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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.212

Unreleased

164 updates across 8 patch releases

2.212.8

1 fixed

Fixed an issue where Azure delta user imports would show as timing out incorrectly

Also in 2.212.8 · 2.208.77

#1086892

2.212.7

Oct 23, 20252 fixed

Resolved an error with the DB Integrator failing to get configuration which caused it to fail to run

#1082102

Fixed an issue with Azure single sign-on

Also in 2.212.7 · 2.208.72 · 2.196.125

#1082698

2.212.6

Oct 22, 20253 fixed

Fixed some issues with item selection when QuickBooks Online is enabled

Also in 2.212.6 · 2.208.71

#1079440

Fixed an issue when encountering 'Invalid URL' when opening a URL through a custom button

Also in 2.212.6 · 2.208.71

#1080711

Resolved an issue with creating Tickets when the Google Maps integration is enabled and the setting "Enable automatic indexing of Latitude and Longitude when a Site/Sales Ticket Contact Address is changed" is enabled

#1081826

2.212.5

Oct 21, 20251 fixed

Fixed an issue with loading templates for the WhatsApp Integration

#1077908

2.212.4

Oct 21, 20256 fixed

Fixed an issue with viewing certain ticket areas when coming from an asset

Also in 2.212.4 · 2.208.66

#1065182

Fixed a minor issue with service categories displaying on the portal when they had no available services

Also in 2.212.4 · 2.208.66

#1072103

Fixed an issue where QuickBooks Online Tax Rates could import with the incorrect Tax Code

#1076028

Resolved an issue with creation of Assets during stock/consignment process incorrectly showing an error that Asset Tag is mandatory

Also in 2.212.4 · 2.208.121

#1077487

Fixed an issue with Azure Deltas integrator imports

Also in 2.212.4 · 2.208.67

#1077870

Fixed an issue with adding and removing Pax8 client mappings at the same time

#1077913

2.212.3

Oct 20, 20251 added · 7 fixed

Added the option to allocate Contract/Pre-pay hours from oldest to newest Actions when recalculating Tickets

#1046645

Fixed an issue with field value restrictions not applying to the Charge Rate field on actions

Also in 2.212.3 · 2.208.65

#1064242

Fixed issues with visibility of change requests on the change calendar

#1074808

Fixed an error when approving from an email link

Also in 2.212.3 · 2.208.64

#1074870

Fixed minor language pack issue

#1074922

Fixed an issue with syncing new dashboards with other instances when using config change tracking for reports and dashboards

#1075636

Fixed an issue with invalid custom button urls

Also in 2.212.3 · 2.208.65

#1075739

Fixed an issue with related ticket counts in certain cases

#1075796

2.212.2

Oct 16, 20251 improved · 12 fixed

Fixed an issue with the asset field not working in read-only mode on actions

Also in 2.212.2 · 2.208.55

#1062620

Fixed display issues with the $-workflowprogress variable

Also in 2.212.2 · 2.208.55

#1064049

Fixed an issue with copying fields from a knowledgebase article to an article draft

Also in 2.212.2 · 2.208.55

#1064499

Fixed an issue with applying a template incorrectly changing custom field values

Also in 2.212.2 · 2.208.55

#1065314

Fixed an issue with the "Services" label when using the v2 global setting storage method

#1066408

Fixed an issue adding actions via the end-user portal

#1067513

Resolved an issue with the subject showing the parent subject on the date dependency table

Also in 2.212.2 · 2.208.62

#1068607

Resolved an issue with reserving products on a sales order causing the price to be cleared when using multi-currency

Also in 2.212.2 · 2.208.62

#1068639

Resolved an issue with editing the Prepay history records for a client whilst invoicing the records causing race conditions

Also in 2.212.2 · 2.208.62

#1068883

Fixed an issue where Stripe Add Payment option wouldn't display on the Self-Service Portal

Also in 2.212.2 · 2.208.62

#1069120

Fixed an issue with the escmsg API model

Also in 2.212.2 · 2.208.62

#1069482

Fixed further issues with the new currency settings

Also in 2.212.2 · 2.208.62

#1069680
  1. Fixed an issue with Converted tax values not always updating when adding new lines until after saving.
  2. Fixed an issue with converted price being mandatory but not automatically populated in some cases.
  3. Fixed an issue with the displayed converted currency symbol rarely not appearing.

