231 updates across 6 patch releases
Fixed an issue matching users to devices in the Datto RMM integration
Fixed an issue matching users to devices in the Datto RMM integration
Fixed an issue with Datto Rmm mappings not saving as intended in some cases
Fixed an issue with Datto Rmm mappings not saving as intended in some cases
Fixed an issue loading tickets in some scenarios
Also in 2.214.6 · 2.208.92
Fixed an issue loading tickets in some scenarios
Also in 2.214.6 · 2.208.92
Fixed an issue when publishing an knowledge base article
Also in 2.214.5 · 2.208.79
Fixed an issue when publishing an knowledge base article
Also in 2.214.5 · 2.208.79
Fixed an issue with Dynamics Business central sequencing not working as intended in some cases
Also in 2.214.5 · 2.208.78
Fixed an issue with Dynamics Business central sequencing not working as intended in some cases
Also in 2.214.5 · 2.208.78
Fixed an issue where dynamic agent assignment would not apply on the new ticket/action screens
Fixed an issue where dynamic agent assignment would not apply on the new ticket/action screens
Fixed several further issues with the new Project Setup Wizard functionality
Fixed several further issues with the new Project Setup Wizard functionality
Fixed an issue with continuous meter reading calculations
Fixed an issue with continuous meter reading calculations
Fixed a minor issue with Azure Delta sync method setting
Fixed a minor issue with Azure Delta sync method setting
Resolved an issue with the Discard button failing to function on an Action
Resolved an issue with the Discard button failing to function on an Action
Fixed issues with the Addigy integration
Also in 2.214.4 · 2.208.78
Fixed issues with the Addigy integration
Also in 2.214.4 · 2.208.78
- Fixed an issue where no more than 50 device or software records would be returned when importing from Addigy API v2
- Fixed an issue where the webhooks key wouldn't save from Addigy API v2
- Fixed an issue where unnecessary change history records would be created when importing software
- Fixed an issue where Addigy field name couldn't be edited in field mappings
- Fixed an issue where field mappings weren't tenant specific
- Fixed an issue when using API v1 and v2 configurations for the same organisation
Fixed the Zendesk migration failing to retrieve all tickets
Also in 2.214.4 · 2.208.78
Fixed the Zendesk migration failing to retrieve all tickets
Also in 2.214.4 · 2.208.78
Fixed an issue with showing all Teams for all departments in the "by team" view/tree
Fixed an issue with showing all Teams for all departments in the "by team" view/tree
Fixed an issue where Rhipe subscriptions wouldn't include price when importing from the integrator
Fixed an issue where Rhipe subscriptions wouldn't include price when importing from the integrator
Fixed an issue with asset type relationship restrictions not always applying
Fixed an issue with asset type relationship restrictions not always applying
Resolved an issue with Continuous meter readings failing to save correctly
Also in 2.214.4 · 2.208.91
Resolved an issue with Continuous meter readings failing to save correctly
Also in 2.214.4 · 2.208.91
Fixed an issue with the Datto RMM multi-tenancy changes
Fixed an issue with the Datto RMM multi-tenancy changes
Fixed an issue with setting suppliers and supplier references against existing tickets
Also in 2.214.4 · 2.208.78
Fixed an issue with setting suppliers and supplier references against existing tickets
Also in 2.214.4 · 2.208.78
Fixed the "Save as new" button on reports failing to create a new report
Fixed the "Save as new" button on reports failing to create a new report
Fixed an issue migrating mailbox sender restrictions
Also in 2.214.3 · 2.208.69
Fixed an issue migrating mailbox sender restrictions
Also in 2.214.3 · 2.208.69
Fixed a rare issue with dynamic field value visibility
Also in 2.214.3 · 2.208.77
Fixed a rare issue with dynamic field value visibility
Also in 2.214.3 · 2.208.77
Fixed searching issues with entity types all and service
Fixed searching issues with entity types all and service
Fixed the URL used for the "Open in Tanium" button on assets
Also in 2.214.3 · 2.208.73
Fixed the URL used for the "Open in Tanium" button on assets
Also in 2.214.3 · 2.208.73
Resolved an issue with a primary key error the first time an invoice is created after enabling the auto-increment option in Advanced configuration
Resolved an issue with a primary key error the first time an invoice is created after enabling the auto-increment option in Advanced configuration
Fixed spelling mistake in dashboard area
Also in 2.214.3 · 2.208.91
Fixed spelling mistake in dashboard area
Also in 2.214.3 · 2.208.91
Fixed issues with the service portal display name
Fixed issues with the service portal display name
Added a backend setting to help with syncing config commits in certain scenarios
Also in 2.214.3 · 2.208.77
Added a backend setting to help with syncing config commits in certain scenarios
Also in 2.214.3 · 2.208.77
Minor entra sync performance improvement to unamerequesttype caching
Also in 2.214.3 · 2.208.74
Minor entra sync performance improvement to unamerequesttype caching
Also in 2.214.3 · 2.208.74
Fixed an issue where Dynamics Business Central invoices would sync without invoice lines
Also in 2.214.3 · 2.208.77
Fixed an issue where Dynamics Business Central invoices would sync without invoice lines
Also in 2.214.3 · 2.208.77
Fixed an issue migrating mailbox sender restrictions
Also in 2.214.3 · 2.208.77
Fixed an issue migrating mailbox sender restrictions
Also in 2.214.3 · 2.208.77
Fixed several issues with the new project setup wizard not erroring correctly when templates weren't set correctly
Fixed several issues with the new project setup wizard not erroring correctly when templates weren't set correctly
Fixed an issue with bulk SO field updates not setting an unchecked checkbox to false
Fixed an issue with bulk SO field updates not setting an unchecked checkbox to false
Fixed an issue with the limit size of the 'AI Insights Context' field
Fixed an issue with the limit size of the 'AI Insights Context' field
