220 updates across 8 patch releases
Fixed an issue with some notifications sending to inactive agents
Also in 2.216.8 · 2.208.103
Fixed an issue with some notifications sending to inactive agents
Also in 2.216.8 · 2.208.103
Improved performance of the Twilio SMS integration
Also in 2.216.8 · 2.208.103
Improved performance of the Twilio SMS integration
Also in 2.216.8 · 2.208.103
Fixed an issue where agents could be missing from teams view in the tickets tree
Also in 2.216.8 · 2.208.103
Fixed an issue where agents could be missing from teams view in the tickets tree
Also in 2.216.8 · 2.208.103
Resolved an issue with User counts failing to load for recurring invoices causing an error loading the list
Also in 2.216.8 · 2.208.103
Resolved an issue with User counts failing to load for recurring invoices causing an error loading the list
Also in 2.216.8 · 2.208.103
Fixed an issue where Opportunity tickets with Contract time wouldn't display in Periodic History
Also in 2.216.7 · 2.208.101
Fixed an issue where Opportunity tickets with Contract time wouldn't display in Periodic History
Also in 2.216.7 · 2.208.101
Fixed an issue with Asset Custom Fields not populating on Invoice Lines generated from Sales Orders in some cases
Also in 2.216.7 · 2.208.101
Fixed an issue with Asset Custom Fields not populating on Invoice Lines generated from Sales Orders in some cases
Also in 2.216.7 · 2.208.101
Fixed a minor issue with end user quote approvals
Also in 2.216.7 · 2.208.101
Fixed a minor issue with end user quote approvals
Also in 2.216.7 · 2.208.101
Fixed an issue where Allowed Senders would periodically be removed from mailboxes with sending restrictions enabled
Also in 2.216.7 · 2.208.101
Fixed an issue where Allowed Senders would periodically be removed from mailboxes with sending restrictions enabled
Also in 2.216.7 · 2.208.101
Fixed an issue with loading services and service categories
Fixed an issue with loading services and service categories
Fixed a rare issue where live chat for get errors in api in some instances
Fixed a rare issue where live chat for get errors in api in some instances
Fixed an issue with chat "waiting agent" message not removing after transfer timeout
Also in 2.216.6 · 2.208.101
Fixed an issue with chat "waiting agent" message not removing after transfer timeout
Also in 2.216.6 · 2.208.101
Fixed an error related to working hour calculations when creating/updating tickets
Also in 2.216.6 · 2.208.111
Fixed an error related to working hour calculations when creating/updating tickets
Also in 2.216.6 · 2.208.111
Improved performance of updating custom table rows
Also in 2.216.5 · 2.208.93
Improved performance of updating custom table rows
Also in 2.216.5 · 2.208.93
Fixed an issue with agent chat transfer timeout
Also in 2.216.5 · 2.208.93
Fixed an issue with agent chat transfer timeout
Also in 2.216.5 · 2.208.93
Fixed an issue with loading an asset when it has many relationships
Also in 2.216.5 · 2.208.93
Fixed an issue with loading an asset when it has many relationships
Also in 2.216.5 · 2.208.93
Fixed an issue with the Halo API action "Edit User"
Fixed an issue with the Halo API action "Edit User"
Fixed a minor issue with project budget update method setting
Also in 2.216.5 · 2.208.101
Fixed a minor issue with project budget update method setting
Also in 2.216.5 · 2.208.101
Fixed issues with the SLA Response Breached Filter
Fixed issues with the SLA Response Breached Filter
Fixed minor issue with the visibility of "AI acknowledgement email" setting
Fixed minor issue with the visibility of "AI acknowledgement email" setting
Fixed and issue with Credit Notes and Bills creating as invoices in error in very rare cases
Fixed and issue with Credit Notes and Bills creating as invoices in error in very rare cases
Fixed an issue with access control caches not refreshing when the first record for an entity type is added
Also in 2.216.5 · 2.208.101
Fixed an issue with access control caches not refreshing when the first record for an entity type is added
Also in 2.216.5 · 2.208.101
Fixed an issue with limiting agent/user 's to one active session
Fixed an issue with limiting agent/user 's to one active session
Improved the performance for Project Budget updates
Also in 2.216.4 · 2.208.101
Improved the performance for Project Budget updates
Also in 2.216.4 · 2.208.101
Fixed an issue where SLA resolution targets would not account for workday breaks
Also in 2.216.4 · 2.208.111
Fixed an issue where SLA resolution targets would not account for workday breaks
Also in 2.216.4 · 2.208.111
Fixed an issue where bulk operations on tickets wouldn't deselect the tickets once the operation is completed
Fixed an issue where bulk operations on tickets wouldn't deselect the tickets once the operation is completed
Resolved an error with loading invoice records created from recurring invoices
Resolved an error with loading invoice records created from recurring invoices
Resolved an error given when creating Prepay invoices from the Ready for Invoicing list
Resolved an error given when creating Prepay invoices from the Ready for Invoicing list
Resolved an issue with duplicate audit records for Quotation Line removal
Resolved an issue with duplicate audit records for Quotation Line removal
Fixed an issue cleaning up AuthGuid
Fixed an issue cleaning up AuthGuid
Fixed a caching issue with AutoassignCriteria
Also in 2.216.4 · 2.208.93
Fixed a caching issue with AutoassignCriteria
Also in 2.216.4 · 2.208.93
Fixed an issue with changing the stock bin of an asset
Fixed an issue with changing the stock bin of an asset
Resolved an issue with using the configuration to update the Markup value when changing the Cost
Resolved an issue with using the configuration to update the Markup value when changing the Cost