Multiple changes to downpayments/deferred revenue functionality

Also in 2.212.2 · 2.208.63

#1069924
  • Downpayments and Invoices are separated on the sales order table
  • Creating downpayments for 100% of the invoice does not stop the recognition being created
  • Resolved an issue with being able to recognize non-consigned hardware

2.212.1

Oct 13, 202546 added · 5 improved · 78 fixed · 1 removed

Added the setting 'Show related Ticket count' to ticket settings

#652167

Added the ability to edit meter readings on recurring invoice lines

#727713

It is now possible to edit the current reading value of a meter reading.


Note: This is only available if no invoice has been generated for the recurring invoice line yet.

Added Email Template Preview for Email Templates

#767443

A preview option has been added for custom email templates.

This lets you see how your template will look before sending, with the ability to enter a Ticket ID to preview exactly how the template will appear once the $ variables are replaced with details from that ticket. If no Ticket ID is specified, the latest ticket is used for the preview.



When the "Allow multi-language email templates" setting is enabled, templates can be previewed in the same way with an additional option to select a language.

In this case, both your custom email variables and the ticket $ variables will be shown using the selected language and the ticket you specify.

You can now filter date fields on lists, views & filter profiles by 'Greater than X days ago', 'Greater than or equal to X days ago', 'Less than X days ago' & 'Less than or equal to X days ago'

#781279

Added a setting to clear fields on the new ticket screen when they are hidden by visibility conditions

#783474

This functionality can be enabled using the setting "Clear fields when they are hidden on the new ticket screen" in Tickets > General Settings.

This applies to both the agent and user new ticket screens

You can now add Client, Site and User Custom Fields to Actions

#812793

When added to an Action, these Custom Fields will default to value set on the entity, and once saved, update the entity with the new value entered by an Agent.

Added new setting to hide actions on tickets when Client or Site Account Status is set to 'Stopped'

#812986

Added the 'End-User' field to ticket templates

#814411

Ticket templates now support setting a default end-user. 


Tickets created from the template will automatically apply the specified end-user.


Fixed issues with the language field when setting custom translations

Also in 2.212.1 · 2.208.61

#859189

Added multiple settings to the 'Other Open Tickets' views

#882375

New tickets general setting 'Default entity for other open Tickets'. New ticket type level setting 'Filter profile for other open Tickets'

Fixed an issue with creating assets from a stock record not correctly linking the assets to the item.

Also in 2.212.1 · 2.208.61

#947910

Added a setting to run the "Add to Project" order line action in the background

Also in 2.212.1 · 2.208.61

#955359

Added reports and dashboards to configuration change tracking

#959264

This is not enabled by default, but can be turned on with the below advanced setting:

Added $-AgentID as an available $ variable for Database Lookups

#961283

Added Primary Asset as a criteria for Runbooks

#970066

Added a setting to the Custom Field configuration to copy values to grandchild tickets when updated

#970536

Added the setting 'Prevent email responses from continuing the approval flow' at approval step level

#974172

Fixed pro-rata records being incorrectly added for quantity changes that fall within the Quantity Free threshold

#974412

Added additional fields to assist with reporting on OLAs and rules

#976953

When a ticket matches an OLA it now stores the workflow, step, and stage it was on when it started, as well as the rule, team, and/or priority that were matched if set as criteria for starting the OLA.