Fixed an issue with using Static Ticket Distribution Lists for Mail Campaigns
Fixed an issue with using Static Ticket Distribution Lists for Mail Campaigns
Improved redis caching distribution hosting option
Also in 2.214.3 · 2.208.75
Improved redis caching distribution hosting option
Also in 2.214.3 · 2.208.75
Fixed an issue with single and multi select input fields on a Chat flow
Fixed an issue with single and multi select input fields on a Chat flow
Fixed an issue where Invoices wouldn't load when Xero was disabled
Also in 2.214.2 · 2.208.91
Fixed an issue where Invoices wouldn't load when Xero was disabled
Also in 2.214.2 · 2.208.91
Fixed an issue where asset type configuration would not load
Fixed an issue where asset type configuration would not load
You can now use the Primary & Secondary agent as an option for the agent assigned on a ticket type, rule, template and scheduled ticket
You can now use the Primary & Secondary agent as an option for the agent assigned on a ticket type, rule, template and scheduled ticket
Added a Customer Mappings table to the N-Able N-Sight integration
Added a Customer Mappings table to the N-Able N-Sight integration
Added the setting 'Asset type tree ordering' to asset setting
Added the setting 'Asset type tree ordering' to asset setting
Fixed ticket statuses not being ordered correctly when using the Kanban view on the portal
Fixed ticket statuses not being ordered correctly when using the Kanban view on the portal
Fixed the back button incorrectly showing on dashboard reports when a widget is opened in a new tab
Fixed the back button incorrectly showing on dashboard reports when a widget is opened in a new tab
Added the ability to set an agent's manager based on their manager in Microsoft Entra ID
Added the ability to set an agent's manager based on their manager in Microsoft Entra ID
There is a new "linemanager" option in the agent field mappings table which can be mapped to the "manager" field in Azure. If a matching agent is found in Halo then the Halo manager field will be populated.
Added the Project Setup Wizard
Added the Project Setup Wizard
You can now enable the project setup wizard in Sales Order or Project settings, once enabled the new Project setup wizard tab is available on Quotes and Sales Orders:
On this screen you can add new projects, set the lines that are linked to the project, whether it has a parent and adjust it's template. The two new buttons against each line when not in edit mode allow you to edit the template for that line, or create the project.
Added the option to restrict categories by Category Group
Added the option to restrict categories by Category Group
When setting allowed category values on an entity you can now specify a Category Group. All categories that are in that group will be shown.
Added the ticket setting "Only allow admins to clone tickets"
Added the ticket setting "Only allow admins to clone tickets"
Fixed an issue where runbooks or webhooks did not trigger when the criteria was set to 'User Role Value Changed'
Also in 2.214.1 · 2.208.91
Fixed an issue where runbooks or webhooks did not trigger when the criteria was set to 'User Role Value Changed'
Also in 2.214.1 · 2.208.91
Added cost field to Agent Roles
Added cost field to Agent Roles
New field has been added to Agent Roles.
Note: This is for reporting purposes only.
Added the option to have the ticket timer be a ticket details widget
Added the option to have the ticket timer be a ticket details widget
Added a portal display name to services
Added a portal display name to services
Services now have a Portal Display Name field.
If set, this name is shown in the self-service portal in the service catalogue, on the portal service status notifications, and when agents search for services to log.
To use these names in emails, the following $-variables have been added:
If the portal name is not set, the standard service name will be used in all of these cases instead.
The related service and primary service fields ona ticket are not affected by this change
Added the ability to determine the asset type for assets imported from Snow in via rules or from a field value
Added the ability to determine the asset type for assets imported from Snow in via rules or from a field value
The Snow assets page now has the following configuration options:
Improved date type asset field display
Also in 2.214.1 · 2.208.91
Improved date type asset field display
Also in 2.214.1 · 2.208.91
You can now create Mail Campaign Groups
You can now create Mail Campaign Groups
Added a Ticket setting that allows users to retain their selected tickets after completing a bulk edit
Added a Ticket setting that allows users to retain their selected tickets after completing a bulk edit
Fixed an issue with dynamic field visibility when the dependency field is read-only.
Also in 2.214.1 · 2.208.91
Fixed an issue with dynamic field visibility when the dependency field is read-only.
Also in 2.214.1 · 2.208.91
Minor webhook performance improvements
Minor webhook performance improvements
Fixed an issue importing runbooks from the online repository not importing the relevant integrations/methods
Fixed an issue importing runbooks from the online repository not importing the relevant integrations/methods
fixed an issue with the RELATEDASSETSTABLE variable when the ticket has no primary asset
Also in 2.214.1 · 2.208.91
fixed an issue with the RELATEDASSETSTABLE variable when the ticket has no primary asset
Also in 2.214.1 · 2.208.91
Fixed an issue with Fortnox not syncing clients in some cases
Also in 2.214.1 · 2.208.91
Fixed an issue with Fortnox not syncing clients in some cases
Also in 2.214.1 · 2.208.91
Added the ability to set upper and lower bounds for data in forecast outputs
Added the ability to set upper and lower bounds for data in forecast outputs
Added a new type of Distribution Lists where its Members are made up of Tickets
Added a new type of Distribution Lists where its Members are made up of Tickets
An option at Distribution List level has been added: Member Type.
