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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.224

Beta

420 updates across 9 patch releases

2.224.9

Feb 5, 20261 fixed

Fixed an issue with users searching KB articles

#1193123

2.224.8

Feb 3, 20261 fixed

Fixed an issue upgrading to 2.224

#1192527

2.224.6

Feb 2, 20261 fixed

Fixed an issue with migrating to the new AWS integration storage method

#1189867

2.224.5

Jan 30, 20261 added · 9 fixed

Added a setting to prioritise matching user records instead of agent records when logging into the self-service portal

Also in 2.224.5 · 2.220.61

#1146412

This can be enabled using the advanced setting "When using SSO to login to the self-service portal and matching on subject, prioritise matching on users over linked agents".

It will fallback to matching on an agent if no user exists with the matching subject.

Fixed an issue where searching for users on sales order could result in an error

#1186716

Fixed an issue with deleting field groups

Also in 2.224.5 · 2.220.61

#1188377

Resolved an issue with negative pro-rata adjustments being created when using the "Create invoice immediately" option for recurring invoice lines

#1188704

Fixed a rare issue with updating User Custom Fields when on the campaign un-subscription page

#1189027

Fixed an issue where Clients would import from Datto RMM when the option was disabled

Also in 2.224.5 · 2.220.61

#1189454

Fixed an issue with Virima change tracking not syncing correctly to linked instances

#1189595

Fixed an issue detecting probes when using the N-Central REST API

#1189620

Fixed an issue with Intacct SO Cloning failing in some cases

#1189624

Fixed issues with attachments on tickets in the portal

#1189745

2.224.4

Jan 30, 202612 fixed

Fixed an issue with adding attachments when using client side uploads

#1172465

Fixed an issue with action custom field grouping

Also in 2.224.4 · 2.220.61

#1185095

Fixed an issue when using custom fields on the User Unsubscribe page for anonymous Users

#1185135

Fixed a rare issue with Events processing

#1185160

Fixed an issue where currency conversion on invoices could update and prices did not update in some cases

#1185210

Fixed an issue with ticket lists when using criteria groups with no criteria

Also in 2.224.4 · 2.220.61

#1185425

Fixed an issue where the screen could fail to load when forwarding an action

Also in 2.224.4 · 2.220.46

#1186107

Fixed an issue where Stripe Payment Fees would be added to Invoices incorrectly

#1186261

fixed an issue with getting some datetime fields from the database in some cultures

#1186330

Fixed a few issues where N-Central and Sage Intacct imports would fail in some cases

#1186348

Fixed a rare issue when client records could fail to load when multiple QuickBooks Online companies were added

#1186352

Fixed an issue where a warning message could incorrectly show when syncing purchase orders to QuickBooks Online

#1188210

2.224.3

Jan 29, 20269 fixed

Fixed an issue where the status after approver update would be applied incorrectly in some circumstances

Also in 2.224.3 · 2.220.43

#1171431

Fixed an issue with editing asset type relationships

Also in 2.224.3 · 2.220.44

#1171780

Fixed an issue with importing customers from N-Able N-Central

#1172356

Fixed an issue with selecting customers to import from N-Able N-Central

#1172393

Fixed an issue with outgoing service mailbox access control

#1172867

Fixed an issue filtering tickets on the ticket type group

#1172967

Fixed an issue with creating a new global approval process rule when not an administrator

#1173037

Fixed an issue where Custom fields on Custom tables would display incorrectly when using Organisation restrictions

#1173364

Fixed an issue with the event trigger 'Service Status Updated'

#1174051

2.224.2

Jan 26, 20261 fixed

Fixed an issue accessing invoices area

#1170933

2.224.1

Jan 21, 202658 added · 23 improved · 302 fixed · 2 removed

Multiple changes made to the display of the Invoice Change history table

#604426

Fixed email notifications of type "Recipient/Related users of a ticket" being sent to users with "Never send emails" enabled

Also in 2.224.1 · 2.220.41

#677907

Added access control for Global Approval Process Rules

#764059

Added the ability to not CC the original approver when approval is delegated

#768866

Added settings to restrict merging

#783463

You can now prevent specific ticket types from being merged using the ticket type level setting "Allow merging". This hides the merge option when viewing tickets of this type and prevents them from being selected when merging other tickets.