Additionally, the new FaultRuleHistory table stores the IDs of rules a ticket has matched and the date and time the rule started being matched and stopped being matched (where applicable)

You can now set character limits on memo and rich text custom fields

#976975

Added the setting 'Secondary Asset MAC address field' to the Splashtop integration

#978176

Added a global setting to allow users to translate actions on the portal when using Azure AI Translator

#978595

This can be found in the Self Service Portal settings and within the Azure AI Translator integration:

When enabled, users will be able to translate actions on the portal into their current language by clicking the translate button:

Added a setting to restrict knowledge base article amendments to owners only

#982079

Added links between licence records and mappings.

#982255

This enables us to track which client mapping added which licence, which is useful when you can map multiple clients in a third part integration to one client in Halo.

Added option to make a Knowledge Base's negative feedback comment mandatory

#991702

Added 'Update Currency' to Quotes

#992111

New setting has been added to enable the functionality, which can be found in Configuration > Billing > Currency.
Once enabled, the old 'Update Purchase Currency' button will be replaced by 'Update Currency' so it now adjusts both cost and base price when exchange rates change, while keeping the value in the selected currency the same.

Fixed an issue with asset type layout changes via config tracking

Also in 2.212.1 · 2.208.61

#998171

Fixed an issue with the appointment scheduler view when adding appointments to a ticket via the client screen.

Also in 2.212.1 · 2.208.61

#1007585

Added isRunning to Halo Asset Discovery integration

#1010606

Added the ability to map relationship types for parent, child, and sibling assets in SQL imports

#1010659

When configuring field mappings for an asset type SQL import, there will now be three extra field mappings available:


These mappings apply in conjunction with the their respective asset names mappings:


When used, the third party field should contain the comma-separated names of the relationship types to be applied one by one in order to the related assets. If the field contains only one relationship name, it will be applied to all related assets. If the list of relationship names is shorter than the number of related assets, then the default relationship will be applied to the extra assets.

You can now send Mail Campaigns from Sales Mailboxes

#1011772

A "Mailbox Type" setting has been added to Mail Campaigns to allow you to chose between System Mailboxes or Sales Mailboxes.


When using a Sales Mailbox for the from address of your campaign, the following variables will be available to use:

  • $ AGENTFIRSTNAME
  • $ AGENTLASTNAME
  • $ AGENTJOBTITLE
  • $ AGENTEMAILADDRESS
  • $ AGENTPHONENUMBER
  • $ SIGNATURE

Added in the ability to hide certain tickets from the change calendar

#1017196

To hide a ticket from the change calendar on the end-user portal, tick the Is Sensitive field against the ticket.

Added a setting to batch link milestones and child tickets when using "Create Project" sales order line action

Also in 2.212.1 · 2.208.61

#1019370

Fixed an issue with adding to variable arrays

#1021633

Added the option to use the incoming webhook service for QuickBooks Online webhook processing

#1021654

The incoming webhook service can be activated in Configuration > Advanced Settings > Backend Monitoring.



Once activated, there are three options available for webhook processing that can be found in the QuickBooks Online integration setup area.


Fixed an issue where Periodic History wouldn't load when there were too many rows

#1027448

You can now restrict Pipeline Stages at the Opportunity Type level

#1027853

Fixed an issue where Action with Travel time and Mileage wouldn't display in Awaiting Review

Also in 2.212.1 · 2.208.61

#1030377

You can now edit various parts of a Mail Campaign after starting it

#1030951

The following parts of a Mail Campaign are now editable after starting the Campaign


Nurture and Blast Campaign Types

  • Email Subject
  • Email Body
  • Remove Emails
  • From Address
  • Reply To Address


Blast Only

  • Add new Emails
  • Change send time in relation to original start of the Campaign

Added Email Address as another attribute option for the Followers field on the Self-Service Portal

#1031728

You can now restrict the ‘From’ address options on a Ticket Action to mailboxes the assigned team can access

#1031882

Added access control for custom buttons

#1033683

This replaces the existing custom button restrictions at agent/role level, with existing configuration being migrated to access control

