Released on Dec 3, 2025 · 133 updates
Added fields to the LiveChatHeader table to store the date the First Agent joined a live chat and the time in minutes the User spent queueing for an Agent
Added fields to the LiveChatHeader table to store the date the First Agent joined a live chat and the time in minutes the User spent queueing for an Agent
The Fields area:
Additionally, when using the Wait time calculation method of Average queue time, the calculation will now be more performant as it is using the new fields above. Please note if you are using this calculation method, it will be inaccurate for a period of time after this upgrade occurs whilst new data is gathered to calculate the wait time.
Added an option to Distribution Lists to determine which User email field to send emails to
Added an option to Distribution Lists to determine which User email field to send emails to
Also applies to Mail Campaigns using the Distribution List
Added link to Halo University within the Help menu
Added link to Halo University within the Help menu
Added the option to remove the ticket summary from "linked to ticket" records in an asset's change history
Added the option to remove the ticket summary from "linked to ticket" records in an asset's change history
Resolved an issue causing Expense lists to not be able to be ordered by Agent Name
Also in 2.220.1 · 2.208.121
Resolved an issue causing Expense lists to not be able to be ordered by Agent Name
Also in 2.220.1 · 2.208.121
Added various SLA related fields to Column Profiles
Added various SLA related fields to Column Profiles
The following fields/columns are now available:
*These are new database fields which can now be used in reporting with the following column names: ffirstrespondbydate, fslafirstresponsestate
Added _match_additional_id property to entities that support _match_thirdparty_id
Added _match_additional_id property to entities that support _match_thirdparty_id
This allows the elthirdpartyadditionalid property to be set in the database.
_match_thirdparty_id must still be included
You can now restrict read/update of FAQ list fields based on Agent Role
You can now restrict read/update of FAQ list fields based on Agent Role
You can now view which Sites a User is a Site Contact for on their User record
You can now view which Sites a User is a Site Contact for on their User record
A table of Sites can be found in the User's preferences tab, within the Site Level Notifications group.
You can now set a default note against a product bundle
You can now set a default note against a product bundle
Added "has a value" and "does not have a value" filter options to Ticket Lists
Added "has a value" and "does not have a value" filter options to Ticket Lists
Improved the display of the status icon, priority, and agent columns in self-service portal ticket lists
Improved the display of the status icon, priority, and agent columns in self-service portal ticket lists
They now display more similarly to the agent columns.
Added the setting 'Automatically apply the following template' at action level
Added the setting 'Automatically apply the following template' at action level
You can now allow anonymous voting on the Self Service Portal
You can now allow anonymous voting on the Self Service Portal
You can now hide article ratings on the portal without disabling article voting
You can now hide article ratings on the portal without disabling article voting
The functionality previously controlled by “Hide Article Ratings” has been split into two separate settings. The new “Disable Article Voting” option hides article ratings and prevents users from voting, while “Hide Article Ratings” now hides the rating display but still allows users to vote on Knowledge Base articles
You can now search all configuration settings
You can now search all configuration settings
Currently, settings within integration pages will not be searched.
An eye icon will appear next to any setting that has visibility conditions, indicating that the setting itself may be hidden on the page depending on the value of another setting.
Added settings to prevent the change of the end user during approval
Added settings to prevent the change of the end user during approval
You can now prevent the user of a ticket from changing it if the ticket is pending an approval process outcome
This setting is found in the Approval Processes Settings
This behaviour can be overridden at the ticket type level
Added a setting to the Azure AI Translator integration to allow users to translate live chat messages in the portal
Added a setting to the Azure AI Translator integration to allow users to translate live chat messages in the portal
Added Insert Canned Text option for rich text fields when changing the Service Status
Added Insert Canned Text option for rich text fields when changing the Service Status
Added 2 new runbook variables: last_response_code and last_response_error
Added 2 new runbook variables: last_response_code and last_response_error
last_response_code returns the HTTP status code of the last request made by the runbook.
last_response_error returns the error message if the status code was a failure. For example 401 will return "Unauthorized". If the result was 400 Bad Request, then the response body will be checked for an error message.