This consists of two options, "Users" and Tickets/Opportunities.
Existing lists will have their Member Type set to "Users"
This means your Distribution List can be made up of Tickets, added either manually to a static list, or filtered dynamically using Ticket filters.
When sending emails to Ticket lists, if an Opportunity Email address is set, this will be used first. If not, it will check and use the Tickets' End User contact details.
These lists can also be used for Mail Campaigns.
Added the ability to set colours for custom buttons
Added the ability to set colours for custom buttons
If using a custom colour, the background of the button will be coloured appropriately with the icon and text automatically adjusted:
Added Sortable Date columns to the Query Builder
Added Sortable Date columns to the Query Builder
Added Asset Status variable for Asset Custom Buttons
Added Asset Status variable for Asset Custom Buttons
Added a string Ticket Type display value for Runbook Event Conditions
Also in 2.214.1 · 2.208.91
Added a string Ticket Type display value for Runbook Event Conditions
Also in 2.214.1 · 2.208.91
Added click-through to funnel charts
Added click-through to funnel charts
Added deletion of upcoming status email automations when the “inform user after X working hours (recurring)” setting is disabled in Ticket status settings
Added deletion of upcoming status email automations when the “inform user after X working hours (recurring)” setting is disabled in Ticket status settings
You can now set a default width for columns on column profiles
You can now set a default width for columns on column profiles
Please note that this will follow the system’s minimum and maximum column width limits
Fixed an issue with creating new users from SAML logins not using the correct name
Also in 2.214.1 · 2.208.91
Fixed an issue with creating new users from SAML logins not using the correct name
Also in 2.214.1 · 2.208.91
Added the ability to set the default score on Satisfaction Survey
Added the ability to set the default score on Satisfaction Survey
You can now choose which entities get committed when syncing to Avalara
You can now choose which entities get committed when syncing to Avalara
There is now a configuration option, set at Avalara tenant level, to decide which entities get committed when syncing to Avalara.
Added option to make Asset Tag mandatory when creating serialised assets during consignment or adding stock
Added option to make Asset Tag mandatory when creating serialised assets during consignment or adding stock
You can now use the status field on an asset for dynamic field visibility on assets
You can now use the status field on an asset for dynamic field visibility on assets
Fixed an issue where automated closure emails would fail to change the status to Closed when using workflow status restrictions, causing repeated emails to send
Also in 2.214.1 · 2.208.91
Fixed an issue where automated closure emails would fail to change the status to Closed when using workflow status restrictions, causing repeated emails to send
Also in 2.214.1 · 2.208.91
You can now hide user action on the customer portal
You can now hide user action on the customer portal
Fixed an issue where contract references were not generating correctly
Also in 2.214.1 · 2.208.91
Fixed an issue where contract references were not generating correctly
Also in 2.214.1 · 2.208.91
Fixed name not populating when adding an ad-hoc agent approver
Also in 2.214.1 · 2.208.91
Fixed name not populating when adding an ad-hoc agent approver
Also in 2.214.1 · 2.208.91
Fixed an issue with saving values in dynamic lookups using the 'Load only the top 100 rows' feature.
Also in 2.214.1 · 2.208.91
Fixed an issue with saving values in dynamic lookups using the 'Load only the top 100 rows' feature.
Also in 2.214.1 · 2.208.91
Added validation when setting email start and end tags in Email Configuration
Added validation when setting email start and end tags in Email Configuration
Added the setting 'Prevent editing of permissions at Agent level' to advanced settings
Added the setting 'Prevent editing of permissions at Agent level' to advanced settings
Fixed saving issue with Mailbox sender restrictions
Also in 2.214.1 · 2.208.79
Fixed saving issue with Mailbox sender restrictions
Also in 2.214.1 · 2.208.79
Fixed an issue when bulk creating tickets where one error would cause the following tickets to also error
Fixed an issue when bulk creating tickets where one error would cause the following tickets to also error
Added Ticket Source to the Query Builder
Added Ticket Source to the Query Builder
Fixed some issues with decimal and thousand separators
Also in 2.214.1 · 2.208.116
Fixed some issues with decimal and thousand separators
Also in 2.214.1 · 2.208.116
Improved the accuracy of popup notification displays when multiple rules match at once
Improved the accuracy of popup notification displays when multiple rules match at once
Fixed attachment counts for child/related tickets when deleting attachments on parent tickets
Fixed attachment counts for child/related tickets when deleting attachments on parent tickets
Added a setting to prevent configuration changes being pushed into an instance
Added a setting to prevent configuration changes being pushed into an instance
Added new $-POUSEREMAILADDRESS variable
Added new $-POUSEREMAILADDRESS variable
This variable returns the email address of the User associated to the Purchase Order.
Added new periodic meter reading options allowing quantity to be the last reading, the highest unbilled reading, or the reading the last time the meter was billed.