Resolved an issue with being unable to add Sales Order lines
Resolved an issue with being unable to add Sales Order lines
Fixed an issue deleting Ticket Rules. Fixed an issue using Ticket Rules with Criteria Groups with no Criteria
Fixed an issue deleting Ticket Rules. Fixed an issue using Ticket Rules with Criteria Groups with no Criteria
Fixed issues with maintenance windows
Fixed issues with maintenance windows
Fixed a visual issue in Chat bot flow step configuration
Fixed a visual issue in Chat bot flow step configuration
Fixed small issue with SLA breached filters when filtering for not breached tickets
Fixed small issue with SLA breached filters when filtering for not breached tickets
Fixed an issue with Jira Service Management webhooks not matching to the client/supplier
Also in 2.216.4 · 2.208.101
Fixed an issue with Jira Service Management webhooks not matching to the client/supplier
Also in 2.216.4 · 2.208.101
Fixed an issue with standalone bills supplier field being visible in error in some cases
Fixed an issue with standalone bills supplier field being visible in error in some cases
Fixed an issue where adding or modifying asset relationships would fail to save
Fixed an issue where adding or modifying asset relationships would fail to save
Fixed an issue with Bulk Asset Selection failing in some cases
Fixed an issue with Bulk Asset Selection failing in some cases
Fixed minor issues with AI acknowledgement emails
Fixed minor issues with AI acknowledgement emails
Resolved an issue whereby deleting multiple Invoices that were all generated from the same Recurring Invoice can fail to roll back the next invoice date correctly
Resolved an issue whereby deleting multiple Invoices that were all generated from the same Recurring Invoice can fail to roll back the next invoice date correctly
Fixed being unable to edit the type of an existing asset relationship
Fixed being unable to edit the type of an existing asset relationship
Fixed misspelling in maintenance window functionality
Fixed misspelling in maintenance window functionality
Fixed the "slastate" database field being set incorrectly, and fixed an issue where closed tickets could be put on hold
Fixed the "slastate" database field being set incorrectly, and fixed an issue where closed tickets could be put on hold
Fixed an issue with the add to array in runbooks
Fixed an issue with the add to array in runbooks
Fixed an issue with the next creation date display in the invoice list view
Also in 2.216.3 · 2.208.101
Fixed an issue with the next creation date display in the invoice list view
Also in 2.216.3 · 2.208.101
Fixed an issue which prevent invoice deletion
Fixed an issue which prevent invoice deletion
Resolved an issue with the Quickbooks tax import creating additional rates that are combining sales and purchase tax incorrectly
Resolved an issue with the Quickbooks tax import creating additional rates that are combining sales and purchase tax incorrectly
Resolved an issue with being unable to add Sales Order lines
Resolved an issue with being unable to add Sales Order lines
Resolved an issue with an [Object] message showing when a warning pop-up shows on the Action form
Resolved an issue with an [Object] message showing when a warning pop-up shows on the Action form
Fixed an issue with getting access tokens on v2.216
Fixed an issue with getting access tokens on v2.216
Fixed an issue with the v2.216 upgrade
Fixed an issue with the v2.216 upgrade
Resolved an issue with an error given when adding a line to a purchase order
Resolved an issue with an error given when adding a line to a purchase order
Resolved an issue with saving charge rate against a ticket or action
Resolved an issue with saving charge rate against a ticket or action
Fixed an issue with Intacct errors when attempting to sync on some entities
Fixed an issue with Intacct errors when attempting to sync on some entities
Fixed an issue with Sophos customer mappings
Fixed an issue with Sophos customer mappings
Fixed a minor display issue with the approval setting 'Approval delegation when out of office'
Fixed a minor display issue with the approval setting 'Approval delegation when out of office'
Fixed rich text editor toolbar style not accounting for the simplify rich note setting
Fixed rich text editor toolbar style not accounting for the simplify rich note setting
Fixed an issue with creating tickets with notifications configured that do not use custom field criteria
Fixed an issue with creating tickets with notifications configured that do not use custom field criteria
Fixed a minor issue with creating new actions without field visibility conditions
Fixed a minor issue with creating new actions without field visibility conditions
You can now import Subscription products from Microsoft CSP
You can now import Subscription products from Microsoft CSP
Added an individual toggle for kb article links per page when enabled
Added an individual toggle for kb article links per page when enabled
Fixed an issue where custom fields were not copied over when cloning a ticket template
Fixed an issue where custom fields were not copied over when cloning a ticket template
Added a setting to Etilize to only show items with a Price
Added a setting to Etilize to only show items with a Price
Fixed an issue where the Product field wouldn't update when matching a rule on Actions
Also in 2.216.1 · 2.208.101
Fixed an issue where the Product field wouldn't update when matching a rule on Actions
Also in 2.216.1 · 2.208.101
Added a runbook setting to log a ticket after X failed attempts in a row
Added a runbook setting to log a ticket after X failed attempts in a row
This is configured per integration runbook under the "Advanced" tab and will only trigger when there are 0 retries remaining for the last X results in a row.