You can also restrict merging to only be between tickets of the same ITIL type using the ticket general setting "Only allow tickets of the same ITIL type to be merged". This will filter the tickets when searching for tickets to merge with. 

Fixed an issue with Send SMS to all subscribers not working for some mobile numbers

Also in 2.224.1 · 2.220.31

#783877

Added ticket criteria to Virtual Agent Message Suggestions

#784817

When configuring a Chat Profile step, criteria can now be added to ticket message suggestions, allowing the suggestions to be filtered based on the fields of the ticket you are viewing.

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

Also in 2.224.1 · 2.220.21

#786198

Improved viewing of child tickets of 'My Tickets' in the portal

#799342

You can now determine the column profile to use on child tickets when viewing 'My Tickets' on the portal. This can be configured on the settings tab for a ticket type 


If you have "Include Children" enabled on the column profile, this will also group the child tickets under the parent ticket on the portal.


Added an event trigger for 'Service Status Updated' and recipient option for 'Service Subscribers'

#805297

Fixed various issues with the "previous period" Chart Comparison option on reports, including a problem where the values would not match the correct labels

Also in 2.224.1 · 2.220.21

#896310

Added event triggers for Ticket Type changes

#896535

The following event triggers have been added:

  • Ticket Type Created
  • Ticket Type Updated
  • Ticket Type Deleted


These can be chosen on Notifications and Runbooks.

Fixed an issue when double-clicking on the asset dependency diagram when viewing an asset as a service

Also in 2.224.1 · 2.220.31

#923580

You can now use Criteria Groups for Condition steps in a Chat Bot flow

#935789

This allows you to create groups of conditions where only one group has to be satisfied to advance the Chat Bot along the 'Condition met' path.

Minor improvements to the "#A" assign rule used to assign tickets to agents via incoming email subjects

#965752
  • Underscores can now be used as spaces, allowing the agent's last name to be specified e.g. #AJohn_Smith
  • If the specified agent isn't part of the ticket type's default team, then it will assign the ticket to the agent's default team instead

Added customer specific logging

Also in 2.224.1 · 2.220.32

#980109

You can now add a free text input option on Selection Inputs on a Chat flow

#982161

This is achieved by labelling the option free_text

Added the setting 'Show attachments in an attachments tab on Ticket details' to Self Service Portal settings

#983838

You can now determine which pages of the Self Service Portal the Forethought Widget will show on when using the Forethought Integration

#992890
  • This is configured on the Forethought Widget configuration screen in Configuration > Integrations > Forethought.
  • The uses a partial match on the Users browser URL to determine if it should show.
  • Leave blank to show on all Self Service Portal Pages.

Added Rest API as an option for N-Central allowing for more device fields to be used

#999849

Fixed an issue where contracts/agreements would not reload after being signed in the portal

Also in 2.224.1 · 2.220.41

#1011528

Fixed an issue where opportunity tickets created via email created new users instead of opportunity contacts/prospects

Also in 2.224.1 · 2.220.21

#1017926

Fixed an issue with the button to add a CRM note opening the wrong tab for users and sites

Also in 2.224.1 · 2.220.41

#1021333

Added support for OAuth2 with the ISL Online integration

#1032109

Fixed an owner notification being incorrectly sent when an action is copied onto an existing ticket

Also in 2.224.1 · 2.220.31

#1034778

Fixed an issue with slack notification messages

Also in 2.224.1 · 2.220.21

#1048628

Fixed an intermittent issue with NinjaOne webhooks

Also in 2.224.1 · 2.220.31

#1051195

Fixed team membership settings not being copied when cloning agent roles

Also in 2.224.1 · 2.220.41

#1056469

Fixed an issue with some Gantt views refreshing and clearing their filters in rare cases

Also in 2.224.1 · 2.220.41

#1057679

Fixed an issue where non-Admins were unable to access N-Able Take Control via Asset links

Also in 2.224.1 · 2.220.31

#1059897

Added the ability to map Memory information in the Halo Asset Discovery integration

Also in 2.224.1 · 2.220.21

#1060098

You can now show additional User Checkbox Custom Fields on the subscription page for Mail Campaigns

#1060977

This is intended to allow Users to adjust additional preferences which you have used as criteria in Dynamic Distribution Lists.