Added new settings to the Defaults tab on Field Groups to set a default tab and read/modify restrictions
Added new settings to the Defaults tab on Field Groups to set a default tab and read/modify restrictions
Added the ability to map departments within user SQL imports
Added the ability to map departments within user SQL imports
Added the ability to hide the generate asset tag button for all asset types when creating an asset
Added the ability to hide the generate asset tag button for all asset types when creating an asset
Added a setting to Column Profiles to allow customisation of the text displayed on calendar events
Added a setting to Column Profiles to allow customisation of the text displayed on calendar events
There is a new setting on Column Profiles "Title for Calendar Events". Dollar variables can be used to display ticket information on the Calendar view, similar to the Tile and Kanban views.
Added Filter Groups to Ticket Lists
Added Filter Groups to Ticket Lists
This allows you to add groups of filters to Ticket Lists which act as a logical OR. Therefore you can list tickets which match the filters of one group, or a different group so they can be viewed in the same list. You may have up to three Filter Groups per list.
Added user access restrictions to service request details
Added user access restrictions to service request details
There is a new setting that can be enabled within Configuration > Service Catalogue, under the "Catalogue" section:
Once enabled, this will show the user access table that is also present on Services and Categories, when adding or editing a Service Request:
If a User does not have access to any Service Requests for a given Service, they will be unable to view that Service Request in the Service catalogue. They must also have access to the Service itself.
Added the ability to map warranties in the Halo Asset Discovery Integartion
Added the ability to map warranties in the Halo Asset Discovery Integartion
Added an action setting that defines how the user is determined on a ticket when creating child, parent, or related tickets
Added an action setting that defines how the user is determined on a ticket when creating child, parent, or related tickets
On an action, you can now determine the New Ticket User creating child, parent, or related tickets
This will allow you to specify on the action who the end-user should be when creating child, parent, or related tickets
Added access control to Asset Custom Tabs
Added access control to Asset Custom Tabs
This can be enabled by turning on the setting 'Use access control to determine tab visibility' in advanced settings.
Added a new runbook step type to end the current runbook and start a new one
Added a new runbook step type to end the current runbook and start a new one
On a runbook step, you can now add the new action type to "Start a new Runbook."
This will allow you to chain runbooks such that when one ends, the next one starts
Added Override Mailbox functionality to scheduled reports
Added Override Mailbox functionality to scheduled reports
You can now map SyncroMSP custom fields for assets
You can now map SyncroMSP custom fields for assets
SyncroMSP Custom Fields supported include:
Fixed an issue where chat Wait Messages could cause a chat to end abruptly
Fixed an issue where chat Wait Messages could cause a chat to end abruptly
Fixed an error syncing invoice group lines to Fortnox.
Also in 2.220.1 · 2.208.105
Fixed an error syncing invoice group lines to Fortnox.