Once a ticket has been created, another one won't be generated until after the next successful run.
Added AI Acknowledgement Emails at Ticket Type Level
Added AI Acknowledgement Emails at Ticket Type Level
You can now enable AI-generated acknowledgement emails per ticket type.
Each ticket type can include a custom AI prompt to personalise the acknowledgement email body and you can also select a dedicated AI acknowledgement email template.
Use the new $ AIACKNOWLEDGEMENT variable in your template to insert the AI-generated email body.
This functionality only generates the email body content, allowing your existing greeting and sign-off to remain in the template.
If AI content generation fails, the system automatically falls back to the standard acknowledgement email and its template.
NOTE: To use AI acknowledgement emails, the "Create acknowledgement emails in the background using an Automation" setting must be enabled under Configuration > Email > General Settings.
You can now use $-APPOINTMENTBOOKING{X} to link an End User to a specific booking type
You can now use $-APPOINTMENTBOOKING{X} to link an End User to a specific booking type
Replace X with the ID of the desired booking type
Added in a setting that allows you to define the default Rich Editor Toolbar style
Added in a setting that allows you to define the default Rich Editor Toolbar style
Added a setting to give more control over which action fields copy to children when adding actions to parent tickets
Added a setting to give more control over which action fields copy to children when adding actions to parent tickets
The ticket type setting below has been removed:
In its place is the following, allowing for more customisation in which fields will be copied to children:
Added the "include_all_custom_fields" http parameter when listing Assets via the API
Added the "include_all_custom_fields" http parameter when listing Assets via the API
When set to true, all custom fields will be retrieved for every asset in the list.
Additionally, the "includeassetfields" parameter can now be used without specifying an assettype_id
Fixed an issue with custom fields that use a custom integration method with a filter
Also in 2.216.1 · 2.208.101
Fixed an issue with custom fields that use a custom integration method with a filter
Also in 2.216.1 · 2.208.101
You can now set a custom refresh rate for widgets
You can now set a custom refresh rate for widgets
By default all widgets refresh every 2 minutes. This can be increased or reduced but will be capped at a minimum of 30 seconds and a maximum of 1 hour.
You must enable the advanced setting 'Show custom refresh rate setting on widgets':
This will then show the following field when editing a widget on a dashboard:
Once data has loaded, a timeout will be set for the custom refresh rate. This does not mean data is loaded every, e.g 30 seconds, but instead 30 seconds after the data has loaded.
Added SLA response/resolution breached criteria for Ticket Lists and Ticket Areas
Added SLA response/resolution breached criteria for Ticket Lists and Ticket Areas
Added 'Current Time' and 'Day of Week' as new Chat flow criteria
Added 'Current Time' and 'Day of Week' as new Chat flow criteria
Improved the default prompt for the report AI analysis functionality. The custom prompt field on the report now acts as a full override instead of appending to the system default prompt.
Improved the default prompt for the report AI analysis functionality. The custom prompt field on the report now acts as a full override instead of appending to the system default prompt.
Added new global Chat setting - "Prevent multiple agents from connecting to a live chat simultaneously"
Added new global Chat setting - "Prevent multiple agents from connecting to a live chat simultaneously"
Added a "Restrict field visibility to specific entities" option for CRM note custom fields, enabling admins to control which entities (Client, Site, or User) the field appears on
Added a "Restrict field visibility to specific entities" option for CRM note custom fields, enabling admins to control which entities (Client, Site, or User) the field appears on
You can now choose to use Criteria Groups on Ticket Rules
You can now choose to use Criteria Groups on Ticket Rules
This allows creation of Groups of Criteria on Ticket Rules meaning only one Criteria Group has to match for the Rule to apply.
This can be configured per Ticket Rule by enabling the "Use Criteria Groups" option on the Ticket Rule.
Added the setting 'Approval delegation when out of office' to user settings
Added the setting 'Approval delegation when out of office' to user settings
Fixed an issue when using the FAQ list user role restrictions
Fixed an issue when using the FAQ list user role restrictions
You can now set automatic invoice reminders
You can now set automatic invoice reminders
To set this up, there is now a new setting under:
Configuration -> Billing -> Invoice Creation -> Invoice Creation Settings -> Send automated invoice reminders after X number of days
This allows you to set a global default for all invoices. You can set this to '0' to disable globally.
This can be overridden at customer level and there is also an option to exclude customers for automatic reminders:
Customer -> Billing -> Invoice Settings:
Once enabled, whenever you send an invoice, the reminder email will automatically be queued for the specified date in the future and is visible by filtering by 'Upcoming' in the 'Automations' tab of Backend Monitoring. The email which is sent will use the Invoice Reminder email template, which is accessible under ID 345.
The reminder will not get sent if the invoice gets paid, voided or deleted before the reminder is sent.