For example, you may have checkbox fields to allow the User to unsubscribe from different types of communication:


The User will always be shown the option to unsubscribe from the Mail Campaign they clicked on a unsubscribe link from, and an option to unsubscribe from all communications.


If a user updates an Additional Preference, a check is carried out to Unsubscribe them from all Started or Ending Mail Campaigns where they are set to receive any emails. This check will unsubscribe them from that Campaign if they no longer meet the Distribution List Criteria.


Users can also be re-added to campaigns by changing their preferences to "re-add" themselves to the Distribution lists. In this case subscription records are removed and queued emails will be sent to them once again.


These fields can be configured in the Mail Campaign configuration page.


Please note that recipients who do not have a User record, for example an opportunity contact when using a Ticket/Opportunity Distribution List, will not have access to edit the additional Custom Fields when unsubscribing.

Added Network Security Group mappings to the Halo Asset Discovery integration

#1061518

The "Resource Group > Network Security Groups" option is now available in the field mappings table, allowing security groups to be mapped to Custom Table rows on the asset.

Fixed an issue where milestone config could be reverted when applying a milestone to a child ticket on a project

Also in 2.224.1 · 2.220.41

#1061583

Added a setting to make the virtual agent check if any agents are available before attempting to transfer to a team

#1062274

This functionality can be enabled with the setting "Check if any Agents are available before virtual agents can attempt to transfer to an Agent" in Configuration > Chat.

Fixed a visual issue when configuring mailbox authentication methods

Also in 2.224.1 · 2.220.31

#1064424

Fixed issue with $-who not populating on Client Mentions notifications

Also in 2.224.1 · 2.220.41

#1065342

Fixed an issue with clearing trial data

Also in 2.224.1 · 2.220.21 · 2.208.131

#1066205

Fixed issues with access control when cloning services

Also in 2.224.1 · 2.220.41

#1069393

Fixed an issue with displaying service category backgrounds on the self-service portal

Also in 2.224.1 · 2.220.41

#1072333

Fixed a minor display issue with ticket type configuration

Also in 2.224.1 · 2.220.31

#1073751

Added extra exception handling to Virtual Agent failure step in Chat Bot flow

Also in 2.224.1 · 2.220.41

#1075670

Added the option to disable upstream and downstream relationships per asset type

#1076222

The settings "Disable upstream relationships" and "Disable downstream relationships" will prevent any relationships from being added to the corresponding table on assets of that type.

This also prevents the selection of assets of that type when trying to add downstream or upstream relationships to other assets.

Added new Halo API Actions in runbooks

Also in 2.224.1 · 2.220.21

#1078207

New Halo API Actions:

  • Create Service
  • Edit Service

Fixed an issue with Okta Role mappings

Also in 2.224.1 · 2.220.41

#1083308

Fixed an issue with certain user updated notification trigger field names

Also in 2.224.1 · 2.220.31

#1083591

Fixed an issue preventing the 'Convert this Prospect to a Customer' button from showing on a prospect opportunity.

Also in 2.224.1 · 2.220.21 · 2.208.131

#1086686

Fixed an issue with the latest note displayed against approvals

Also in 2.224.1 · 2.220.21 · 2.208.131

#1087232

Added a refresh button to the Chat Audit area when viewing a Chat

#1087783

Additionally, if you are viewing a Chat using the Chat Audit functionality and the Chat has not been ended, the Chat Audit window will automatically refresh every 10 seconds to fetch the latest messages/details of the chat.

Added an option to allow Agents to control when the User can upload Images/Attachments during a Live Chat

#1087787

This must be enabled per Chat Profile and is only available to Agents with the following permission:

- Can toggle User attachment/image uploads in Live Chat


This is used by the Agent going into the menu on the Live Chat and clicking the following button:


This will be defaulted to the Chat flow Step level setting for allowing attachment uploads from when the User started the Live Chat. Using this toggle to allow uploads will allow uploads for logged in and anonymous users.

