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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.210.1

Unreleased

Released on Sep 25, 2025 · 301 updates

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

Also in 2.210.1 · 2.208.41

#1053121

Fixed an issue with Report Group Access Control

Also in 2.210.1 · 2.208.41

#1052301

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

#1050187

Fixed issues with creating and deleting contract schedule plan appointments.

Also in 2.210.1 · 2.208.21 · 2.196.121

#1032980

Fixed an issue where removing ticket attachments from a forward action could result in those attachments being removed from the ticket completely.

Also in 2.210.1 · 2.208.21 · 2.196.121

#1031872

You can now hide the ‘Approve/Reject All’ buttons on the Portal My Approvals page and require approval notes to always show ticket details

#898703

Fixed an issue with services not displaying on the portal to unsubscribed users if the service is configured to not allow logging after subscribing

Also in 2.210.1 · 2.208.10

#1047299

Fixed an error when updating tickets if the ticket reference exceeds 20 characters due to a long start/end tag

#1047099

Fixed the appointment "inform user" option not working when integrations are enabled. The "other attendees" field will now be used as the recipients.

Also in 2.210.1 · 2.208.21

#971281

Fixed an issue when deleting a ticket could delete an indirectly linked sales order

Also in 2.210.1 · 2.208.21

#1037313

Fixed an issue with team notifications not sending to the correct team

Also in 2.210.1 · 2.208.22

#1047238

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

Also in 2.210.1 · 2.208.41

#1049307

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

Also in 2.210.1 · 2.208.41

#1043263

Added hint to asset field mandatory setting

Also in 2.210.1 · 2.208.21

#1038096

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

Also in 2.210.1 · 2.208.41

#1049181

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

Also in 2.210.1 · 2.208.41

#1022387

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

#1018982

Fixed an issue with updating object mapping profiles

Also in 2.210.1 · 2.208.21 · 2.196.121

#1015781

Fixed an issue with change collision detection not working correctly

Also in 2.210.1 · 2.208.41

#1050088

Added the ability to use generic Open ID Connect single sign-on

#814980

A new Single Sign-On module can be found under Integrations > Identity Management. Here you can configure as many Open ID Connect single sign-on options as needed.


There are four types currently available:


  • Generic Open ID Connect
  • Microsoft Entra
  • Okta
  • Google

The configuration options for each type are slightly different, but they all offer the same functionality. 


Each single sign-on application that you create can be change-tracked, and changes can be pushed between Production and UAT instances. It is also possible to link the application to a particular instance, so that the sign-in option only displays when signing into the corresponding instance.



As an improvement to the existing single sign-on offerings, it is now possible to use Authorization Code and Authorization Code with PKCE for the authentication flow.



All types have the option to enable auto-redirection for agents and users, as well as single-logout (SLO).



For user identification, you can now specify which field is used as the unique identifier. The options are Subject, Email Address, or a custom attribute. You can also specify any additional claims that must be validated during the sign-in process.



As with some existing single sign-on integrations, you can also enable automatic user provisioning. This option allows users to be automatically created during the sign-in process if they do not yet have an account.



Additional notes:


  • Existing single sign-on integrations are not affected. They are still available to configure and will not be automatically migrated to the new functionality.
  • SAML will be added as an additional type in the future. For now, the existing SAML integration must be used.

Fixed Asset checkbox field criteria not working on ticket rules, notifications and invoice quantities

#1054550

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

Also in 2.210.1 · 2.208.41

#1050434

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

Also in 2.210.1 · 2.208.41

#1050433

Fixed an issue with deactivating devices on the Endpoint Central integration

Also in 2.210.1 · 2.208.41

#1048553

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

Also in 2.210.1 · 2.208.41

#1048341

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

Also in 2.210.1 · 2.208.41

#1047152

Fixed issue with CRM notes not being editable

Also in 2.210.1 · 2.208.41

#1047072

Fixed an issue where POP3 mailboxes could throw unnecessary errors

Also in 2.210.1 · 2.208.41

#1047061

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

#1044061

Allowed variables to populate with blank values in custom button URLs

Also in 2.210.1 · 2.208.21

#1039825

Fixed an issue where Billing tab wouldn't display on Top Levels in some cases

Also in 2.210.1 · 2.208.21

#1037538

Fixed an issue when switching between the suppliers/supplier users tabs

Also in 2.210.1 · 2.208.21

#1037520

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

Also in 2.210.1 · 2.208.41

#1037254

Fixed an issue with config tracking workflows

Also in 2.210.1 · 2.208.21

#1037226

Fixed an issue where "Agents to show in Additional Agents" option wouldn't filter by Department

