Release notes

Fixed an issue with setting the date for SLA hold auto-release in a modal window

Also in 2.210.1 · 2.208.41

Fixed an issue with emails forwarded by users not triggering ticket updated events

Also in 2.210.1 · 2.208.41

Resolved an issue with Invoice class failing to populate correctly on creation of Invoice line, only the Item class was being used.

Also in 2.210.1 · 2.208.41

Fixed an issue with Fortnox Group taxes not working as intended in some cases

Also in 2.210.1 · 2.208.41

Fixed an issue to do with Article view counts on the Self Service Portal

Also in 2.210.1 · 2.208.41

Fixed an issue with adding value visibility conditions based on user roles

Also in 2.210.1 · 2.208.41

Fixed an issue with filtering search filters on custom fields with a field summary

Also in 2.210.1 · 2.208.41

Fixed an issue where the 'Only allow a Contact to submit a One-Click Feedback response once per Ticket' setting may not have worked correctly

Also in 2.210.1 · 2.208.41

Fixed an issue with the date done on actions being set as the start time

Also in 2.210.1 · 2.208.41

Fixed a rare issue with changing tax rates on invoices from composite to single tax rates

Also in 2.210.1 · 2.208.41

Fixed an issue when adding an FAQ list to an article by a Halo API Action

Also in 2.210.1 · 2.208.41

Resolved an issue with the "reviewed" checkbox failing to be reset for Recurring Invoice lines that are linked to Azure consumption billing

Also in 2.210.1 · 2.208.41

Fixed an issue with Report Group Access Control

Also in 2.210.1 · 2.208.41

Fixed an issue with getting custom table values when using a template on a ticket

Also in 2.210.1 · 2.208.41

Minor UI improvements when configuring an action with system use to create a Bug/Issue/Work item

Also in 2.210.1 · 2.208.41

Fixed issue with fuserdefx fields in Query Builder

Also in 2.210.1 · 2.208.41

Resolved an issue with the initial calculation for Invoice occurrence count

Also in 2.210.1 · 2.208.41

Fixed an issue with the options menu on attachment dashboard widgets

Also in 2.210.1 · 2.208.41

Fixed an issue with SQL single select custom fields not copying from knowledge base articles to draft tickets

Also in 2.210.1 · 2.208.41

Fixed an issue with the report setting 'Apply Agent's permissions to Ticket, Action, and Asset query builder queries'

Also in 2.210.1 · 2.208.41

Fixed an issue with the Jira Integration when updating decimal value fields

Also in 2.210.1 · 2.208.41

Fixed an issue with the LogMeIn Rescue integration

Also in 2.210.1 · 2.208.41

Fixed an issue with quote subtotals being zero in rare cases

Also in 2.210.1 · 2.208.41

Fixed an issue where an order would lose its link to an asset if the site of the asset is changed

Also in 2.210.1 · 2.208.41

Fixed an issue with the host header when using the DBLookupService

Also in 2.210.1 · 2.208.41

Fixed a display issue when batch updating asset technical and business owners

Also in 2.210.1 · 2.208.41

Fixed an issue with changing the owning services fields

Also in 2.210.1 · 2.208.41

Fixed an issue with Azure AI article searches

Also in 2.210.1 · 2.208.41

Fixed navigation issues with the "Open report without loading data" and "Open report datasource" right-click functions on the report list

Also in 2.210.1 · 2.208.41

Updated hint for Workdays timezone setting

Also in 2.210.1 · 2.208.41

Fixed a minor display issue with agent avatars in the tree menu

Also in 2.210.1 · 2.208.41

Fixed an issue when setting a target date & time on a ticket using time zones

Also in 2.210.1 · 2.208.41

Fixed Purchase Order approvals failing to start when a minimum cost for approval is configured

Also in 2.210.1 · 2.208.41

Fixed an issue where Connectwise Automate could throw an error in API when importing assets

Also in 2.210.1 · 2.208.41

Fixed an issue where incorrect Agents would be assigned to Agent Resource booking Appointments

Also in 2.210.1 · 2.208.41

Fixed an issue with recent changes to Dynamics to immediately sync unsynced entities not working as intended in all cases

Also in 2.210.1 · 2.208.41

Fixed an issue with the setting 'Minimum number of attachments a User must upload to submit Ticket' incorrectly applying in certain cases