Fixed a minor configuration issue with the SyncroMSP integration
Also in 2.216.1 · 2.208.101
Fixed a minor configuration issue with the SyncroMSP integration
Also in 2.216.1 · 2.208.101
Added ticket type groups to change tracking
Added ticket type groups to change tracking
Added an end date column for software licences
Added an end date column for software licences
Added runbook ID as a filterable column on the integration runbook list view
Added runbook ID as a filterable column on the integration runbook list view
You can now use End Users and Site level Custom Fields on Ticket Column Profiles
You can now use End Users and Site level Custom Fields on Ticket Column Profiles
Added the v2 invoice merging method to allow more customisable merging options
Added the v2 invoice merging method to allow more customisable merging options
Fixed a minor issue with some integrations not displaying asset identifiers in logs when failing to update the asset in integrator imports
Fixed a minor issue with some integrations not displaying asset identifiers in logs when failing to update the asset in integrator imports
Added "Mailbox" field to Ticket Types to allow Agents to set the default mailbox when creating new Tickets
Added "Mailbox" field to Ticket Types to allow Agents to set the default mailbox when creating new Tickets
Added new $ variables for Client Mention notifications
Added new $ variables for Client Mention notifications
$-CLIENTID
$-CRMNOTE
$-CRMDETAILS
$-CRMSUBJECT
$-CRMTIMESTAMP
Resolved an issue with showing the "Cancel appointment" system use action for the end user portal
Resolved an issue with showing the "Cancel appointment" system use action for the end user portal
Fixed an issue where AI Report Analysis could not be obtained without report write permissions
Fixed an issue where AI Report Analysis could not be obtained without report write permissions
Allowed non-integer IDs for multi-select custom fields
Allowed non-integer IDs for multi-select custom fields
This is only an option when using a custom integration lookup method and with "Value storage location" set to "Store a row for each field value".
Added a Chat flow action which can retrieve data from the User's browser local storage and map to Ticket or Chat Custom Fields
Added a Chat flow action which can retrieve data from the User's browser local storage and map to Ticket or Chat Custom Fields
Added a setting for Asset Custom Buttons to disable the runbook queued confirmation popup
Added a setting for Asset Custom Buttons to disable the runbook queued confirmation popup
Fixed Category Note visibility issues
Fixed Category Note visibility issues
Added settings to group by Agent Status in the Treeview, and to show a grouping of Agents by Status to Ticket Areas
Added settings to group by Agent Status in the Treeview, and to show a grouping of Agents by Status to Ticket Areas
Two new settings have been added to Ticket Areas configuration:
When the first setting is enabled, Agents in the Tree view will be ordered by their statuses sequence first, then ordered alphabetically within each status grouping.
When enabling the second setting, which you may only do if the first setting is enabled, a visual indicator of the Agents' statuses will be shown in the Treeview to clearly identify which Agents are on which status.
Offline agents will be shown last.
Unassigned Agent will be shown first, and ungrouped.
Applies to Tickets by Agent and Tickets by Team.
For example when viewing Tickets by Agent:
Added two additional options to the tickets setting 'Sensitive Ticket restrictions'
Added two additional options to the tickets setting 'Sensitive Ticket restrictions'
The new options are:
Fixed an issue where Quote Approval fields wouldn't display in some cases
Fixed an issue where Quote Approval fields wouldn't display in some cases
Added a setting to Users Settings > Defaults to determine if a new Users' username should be set to their Email or not if there is already a User at the Site with the same Username
Added a setting to Users Settings > Defaults to determine if a new Users' username should be set to their Email or not if there is already a User at the Site with the same Username
Fixed an issue with using 'Action to perform when editing workflow progress' when the action is in an action group
Fixed an issue with using 'Action to perform when editing workflow progress' when the action is in an action group
Added the ability calculate Target Hours on Timesheets using Shift hours for Agents using Shifts
Added the ability calculate Target Hours on Timesheets using Shift hours for Agents using Shifts
This option can be found in the Timesheets section in Time Management when shifts are enabled
You can now map Halo Custom Fields to Sage Intacct fields where mappings are available
You can now map Halo Custom Fields to Sage Intacct fields where mappings are available
Fixed an issue with continuing a call after logging call notes to a ticket
Also in 2.216.1 · 2.208.101
Fixed an issue with continuing a call after logging call notes to a ticket
Also in 2.216.1 · 2.208.101
Fixed an issue with importing tickets with multi-select fields
Also in 2.216.1 · 2.208.101
Fixed an issue with importing tickets with multi-select fields
Also in 2.216.1 · 2.208.101
Fixed an issue where removing a recurring invoice line did not clear all linked sales order lines
Fixed an issue where removing a recurring invoice line did not clear all linked sales order lines
Added extra validation on ServiceNow Action webhooks
Added extra validation on ServiceNow Action webhooks
Added a setting to enable customer specific agreement reference generation
Added a setting to enable customer specific agreement reference generation
When enabled, this setting changes how agreement references are generated, making them customer specific.
Instead of checking all agreements, it now only looks at the selected customer's existing agreements when generating the next reference.
The setting can be found in Configuration > Agreements.
Added the option 'Visible - Read Only' to asset type system field settings
Added the option 'Visible - Read Only' to asset type system field settings
Added the permission 'Can Override Device Change Who'
Added the permission 'Can Override Device Change Who'
The parameter "changetrackingwho" can be used in a payload to specify the agent against the change tracking record. This can either be the ID of the agent or the name of the agent.