Also in 2.220.1 · 2.208.105
Fixed issue with item bundle descriptions
Fixed issue with item bundle descriptions
Minor change to the rule criteria for "Assigned Agent Status is Offline" to better clarify how it functions
Minor change to the rule criteria for "Assigned Agent Status is Offline" to better clarify how it functions
Fixed an issue with the quotation variables not populating on quote PDFs
Fixed an issue with the quotation variables not populating on quote PDFs
Resolved an issue with recieving an error when saving a Canned Text item to your favourites, even though the save process is successful
Resolved an issue with recieving an error when saving a Canned Text item to your favourites, even though the save process is successful
Fixed an issue where client level quote PDF template override would apply to purchase orders and sales orders
Also in 2.220.1 · 2.208.121
Fixed an issue where client level quote PDF template override would apply to purchase orders and sales orders
Also in 2.220.1 · 2.208.121
Fixed an issue where Custom Lookup fields could display without values on the Self-Service Portal when Client Restrictions were set
Fixed an issue where Custom Lookup fields could display without values on the Self-Service Portal when Client Restrictions were set
Fixed a rare issue where Incomplete Timesheet notifications wouldn't send
Fixed a rare issue where Incomplete Timesheet notifications wouldn't send
Minor changes to descriptions for the Item property "Do not track stock" to better explain it's function
Minor changes to descriptions for the Item property "Do not track stock" to better explain it's function
Fixed an issue deleting workflow history when clearing ticket data
Also in 2.220.1 · 2.208.121
Fixed an issue deleting workflow history when clearing ticket data
Also in 2.220.1 · 2.208.121
Fixed a minor issue with changing the assigned agent on a ticket without an SLA
Also in 2.220.1 · 2.208.121
Fixed a minor issue with changing the assigned agent on a ticket without an SLA
Also in 2.220.1 · 2.208.121
Fixed monitored business applications not showing within the monitored services against a ticket
Fixed monitored business applications not showing within the monitored services against a ticket
Resolved an issue with deletion of a project incorrectly deleting assocated sales orders when permanent ticket/project deletion is enabled
Also in 2.220.1 · 2.208.121
Resolved an issue with deletion of a project incorrectly deleting assocated sales orders when permanent ticket/project deletion is enabled
Also in 2.220.1 · 2.208.121
Fixed an issue where Distribution Lists and Mail Campaigns would just show the ID when in tile view
Also in 2.220.1 · 2.208.121
Fixed an issue where Distribution Lists and Mail Campaigns would just show the ID when in tile view
Also in 2.220.1 · 2.208.121
Fixed an issue where a series runbook could run in parallel if triggered twice in quick succession
Also in 2.220.1 · 2.208.121
Fixed an issue where a series runbook could run in parallel if triggered twice in quick succession
Also in 2.220.1 · 2.208.121
Fixed issues with SailPoint timing out
Fixed issues with SailPoint timing out
Fixed an issue when rounding to increment before applying multipliers on Actions
Fixed an issue when rounding to increment before applying multipliers on Actions
Resolved an issue with a report timezone failing to adjust the end date used
Resolved an issue with a report timezone failing to adjust the end date used
Fixed the "Determine CAB from a custom field" approval type failing when triggered via an Approval Rule
Also in 2.220.1 · 2.208.121
Fixed the "Determine CAB from a custom field" approval type failing when triggered via an Approval Rule
Also in 2.220.1 · 2.208.121
Fixed a connection failure when using the test button on Dynamic SQL Custom Fields that use a different DB connection
Fixed a connection failure when using the test button on Dynamic SQL Custom Fields that use a different DB connection
Fixed an issue with checking maintenance windows when submitting actions
Fixed an issue with checking maintenance windows when submitting actions
Resolved an issue with Action Custom Fields failing to show when configuring Fields Group Field visibility for Actions
Also in 2.220.1 · 2.208.121
Resolved an issue with Action Custom Fields failing to show when configuring Fields Group Field visibility for Actions
Also in 2.220.1 · 2.208.121
Fixed issue with Prospect sites not displaying
Fixed issue with Prospect sites not displaying
Fixed a minor issue with the "requires attention" status
Fixed a minor issue with the "requires attention" status
Fixed an error when importing dashboards from JSON
Fixed an error when importing dashboards from JSON
Fixed an issue where Software Releases wouldn't create when version was too large
Also in 2.220.1 · 2.208.121
Fixed an issue where Software Releases wouldn't create when version was too large
Also in 2.220.1 · 2.208.121
Fixed an issue where editing Field Group defaults would not apply the changes to the field list if a save has previously occurred
Fixed an issue where editing Field Group defaults would not apply the changes to the field list if a save has previously occurred
Resolved an issue with end users being unable to cancel appointments from the self service portal
Resolved an issue with end users being unable to cancel appointments from the self service portal