Also in 2.210.1 · 2.208.41

Fixed an issue with changing the supplier after setting supplier contact

Also in 2.210.1 · 2.208.41

Resolved an error thrown by the resource booking form when a User that is a co-managed Agent attempts to book an appointment

Also in 2.210.1 · 2.208.41

Fixed an issue with downloading attachments from a dashboard widget

Also in 2.210.1 · 2.208.41

Fixed an issue deleting reports

Also in 2.210.1 · 2.208.41

Fixed an issue with change collision detection not working correctly

Also in 2.210.1 · 2.208.41

Fixed an issue generating contract references when the prefix ends in a space

Also in 2.210.1 · 2.208.41

Resolved an issue with Azure Consumption pricing using the markup incorrectly when it is set to 0

Also in 2.210.1 · 2.208.41

Fixed an issue where Pax8 Subscription imports could sometimes display duplicate Customers

Also in 2.210.1 · 2.208.41

Fixed empty rows being added to the Distribution List criteria table upon clicking the cancel button

Also in 2.210.1 · 2.208.41

Fixed a rare error when loading lists with blank rows in the criteria table

Also in 2.210.1 · 2.208.41 · 2.196.131

Fixed issue with Email Rule field mappings

Also in 2.210.1 · 2.208.41

Fixed the PERIODSTARTDATE and PERIODENDDATE variables populating incorrectly when used in invoice note/reference fields

Also in 2.210.1 · 2.208.41

Fixed an issue with Custom Integration Method encrypted headers, query params and body mappings when used with config change tracking

Also in 2.210.1 · 2.208.41

Fixed an issue with the ServiceNow integration re-assigning tickets to unassigned

Also in 2.210.1 · 2.208.41

Fixed an issue with $-quoteagentapproval variable on accepted quote emails

Also in 2.210.1 · 2.208.41

Fixed an issue with using user roles for custom field visibility

Also in 2.210.1 · 2.208.41

Fixed an issue with an action automation criteria duplicating when cloning a workflow

Also in 2.210.1 · 2.208.41

Fixed an issue with deactivating devices on the Endpoint Central integration

Also in 2.210.1 · 2.208.41

Fixed an issue where Expiration date wouldn't import in Ingram Micro

Also in 2.210.1 · 2.208.41

Fixed an issue with access control for Webhooks

Also in 2.210.1 · 2.208.41

Fixed an issue where the UAT banner would show on production instances

Also in 2.210.1 · 2.208.41

Fixed an issue with custom SQL fields in custom tables

Also in 2.210.1 · 2.208.41

Resolved an issue with custom table field role restrictions

Also in 2.210.1 · 2.208.41

Fixed an issue with mandatory fields when creating a primary business application instance

Also in 2.210.1 · 2.208.41

Fixed an issue applying group-role mappings in the Google Workspace integration

Also in 2.210.1 · 2.208.41 · 2.196.131

Fixed issue with Database lookup success value mapping not working with radio menu Single Select fields

Also in 2.210.1 · 2.208.41

Fixed an issue with NinjaOne alert processing

Also in 2.210.1 · 2.208.41

Fixed an issue where quotation variables could not be populated in quotation approval emails

Also in 2.210.1 · 2.208.41

Fixed an issue editing action notes if it contains a mention for an agent who is out of office

Also in 2.210.1 · 2.208.41

Fixed an issue with Recurring Invoice one-time charge lines becoming active when deleting Invoices

Also in 2.210.1 · 2.208.41 · 2.196.131

Updated Pro-Rata settings langpack

Also in 2.210.1 · 2.208.41 · 2.196.131

Fixed an issue where POs created from Sales Orders couldn't be added to other POs

Also in 2.210.1 · 2.208.41

Fixed an issue with the Lansweeper integration not working when the 'parent_id' field is missing from the SQL query

Also in 2.210.1 · 2.208.41

Fixed an issue with chat feedback overwriting existing feedback

Also in 2.210.1 · 2.208.41

Fixed an issue with filtering related assets by status

Also in 2.210.1 · 2.208.41

Fixed an issue when importing tickets with an XLS spreadsheet with the Salesforce integration enabled