Fixed an issue where Tax on Invoice Lines could display as 0 when editing lines

Also in 2.212.1 · 2.208.61

#1039690

Fixed SLA information being cut off when both progress bars display in the SLA ticket details widget

Also in 2.212.1 · 2.208.61

#1040263

Added flastactiondate as a field within the Query Builder

#1041176

Added the ability to link a 3rd party ID against agents, teams, agent roles, user roles, and CABs

#1041704

You can now add the_match_thirdparty_id property in post requests to the above entities. This will then save the 3rd party ID linked to that Halo entity in externallink.

You can also use the _match_integration_id, and _match_integration_name properties too 

Added the setting 'Copy values to parent Tickets on new Ticket screen' at custom field and ticket type field level

#1042761

Fixed a display issue with the Email To field on actions when not editable

#1043674

Fixed a minor issue with milestones added via the "Add to Project" sales order line

Also in 2.212.1 · 2.208.61

#1043844

Fixed an issue where building the address book cache could fail on very large datasets

Also in 2.212.1 · 2.208.61

#1044930

Added check to make sure approval step hasn't changed before accepting an approval

Also in 2.212.1 · 2.208.61

#1049513

Improved Item serialisation error logging

Also in 2.212.1 · 2.208.61 · 2.196.131

#1049847

Fixed an issue with date sent not populating when using Xero to send invoices

Also in 2.212.1 · 2.208.61

#1050052

Added the ability to be able to change a service's category when the service is created from an asset

#1050926

Fixed column name not updating all relevant references when saving an existing report that uses the query builder

Also in 2.212.1 · 2.208.61

#1052353

Fixed an issue where dynamic distribution lists would not populate when sending a bulk email using an action

Also in 2.212.1 · 2.208.61

#1052429

Increased the timeout when using the AI virtual agent

Also in 2.212.1 · 2.208.61

#1052579

You can now specify the amount of columns you'd like like to show when logging a ticket through the agent app

#1053014

This is set at ticket type level: Settings -> Advanced


Please note that screen width restrictions are still in use, so even if you set a preferred number of columns, the number of columns will still adjust to comfortably display the fields depending on the screen size.

Added additional response schemas to the API swagger documentation

#1053435

Fixed a minor issue with Dynamics Business Central group syncing not working as intended

Also in 2.212.1 · 2.208.61

#1053497

Fixed several issues surrounding multi-currency

Also in 2.212.1 · 2.208.61

#1055052
  1. Fixed an incorrect language pack causing a bad description for a currency setting
  2. Brought invoice multi-currency in line with quotes
  3. moved a quote setting into currency as a result of the above
  4. Fixed issues surrounding price (undefined) showing in rare cases
  5. Fixed an issue with the incorrect converted price being used in some cases.

Fixed an issue where a quotation bundle header could show periods as zero incorrectly

Also in 2.212.1 · 2.208.61

#1055310

Fixed an issue with the approval buttons showing for users on the portal when viewing tickets after the process is finished

Also in 2.212.1 · 2.208.61

#1056068

Fixed an issue with connecting to an external database for dynamic SQL custom fields

Also in 2.212.1 · 2.208.61

#1056084

Fixed an issue with preventing ticket creation when the mailbox is CC'd

Also in 2.212.1 · 2.208.61

#1056237

Fixed an action staying open when moving to a new ticket through the search feature

Also in 2.212.1 · 2.208.61

#1056329

Fixed a language issue with Alemba Migration

Also in 2.212.1 · 2.208.61

#1056443

Fixed an issue with agent name display on new tickets when in read only

Also in 2.212.1 · 2.208.61

#1056568

Resolved an issue with the default sort order for Quotes and Orders ascending instead of descending in ID order

Also in 2.212.1 · 2.208.61 · 2.196.131

#1056607

Fixed an issue with processing dollar variables in a default note on an action

Also in 2.212.1 · 2.208.61

#1056746

Fixed an issue where QuickBooks Online combined Tax Rates wouldn't import correctly