Also in 2.210.1 · 2.208.21 · 2.196.121

#1037094

Fixed a ticket not being created in PagerDuty

Also in 2.210.1 · 2.208.41

#1035412

Fixed an issue with allowed asset relationship types

Also in 2.210.1 · 2.208.21

#1034774

Fixed issue with Custom URL service requests on the portal

Also in 2.210.1 · 2.208.21

#1034502

Fixed Twilio SMS replies failing to match existing tickets when the recipient user's phone number doesn't include the dialling code

Also in 2.210.1 · 2.208.21

#1019492

Fixed a display issue with radio fields

Also in 2.210.1 · 2.208.41

#1019212

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

Also in 2.210.1 · 2.208.41

#1006476

Fixed ticket previews failing to display on small resolutions when hovering over the ticket summary

#1046286

Fixed an issue with incorrect article view counts

Also in 2.210.1 · 2.208.8

#1046356

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

Also in 2.210.1 · 2.208.41

#1045210

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

Also in 2.210.1 · 2.208.41

#1053315

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

Also in 2.210.1 · 2.208.41

#1053297

Fixed an issue with a Custom URL Service Requests

Also in 2.210.1 · 2.208.23

#1050943

Added the setting 'Allow Agent Site Restrictions to restrict against the Site's User's and the Site's Organisation' in users settings

#965724

Resolved an issue with the Dicker Data importing incorrect subscription price for monthly billed with annual commitment

Also in 2.210.1 · 2.208.21

#1043456

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

#1043406

Fixed an issue with Custom URL Service Requests

Also in 2.210.1 · 2.208.24

#1052331

Improved the performance of runbook's client criteria search

Also in 2.210.1 · 2.208.41

#1040911

Added Days Before and After Now date validation options for date custom fields

#984104

Fixed an issue with the LogMeIn Rescue integration

Also in 2.210.1 · 2.208.41

#1051363

Fixed an issue with quote subtotals being zero in rare cases

Also in 2.210.1 · 2.208.41

#1051335

Fixed an issue with AI client profiling scans

Also in 2.210.1 · 2.208.41

#1041360

Fixed an issue with the plain version of rich text custom fields not being set for non-ticket custom fields

#1041203

Please note that this fix will not retroactively set the plain text version and will only apply when setting the field in the future.

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

Also in 2.210.1 · 2.208.41

#1034496

Fixed issue with category note persisting

Also in 2.210.1 · 2.208.41

#1033853

Fixed an issue with file type restrictions for uploads

Also in 2.210.1 · 2.208.21 · 2.196.121

#1035359

Fixed an issue with loading images

Also in 2.210.1 · 2.208.24 · 2.196.121

#1052297

Fixed an issue where the product bundle button redirected to the wrong URL

Also in 2.210.1 · 2.208.21 · 2.196.121

#1044130

Updated hide action icon

Also in 2.210.1 · 2.208.21 · 2.196.121

#1043161

Added better error handling when saving time rounding adjustments on actions.

Also in 2.210.1 · 2.208.21 · 2.196.121

#1003840

Fixed an issue where multi day all day appointments would sync to Google Calendars without the final day.