Added an Attachments tab to the Chat Audit/History window

#1087791

When viewing a Chat via the Chat Audit/History feature, you may now view the attachments and remove them by right clicking and pressing delete.


When deleted, the chat message which added the attachment will be redacted and the attachment removed.

Fixed an issue with ticket category group restrictions

Also in 2.224.1 · 2.220.21

#1088453

Added a new setting to use negative price rather than negative quantity for Pro-rata being added to invoices

#1092162

Added a filter to User Distribution Lists to include/exclude inactive Users from email communications

#1094017

For static User Distribution Lists, a Checkbox setting has been added to include/exclude inactive users.

For dynamic User Distribution Lists, a filter option has been added to allow filtering on the User active/inactive property.

Resolved an issue with the Action "Complete all appointments" failing to complete private appointments

Also in 2.224.1 · 2.220.21

#1094890

Fixed an issue with KB articles showing in search results incorrectly.

Also in 2.224.1 · 2.220.21 · 2.208.131

#1097724

Fixed an issue with mandatory fields with agent booking on the new ticket screen on the self service portal

Also in 2.224.1 · 2.220.31

#1097737

You can now use the "add_site_contacts" and "delete_site_contacts" parameters to update Site Contacts via the API

#1097998

"add_site_contacts" is an object array details of the contacts you want to add or whose contact type you want to modify

"delete_site_contacts" is an array  of integers containing the user ids of the contacts you want to remove 

Increased the maximum value of the assigned agent field to support instances with a large number of agents

#1098796

Fixed an issue with FAQ lists sometimes showing in the self-service portal when hidden from users

Also in 2.224.1 · 2.220.31

#1099249

Fixed an issue where Appointment types wouldn't display when having read-only access

Also in 2.224.1 · 2.220.31

#1099433

Fixed issues with access control for custom email templates

Also in 2.224.1 · 2.220.31

#1099645

Fixed an issue with load balance not working on tickets created from chat

#1100142

Fixed an issue with generating Excel spreadsheets for large reports

Also in 2.224.1 · 2.220.31

#1100222

Fixed an issue with using Dynamic SQL lookup fields on user actions

Also in 2.224.1 · 2.220.31

#1101006

Added Users, Clients and Invoice Lines entities to the Query Builder

#1101760

The query builder now supports Users, Clients and Invoice Lines as selectable entities.

This allows these areas to be selected directly when building reports, with their associated fields now available within the Query Builder.

Additional related fields have also been added to support more detailed reporting. 

Fixed an issue with configuring Supplier Contract Automated tickets with multi-select custom field criteria

Also in 2.224.1 · 2.220.41

#1102100

Resolved an issue with Sales Orders invoiced fully with downpayments failing to progress the Sales Order status

#1103036

Fixed an issue with 'Only allow a User to submit a One-Click Feedback response once per Ticket' setting

Also in 2.224.1 · 2.220.31

#1103358

Fixed an issue with AI insights when using Opensearch

Also in 2.224.1 · 2.220.21 · 2.208.131

#1103413

Fixed an error retrieving Microsoft Entra users when the site mapping filters by companyName

Also in 2.224.1 · 2.220.31

#1103845

Added Access Control for Mailboxes

#1104139

An accompanying permission has also been added so that agents can create new mailboxes.


Admins will always have Owner access of mailboxes and all agents will be added with Read access to every mailbox upon upgrading.

You can now add Client/Site/User Custom Fields to Tickets

#1105146

These Custom Fields can be show on the Agent New Ticket Screen and User New Ticket Screen. You can add them as you would any other Ticket Field on the Ticket Type Configuration. You can control the visibility of the fields for the Agent New Ticket Screen and End User New Ticket Screen (Self Service Portal).


If you are logging the Ticket from the Agent application, the fields will be defaulted to the current value from the selected End User of the Ticket.