Fixed an issue with Sage Intacct fieldmappings rarely not populating
Also in 2.220.1 · 2.208.121
Fixed an issue with Sage Intacct fieldmappings rarely not populating
Also in 2.220.1 · 2.208.121
Resolved an issue with Agent signature creating a duplicate attachment with the incorrect name (Signature.jpg)
Resolved an issue with Agent signature creating a duplicate attachment with the incorrect name (Signature.jpg)
Updated Meter tier pricing to allow up to 4 decimal places
Also in 2.220.1 · 2.208.121
Updated Meter tier pricing to allow up to 4 decimal places
Also in 2.220.1 · 2.208.121
Resolved an issue with cost for Cost Only lines failing to be taken into account for Invoice profit calculations
Resolved an issue with cost for Cost Only lines failing to be taken into account for Invoice profit calculations
Fixed an issue with removing the percent increase period value from recurring invoices
Fixed an issue with removing the percent increase period value from recurring invoices
Fixed a minor issue with adding visibility conditionals to optional items on services
Fixed a minor issue with adding visibility conditionals to optional items on services
Fixed an issue with editing user access on services before saving
Fixed an issue with editing user access on services before saving
Fixed an issue with service user access exclusions
Fixed an issue with service user access exclusions
Fixed an issue where importing SKU on Quotation Lines wouldn't import Item link
Also in 2.220.1 · 2.208.121
Fixed an issue where importing SKU on Quotation Lines wouldn't import Item link
Also in 2.220.1 · 2.208.121
Fixed an issue where the agent timeout in the chat could wait for longer than configured
Also in 2.220.1 · 2.208.121
Fixed an issue where the agent timeout in the chat could wait for longer than configured
Also in 2.220.1 · 2.208.121
Fixed an issue with timesheet notifications
Fixed an issue with timesheet notifications
Resolved an issue with being unable to edit the credentials used for Application permissions type Exchange/Entra Calendar integration
Resolved an issue with being unable to edit the credentials used for Application permissions type Exchange/Entra Calendar integration
Fixed an error in the task scheduler when using a comma decimal separator.
Also in 2.220.1 · 2.208.121
Fixed an error in the task scheduler when using a comma decimal separator.
Also in 2.220.1 · 2.208.121
Fixed an issue with a label on a new Microsoft CSP product import setting
Fixed an issue with a label on a new Microsoft CSP product import setting
Fixed an issue where invalid SQL lookup values in custom fields could cause an error
Fixed an issue where invalid SQL lookup values in custom fields could cause an error
Fixed an issue where agents received repeated incomplete timesheet notifications
Fixed an issue where agents received repeated incomplete timesheet notifications
Fixed an issue deleting assets if maintenance windows are enabled
Fixed an issue deleting assets if maintenance windows are enabled
Fixed an issue with Twilio default area codes not applying
Also in 2.220.1 · 2.208.112
Fixed an issue with Twilio default area codes not applying
Also in 2.220.1 · 2.208.112
Added the $~INVOICEINTERNALNOTE variable
Added the $~INVOICEINTERNALNOTE variable
Fixed an issue where imported CSP Licences wouldn't match to Users
Also in 2.220.1 · 2.208.121
Fixed an issue where imported CSP Licences wouldn't match to Users
Also in 2.220.1 · 2.208.121
Fixed an issue with ready for invoice generation of sales order failing in some cases
Fixed an issue with ready for invoice generation of sales order failing in some cases
Fixed an issue where Qualification matching could error
Also in 2.220.1 · 2.208.121
Fixed an issue where Qualification matching could error
Also in 2.220.1 · 2.208.121
Fixed a minor issue with stock received webhooks
Fixed a minor issue with stock received webhooks
Fixed an issue with clearing approval results
Also in 2.220.1 · 2.208.121
Fixed an issue with clearing approval results
Also in 2.220.1 · 2.208.121
Fixed an issue where price could use hours instead of amount when enabling 'Use amount instead of hours' on Contracts
Also in 2.220.1 · 2.208.121
Fixed an issue where price could use hours instead of amount when enabling 'Use amount instead of hours' on Contracts
Also in 2.220.1 · 2.208.121
Fixed a potential issue with configuring a Virtual Agent with Azure OpenAI
Fixed a potential issue with configuring a Virtual Agent with Azure OpenAI
Fixed an issue with field visibility conditions getting removed when editing ticket types
Fixed an issue with field visibility conditions getting removed when editing ticket types
Fixed an issue where cloning a ticket with a third party ID set would fail to create a new ticket
Fixed an issue where cloning a ticket with a third party ID set would fail to create a new ticket
Fixed an issue with deleting assets when using maintenance windows
Fixed an issue with deleting assets when using maintenance windows
Updated Meter tier pricing to allow up to 5 decimal places
Updated Meter tier pricing to allow up to 5 decimal places
Added a setting to determine how the status of a cloned quote is set
Added a setting to determine how the status of a cloned quote is set
Removed time input from recurring invoice schedules and fixed a UTC issue with next creation date calculation.