Fixed an issue where extension attribute mappings couldn't be added for mobile devices in Jamf
Fixed an issue where extension attribute mappings couldn't be added for mobile devices in Jamf
Fixed a minor tax issue with adding groups to invoices with Avalara enabled
Also in 2.216.1 · 2.208.101
Fixed a minor tax issue with adding groups to invoices with Avalara enabled
Also in 2.216.1 · 2.208.101
Updated style of the app menu drop down (when the left hand sidebar is not in use)
Updated style of the app menu drop down (when the left hand sidebar is not in use)
Added a setting to only apply date validation upon creation of entities
Added a setting to only apply date validation upon creation of entities
There is now a setting on date custom fields to only apply the date validation upon creation of the entity, allowing updates to bypass the validation.
Settings have also been added at Ticket Type level to only apply Start/Target Date validation upon creation of the ticket.
Fixed an issue when cloning recurring invoices with meter readings
Fixed an issue when cloning recurring invoices with meter readings
Fixed an issue where Custom Field values could incorrectly display as Dates in Audit logs
Fixed an issue where Custom Field values could incorrectly display as Dates in Audit logs
Fixed an issue with the event and notification condition display
Fixed an issue with the event and notification condition display
Fixed an issue with Jamf Asset Tag mappings for mobile devices
Also in 2.216.1 · 2.208.101
Fixed an issue with Jamf Asset Tag mappings for mobile devices
Also in 2.216.1 · 2.208.101
Added SKU to Quote Line Import mappings
Also in 2.216.1 · 2.208.101
Added SKU to Quote Line Import mappings
Also in 2.216.1 · 2.208.101
Fixed a minor issue with budgets applied from templates when using days instead of hours
Also in 2.216.1 · 2.208.101
Fixed a minor issue with budgets applied from templates when using days instead of hours
Also in 2.216.1 · 2.208.101
Fixed an issue with QuickBooks Online items not being able to be imported in rare cases due to an issue with invalid cast as integer
Fixed an issue with QuickBooks Online items not being able to be imported in rare cases due to an issue with invalid cast as integer
Resolved an issue with payment webhooks failing when using multiple instances of Quickbooks Online at the same time
Also in 2.216.1 · 2.208.101
Resolved an issue with payment webhooks failing when using multiple instances of Quickbooks Online at the same time
Also in 2.216.1 · 2.208.101
Fixed an issue with automatically adding CC'd users to followers
Fixed an issue with automatically adding CC'd users to followers
Resolved an issue with Prepay rounding sometimes showing time output as 00:60 instead of 01:00
Resolved an issue with Prepay rounding sometimes showing time output as 00:60 instead of 01:00
Fixed issue with duplicate Automated Tickets being created
Fixed issue with duplicate Automated Tickets being created
Resolved an issue with exporting Decimal columns to Excel formatting with Date/Time instead of Decimal format
Resolved an issue with exporting Decimal columns to Excel formatting with Date/Time instead of Decimal format
Fixed an issue with updating the primary service on a ticket via an action.
Also in 2.216.1 · 2.208.101
Fixed an issue with updating the primary service on a ticket via an action.
Also in 2.216.1 · 2.208.101
Fixed an issue with device change tracking of asset relationships
Also in 2.216.1 · 2.208.101
Fixed an issue with device change tracking of asset relationships
Also in 2.216.1 · 2.208.101
Resolved an issue meaning that some errors/warnings given when adding timesheet entries are not shown.
Also in 2.216.1 · 2.208.101
Resolved an issue meaning that some errors/warnings given when adding timesheet entries are not shown.
Also in 2.216.1 · 2.208.101
Fixed minor spelling issue within custom fields
Also in 2.216.1 · 2.208.101
Fixed minor spelling issue within custom fields
Also in 2.216.1 · 2.208.101
Added $_INVOICELONGDESC to the available variables that can be used during pro-rata creation
Added $_INVOICELONGDESC to the available variables that can be used during pro-rata creation
You can now use $ Chattranscript on a Ticket at any time when there is a linked Chat with an User
You can now use $ Chattranscript on a Ticket at any time when there is a linked Chat with an User
Previously only populated when the variable was a part of the default details of a Ticket when it was being logged from a Chat.
Fixed an issue where API only agents were unable to authenticate using a password grant type
Also in 2.216.1 · 2.208.101
Fixed an issue where API only agents were unable to authenticate using a password grant type
Also in 2.216.1 · 2.208.101
Resolved a slowness issue when loading forecasting on a ticket or on a timesheet
Resolved a slowness issue when loading forecasting on a ticket or on a timesheet
Fixed an issue preventing items on a sales order being added to an existing purchase order even when the Date Sent field was empty
Also in 2.216.1 · 2.208.101
Fixed an issue preventing items on a sales order being added to an existing purchase order even when the Date Sent field was empty
Also in 2.216.1 · 2.208.101
Resolved an issue with using Actions with "Issue Item" system use as part of an Action group triggering a different Action
Also in 2.216.1 · 2.208.101
Resolved an issue with using Actions with "Issue Item" system use as part of an Action group triggering a different Action
Also in 2.216.1 · 2.208.101
Fixed missing web.config rule for the Audio Recorder for on-premise customers
Fixed missing web.config rule for the Audio Recorder for on-premise customers
Fixed an issue where the status of a ticket would not update after an approval was rejected
Also in 2.216.1 · 2.208.101
Fixed an issue where the status of a ticket would not update after an approval was rejected
Also in 2.216.1 · 2.208.101
Added search functionality for Service Category dropdowns
Added search functionality for Service Category dropdowns
Fixed an issue with roadmap notes on the portal
Also in 2.216.1 · 2.208.101
Fixed an issue with roadmap notes on the portal
Also in 2.216.1 · 2.208.101
Added a new Mail Campaign Type: Nurture Campaign - Scheduled
Added a new Mail Campaign Type: Nurture Campaign - Scheduled
The existing Nurture Campaign type has been renamed to "Nurture Campaign - Triggered".