#1056801

Fixed an issue where Stripe payments couldn't be saved on the Self-Service Portal

Also in 2.212.1 · 2.208.61

#1057040

Added Active as an available column for Custom Asset Column Profiles

Also in 2.212.1 · 2.208.61

#1057099

This will only be visible when you toggle Show Inactive Assets

Fixed a display issue with modal confirmation windows in certain scenarios

#1057100

Minor language pack improvement

Also in 2.212.1 · 2.208.61

#1057113

Added Supplier as a criteria field for dynamic field visibility, and added Supplier as notification criteria

#1057372

Added approval rule criteria "Already approved by agent"

#1057491

This approval rule criteria allows you to specify an Agent and will evaluate if that Agent has already Voted "Accept" in the current approval process.

Fixed an issue with dynamic list tree drop down fields not clearing when their value become invalid

Also in 2.212.1 · 2.208.61

#1057521

Fixed a rare issue where agents would not be able to view any teams

Also in 2.212.1 · 2.208.61

#1057678

Resolved an minor issue with searching multiple entities returning the data matched in reverse order

#1057694

Added a hint for a Mailbox's "Enabled" setting

Also in 2.212.1 · 2.208.61

#1057771

Fixed a minor issue with importing customers via the HubSpot integration

Also in 2.212.1 · 2.208.61

#1058100

Fixed an issue with action field values updating through lookups when set to read only

Also in 2.212.1 · 2.208.61

#1058153

Resolved an issue with the Giacom integration incorrectly creating new subscriptions when the purchase price is updated

Also in 2.212.1 · 2.208.61 · 2.196.131

#1058186

Fixed a rare "cannot read properties of null" error in the UI

Also in 2.212.1 · 2.208.61

#1058246

Resolved an issue with Category/Ticket Type etc failing to show on the Billing Plan table when they are added to the list but not yet saved.

#1058274

Fixed an issue with config tracking ticket link type column profile overrides

Also in 2.212.1 · 2.208.61

#1058423

Resolved an issue with reserving products on a sales order causing the price to be cleared when using multi-currency

Also in 2.212.1 · 2.208.61 · 2.196.131

#1058430

Fixed incorrect KB Links appearing in report schedule window

Also in 2.212.1 · 2.208.61

#1058558

Minor changes to configuration to better explain how the function to automatically add Asset to Contracts can be configured

#1058609

Fixed an issue with ServiceNow Team mappings

Also in 2.212.1 · 2.208.61

#1058741

Fixed an issue with $-CONTRACTCONTACT variable not populating when sending email from the contract screen

Also in 2.212.1 · 2.208.61

#1058889

Fixed an issue where invoiced Pre-Pay records wouldn't recalculate when using the recalculate expiry option

#1059018

Fixed "Make label and value bold" for Asynchronous Lookup Fields

Also in 2.212.1 · 2.208.61

#1059060

Fixed an issue with dashboard filters not applying correctly

Also in 2.212.1 · 2.208.61

#1059092

Fixed a CRM note formatting issue

Also in 2.212.1 · 2.208.61

#1059098

Resolved an issue with creating Assets during stock movements failing to enforce the "Mandatory Serialisation Field" check

#1059205

Fixed Text, Date and Time custom fields not having their values made bold when "Make label and value bold" is enabled

Also in 2.212.1 · 2.208.61

#1059271

Fixed an issue where the charge rate on quick time wouldn't show if the ticket type is not visible in lists for Agents

Also in 2.212.1 · 2.208.61

#1059388

Fixed a minor issue with the monitoring events logs

Also in 2.212.1 · 2.208.61

#1059652

Resolved an issue with prepay not given an Invoice Date when creating an invoice from ready for invoicing and not using an accounting integration