Removed time input from recurring invoice schedules and fixed a UTC issue with next creation date calculation.
Fixed an issue with clicking the "All Articles" button
Also in 2.220.1 · 2.208.121
Fixed an issue with clicking the "All Articles" button
Also in 2.220.1 · 2.208.121
Resolved an error given when using Agent variables such as $ AGENTFIRSTNAME and $ AGENTLASTNAME when the action is a system action
Resolved an error given when using Agent variables such as $ AGENTFIRSTNAME and $ AGENTLASTNAME when the action is a system action
Resolved an issue with linking prepay records to invoice lines failing to remove the link when the prepay is deleted
Resolved an issue with linking prepay records to invoice lines failing to remove the link when the prepay is deleted
Resolved an issue with Xero payment webhooks creating a payment in Halo then deleting it and adding a new one very quickly after
Also in 2.220.1 · 2.208.121
Resolved an issue with Xero payment webhooks creating a payment in Halo then deleting it and adding a new one very quickly after
Also in 2.220.1 · 2.208.121
Fixed an issue where enabling the site field "is stock location" would not be audited
Also in 2.220.1 · 2.208.121
Fixed an issue where enabling the site field "is stock location" would not be audited
Also in 2.220.1 · 2.208.121
Fixed a Minor UI issue with the Workflow Preview screen
Also in 2.220.1 · 2.208.121
Fixed a Minor UI issue with the Workflow Preview screen
Also in 2.220.1 · 2.208.121
Fixed an issue with adding sales mailbox emails to a new opportunity
Fixed an issue with adding sales mailbox emails to a new opportunity
Resolved an issue with using the NinjaOne device import when choosing an induvidual organisation's devices to import
Also in 2.220.1 · 2.208.121
Resolved an issue with using the NinjaOne device import when choosing an induvidual organisation's devices to import
Also in 2.220.1 · 2.208.121
Fixed an issue adding the to-do list to a ticket when applying a template to a ticket via the API
Also in 2.220.1 · 2.208.121
Fixed an issue adding the to-do list to a ticket when applying a template to a ticket via the API
Also in 2.220.1 · 2.208.121
Fixed an issue with the Hopewiser integration when it is used by anonymous users
Also in 2.220.1 · 2.208.121
Fixed an issue with the Hopewiser integration when it is used by anonymous users
Also in 2.220.1 · 2.208.121
Fixed an issue with lookups causing errors on tickets in certain cases
Also in 2.220.1 · 2.208.121
Fixed an issue with lookups causing errors on tickets in certain cases
Also in 2.220.1 · 2.208.121
Fixed an issue which could occur when trying to save a Ticket Rule with no criteria
Fixed an issue which could occur when trying to save a Ticket Rule with no criteria
Added field hint to "don't allow new tickets via email" on mailbox level
Also in 2.220.1 · 2.208.121
Added field hint to "don't allow new tickets via email" on mailbox level
Also in 2.220.1 · 2.208.121
Fixed an issue where opportunity phone numbers displayed incorrectly after ticket creation
Also in 2.220.1 · 2.208.121
Fixed an issue where opportunity phone numbers displayed incorrectly after ticket creation
Also in 2.220.1 · 2.208.121
Fixed actions failing with an invalid ticket type error when the agent doesn't have access to the action's default ticket type
Also in 2.220.1 · 2.208.121
Fixed actions failing with an invalid ticket type error when the agent doesn't have access to the action's default ticket type
Also in 2.220.1 · 2.208.121
Fixed an issue where deleting a ticket could sometimes delete unrelated Event records
Fixed an issue where deleting a ticket could sometimes delete unrelated Event records
Fixed a minor issue with budget recalculation
Also in 2.220.1 · 2.208.121
Fixed a minor issue with budget recalculation
Also in 2.220.1 · 2.208.121
Fixed an issue with viewing password fields on the portal
Also in 2.220.1 · 2.208.121
Fixed an issue with viewing password fields on the portal