Also in 2.210.1 · 2.208.41

Fixed issue with CRM notes not being editable

Also in 2.210.1 · 2.208.41

Fixed an issue where POP3 mailboxes could throw unnecessary errors

Also in 2.210.1 · 2.208.41

Fixed an issue with access control for folders within the document management module

Also in 2.210.1 · 2.208.41

Added index IX_whewhid_whetimestamp_whestatus

Also in 2.210.1 · 2.208.41

Fixed an issue with ServiceNow state and category mappings

Also in 2.210.1 · 2.208.41

Fixed an issue with mandatory fields not needing to be populated when using dynamic field visibility with a 'team' condition

Also in 2.210.1 · 2.208.41

Fixed an issue with category note in the End-User Portal

Also in 2.210.1 · 2.208.41

Fixed an issue with the scheduling tab showing on reports incorrectly

Also in 2.210.1 · 2.208.41

Fixed an issue where failed Runbook notifications could send duplicate emails Fixed an issue where failed Runbook notifications would not send if a custom template was being used

Also in 2.210.1 · 2.208.41

Resolved an issue when using the "Clear service" button on the new Ticket screen does not reset the Ticket Type form

Also in 2.210.1 · 2.208.41

Fixed string field criteria on Automated Tickets for subscriptions and licences always being treated as "is equal to"

Also in 2.210.1 · 2.208.41

Fixed Billing Rule filters not being added to the client when updating clients from the Billing Template screen

Also in 2.210.1 · 2.208.41

Resolved an issue with timesheet approval revert failing to work when an approver reverts a timesheet entry for themselves

Also in 2.210.1 · 2.208.41

Fixed an issue with services not bypassing the preview screen on the portal

Also in 2.210.1 · 2.208.41

Fixed issue with custom field translations

Also in 2.210.1 · 2.208.41

Fixed an issue with importing contacts from Salesforce

Also in 2.210.1 · 2.208.41

Fixed the ticket type setting "always make the opening action private" not being applied when an email rule is matched

Also in 2.210.1 · 2.208.41

Fixed some issues with the new many-to-many linking items in Halo to QuickBooks Online items

Also in 2.210.1 · 2.208.41

Fixed an issue where Recurring Invoice Line custom fields couldn't be updated via XLS Imports

Also in 2.210.1 · 2.208.41

Fixed an issue where the main contact was set as a user instead of a prospect during new account creation

Also in 2.210.1 · 2.208.41

Fixed an issue where Labour and Sales Orders wouldn't merge per site when Invoicing

Also in 2.210.1 · 2.208.41

Fixed an issue where Custom Fields could be populated on a new asset without an asset type being set

Also in 2.210.1 · 2.208.41

Fixed an issue with the Jamf import not returning all assets

Also in 2.210.1 · 2.208.41

Fixed an issue with using custom field variables in the self-service portal custom header and footer

Also in 2.210.1 · 2.208.41

Fixed an issue with AI client profiling scans

Also in 2.210.1 · 2.208.41

Fixed an issue with viewing a suggested KB article on a new ticket screen on the portal

Also in 2.210.1 · 2.208.41

Fixed issue with agent Load Balance limits not applying on new Tickets

Also in 2.210.1 · 2.208.41

Improved the performance of runbook's client criteria search

Also in 2.210.1 · 2.208.41

Fixed a display issue when configuring ad-hoc notification eventsd

Also in 2.210.1 · 2.208.41

Fixed an issue with setting "Show in Service Catalogue for End-Users" on asset linked services

Also in 2.210.1 · 2.208.41

Fixed config changes being logged for Organisation addresses despite the address remaining the same

Also in 2.210.1 · 2.208.41

Fixed an issue where an FAQ List would remain in a group after that FAQ List Group was turned back to an FAQ List

Also in 2.210.1 · 2.208.41

Fixed an issue with the option to configure dynamic field visibility showing on types of custom fields that don't support it

Also in 2.210.1 · 2.208.41

Fixed an issue with template field value restrictions on field groups

Also in 2.210.1 · 2.208.41 · 2.196.121

Improved UI error handling for character limit validations in workflows and ticket types