Logged in Users logging a Ticket on the Self Service Portal will only be able to see the current value of User Custom Fields, but not Site or Client fields. They will also only be able to see the current value for the User Custom fields if they are logging the Ticket on behalf of themselves. Setting Site and Client Custom Fields will still update them.


If a logged in User is logging a Ticket on behalf of another User, they will not be able to see the current value of the Custom Fields for that User, but they can still set/update them.


Anonymous Users will not see any values for these Custom Fields, and setting them then logging the Ticket will not set the value anywhere.

Added a setting to allow Advanced Searching of Users/Sites on the Self Service Portal when logging a Ticket on behalf of somebody else

#1105159

Enabled via a setting in Self Service Portal configuration.

Fixed an issue where “News article” was incorrectly displayed as an article type option when news articles are not enabled

Also in 2.224.1 · 2.220.31

#1105526

Fixed an issue saving fields against new approval steps

Also in 2.224.1 · 2.220.31

#1106810

Fixed an issue with unsubscribing users from services when they log a ticket.

Also in 2.224.1 · 2.220.21

#1106986

Fixed an issue with creating canned text for a specific agent

Also in 2.224.1 · 2.220.21

#1107843

Fixed a minor issue with child ticket tables in the ticket list view when using dark mode

Also in 2.224.1 · 2.220.31

#1108219

Fixed an issue with posting actions through the background service

Also in 2.224.1 · 2.220.21 · 2.208.131

#1109494

Improved validation when saving agents

Also in 2.224.1 · 2.220.41

#1109850

Fixed an issue that can occur when sending emails via SMTP

Also in 2.224.1 · 2.220.10 · 2.208.118

#1110104

Added Virima integration to change tracking

#1110365

Fixed an issue with billing rules extra filters display

Also in 2.224.1 · 2.220.21

#1110421

Fixed an issue with adding restrictions to actions on workflow steps based on the agent being a member of the assigned team

Also in 2.224.1 · 2.220.31

#1110600

Fixed an issue with being able to submit an approval for tickets that have already been rejected

Also in 2.224.1 · 2.220.31

#1110860

Fixed an issue with checking if an approver has approved in a previous step when added via delegation

Also in 2.224.1 · 2.220.21

#1111320

Fixed an issue with using a default for non-ticket date custom fields

Also in 2.224.1 · 2.220.31

#1112272

Fixed an issue where DattoRMM Sites couldn't be imported as Clients

Also in 2.224.1 · 2.220.21

#1112471

Improved Validation on the greater-than/less-than X days ago filter types

Also in 2.224.1 · 2.220.31

#1113100

Fixed issues with using Azure AI Translator to translate language packs

Also in 2.224.1 · 2.220.31

#1113110

Fixed in issue pasting sharable links into rich text editor fields when using Firefox

Also in 2.224.1 · 2.220.21

#1113201

Fixed an issue with updating Asset Change History values

Also in 2.224.1 · 2.220.21 · 2.208.131

#1113364

Added static field mappings to the SailPoint integration

Also in 2.224.1 · 2.220.21

#1113624

These mappings are used to set a specific value for a certain Halo property. You will need to use the field name that is returned by the API when specifying which Halo field to update. The below example is for users and sets all imported users' web access level, active status, and a custom field:

Fixed an issue with unlinking and deleting ticket link types

Also in 2.224.1 · 2.220.41

#1113753

Fixed a performance issue when loading Recurring Invoices

#1114453

Fixed an issue where Tiered Pricing on Items wouldn't apply to Recurring Invoice lines

Also in 2.224.1 · 2.220.21

#1114564

Fixed agents not appearing in the Assigned Agent dropdown when their Allowed Clients list is empty

Also in 2.224.1 · 2.220.31

#1114836

Fixed an issue with Holiday allowances not updating on agent profile

Also in 2.224.1 · 2.220.21 · 2.208.131

#1114963

Resolved an issue with updates made to appointments removing Calendly generated Teams URLs in some cases

Also in 2.224.1 · 2.220.21

#1115819

Fixed an issue with read-only rich text fields on actions not displaying correctly