The new “Nurture Campaign – Scheduled” type functions similarly to the existing “Nurture Campaign – Triggered”, but with one key difference: rather than adding recipients based on updates to their associated entity (such as a User or Ticket record) or manually through a static Distribution List, this campaign type operates on a defined schedule.
At each scheduled interval, the campaign automatically checks the specified Recipient Distribution List to identify new users and begin the campaign for them. It will also remove (or cancel) the campaign for any users who are no longer part of that list, ensuring the campaign audience stays continuously in sync with the configured distribution list.
Fixed reference error on Asset Types
Fixed reference error on Asset Types
Fixed an issue with the notes tab on billing entities showing without the CRM permission
Fixed an issue with the notes tab on billing entities showing without the CRM permission
Resolved a UI issue relating to select menus appearing behind calendars when creating a Contract schedule
Resolved a UI issue relating to select menus appearing behind calendars when creating a Contract schedule
Resolved an issue with actions added by Agents with accent characters in names failing to correctly be treated as an Agent in some cases
Resolved an issue with actions added by Agents with accent characters in names failing to correctly be treated as an Agent in some cases
Fixed an issue where admins cannot edit other agent accounts if they have an organisational group override
Also in 2.216.1 · 2.208.101
Fixed an issue where admins cannot edit other agent accounts if they have an organisational group override
Also in 2.216.1 · 2.208.101
Added a setting to allow users to access Tickets when no organisations have access to the Ticket Type
Added a setting to allow users to access Tickets when no organisations have access to the Ticket Type
Fixed a visual issue where the username field on the SolarWinds Orion configuration page would appear blank
Also in 2.216.1 · 2.208.101
Fixed a visual issue where the username field on the SolarWinds Orion configuration page would appear blank
Also in 2.216.1 · 2.208.101
Fixed an issue where the halo_url parameter could not be used in the Access Token URL in custom integrations
Fixed an issue where the halo_url parameter could not be used in the Access Token URL in custom integrations
Fixed an issue where the Halo Integrator would process all connections for the Dynamics 365 CRM Integration even if not enabled
Also in 2.216.1 · 2.208.101
Fixed an issue where the Halo Integrator would process all connections for the Dynamics 365 CRM Integration even if not enabled
Also in 2.216.1 · 2.208.101
Resolved an issue with payment webhooks failing when using multiple instances of Quickbooks Online at the same time
Resolved an issue with payment webhooks failing when using multiple instances of Quickbooks Online at the same time
Fixed an issue when the action number was not included in the Audit table when editing customfields
Also in 2.216.1 · 2.208.101
Fixed an issue when the action number was not included in the Audit table when editing customfields
Also in 2.216.1 · 2.208.101
Fixed an issue where ticket would should NaN
Also in 2.216.1 · 2.208.101
Fixed an issue where ticket would should NaN
Also in 2.216.1 · 2.208.101
Resolved an error thrown when creating new tickets with the Google maps address finding feature enabled
Resolved an error thrown when creating new tickets with the Google maps address finding feature enabled
Fixed an issue with top level setting in the service configuration page
Also in 2.216.1 · 2.208.101
Fixed an issue with top level setting in the service configuration page
Also in 2.216.1 · 2.208.101
Fixed an issue when trying to edit stock bins as non-admin agent
Also in 2.216.1 · 2.208.101
Fixed an issue when trying to edit stock bins as non-admin agent
Also in 2.216.1 · 2.208.101
Fixed an issue with n-central site mappings
Also in 2.216.1 · 2.208.101
Fixed an issue with n-central site mappings
Also in 2.216.1 · 2.208.101
Fixed an issue where Microsoft CSP subscription prices wouldn't import for Australian subscriptions
Also in 2.216.1 · 2.208.101
Fixed an issue where Microsoft CSP subscription prices wouldn't import for Australian subscriptions
Also in 2.216.1 · 2.208.101
Fixed an issue where the action note for Agent Bookings would display incorrectly in some timezones
Also in 2.216.1 · 2.208.101
Fixed an issue where the action note for Agent Bookings would display incorrectly in some timezones
Also in 2.216.1 · 2.208.101
Added index IX_id_include
Added index IX_id_include
Resolved an issue with Contract failing to be passed from the Recurring Invoice to the created Invoice
Resolved an issue with Contract failing to be passed from the Recurring Invoice to the created Invoice
Fixed the Jira Software "test connection" appearing successful despite incorrect credentials
Also in 2.216.1 · 2.208.101
Fixed the Jira Software "test connection" appearing successful despite incorrect credentials
Also in 2.216.1 · 2.208.101
Fixed a minor issue with the ConnectWise Automate device import
Also in 2.216.1 · 2.208.101
Fixed a minor issue with the ConnectWise Automate device import
Also in 2.216.1 · 2.208.101
Fixed an issue where Composite Reports couldn't be accessed by non-admins when using Read/Write permissions
Also in 2.216.1 · 2.208.101
Fixed an issue where Composite Reports couldn't be accessed by non-admins when using Read/Write permissions
Also in 2.216.1 · 2.208.101
Added a setting to use start and end tags to match onto phone numbers in email rules
Added a setting to use start and end tags to match onto phone numbers in email rules
Start and end tags can now be used to match onto a phone number in the email subject using email rules of type 'Phone number in subject'.