Also in 2.210.1 · 2.208.21 · 2.196.121

#992340

Fixed an issue with CSP consumption data being duplicated in rare cases

Also in 2.210.1 · 2.208.22 · 2.196.121

#1033782

Fixed an issue with deleting invoice/bills that are already deleted in MYOB

Also in 2.210.1 · 2.208.21 · 2.196.121

#922286

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

#1053242

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

#1052432

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

Also in 2.210.1 · 2.208.41

#1052141

Fixed issue with fuserdefx fields in Query Builder

Also in 2.210.1 · 2.208.41

#1052109

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

#1051320

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

Also in 2.210.1 · 2.208.41

#1051286

Fixed an issue with changing the owning services fields

Also in 2.210.1 · 2.208.41

#1051270

Fixed an issue with Azure AI article searches

Also in 2.210.1 · 2.208.41

#1051037

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

#1050312

Fixed an issue with changing the supplier after setting supplier contact

Also in 2.210.1 · 2.208.41

#1050269

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

#1049985

Fixed an issue with ServiceNow state and category mappings

Also in 2.210.1 · 2.208.41

#1046885

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

Also in 2.210.1 · 2.208.41

#987015

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

Also in 2.210.1 · 2.208.41

#971358

Fixed an error loading clients when a billing plan has "role does not have a value" criteria

Also in 2.210.1 · 2.208.42

#1054432

Fixed an issue with the default start date for recurring shifts being incorrect

Also in 2.210.1 · 2.208.41

#971010

Updated Account Integrator released that is compatible with Sage UK v32 (2026)

#1046181

Added a new Ticket Type setting: "Automatically set Start Date and Target Date based on Child Tickets"

#975755

This copies the earliest Start Date and latest Target Date out of all child tickets, including grandchild tickets

Added an option to determine how the unique ID of appointments is calculated

#961168

Fixed an issue upgrading to 2.208

Also in 2.210.1 · 2.208.9

#1046915

Fixed an issue with knowledge base view counts on the search screen

Also in 2.210.1 · 2.208.9

#1046173

You can now use the query param 'include_website=true' on the get all endpoint of client to include the website in the response

Also in 2.210.1 · 2.208.21

#1018061

Minor addition to Custom Field visibility configuration to better explain the functionality

Also in 2.210.1 · 2.208.21

#1042394

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

Also in 2.210.1 · 2.208.41

#1053103

Fixed a minor visual issue with the New Relic integration

#1052122

Resolved an issue with the initial calculation for Invoice occurrence count

#1052089

Fixed an issue with sending Credit Notes

Also in 2.210.1 · 2.208.23 · 2.196.121

#1051820

Fixed an issue deleting reports

Also in 2.210.1 · 2.208.41

#1050095

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

Also in 2.210.1 · 2.208.41

#1050007

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

Also in 2.210.1 · 2.208.41

#1052699

Resolved an issue with the initial calculation for Invoice occurrence count

Also in 2.210.1 · 2.208.41

#1052092

Fixed an issue with the host header when using the DBLookupService

Also in 2.210.1 · 2.208.41

#1051301

Resolved an issue with the Invoice/Recurring Invoice screen failing to show the correct order when the Groups used have incorrect sequence numbers

#1048545

Fixed an issue with access control for Webhooks

Also in 2.210.1 · 2.208.41

#1048319

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

Also in 2.210.1 · 2.208.41

#1047484

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

Also in 2.210.1 · 2.208.41

#1048253

Fixed an issue with custom SQL fields in custom tables

Also in 2.210.1 · 2.208.41

#1048219

Fixed an issue with subscribing to Teams Presence notifications without agent edit preferences access.

Also in 2.210.1 · 2.208.21

#1044841

Added Email Rule Field Mapping functionality for Related Services

Also in 2.210.1 · 2.208.21

#1044315

Updated the User URL that is generated by default using the CIPP integration

Also in 2.210.1 · 2.208.21

#1041942

Resolved an issue with the CSP Integration when importing using the main application fails to set the license import type correctly

Also in 2.210.1 · 2.208.21

#1041811

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

#1041113

Fixed an issue with editing new article fields when specific settings were enabled

Also in 2.210.1 · 2.208.21 · 2.196.121

#1041703

Fixed an issue with Stripe automatic payments and voided invoices

Also in 2.210.1 · 2.208.21 · 2.196.121

#1041529

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

#1031357

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

#1030044

Improved readability of menu button icons when using the Spanish language pack

Also in 2.210.1 · 2.208.21

#1027769

Fixed an issue with updating asset type owning service

Also in 2.210.1 · 2.208.21

#1023744

Fixed an issue where Client restricted To-Do groups would display for all Clients