Also in 2.224.1 · 2.220.31

#1116038

Added 'Change Status' to the lookup code dropdown

Also in 2.224.1 · 2.220.31

#1116219

Fixed an issue with being unable to save holiday type allowances

Also in 2.224.1 · 2.220.21 · 2.208.131

#1116350

Added a new Ticket Type setting that displays a “Supplier Tickets” tab, showing all tickets logged with the supplier linked to the ticket

#1116424



Fixed an issue with restricting client from AI when using Halo's connection method

Also in 2.224.1 · 2.220.21 · 2.208.131

#1116525

Fixed an issue deleting certain lookup codes

Also in 2.224.1 · 2.220.21

#1116723

Fixed an issue with loading periodic history tickets on contracts

Also in 2.224.1 · 2.220.21

#1117196

Fixed an issue where a 500 could be returned when subscribing to a mailbox

Also in 2.224.1 · 2.220.21 · 2.208.131

#1117229

Fixed an issue with ordering by certain input types via custom tables

Also in 2.224.1 · 2.220.31

#1117245

Resolved an issue with Downpayment invoices that are recognised from the Sales Order still showing up as requiring recognising in the Ready For Invoicing lists

Also in 2.224.1 · 2.220.21 · 2.208.131

#1117275

Fixed an issue with Pax8 token error handling

Also in 2.224.1 · 2.220.21

#1117377

Added improved error handling for the Avalara integration and clients

Also in 2.224.1 · 2.220.31

#1117635

Fixed an issue with report access tokens

Also in 2.224.1 · 2.220.21

#1117675

Improved the resellerError from TechData Reseller when searching products in the Etilize catalogue

Also in 2.224.1 · 2.220.21

#1117762

Enabled the incoming webhook service for the Xero and QuickBooks Online integrations for any instances where this has not yet been activated

#1118769

Resolved an issue with Occurrence Count failing to set for new Recurring Invoice lines

Also in 2.224.1 · 2.220.21 · 2.208.131

#1118908

Fixed an issue with using dynamic multi-select fields in 'not equal to' dynamic field visibility

Also in 2.224.1 · 2.220.21 · 2.208.131

#1118968

Fixed an issue with customer trading names being incorrectly overwritten by other integrations

Also in 2.224.1 · 2.220.21

#1118985

Fixed an issue with time taken not being automatically populated when completing an appointment

Also in 2.224.1 · 2.220.21 · 2.208.131

#1119298

Fixed an issue where field value restrictions were not applied correctly to the action level charge type field

Also in 2.224.1 · 2.220.31 · 2.208.131

#1119329

Fixed an issue with asset matching field value not showing for DattoRMM

Also in 2.224.1 · 2.220.31

#1119349

Resolved an issue with a config option incorrectly failing to show for User field mappings as part of the Entra/Azure integrations

Also in 2.224.1 · 2.220.21

#1119374

Fixed an issue where certain invoice columns were not filterable

Also in 2.224.1 · 2.220.31

#1119909

Fixed an issue with billing plan filter criteria not working in rare cases

Also in 2.224.1 · 2.220.31

#1119957

Fixed an issue where Asset field mappings may not be applied correctly when using Asset Type Rules

Also in 2.224.1 · 2.220.21

#1119986

Fixed an issue preventing searching services with AI

Also in 2.224.1 · 2.220.31

#1120111

Fixed an issue with DattoRMM webhook config not showing

Also in 2.224.1 · 2.220.31

#1120250

Fixed an issue with loading the scheduled time when loading up a schedule on a report, template, etc.

Also in 2.224.1 · 2.220.21

#1120354

Fixed a visual issue with alignment of category and date fields when creating new tickets

Also in 2.224.1 · 2.220.41

#1120521

Resolved an issue in multiple areas where only the first 1000 items would show in a list

Also in 2.224.1 · 2.220.21

#1120763

Minor performance enhancement when retrieving an individual device

Also in 2.224.1 · 2.220.21

#1121143

Fixed an issue with approval fields not showing in the self-service portal

Also in 2.224.1 · 2.220.31

#1121145

Fixed an issue with searching tickets

Also in 2.224.1 · 2.220.21 · 2.208.131

#1121392

Fixed a possible error in the scheduling service when running on some EU culture settings