Also in 2.214.1 · 2.208.91
Added new periodic meter reading options allowing quantity to be the last reading, the highest unbilled reading, or the reading the last time the meter was billed.
Also in 2.214.1 · 2.208.91
Allowed agents to use actions that change the ticket type to one that the agent cannot access
Also in 2.214.1 · 2.208.91
Allowed agents to use actions that change the ticket type to one that the agent cannot access
Also in 2.214.1 · 2.208.91
Fixed an issue where service update SMS messages may not send.
Also in 2.214.1 · 2.208.91
Fixed an issue where service update SMS messages may not send.
Also in 2.214.1 · 2.208.91
Added More Asset System Fields to Device Change Tracking
Added More Asset System Fields to Device Change Tracking
Fixed issues with not being able to save changes to tax rates on group lines on invoices, and group line tax not showing up on PDFs.
Also in 2.214.1 · 2.208.91
Fixed issues with not being able to save changes to tax rates on group lines on invoices, and group line tax not showing up on PDFs.
Also in 2.214.1 · 2.208.91
Fixed an issue where syncing roles between instances could silently fail.
Also in 2.214.1 · 2.208.91
Fixed an issue where syncing roles between instances could silently fail.
Also in 2.214.1 · 2.208.91
Fixed issue with Available Agent condition on Live Chat
Also in 2.214.1 · 2.208.91
Fixed issue with Available Agent condition on Live Chat
Also in 2.214.1 · 2.208.91
Fixed issue with re-assigning new Tickets that are qualification matched
Also in 2.214.1 · 2.208.79
Fixed issue with re-assigning new Tickets that are qualification matched
Also in 2.214.1 · 2.208.79
Fixed the "edit columns" button incorrectly showing on the product bundle configuration
Also in 2.214.1 · 2.208.91
Fixed the "edit columns" button incorrectly showing on the product bundle configuration
Also in 2.214.1 · 2.208.91
Removed the link to the AI configuration when setting up an AI connection and already on the AI settings page
Removed the link to the AI configuration when setting up an AI connection and already on the AI settings page
Fixed an issue with navigating to the search screen from the side menu search
Fixed an issue with navigating to the search screen from the side menu search
Fixed an issue where Date fields could display incorrectly in some timezones
Fixed an issue where Date fields could display incorrectly in some timezones
Fixed issue with Ticket Type options on actions not updating based on Team restrictions
Also in 2.214.1 · 2.208.91
Fixed issue with Ticket Type options on actions not updating based on Team restrictions
Also in 2.214.1 · 2.208.91
Fixed an issue with applying custom table config commits via API
Also in 2.214.1 · 2.208.91
Fixed an issue with applying custom table config commits via API
Also in 2.214.1 · 2.208.91
Fixed an issue where agent approval reminders, after the initial one, send out accept and reject links using the portal URL instead of the agent URL.
Also in 2.214.1 · 2.208.91
Fixed an issue where agent approval reminders, after the initial one, send out accept and reject links using the portal URL instead of the agent URL.
Also in 2.214.1 · 2.208.91
Fixed an issue where Dynamic SQL reports wouldn't display columns in some cases
Also in 2.214.1 · 2.208.91
Fixed an issue where Dynamic SQL reports wouldn't display columns in some cases
Also in 2.214.1 · 2.208.91
Added additional logging to Charge rounding at Ticket Level for clients affected by rounding issues
Also in 2.214.1 · 2.208.91
Added additional logging to Charge rounding at Ticket Level for clients affected by rounding issues
Also in 2.214.1 · 2.208.91
Fixed an issue with recall to supplier actions not using the "runbook to use instead of email when contacting the supplier"
Also in 2.214.1 · 2.208.91
Fixed an issue with recall to supplier actions not using the "runbook to use instead of email when contacting the supplier"
Also in 2.214.1 · 2.208.91
Added ALLFIELDSCFQA dollar variable
Added ALLFIELDSCFQA dollar variable
Fixed an issue where an error would be thrown when trying to view Ready for Invoicing in full screen
Also in 2.214.1 · 2.208.91
Fixed an issue where an error would be thrown when trying to view Ready for Invoicing in full screen
Also in 2.214.1 · 2.208.91
Added the ability to an apply a template to an Asset via the API
Added the ability to an apply a template to an Asset via the API
The API field for this is "template_id"
Resolved an issue with background task failing to return error messages to the UI when the error is large
Also in 2.214.1 · 2.208.91
Resolved an issue with background task failing to return error messages to the UI when the error is large
Also in 2.214.1 · 2.208.91
Fixed an issue with importing subscriptions from Google Workspace
Also in 2.214.1 · 2.208.91
Fixed an issue with importing subscriptions from Google Workspace
Also in 2.214.1 · 2.208.91
Resolved an issue with Users being allocated CSP licenses from the incorrect tenant when there are more than one tenants mapped to the Customer
Also in 2.214.1 · 2.208.91
Resolved an issue with Users being allocated CSP licenses from the incorrect tenant when there are more than one tenants mapped to the Customer
Also in 2.214.1 · 2.208.91
Fixed an issue with the back button on the self-service portal
Fixed an issue with the back button on the self-service portal
Added Quantity column to PO Line Column Profiles
Also in 2.214.1 · 2.208.91
Added Quantity column to PO Line Column Profiles
Also in 2.214.1 · 2.208.91