Also in 2.210.1 · 2.208.21 · 2.196.121

#1015486

Fixed item fields in the billing configuration not allowing selection of all items

#1012622

Multiple changes made to the Expenses list

#1053141
  • Filters have been added to the expenses list for agents and date ranges
  • Sub lists have been added for "Awaiting Review" and "Awaiting Reimbursement"
  • It is now possible to export the expenses list to CSV

Added global setting in Asset Management to add a read-only field that displays an asset's DID

#1027632

Added 'Secret in URI Parameter' as an authentication type for triggering a runbook by a webhook

#1011441

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

Also in 2.210.1 · 2.208.41

#1049572

Added Owning Portfolio/Service/Business Application/CI as fields that are available to use in asset column profiles

#1023421

Added default user field for HubSpot quote import

#1011046

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

#1045882

Resolved an issue with Users being allocated licenses from the incorrect tenant when there are more than one tenants mapped to the Customer

Also in 2.210.1 · 2.208.21 · 2.196.121

#1038896

Fixed a UI issue with role names when viewing an agent list, where the role names contain special Unicode characters

Also in 2.210.1 · 2.208.21 · 2.196.121

#1038889

Fixed assets not changing site when the assigned user changes site

Also in 2.210.1 · 2.208.21

#1036214

Fixed an issue where the Price column on Quotation PDFs wouldn't display correctly

Also in 2.210.1 · 2.208.21 · 2.196.121

#1035955

Fixed minor issue with resource column in runbook methods

Also in 2.210.1 · 2.208.21

#1034982

Fixed an issue where the test button for running SQL in runbooks would not show the error if one was returned

Also in 2.210.1 · 2.208.21

#1034887

Fixed an issue with 'Closed when adding' emails not being sent out

Also in 2.210.1 · 2.208.21

#1034793

Fixed an issue with anonymous actions not allowing attachment uplaod

Also in 2.210.1 · 2.208.41

#1011212

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

Also in 2.210.1 · 2.208.41

#997834

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

#990542

Fixed issue with auto-populating phone number on tickets

Also in 2.210.1 · 2.208.21

#979643

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

#978427

Updated Pro-Rata settings langpack

Also in 2.210.1 · 2.208.41 · 2.196.131

#1047596

Fixed a minor issue with logging into the portal as a user without an email address

Also in 2.210.1 · 2.208.21

#1043932

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

#990326

Added a new setting that automatically assigns an Agent the next available Unassigned Ticket when they close a Ticket

#1003964

The setting can be found at either the Ticket Type or Team level, depending on the ‘Scheduled Load Balancing configuration type’ selected in Tickets > General Settings

You can now configure whether the phone number field is mandatory at the Ticket Type level when End-Users raise tickets anonymously via the Portal

#976768

Fixed attachment count on child/related tickets when a PO is deleted

Also in 2.210.1 · 2.208.22

#1049120

Fixed an issue with custom table CSV imports not matching the table correctly

Also in 2.210.1 · 2.208.10

#1041325

Fixed an issue with downloading attachments from a dashboard widget

Also in 2.210.1 · 2.208.41

#1050122

Resolved an issue with custom table field role restrictions

Also in 2.210.1 · 2.208.41

#1048133

Removed an unused column in default User column profile

Also in 2.210.1 · 2.208.41

#1021692

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

#1052125

Fixed an issue where disconnecting Halo from QuickBooks Online would prevent connection option from displaying

Also in 2.210.1 · 2.208.22

#1048649

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

#1043831

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

Also in 2.210.1 · 2.208.41

#1050409

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

Also in 2.210.1 · 2.208.41

#1051856

Resolved an issue when using the Xero integration and editing Invoices with groups causes lines to become incorrectly ordered