Also in 2.220.1 · 2.208.121
Fixed an issue where deleting a linked item did not clear its link in the database
Fixed an issue where deleting a linked item did not clear its link in the database
Fixed a rare issue where Exchange Calendars wouldn't sync when using the App Impersonation connection method
Fixed a rare issue where Exchange Calendars wouldn't sync when using the App Impersonation connection method
Fixed an issue with updating customer details in SnelStart
Fixed an issue with updating customer details in SnelStart
Fixed an issue with loading subsequent pages of an Asset's change history
Also in 2.220.1 · 2.208.121
Fixed an issue with loading subsequent pages of an Asset's change history
Also in 2.220.1 · 2.208.121
Fixed an issue where the charge rate would not show when logging quick time against an opportunity
Also in 2.220.1 · 2.208.121
Fixed an issue where the charge rate would not show when logging quick time against an opportunity
Also in 2.220.1 · 2.208.121
Increased number of categories allowed to be used for AI categorisation
Increased number of categories allowed to be used for AI categorisation
Fixed an issue with additional agent permissions not applying to tickets
Fixed an issue with additional agent permissions not applying to tickets
Fixed an issue with the add to array option on a runbook
Fixed an issue with the add to array option on a runbook
Fixed issue with impersonating Supplier Contacts
Also in 2.220.1 · 2.208.121
Fixed issue with impersonating Supplier Contacts
Also in 2.220.1 · 2.208.121
Fixed an issue with syncing email template changes between instances.
Also in 2.220.1 · 2.208.121
Fixed an issue with syncing email template changes between instances.
Also in 2.220.1 · 2.208.121
Resolved an issue where the minimum total for an invoice is not used correctly when calculating meter invoices
Also in 2.220.1 · 2.208.121
Resolved an issue where the minimum total for an invoice is not used correctly when calculating meter invoices
Also in 2.220.1 · 2.208.121
Fixed an issue with importing custom attributes from Entra ID when using Deltas
Also in 2.220.1 · 2.208.121
Fixed an issue with importing custom attributes from Entra ID when using Deltas
Also in 2.220.1 · 2.208.121
Fixed an issue processing create and update events received in close proximity for the same entity in the incoming webhook service
Fixed an issue processing create and update events received in close proximity for the same entity in the incoming webhook service
Added a hint to approval process setting
Added a hint to approval process setting
Fixed an issue where emails send from the auth server could timeout
Also in 2.220.1 · 2.208.121
Fixed an issue where emails send from the auth server could timeout
Also in 2.220.1 · 2.208.121
Fixed an issue that prevented outgoing emails from the Gmail sales mailbox
Fixed an issue that prevented outgoing emails from the Gmail sales mailbox
Fixed actions failing to update the ticket's custom field value when the custom field appears multiple times in the Ticket Type's field list
Fixed actions failing to update the ticket's custom field value when the custom field appears multiple times in the Ticket Type's field list
Fixed an issue with user imports with licences rarely causing duplicate pro-rata lines
Also in 2.220.1 · 2.208.121
Fixed an issue with user imports with licences rarely causing duplicate pro-rata lines
Also in 2.220.1 · 2.208.121
Fixed an issue with bulk editing tables
Fixed an issue with bulk editing tables
Fixed an issue with ticket ID sometimes being cleared when starting a chat from a ticket
Also in 2.220.1 · 2.208.121
Fixed an issue with ticket ID sometimes being cleared when starting a chat from a ticket
Also in 2.220.1 · 2.208.121
Added access control to Product Groups
Added access control to Product Groups
Fixed two issues regarding contract balance
Fixed two issues regarding contract balance