Fixed an issue with searching Ingram Micro Reseller quotes
Also in 2.214.1 · 2.208.91
Fixed an issue with searching Ingram Micro Reseller quotes
Also in 2.214.1 · 2.208.91
Fixed an issue where ticket rules did not change the End User field on the New Ticket screen
Fixed an issue where ticket rules did not change the End User field on the New Ticket screen
Fixed an issue where licence deletions linked to recurring invoice lines were not handled correctly
Also in 2.214.1 · 2.208.91
Fixed an issue where licence deletions linked to recurring invoice lines were not handled correctly
Also in 2.214.1 · 2.208.91
Fixed an issue with Azure AI searching
Also in 2.214.1 · 2.208.91
Fixed an issue with Azure AI searching
Also in 2.214.1 · 2.208.91
Fixed an issue with filtering field values on orders and quotes
Fixed an issue with filtering field values on orders and quotes
Fixed language issues in Advanced Settings
Also in 2.214.1 · 2.208.91
Fixed language issues in Advanced Settings
Also in 2.214.1 · 2.208.91
Fixed an issue with non-taxable items contributing tax to tax total amounts on invoice PDFs (v2 billing totals calculation)
Also in 2.214.1 · 2.208.91
Fixed an issue with non-taxable items contributing tax to tax total amounts on invoice PDFs (v2 billing totals calculation)
Also in 2.214.1 · 2.208.91
Added option to specify Application identity roles when "Agent to log in as" is not set to an Agent on a Halo API application
Added option to specify Application identity roles when "Agent to log in as" is not set to an Agent on a Halo API application
This allows you to give an application permissions without it acting as a particular agent.
Fixed issue with editing Client and Agent Runbook criteria
Fixed issue with editing Client and Agent Runbook criteria
Removed visibility of "Exclude from $ALLFIELDS and $ALLFIELDSQA variables" setting on Table Custom Fields
Also in 2.214.1 · 2.208.91
Removed visibility of "Exclude from $ALLFIELDS and $ALLFIELDSQA variables" setting on Table Custom Fields
Also in 2.214.1 · 2.208.91
Fixed an issue with dynamic field visibility on actions
Also in 2.214.1 · 2.208.91
Fixed an issue with dynamic field visibility on actions
Also in 2.214.1 · 2.208.91
Fixed a visibility issue with the Entra SSO Tenant Sign-In scope setting
Also in 2.214.1 · 2.208.91
Fixed a visibility issue with the Entra SSO Tenant Sign-In scope setting
Also in 2.214.1 · 2.208.91
Fixed an issue with mapping barcodes in the Jamf integration
Also in 2.214.1 · 2.208.91
Fixed an issue with mapping barcodes in the Jamf integration
Also in 2.214.1 · 2.208.91
Added $ TIMESHEETAPPROVALDATE variable
Added $ TIMESHEETAPPROVALDATE variable
Timesheet variables have been split.
$ TIMESHEETDATE - Returns the date the timesheet relates to.
$ TIMESHEETAPPROVALDATE - Returns the date the timesheet was approved or rejected.
Fixed an issue with importing date values
Also in 2.214.1 · 2.208.91
Fixed an issue with importing date values
Also in 2.214.1 · 2.208.91
Fixed an issue with the owning CI field on assets not defaulting correctly in the UI
Also in 2.214.1 · 2.208.91
Fixed an issue with the owning CI field on assets not defaulting correctly in the UI
Also in 2.214.1 · 2.208.91
Fixed issues with Asset List Groups
Also in 2.214.1 · 2.208.91
Fixed issues with Asset List Groups
Also in 2.214.1 · 2.208.91
Fixed some issues with a new beta setting for multiple QuickBooks Online items linked to 1 Halo item
Also in 2.214.1 · 2.208.91
Fixed some issues with a new beta setting for multiple QuickBooks Online items linked to 1 Halo item
Also in 2.214.1 · 2.208.91
Fixed an issue with full text searching
Fixed an issue with full text searching
Fixed an issue with Sales Order Updated notification trigger not sending notifications
Also in 2.214.1 · 2.208.91
Fixed an issue with Sales Order Updated notification trigger not sending notifications
Also in 2.214.1 · 2.208.91
Resolved an error when using "Action is reviewed" on a new ticket form throws an error in validation
Also in 2.214.1 · 2.208.91
Resolved an error when using "Action is reviewed" on a new ticket form throws an error in validation
Also in 2.214.1 · 2.208.91
Fixed an issue with accounts codes not showing against item groups for Sage Intacct in some cases
Also in 2.214.1 · 2.208.91
Fixed an issue with accounts codes not showing against item groups for Sage Intacct in some cases
Also in 2.214.1 · 2.208.91
Fixed an issue with setting a delegated approver as a user on the portal
Also in 2.214.1 · 2.208.91
Fixed an issue with setting a delegated approver as a user on the portal
Also in 2.214.1 · 2.208.91
Fixed an issue with determining CAB approvers using a custom field
Also in 2.214.1 · 2.208.91
Fixed an issue with determining CAB approvers using a custom field
Also in 2.214.1 · 2.208.91
Resolved an issue with some system fields showing up multiple time in field list selection
Also in 2.214.1 · 2.208.91
Resolved an issue with some system fields showing up multiple time in field list selection
Also in 2.214.1 · 2.208.91
Fixed an issue where grouping by a single select field using the query builder would not display results if null
Also in 2.214.1 · 2.208.91
Fixed an issue where grouping by a single select field using the query builder would not display results if null
Also in 2.214.1 · 2.208.91
Fixed Ticket Reference column not populating data on the portal
Fixed Ticket Reference column not populating data on the portal
Fixed an issue where you couldn't select a charge rate when logging unlogged time on a timesheet
Also in 2.214.1 · 2.208.91