Also in 2.212.1 · 2.208.61 · 2.196.131

#1059726

Fixed an issue where Opportunities could order by Company name incorrectly

Also in 2.212.1 · 2.208.61

#1059875

Resolved an issue with the appointment type failing to update the appointment agent status

Also in 2.212.1 · 2.208.61 · 2.196.131

#1060069

Fixed an issue that prevented automatic user creation when no match was found in a multi-tenant connection using Entra SSO

Also in 2.212.1 · 2.208.61

#1060073

Removed the Beta icon from some settings

Also in 2.212.1 · 2.208.61

#1060110

Resolved an issue with "Ctrl + P" key combination failing to print the Ticket PDF when viewing a Ticket

Also in 2.212.1 · 2.208.61

#1060284

Fixed an issue with CSP Subscription Pricing not importing in rare case

Also in 2.212.1 · 2.208.61

#1060308

Minor changes to the date dependency layout on a project

Also in 2.212.1 · 2.208.61

#1060383
  • Dependant Project and Project have had positions flipped for a more consistent UI
  • Subject will be appended to the Project ID in the dependency table

Fixed an issue when end-users were unable to log tickets despite turning on the 'End users can access this Ticket Type' setting

Also in 2.212.1 · 2.208.61

#1060403

Fixed a potential issue with syncing config changes between instances

#1060458

Resolved an issue with being unable to submit timesheets for actions that start at midnight

Also in 2.212.1 · 2.208.61 · 2.196.131

#1060623

Fixed an issue where ticket type fields would not show when changing the ticket type through a ticket rule on the agent side new ticket screen

Also in 2.212.1 · 2.208.61

#1060983

Fixed a language pack issue with the setting 'llow Agent Site Restrictions to restrict against the Site's Users and the Site's Organisation'

#1061058

Fixed category restrictions not being applied when you have a blank partial match restriction

Also in 2.212.1 · 2.208.61

#1061501

Resolved issue with device import using SentinelOne failing to match correctly on the specified identifier

Also in 2.212.1 · 2.208.61

#1061685

Fixed an issue with agent holiday allowances disappearing in certain cases

#1061762

Fixed an issue with agent holiday allowances disappearing in certain cases

Added "Authorization" as a fallback default header if none is specified when processing incoming events

Also in 2.212.1 · 2.208.61

#1061949

Fixed an issue with Full Text Search with Ticket References

Also in 2.212.1 · 2.208.61

#1061958

Fixed an issue with the 'Status after reject' approval process step setting

Also in 2.212.1 · 2.208.61

#1062171

Resolved an issue with "Invoice to this Client" fields failing to be cleared when deleting a Client

#1062182

Fixed an issue where $-DUEDATE would display incorrectly

Also in 2.212.1 · 2.208.61

#1062912

Fixed an issue with $-status variable not populating correctly when used in approval outcome emails

Also in 2.212.1 · 2.208.61

#1063002

Resolved an error given when recalculating prepay in the background

Also in 2.212.1 · 2.208.61

#1063234

Fixed an issue where invoicing multiple tickets at once would not group them correctly when "Invoice to this client" is set

#1063266

Fixed an issue where restricted Charge Types could be selected as the Agent Default Charge Type

Also in 2.212.1 · 2.208.61

#1063590

Fixed issue with names being cleared when updating an entity when using match external link

Also in 2.212.1 · 2.208.61

#1063827

Fixed an issue where taxable field would display incorrectly when adding an adhoc item

Also in 2.212.1 · 2.208.61

#1064122

Fixed an issue when saving a new Azure DevOps integration record

Also in 2.212.1 · 2.208.61

#1064200

Fixed an ordering issue when looking at a list of stock bin locations

Also in 2.212.1 · 2.208.61

#1064327

Resolved an issue with the calculated value of Invoice Total via the API incorrectly rounding midpoint values. The issue did not affect the UI, PDF generation or integrations.

Also in 2.212.1 · 2.208.61 · 2.196.131

#1064814