Also in 2.210.1 · 2.208.13

#1049049

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

Also in 2.210.1 · 2.208.41

#1047707

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

Also in 2.210.1 · 2.208.41

#1046353

Added AI Generated Summary as an available column in ticket column profiles

Also in 2.210.1 · 2.208.21

#1037790

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

Also in 2.210.1 · 2.208.41

#1049069

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

#991559

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

Also in 2.210.1 · 2.208.41

#1022647

You can now add Primary Agent, Secondary Agent & Account Manager as criteria for ticket filter profiles and lists

Also in 2.210.1 · 2.208.21

#827931

Fixed an error logging alert tickets when "use Assets to determine related services" is enabled

Also in 2.210.1 · 2.208.22 · 2.196.121

#1050055

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

#1053028

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

Also in 2.210.1 · 2.208.41

#1047868

Resolved an issue with canned text failing to load when changing groups

Also in 2.210.1 · 2.208.21

#1043854

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

Also in 2.210.1 · 2.208.41

#1043798

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

Also in 2.210.1 · 2.208.41

#1033055

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

#1026305

Fixed an issue with sending Credit Notes when Xero was enabled

Also in 2.210.1 · 2.208.21 · 2.196.121

#1024720

Fixed an issue where you could get an invalid SLA or Priority warning when the ticket is excluded from SLA

Also in 2.210.1 · 2.208.41

#780134

Fixed an issue where Target Date and Time would update incorrectly

#753725


Fixed an issue which prevent being able to hide asset key fields from the self service portal

Also in 2.210.1 · 2.208.41 · 2.196.131

#673324

Fixed an issue where Assets could be serialised without mandatory Serialization field

Also in 2.210.1 · 2.208.21

#797916

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

Also in 2.210.1 · 2.208.41

#1053016

Added a new way to load the instances area to improve performance.

#1024619

You can now enable "Don't check diffs when getting changes to sync" in advanced settings. 

Before using this, ensure you are using the instance pipeline functionality and that no changes are being manually imported between instances.


When enabled, the totals for the commits behind/ahead may not be completely accurate when viewing instances, but it will allow the instances area to load much faster.  

Added index IX_whewhid_whetimestamp_whestatus

Also in 2.210.1 · 2.208.41

#1046912

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

#1045732

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

#1045379

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

Also in 2.210.1 · 2.208.41

#1046957

Fixed an issue with Azure Consumption Lines on Recurring Invoices causing errors in some cases

Also in 2.210.1 · 2.208.25

#1045400

Fixed issue with custom field translations

Also in 2.210.1 · 2.208.41

#1045162

Fixed an issue with importing contacts from Salesforce

Also in 2.210.1 · 2.208.41

#1045098

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

#1043194

Fixed an issue with the Jamf import not returning all assets

Also in 2.210.1 · 2.208.41

#1042475

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

#1041984

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

#1039194

Fixed an incorrect configuration hint for surveys

Also in 2.210.1 · 2.208.21

#1038993

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

#1033642

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

Also in 2.210.1 · 2.208.41

#1028992

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

Also in 2.210.1 · 2.208.41

#998302

Added SQL Lookups to Asset Fields

#995633

SQL Lookups are now available for single and multiple selection Asset Fields.



These work similarly to how SQL Lookups work for Custom Fields. You can reference Asset Fields in the SQL by using $AF followed by the asset field name. 

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

#1032513

Fixed an issue with the bulk sending of SMS messages from services

Also in 2.210.1 · 2.208.21 · 2.196.121

#965666

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

Also in 2.210.1 · 2.208.41

#1029096

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

#1046846

Fixed an issue with the scheduling tab showing on reports incorrectly

Also in 2.210.1 · 2.208.41

#1046008

Fixed an issue where you couldn't set quantity to 2dp's when creating a purchase order from a sales order

Also in 2.210.1 · 2.208.21

#1039107

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

#1049566

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

#1047603

Fixed a minor display issue when voiding an invoice in QuickBooks Online and Avalara

Also in 2.210.1 · 2.208.21 · 2.196.121

#1040349

Fixed an issue where the clients name could be incorrectly updated when syncing from Ninja

Also in 2.210.1 · 2.208.21

#1039693

Fixed minor display issue on Items tile view

Also in 2.210.1 · 2.208.41

#990122

Fixed issue with non-admins not being able to add agents to roles when they have the relevant access control permissions

Also in 2.210.1 · 2.208.21

#1038864

Added the ability to clone Item Bundles

#801764

You can now set a default billing template, picked up when creating a new customer.