Fixed an issue where you couldn't select a charge rate when logging unlogged time on a timesheet
Also in 2.214.1 · 2.208.91
Fixed an issue with AI suggested categories not returning exact category values
Fixed an issue with AI suggested categories not returning exact category values
Fixed an issue where the 'Ticket Items are billable' field was not visible on the new ticket screen, even when field visibility settings allowed it
Fixed an issue where the 'Ticket Items are billable' field was not visible on the new ticket screen, even when field visibility settings allowed it
Resolved an issue with the default setting to show inactive recurring invoices
Resolved an issue with the default setting to show inactive recurring invoices
Fixed an issue with loading the WhatsApp Integration configuration
Fixed an issue with loading the WhatsApp Integration configuration
Fixed an issue where the user matching field was not saving in Virima integration
Also in 2.214.1 · 2.208.91
Fixed an issue where the user matching field was not saving in Virima integration
Also in 2.214.1 · 2.208.91
Added a field hint to advise the use of API field when editing the Kanban layout
Added a field hint to advise the use of API field when editing the Kanban layout
Fixed issue when creating Asset Templates
Fixed issue when creating Asset Templates
Fixed an Asset Type's default template not applying correctly for existing Assets in the API
Fixed an Asset Type's default template not applying correctly for existing Assets in the API
Fixed an issue with invoice creation failing in rare cases
Also in 2.214.1 · 2.208.91
Fixed an issue with invoice creation failing in rare cases
Also in 2.214.1 · 2.208.91
Improved the performance when configuring workflows
Improved the performance when configuring workflows
Fixed an issue with the report builder restricting queries too much.
Also in 2.214.1 · 2.208.91
Fixed an issue with the report builder restricting queries too much.
Also in 2.214.1 · 2.208.91
Fixed an issue where action restrictions would remain cached after an action is deleted
Fixed an issue where action restrictions would remain cached after an action is deleted
Fixed an issue with discarding an action containing default attachments.
Also in 2.214.1 · 2.208.91
Fixed an issue with discarding an action containing default attachments.
Also in 2.214.1 · 2.208.91
Fixed an issue with some service fields being reset after saving when the service is linked to an asset
Also in 2.214.1 · 2.208.91
Fixed an issue with some service fields being reset after saving when the service is linked to an asset
Also in 2.214.1 · 2.208.91
Added a target date field to software releases
Added a target date field to software releases
Fixed a visual issue with action group title text in certain cases
Fixed a visual issue with action group title text in certain cases
Resolved an issue with using a custom field to limit a dataset generated with AI prompts failing to construct correctly
Also in 2.214.1 · 2.208.91
Resolved an issue with using a custom field to limit a dataset generated with AI prompts failing to construct correctly
Also in 2.214.1 · 2.208.91
Fixed an issue with display of radio customer custom fields on tickets
Fixed an issue with display of radio customer custom fields on tickets
Fixed an issue where assets could be created with no asset tag
Also in 2.214.1 · 2.208.91
Fixed an issue where assets could be created with no asset tag
Also in 2.214.1 · 2.208.91
Fixed an issue where tickets closed by ticket rules did not set a closure date
Also in 2.214.1 · 2.208.91
Fixed an issue where tickets closed by ticket rules did not set a closure date
Also in 2.214.1 · 2.208.91
Fixed an issue with some Live Chat JWT subject claim mappings
Also in 2.214.1 · 2.208.91
Fixed an issue with some Live Chat JWT subject claim mappings
Also in 2.214.1 · 2.208.91
Resolved an issue with failed CSP Consumption imports failing to restart completely
Also in 2.214.1 · 2.208.91
Resolved an issue with failed CSP Consumption imports failing to restart completely
Also in 2.214.1 · 2.208.91
Added $ SUPPLIERSORDERREFERENCE to the list of dollar variables
Also in 2.214.1 · 2.208.91
Added $ SUPPLIERSORDERREFERENCE to the list of dollar variables
Also in 2.214.1 · 2.208.91
Fixed an issue where Price and Cost wouldn't be set when importing Licences from Rhipe
Also in 2.214.1 · 2.208.91
Fixed an issue where Price and Cost wouldn't be set when importing Licences from Rhipe
Also in 2.214.1 · 2.208.91
Fixed a display issue with large ticket ids on search screens
Fixed a display issue with large ticket ids on search screens
Fixed tickets created from other tickets not being included in the "my submitted tickets" filter
Fixed tickets created from other tickets not being included in the "my submitted tickets" filter
Resolved an issue related to adding followers to tickets for API only agents
Also in 2.214.1 · 2.208.91
Resolved an issue related to adding followers to tickets for API only agents
Also in 2.214.1 · 2.208.91
Fixed PO approvals not being auto-approved when created by an approver, and the approval being incorrectly reset in some cases
Also in 2.214.1 · 2.208.91
Fixed PO approvals not being auto-approved when created by an approver, and the approval being incorrectly reset in some cases
Also in 2.214.1 · 2.208.91
Fixed an issue creating tickets via the Slack v1 app
Fixed an issue creating tickets via the Slack v1 app
Fixed an issue with saving Risk Score values on custom fields
Also in 2.214.1 · 2.208.91