Improved Addigy webhook logging
Also in 2.216.1 · 2.208.101
Improved Addigy webhook logging
Also in 2.216.1 · 2.208.101
Fixed an issue with approval delegation not updated the user field in the approval record
Also in 2.216.1 · 2.208.101
Fixed an issue with approval delegation not updated the user field in the approval record
Also in 2.216.1 · 2.208.101
Resolved an issue when Date Done is configured to be the start time of an action causes the action to move by the "time taken" value when editing and saving
Also in 2.216.1 · 2.208.101
Resolved an issue when Date Done is configured to be the start time of an action causes the action to move by the "time taken" value when editing and saving
Also in 2.216.1 · 2.208.101
Fixed the fticketreference field being limited to 20 characters
Fixed the fticketreference field being limited to 20 characters
Fixed an issue with the AI-generated KB Summary
Also in 2.216.1 · 2.208.101
Fixed an issue with the AI-generated KB Summary
Also in 2.216.1 · 2.208.101
Fixed an issue where ServiceNow State mappings for service requests were not working
Also in 2.216.1 · 2.208.101
Fixed an issue where ServiceNow State mappings for service requests were not working
Also in 2.216.1 · 2.208.101
Fixed an issue where Email fields could fail to render when using Intellisense
Fixed an issue where Email fields could fail to render when using Intellisense
Fixed an issue with the display of product item tax settings
Also in 2.216.1 · 2.208.101
Fixed an issue with the display of product item tax settings
Also in 2.216.1 · 2.208.101
Fixed an error generating PDFs where the filename contains a comma
Also in 2.216.1 · 2.208.101
Fixed an error generating PDFs where the filename contains a comma
Also in 2.216.1 · 2.208.101
Fixed an issue with setting the primary asset status field to mandatory
Also in 2.216.1 · 2.208.101
Fixed an issue with setting the primary asset status field to mandatory
Also in 2.216.1 · 2.208.101
Fixed an issue with multicurrency and negative numbers on invoices and quotes
Fixed an issue with multicurrency and negative numbers on invoices and quotes
Resolved an issue with the creation of Recurring Invoice lines for a new Recurring Invoice from a Sales Order failing to use the Item Group automatic group creation
Resolved an issue with the creation of Recurring Invoice lines for a new Recurring Invoice from a Sales Order failing to use the Item Group automatic group creation
Fixed an issue with assets not showing against users in some scenarios
Also in 2.216.1 · 2.208.101
Fixed an issue with assets not showing against users in some scenarios
Also in 2.216.1 · 2.208.101
Fixed an issue where attempting to add a Sales Mailbox email as a CRM note would not work
Also in 2.216.1 · 2.208.101
Fixed an issue where attempting to add a Sales Mailbox email as a CRM note would not work
Also in 2.216.1 · 2.208.101
Resolved an error given when deleting an Invoice created from a Recurring Invoice when there are no previous Invoices or where there is a line with a value over 999,999
Resolved an error given when deleting an Invoice created from a Recurring Invoice when there are no previous Invoices or where there is a line with a value over 999,999
Resolved a UI issue with sending emails for Contracts when the details tab is pinned to the right side of the screen
Resolved a UI issue with sending emails for Contracts when the details tab is pinned to the right side of the screen
Updated dark theme app background colour to increase contrast
Updated dark theme app background colour to increase contrast
Minor change to a hint to reflect change in functionality around deleting Assets and Users when using Recurring Invoices
Minor change to a hint to reflect change in functionality around deleting Assets and Users when using Recurring Invoices
Fixed an issue with using non-supported time zones
Also in 2.216.1 · 2.208.101
Fixed an issue with using non-supported time zones
Also in 2.216.1 · 2.208.101
Fixed an issue where any warnings thrown during the creation of a timesheet event, were not returned to the UI
Also in 2.216.1 · 2.208.101
Fixed an issue where any warnings thrown during the creation of a timesheet event, were not returned to the UI
Also in 2.216.1 · 2.208.101
Fixed an error when attempting to import assets via the API without the _importtype property set
Also in 2.216.1 · 2.208.101
Fixed an error when attempting to import assets via the API without the _importtype property set
Also in 2.216.1 · 2.208.101
Resolved an issue with Counter/Average widgets on dashboards showing "?" character instead of "0" when there is no data in the underlying report
Also in 2.216.1 · 2.208.101
Resolved an issue with Counter/Average widgets on dashboards showing "?" character instead of "0" when there is no data in the underlying report
Also in 2.216.1 · 2.208.101
Resolved an issue with Ninja System Tray emails failing to match Device ID when spaces exist in the numeric value
Also in 2.216.1 · 2.208.101
Resolved an issue with Ninja System Tray emails failing to match Device ID when spaces exist in the numeric value
Also in 2.216.1 · 2.208.101
Minor performance improvement when loading Assets and their relationships
Minor performance improvement when loading Assets and their relationships
Improved loading times with retrieving assets on tickets
Also in 2.216.1 · 2.208.93
Improved loading times with retrieving assets on tickets
Also in 2.216.1 · 2.208.93
Resolved an issue with being unable to update Sales Order lines price when using multi-currency and the system currency is in use
Resolved an issue with being unable to update Sales Order lines price when using multi-currency and the system currency is in use
Fixed an issue with currency displaying incorrectly in some cases
Also in 2.216.1 · 2.208.101
Fixed an issue with currency displaying incorrectly in some cases
Also in 2.216.1 · 2.208.101
Resolved an issue with the Test function on SQL calculated quantities returning an error when using $_INVOICELINEID
Resolved an issue with the Test function on SQL calculated quantities returning an error when using $_INVOICELINEID
Fixed an issue with removing single select asset field values
Also in 2.216.1 · 2.208.101
Fixed an issue with removing single select asset field values
Also in 2.216.1 · 2.208.101
Fixed $ CF variables not populating for Dashboard Column Profiles
Fixed $ CF variables not populating for Dashboard Column Profiles
Fixed an issue with selecting AI suggestion type
Also in 2.216.1 · 2.208.101
Fixed an issue with selecting AI suggestion type
Also in 2.216.1 · 2.208.101
Fixed an issue with the change management clash modal
Fixed an issue with the change management clash modal
Fixed a rare issue where unpopulated static single select fields could be set to a value of -1 while working on a ticket.