Also in 2.224.1 · 2.220.21

#1121574

Fixed an issue where setting a primary asset does not update related business applications as expected

Also in 2.224.1 · 2.220.21

#1121581

Fixed an issue with viewing ticket lists on the portal as a supplier

Also in 2.224.1 · 2.220.31

#1121584

Fixed an issue which could cause an error to be thrown when adding static distribution list users

Also in 2.224.1 · 2.220.21 · 2.208.131

#1121600

Fixed an issue where users could be added as site contacts multiple times before saving

Also in 2.224.1 · 2.220.21 · 2.208.131

#1121678

Fixed the AI Emotion Detection Runbook link opening the runbook for the incorrect connection type

Also in 2.224.1 · 2.220.21 · 2.208.131

#1121918

Fixed an issue with the asset resource booking setting 'Asset custom field filter' on the end user portal

Also in 2.224.1 · 2.220.31

#1121928

Fixed action emails failing to send when the ticket is changed to an end-user with a mailbox override whilst the action form is open

Also in 2.224.1 · 2.220.31

#1122002

Fixed an issue with syncing closed purchase orders to QuickBooks Online

#1122190

Fixed an issue when cloning services if you have a group of service subscribers set

Also in 2.224.1 · 2.220.21

#1122685

Fixed an issue where multiple runbook failures occurring between task scheduler scans would send more than one notification

Also in 2.224.1 · 2.220.21 · 2.208.131

#1122702

Fixed an issue where the 'hide from ticket header' setting also hid appointment completion button

Also in 2.224.1 · 2.220.21

#1122752

Fixed the Swagger documentation for the Tickets and Actions endpoints

Also in 2.224.1 · 2.220.31

#1122850

Fixed an issue with popup notes being hidden unintentionally when others are outside their date range

Also in 2.224.1 · 2.220.41

#1122937

Fixed an issue with the dependencies tab not showing

Also in 2.224.1 · 2.220.21 · 2.208.131

#1122978

Fixed an issue where Addigy button on devices wouldn't display correctly

Also in 2.224.1 · 2.220.21

#1123088

Added a setting to the email configuration to disable ticket status updates when an email fails to send

Also in 2.224.1 · 2.220.31

#1123270

Fixed an issue with the agent status colour when changing status

Also in 2.224.1 · 2.220.31

#1123302

Fixed an issue with logging opportunities against prospects

Also in 2.224.1 · 2.220.31

#1123316

Fixed an issue with Automatic Sales Tax from Xero not applying to Halo invoices

Also in 2.224.1 · 2.220.31

#1123343

Added a setting to select the method to determine the Accepted Status of Optional Quote Lines that have been added from another Quote

Also in 2.224.1 · 2.220.21

#1123592

Minor performance improvements

Also in 2.224.1 · 2.220.31

#1123733

Fixed an issue with invoices synced to Sage Intacct not showing as posted

Also in 2.224.1 · 2.220.31

#1123811

Fixed a "UserChange cannot be tracked" error when importing users on the integrator

Also in 2.224.1 · 2.220.10 · 2.208.118

#1124047

Allowed SSO to work without the user having an email in the third-party in some cases

Also in 2.224.1 · 2.220.22

#1124065

Fixed an issue where Exchange Calendars wouldn't authenticate correctly

Also in 2.224.1 · 2.220.21 · 2.208.131

#1124478

Fixed issues with imported records timing out on long-running DB Integrator imports

Also in 2.224.1 · 2.220.10 · 2.208.118

#1124636

Fixed an issue where duplicate widget loading on dashboards when using filters could cause unexpected data to show.

Also in 2.224.1 · 2.220.41

#1124688

Fixed an issue where asset and user list dollar variables populated on recurring invoices instead of generated invoices

Also in 2.224.1 · 2.220.31

#1124764

Added a new setting to enable background processing for invoice creation directly from the sales order detail screen

Also in 2.224.1 · 2.220.31

#1124818

Fixed an issue with the calculation of Tax and Gross totals on invoices when using AST and inactive invoice lines.