Fixed an issue with saving Risk Score values on custom fields
Also in 2.214.1 · 2.208.91
Fixed a minor issue when deleting attachments
Fixed a minor issue when deleting attachments
Fixed an issue where Attachments on Templates wouldn't apply to Tickets
Fixed an issue where Attachments on Templates wouldn't apply to Tickets
Fixed an issue with updating rich text fields for KB articles and templates
Fixed an issue with updating rich text fields for KB articles and templates
Fixed an issue with the password expiry feature
Fixed an issue with the password expiry feature
Fixed imported runbook steps not linking to imported custom integration methods
Fixed imported runbook steps not linking to imported custom integration methods
Fixed an issue with the software releases API endpoint
Fixed an issue with the software releases API endpoint
Fixed a minor issue with report deletions not showing the report name in change tracking
Fixed a minor issue with report deletions not showing the report name in change tracking
Fixed incorrect column header names when exporting a custom SQL report
Fixed incorrect column header names when exporting a custom SQL report
Fixed an issue with the OnlineStatus endpoint
Fixed an issue with the OnlineStatus endpoint
Fixed an issue with field mappings not using third party values for the Dynamics 365 CRM Integration
Also in 2.214.1 · 2.208.91
Fixed an issue with field mappings not using third party values for the Dynamics 365 CRM Integration
Also in 2.214.1 · 2.208.91
Fixed an issue with adding Client/Site/User list filters with criteria on the Client/Site/User fields not loading
Also in 2.214.1 · 2.208.91
Fixed an issue with adding Client/Site/User list filters with criteria on the Client/Site/User fields not loading
Also in 2.214.1 · 2.208.91
Fixed an issue where some Workflow criteria would not show all options for fields using the "Includes" criteria type
Also in 2.214.1 · 2.208.91
Fixed an issue where some Workflow criteria would not show all options for fields using the "Includes" criteria type
Also in 2.214.1 · 2.208.91
Fixed an issue with dynamic assignment of agents through ticket rules
Fixed an issue with dynamic assignment of agents through ticket rules
Fixed an issue where some Ninja devices may not be imported when "only import assets from mapped organisations" is enabled
Also in 2.214.1 · 2.208.91
Fixed an issue where some Ninja devices may not be imported when "only import assets from mapped organisations" is enabled
Also in 2.214.1 · 2.208.91
Added 'Rich' as a type of field for asset fields
Added 'Rich' as a type of field for asset fields
Fixed an issue with adding multiple rows at once to a custom table
Also in 2.214.1 · 2.208.91
Fixed an issue with adding multiple rows at once to a custom table
Also in 2.214.1 · 2.208.91
Resolved an issue with updating Agent Roles when the Cost value is 0
Resolved an issue with updating Agent Roles when the Cost value is 0
Resolved an issue with Primary Service restrictions failing to apply when using an Action.
Also in 2.214.1 · 2.208.91
Resolved an issue with Primary Service restrictions failing to apply when using an Action.
Also in 2.214.1 · 2.208.91
Also resolved an issue with Summary and Primary Service failing to show when editing an Action Field List that contains these Fields
Fixed an issue where the field would not show when setting dynamic field visibility for actions based on the charge type
Also in 2.214.1 · 2.208.91
Fixed an issue where the field would not show when setting dynamic field visibility for actions based on the charge type
Also in 2.214.1 · 2.208.91
Minor changes to the layout of deferred revenue configuration
Also in 2.214.1 · 2.208.91
Minor changes to the layout of deferred revenue configuration
Also in 2.214.1 · 2.208.91
Fixed an issue when importing assets when the customer was not specified
Also in 2.214.1 · 2.208.91
Fixed an issue when importing assets when the customer was not specified
Also in 2.214.1 · 2.208.91
Added "Show on Related?" to the attachments table in the attachments tab within tickets
Added "Show on Related?" to the attachments table in the attachments tab within tickets
Fixed the "User must be covered by the contract" option on Billing Plans not filtering by the specific contract
Also in 2.214.1 · 2.208.91
Fixed the "User must be covered by the contract" option on Billing Plans not filtering by the specific contract
Also in 2.214.1 · 2.208.91
Fixed an issue where the Estimated Time field could not be set when creating a new ticket
Fixed an issue where the Estimated Time field could not be set when creating a new ticket
Improved accuracy of approval timeouts within 10 minutes
Improved accuracy of approval timeouts within 10 minutes
Fixed an issue when searching an email address and using the relevance order by
Fixed an issue when searching an email address and using the relevance order by
Resolved an issue with incorrect Users showing when creating a Ticket and adding approvals from the self service portal
Also in 2.214.1 · 2.208.91
Resolved an issue with incorrect Users showing when creating a Ticket and adding approvals from the self service portal
Also in 2.214.1 · 2.208.91
Fixed priority being set incorrectly on Zabbix alert tickets
Fixed priority being set incorrectly on Zabbix alert tickets
Fixed the Create Bill button on Purchase Orders sometimes failing with a "no lines to invoice" error despite lines being available
Also in 2.214.1 · 2.208.91
Fixed the Create Bill button on Purchase Orders sometimes failing with a "no lines to invoice" error despite lines being available