#792419

This is set in Configuration -> Users -> General Settings -> Defaults

Fixed an issue with using country code as an access condition for services

Also in 2.210.1 · 2.208.12

#1047821

Fixed an issue using Qualys tags when they contain square brackets

Also in 2.210.1 · 2.208.21

#1043792

Added the ability to clone custom fields

#722363

For an agent to be able to clone a custom field they either have to be an admin or should have the "Can Create Custom Fields" agent permissions set to Yes and have at least Read and Modify access to the custom field.

Fixed password expiry login looping issue

Also in 2.210.1 · 2.208.21

#1040940

Fixed a display issue when configuring ad-hoc notification eventsd

Also in 2.210.1 · 2.208.41

#1039975

Fixed an issue with appointment variables not populating in notification emails

Also in 2.210.1 · 2.208.21

#1039406

Fixed an issue when deleting action groups

Also in 2.210.1 · 2.208.21 · 2.196.121

#1041981

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

Also in 2.210.1 · 2.208.41

#1039273

Fixed an issue with the load balancing query

Also in 2.210.1 · 2.208.21

#1039182

Fixed an issue with article duplication prevention

Also in 2.210.1 · 2.208.21

#1039234

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

Also in 2.210.1 · 2.208.41

#1039196

Fixed an issue with template field value restrictions on field groups

Also in 2.210.1 · 2.208.41 · 2.196.121

#1038353

Fixed a rare issue with SLA resolution excuse input popping up when accessing a ticket.

Also in 2.210.1 · 2.208.21

#1037809

Fixed an issue with using AI to search tickets

Also in 2.210.1 · 2.208.21

#1038930

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

#1038821

Fixed agents with no email address not being able to log into end-user portal

Also in 2.210.1 · 2.208.21

#1037074

Fixed an issue with some special characters in search terms

Also in 2.210.1 · 2.208.21 · 2.196.121

#1037019

Fixed an issue where in certain cases clients could be created with the same name

Also in 2.210.1 · 2.208.21 · 2.196.121

#1036387

Fixed issue where attachment count was incorrect based on a PO being deleted

Also in 2.210.1 · 2.208.21

#1034792

Resolved an issue with the Client list in the Ready for Invoicing area failing to load more than 9999 Clients

Also in 2.210.1 · 2.208.21

#1034443

Fixed an issue with setting default views for agents, teams, and departments

Also in 2.210.1 · 2.208.21

#1034044

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

#1033551

Fixed not being able to edit SLA targets in specific scenarios

Also in 2.210.1 · 2.208.21

#1033144

Fixed a minor issue with syncing purchase orders to Ingram Micro Reseller

Also in 2.210.1 · 2.208.21 · 2.196.121

#1033069

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

Also in 2.210.1 · 2.208.41

#1024773

Fixed a visual issue when submitting feedback without a comment

Also in 2.210.1 · 2.208.21

#1024327

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

#1022341

Improved error handling for TimeGPT forecasting

Also in 2.210.1 · 2.208.41

#1015233

Fixed an issue with ticket clashes during change freeze periods when assigning tickets to an agent via quick actions

#997195

Fixed an issue with using start/end date & time with timezone input

Also in 2.210.1 · 2.208.41

#921740

Added the setting 'Enable config change tracking for Services' to advanced settings

#1032549

Fixed an issue where new tickets closed by rules may not receive a closure date.

Also in 2.210.1 · 2.208.21 · 2.196.121

#1029968

Fixed issues with adding custom field mappings in the Halo API Integration config

#992094

Fixed $ variables failing to populate in the SQL of reports generated via actions

Also in 2.210.1 · 2.208.21

#922088

Fixed an issue with the options menu on attachment dashboard widgets

Also in 2.210.1 · 2.208.41

#1052066

Added more configuration options for asset system fields

#997653

More fields can now be hidden or made mandatory.

Additionally, all fields with these visibility options can now be displayed in their default tab, the details tab, or a custom tab.