Also in 2.216.1 · 2.208.101
Fixed a rare issue where unpopulated static single select fields could be set to a value of -1 while working on a ticket.
Also in 2.216.1 · 2.208.101
Added a setting to allow the performance improvements to Device Change History to be enabled where appropriate
Also in 2.216.1 · 2.208.101
Added a setting to allow the performance improvements to Device Change History to be enabled where appropriate
Also in 2.216.1 · 2.208.101
Fixed an issue with deleting Azure Sentinel integration records
Fixed an issue with deleting Azure Sentinel integration records
Fixed an issue where KB article creation failed even when the AI module was disabled
Also in 2.216.1 · 2.208.101
Fixed an issue where KB article creation failed even when the AI module was disabled
Also in 2.216.1 · 2.208.101
Fixed a query builder issue with quote client field
Also in 2.216.1 · 2.208.101
Fixed a query builder issue with quote client field
Also in 2.216.1 · 2.208.101
Removed a hint from Custom Field setup, relating to using Integers as ID fields, that no longer applies
Removed a hint from Custom Field setup, relating to using Integers as ID fields, that no longer applies
Fixed typo when changing the icon against a dashboard
Also in 2.216.1 · 2.208.101
Fixed typo when changing the icon against a dashboard
Also in 2.216.1 · 2.208.101
Fixed an issue with adding dynamic field value visibility on dynamic sql fields
Also in 2.216.1 · 2.208.101
Fixed an issue with adding dynamic field value visibility on dynamic sql fields
Also in 2.216.1 · 2.208.101
Fixed an issue with filtering values on quotations, sales orders and purchase orders
Fixed an issue with filtering values on quotations, sales orders and purchase orders
Fixed a rare issue where rounding errors could occur on Invoices
Also in 2.216.1 · 2.208.101
Fixed a rare issue where rounding errors could occur on Invoices
Also in 2.216.1 · 2.208.101
Fixed an issue with the Jamf integration not matching existing assets in Halo if you have reconfigured the Jamf integration as new
Also in 2.216.1 · 2.208.101
Fixed an issue with the Jamf integration not matching existing assets in Halo if you have reconfigured the Jamf integration as new
Also in 2.216.1 · 2.208.101
Fixed an issue where contracts with a 2-yearly billing period could calculate incorrectly
Also in 2.216.1 · 2.208.101
Fixed an issue where contracts with a 2-yearly billing period could calculate incorrectly
Also in 2.216.1 · 2.208.101
Added a hint to the "Roles that give an agent a named licence" setting
Added a hint to the "Roles that give an agent a named licence" setting
Resolved a floating point UI issue affecting the main application view of Invoice Tax Total when using the Tax configuration to round tax after the total is calculated
Also in 2.216.1 · 2.208.101
Resolved a floating point UI issue affecting the main application view of Invoice Tax Total when using the Tax configuration to round tax after the total is calculated
Also in 2.216.1 · 2.208.101
Fixed an issue with $-SYMPTOM not being set in the portal ticket confirmation screen
Fixed an issue with $-SYMPTOM not being set in the portal ticket confirmation screen
Resolved an issue with the Giacom integration importing Clients when they are not selected in the entities to import
Also in 2.216.1 · 2.208.101
Resolved an issue with the Giacom integration importing Clients when they are not selected in the entities to import
Also in 2.216.1 · 2.208.101
Resolved an issue with being unable to load Resource Booking Types with the Range defined as Minutes
Resolved an issue with being unable to load Resource Booking Types with the Range defined as Minutes
Fixed an issue with searching for services
Fixed an issue with searching for services
Fixed an issue with exporting query builder reports to excel
Also in 2.216.1 · 2.208.101
Fixed an issue with exporting query builder reports to excel
Also in 2.216.1 · 2.208.101
Minor change to internal trial creation
Also in 2.216.1 · 2.208.101
Minor change to internal trial creation
Also in 2.216.1 · 2.208.101