Also in 2.214.1 · 2.208.91
Fixed an issue where Fortnox customers would have their country set incorrectly on outbound requests
Also in 2.214.1 · 2.208.91
Fixed an issue where Fortnox customers would have their country set incorrectly on outbound requests
Also in 2.214.1 · 2.208.91
Updated Pre-pay recalculation langpack
Updated Pre-pay recalculation langpack
Fixed multiple issues with RAG chart dashboard widgets
Fixed multiple issues with RAG chart dashboard widgets
Fixed an issue when adding a new field group to a new action or new ticket type
Fixed an issue when adding a new field group to a new action or new ticket type
Fixed an issue with using "Transfer timed out" multiple times on chat flows
Also in 2.214.1 · 2.208.91
Fixed an issue with using "Transfer timed out" multiple times on chat flows
Also in 2.214.1 · 2.208.91
Resolved an issue with Pax8 products failing to import correctly
Also in 2.214.1 · 2.208.91
Resolved an issue with Pax8 products failing to import correctly
Also in 2.214.1 · 2.208.91
Fixed counter widgets not loading when based off of a report that uses a system data source
Also in 2.214.1 · 2.208.91
Fixed counter widgets not loading when based off of a report that uses a system data source
Also in 2.214.1 · 2.208.91
Fixed an issue with updating the markup of values on all lines of a quotation or sales order
Fixed an issue with updating the markup of values on all lines of a quotation or sales order
Fixed an issue where in certain cases the other open tickets filter would not display correctly
Fixed an issue where in certain cases the other open tickets filter would not display correctly
Fixed the KB link icon showing next to product bundle names
Fixed the KB link icon showing next to product bundle names
Fixed issues with mandatory KB comments
Fixed issues with mandatory KB comments
Fixed an issue with the setting 'Copy values to parent Tickets on new Ticket screen'
Fixed an issue with the setting 'Copy values to parent Tickets on new Ticket screen'
Fixed an issue where attachments would not correctly migrate when migrating Tickets with the Zendesk Migration
Also in 2.214.1 · 2.208.91
Fixed an issue where attachments would not correctly migrate when migrating Tickets with the Zendesk Migration
Also in 2.214.1 · 2.208.91
Fixed some issues with attaching documents to an action
Also in 2.214.1 · 2.208.91
Fixed some issues with attaching documents to an action
Also in 2.214.1 · 2.208.91
Resolved an issue with the "Attach quotation PDF when sending email" setting failing to function for Actions that send Quote emails
Resolved an issue with the "Attach quotation PDF when sending email" setting failing to function for Actions that send Quote emails
Fixed workflow automations not triggering via parent status updates configured on child templates
Fixed workflow automations not triggering via parent status updates configured on child templates
Fixed a display issue with the article type field on article details
Fixed a display issue with the article type field on article details
Fixed an issue creating tickets via the v1 Slack app
Fixed an issue creating tickets via the v1 Slack app
Fixed an issue with assets not being able to be saved when the services field is mandatory
Also in 2.214.1 · 2.208.91
Fixed an issue with assets not being able to be saved when the services field is mandatory
Also in 2.214.1 · 2.208.91
Fixed an issue where Addigy configuration wouldn't be migrated into multi-tenancy format
Also in 2.214.1 · 2.208.68
Fixed an issue where Addigy configuration wouldn't be migrated into multi-tenancy format
Also in 2.214.1 · 2.208.68
Resolved an issue where agent images imported from Entra were too large.
Resolved an issue where agent images imported from Entra were too large.
Fixed an issue where some invoices did not open due to missing integration details
Also in 2.214.1 · 2.208.91
Fixed an issue where some invoices did not open due to missing integration details
Also in 2.214.1 · 2.208.91
Fixed a visual issue on the status history asset tab
Fixed a visual issue on the status history asset tab
Fixed an issue where composite PDF generation would throw an error despite having permissions to do so
Also in 2.214.1 · 2.208.91
Fixed an issue where composite PDF generation would throw an error despite having permissions to do so
Also in 2.214.1 · 2.208.91
The generation of PDF's on a comp report
Fixed an issue where load balance / round robin could assign tickets to agents who don't have access to the ticket's client
Fixed an issue where load balance / round robin could assign tickets to agents who don't have access to the ticket's client
Resolved an issue with recognising partial deferred revenue when downpayment have been made on a sales order line with quantity of 1
Also in 2.214.1 · 2.208.91
Resolved an issue with recognising partial deferred revenue when downpayment have been made on a sales order line with quantity of 1
Also in 2.214.1 · 2.208.91
Fixed an error when searching issues for on-premise instances of Jira Software
Also in 2.214.1 · 2.208.91
Fixed an error when searching issues for on-premise instances of Jira Software
Also in 2.214.1 · 2.208.91
Updated "Powered By Halo" Url
Also in 2.214.1 · 2.208.91
Updated "Powered By Halo" Url
Also in 2.214.1 · 2.208.91
Fixed a rare issue where Ticket Type field visibility wouldn't display correctly
Also in 2.214.1 · 2.208.91
Fixed a rare issue where Ticket Type field visibility wouldn't display correctly
Also in 2.214.1 · 2.208.91