Added a setting "Re-assign tickets to unassigned when the assigned agent is made inactive" to the Microsoft Entra integration to allow agent tickets to be re-assigned if they are deactivated via an import

#833690

Fixed issue with Email Rule field mappings

Also in 2.210.1 · 2.208.41

#1049481

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

Also in 2.210.1 · 2.208.41

#1049452

Fixed an issue with custom field $-variable population when applying a template to an existing ticket.

Also in 2.210.1 · 2.208.41

#820687

Added the ability to specify different client credentials per instance for custom integrations

#1027506


Custom Integrations that use OAuth 2.0 authorization and client credentials grant type now have the option 'Enable linked instance Client Credentials'. This will allow you to add credentials for each of your instances. When the custom integration is used the credentials that will be used will be based on which instance you are currently using.



Added the ability to customise which fields show on the asset dependency diagram

#1023353

The asset type settings "1st/2nd/3rd Dependency Diagram Field" allow you to specify additional fields to show when assets of that type are  shown on the dependency diagram

Added a setting to disable assignment rules when syncing to Salesforce

#1016418

On the Salesforce integration configuration page, under the Syncing to Salesforce group, you can find a new setting to disable assignment rules when syncing to Salesforce.


If enabled, when Halo makes an update in Salesforce, this will not apply active assignment rules

Added settings in asset management and services configuration for the name shown for the assets and services areas

#798807

Setting a new value here will update the title of the module in the navigation menu.

Updated hint for Workdays timezone setting

Also in 2.210.1 · 2.208.41

#1050931

Fixed some minor issues relating to the Clock in/out functionality

#1047937

Fixed Chat Canned Text Group link

Also in 2.210.1 · 2.208.9

#1046917

Added translation for licence violation

Also in 2.210.1 · 2.208.21 · 2.196.121

#1042807

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

Also in 2.210.1 · 2.208.41

#1050914

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

#1045258

Added a setting to the SLA configuration to allow tickets that are on hold to be included in the SLA Breached filter for ticket lists

#795425

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

Also in 2.210.1 · 2.208.41

#1052702

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

#1052016

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

#1050936

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

Also in 2.210.1 · 2.208.41

#1050828

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

#1050346

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

#1047364

Added hint for 'Enable config change tracking for mailboxes'

Also in 2.210.1 · 2.208.21 · 2.196.121

#1037446

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

#1034487

Fixed an issue with the 'Asset Change Calendar' field view on a new ticket screen when UI 2025 is enabled

Also in 2.210.1 · 2.208.21

#1043527

Fixed issue with copy link for KB articles on the portal

Also in 2.210.1 · 2.208.21

#1041047

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

#1032649

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

Also in 2.210.1 · 2.208.41

#1031746

Fixed an issue with Google Workspace role mappings not working correctly

Also in 2.210.1 · 2.208.41

#1030084

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

Also in 2.210.1 · 2.208.41

#1041023

Fixed an issue with Dynamic Field Visibility on Field Groups not working on custom tabs in some cases

Also in 2.210.1 · 2.208.41

#964915

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

Also in 2.210.1 · 2.208.41

#1049707

Fixed an issue with chat feedback overwriting existing feedback

Also in 2.210.1 · 2.208.41

#1047282

Added 2 new Site-level settings to create invoices against a different Customer

#859082

These settings mirror the already existing options at Customer-level, and will override the Customer-level setting if it is set.


This allows you to invoice a different Customer based on the Site of a ticket or other billable entity.

Resolved an issue with creating invoices when using groups on the invoices related to the new functionality to merge groups with the same name causing some lines to be removed

Also in 2.210.1 · 2.208.11

#1048124

Fixed an issue with filtering related assets by status

Also in 2.210.1 · 2.208.41

#1047204

Fixed an issue with maintenance window pop-up on actions

Also in 2.210.1 · 2.208.21

#1039035

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

#1045956

Allowed selection of a stock bin for non-serialised assets

#989995

Enable "Allow bin selection for non-serialised Assets" setting in Config > Items & Stock Control. This will allow assets that are not considered stock (created manually, not through goods in or consignment process) to be assigned a bin. This is just for reference and will not do anything with stock. Bin can also be cleared for non-serialised assets.