Also in 2.210.1 · 2.208.41

Fixed a ticket not being created in PagerDuty

Also in 2.210.1 · 2.208.41

Fixed an issue where "0" is added as an option to custom fields

Also in 2.210.1 · 2.208.41

Fixed an issue where Dynamic SQL Custom Fields in Billing Criteria modals could error

Also in 2.210.1 · 2.208.41 · 2.196.131

Fixed issue with category note persisting

Also in 2.210.1 · 2.208.41

Fixed an issue where client and site name were missing in Sales Orders list view for non-default sites

Also in 2.210.1 · 2.208.41

Fixed the action ID not being included in audit records when changing the value of action-level custom fields

Also in 2.210.1 · 2.208.41

Fixed an issue with bundled lines not being correctly included in profit calculations in some situations

Also in 2.210.1 · 2.208.41

Resolved an issue with being unable to manually update the pre-pay hours allocated on the Time Tracking tab of an Action

Also in 2.210.1 · 2.208.41

Fixed an error saving invoices when there is a line description that exceeds 4000 characters

Also in 2.210.1 · 2.208.41 · 2.196.131

Fixed an issue with automations queueing twice when the acknowledgement email is sent via an automation

Also in 2.210.1 · 2.208.41

Fixed an issue with the attendees field being cleared when navigating out of the scheduler in some cases

Also in 2.210.1 · 2.208.41 · 2.196.131

Fixed an issue with Google Workspace role mappings not working correctly

Also in 2.210.1 · 2.208.41

Fixed an issue with Transfer Timed Out on Live Chat not allowing subsequent inputs for the user

Also in 2.210.1 · 2.208.41

Fixed a minor visual issue that could occur in the Zabbix integration setup screen

Also in 2.210.1 · 2.208.41

Fixed an issue with child template creation rules not working with single select custom fields

Also in 2.210.1 · 2.208.41

Fixed an issue with ticket list counts

Also in 2.210.1 · 2.208.41

Fixed the ticket list only showing the first 15 tickets when using a mobile browser on the self-service portal

Also in 2.210.1 · 2.208.41

Minor backend improvements to loading quotations, sales orders, purchase orders and invoices

Also in 2.210.1 · 2.208.41

Fixed an issue generating invoice CSVs when using multiple Halo tabs in one browser tab

Also in 2.210.1 · 2.208.41

Fixed an issue where the default agent status for an appointment would not get set

Also in 2.210.1 · 2.208.41

Fixed negative pro-rata lines being excluded from invoices when "Don't allow invoice lines with zero quantity" is enabled

Also in 2.210.1 · 2.208.41

Removed an unused column in default User column profile

Also in 2.210.1 · 2.208.41

Fixed a display issue with radio fields

Also in 2.210.1 · 2.208.41

Fixed an issue where Actions could display in an incorrect order when using Action Sub-Event Entry

Also in 2.210.1 · 2.208.41

Improved error handling for TimeGPT forecasting

Also in 2.210.1 · 2.208.41

Fixed an issue which could occur when adding a Custom Table Custom Field to the Survey tab

Also in 2.210.1 · 2.208.41

Fixed an issue with anonymous actions not allowing attachment uplaod

Also in 2.210.1 · 2.208.41

Added a new asset type choice to the LogicMonitor integration for asset type creation

Also in 2.210.1 · 2.208.41

Fixed an issue with sending welcome and password reset emails to supplier users

Also in 2.210.1 · 2.208.41

Added additional auditing for when a sales order is updated from an invoice

Also in 2.210.1 · 2.208.41

Fixed an issue with not being able to create a new asset from the related assets tab on a ticket

Also in 2.210.1 · 2.208.41

Fixed a display issue on dashboards where the dropdown options would be cut off if the dashboard has not yet been loaded

Also in 2.210.1 · 2.208.41

Fixed an issue where the line sequence would show the variable name in quotation group headers when generating the PDF

Also in 2.210.1 · 2.208.41

Fixed minor display issue on Items tile view

Also in 2.210.1 · 2.208.41

Fixed a minor display issue on the Scheduled Emails tab of Composite Reports

Also in 2.210.1 · 2.208.41

Added the option to use the AssetName for matching alerts to devices in the Kaseya VSA integration

Also in 2.210.1 · 2.208.41

Fixed an issue where the Field Group title would not show correctly in Action configuration

Also in 2.210.1 · 2.208.41