asset/Site date fields'


If you are a US customer you should set this to be 101 to match the settings on your DB.

Fixed an issue where custom table fields using third-party value mappings were not updating correctly

#897911

Fixed an issue where Holidays were retrieved incorrectly

#835211

Fixed an issue where a permission error may be thrown when creating a ticket through an automation on a workflow

Also in 2.208.1 · 2.196.111

#834137

Fixed an issue with opening the side menu dashboard while a dashboard is already open in the background

#822433

Added Create/Update/Reverse incoming webhook options for Xero Payments

#791719

Fixed a rare issue where searching by date could return incorrect Tickets in some Timezones

#662710

Fixed the stock location dropdown from expanding for each items when receiving stock

#639333

Added a setting to allow linking Halo items to multiple QuickBooks items.

#934844