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

#1014149

Added new option to allow AI to suggest a category value from a configurable list of category values

#972984

Setting to enable this functionality can be found in Configuration > AI. If enabled and a category field is selected, you can select which category values will be used by AI to assign to the AI suggested category field. This can be done on individual category values in Configuration > Tickets > Categorisation. Please note that there is a limit of 50 values that can be used per category field.


There is also a new option in AI suggestions to apply the AI suggested category to the halo category field configured. 


Added the ability to use dynamic filters on ticket lists

#772177

This can be enabled in Tickets > General Settings using "Enable Ticket list dynamic filters".

Once enabled, these 4 buttons will display on all ticket lists, including sub lists like child tickets and User's tickets.


The first button allows you to add a filter. A maximum of 10 can be active at once.

All filters that are available when configuring lists are available here, formatted into a tree for ease of use.


Once you have at least one active filter, the other 3 buttons will appear. 

The 2nd button lets you ignore any other filters currently applied to the list. This includes the view, the list, and the selected tree view. If this is not enabled, the filters will be applied in addition to the existing filters. If the selected tree view is a specific agent, team, ticket type, or status, then this will override dynamic filters applied to those same fields.


The 3rd button allows you to clear all filters, although individual rows can be cleared. 


Any applied filters will be added to the URL of the current page, allowing easy sharing of filters with other Halo agents.

The 4th button allows you to copy your filter to your clipboard.

Note: Values may appear in lowercase when doing this, but this will not affect the functionality of the filter.

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

Also in 2.210.1 · 2.208.41

#1053150

Added Dynamic Button Visibility to asset custom buttons

#997641

Fixed an issue with NinjaOne alert processing

Also in 2.210.1 · 2.208.41

#1047763

Fixed the 'Unsubscribe' checkbox on user details showing twice

Also in 2.210.1 · 2.208.21 · 2.196.121

#1039108

Added Ticket and Sales Order variables to Asset Serialisation Defaults

Also in 2.210.1 · 2.208.21 · 2.196.121

#999878

Fixed an issue with submitting new tickets containing dynamic lookup fields on custom tables

Also in 2.210.1 · 2.208.21

#983192

Fixed the response target sometimes not being recalculated correctly upon reset when the SLA is configured to use the agent's working hours

Also in 2.210.1 · 2.208.21

#957116

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

Also in 2.210.1 · 2.208.41 · 2.196.131

#1047969

Fixed an issue with using user roles for custom field visibility

Also in 2.210.1 · 2.208.41

#1049121

Fixed an issue where applying billing templates set to create a contract conflicted with auto reapply billing template setting

Also in 2.210.1 · 2.208.21

#1039802

Fixed an issue with using runbooks when logging to supplier

Also in 2.210.1 · 2.208.21

#1039002

Added change history log for when users are created from the portal

Also in 2.210.1 · 2.208.21

#1038776

Fixed inactive grouped recurring invoice lines being changed to active when cloning

Also in 2.210.1 · 2.208.21

#1038438

Fixed an issue with ticket list counts

Also in 2.210.1 · 2.208.41

#1027572

Fixed an issue logging into the end-user portal

#1053526

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

#1051966

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

#1049370

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

Also in 2.210.1 · 2.208.41

#1048046

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

#1047655

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

Also in 2.210.1 · 2.208.41

#1053191

Added support for asset-based meters on recurring invoice lines, enabling managed print functionality

#787149

This functionality allows for assets to store multiple meters. The setting can be enabled in the recurring invoices general settings module. These can be configured on the meters tab under an asset. The set up is similar to the recurring invoice line set up for meters. Instead of readings being added and updated on the recurring invoice, these can now be updated on the meters on the asset. 



Now on a recurring invoice line, you have the option to select assets (that can have meters against them which is determined by a setting at asset type level). All the meters on each asset will be evaluated and the calculation will be aggregated to determine the line total and price. 



After the line is created, you need to save the recurring invoice and use the button on the line to run the calculations to update the line values.