Also in 2.224.1 · 2.220.21 · 2.208.131

#1124879

Resolved an issue with deferred revenue recognition for prepay invoice lines recognising more than there is available for recognition

Also in 2.224.1 · 2.220.21 · 2.208.131

#1124900

Fixed an issue with fields being set incorrectly when automatically creating a business application instance.

Also in 2.224.1 · 2.220.21

#1124976

Fixed an issue with service visibility when a site restriction is set

Also in 2.224.1 · 2.220.31

#1124989

Fixed an issue with the incorrect relationship type getting set for Owning CIs

Also in 2.224.1 · 2.220.21 · 2.208.131

#1125002

Fixed an issue where dates imported from a spreadsheet could come through as null

Also in 2.224.1 · 2.220.21

#1125064

Fixed an issue with scheduled imports when using CSVs

Also in 2.224.1 · 2.220.41

#1125120

Added a new booking duration type to asset resource booking

Also in 2.224.1 · 2.220.11

#1125135

This is a new option for the Booking Duration field when configuring an asset type for resource booking:


This allows users to check asset availability by selecting days on the left hand side calendar. They are then able to select these dates and times on right hand side. Availability will be checked for the date and time range they have selected.



Warning messages will show when there are no assets for that period as well as when users try to book start and end dates/times that are not within working hours (based on the resource booking hours set on the asset type).


Users will be able to book over non-working days and hours.

Fixed an issue cloning assets that have linked services

Also in 2.224.1 · 2.220.21

#1125226

Fixed an issue with setting QuickBooks Online payment terms

Also in 2.224.1 · 2.220.31

#1125649

Fixed users being linked to agents during imports despite the user being at site that is not linked to an organisation

Also in 2.224.1 · 2.220.32

#1125765

Removed customer specific logging

Also in 2.224.1 · 2.220.21 · 2.208.131

#1125780

Updated Budget Type guide link

Also in 2.224.1 · 2.220.31 · 2.208.131

#1125781

Fixed an issue when determining the user of the ticket when creating child, parent, or related tickets through an action

Also in 2.224.1 · 2.220.31

#1125891

Fixed an issue where deleting sales orders left links on related purchase orders

Also in 2.224.1 · 2.220.31

#1125952

Fixed an issue where deleting a User Role did not also remove the corresponding record from the External Link table

Also in 2.224.1 · 2.220.21

#1126039

Fixed an issue validating mandatory rich text fields on assets

Also in 2.224.1 · 2.220.21

#1126077

Fixed an issue where custom buttons did not trigger runbooks on purchase orders

Also in 2.224.1 · 2.220.31

#1126092

Fixed an issue with Dynamics Business Central not automatically syncing PO lines on initial creation in some cases

Also in 2.224.1 · 2.220.31

#1126096

Fixed a rare rounding issue on invoice $-variables

Also in 2.224.1 · 2.220.31 · 2.208.131

#1126202

Fixed an issue with outbound syncs to IT Glue Configurations not including some attribute properties in some cases

Also in 2.224.1 · 2.220.21 · 2.208.131

#1127014

Fixed an issue with incorrect fields showing on the SMS settings page

Also in 2.224.1 · 2.220.21

#1127095

Resolved an issue with rounding line totals on generated Invoice PDFs when rounding per line

#1127144

Fixed the ITIL Type field not being updated when a rule changes ticket type

Also in 2.224.1 · 2.220.31 · 2.208.131

#1127177

Fixed visual issues with the chat pop-up and nav bar when viewing the self-service portal on mobile

Also in 2.224.1 · 2.220.31

#1127188

Minor language pack improvement

Also in 2.224.1 · 2.220.31

#1127316

Improved the performance when viewing favourite services

Also in 2.224.1 · 2.220.31

#1127592

Added the "Server Roles" field to Kaseya VSA X device field mappings

Also in 2.224.1 · 2.220.31

#1127637

Fixed an issue with outbound SentinelOne ticket sync

#1127648

Resolved an issue with an error being shown when invoicing a Sales Order line that has multiple downpayment records associated

Also in 2.224.1 · 2.220.9 · 2.208.117

#1127705

Fixed an issue with navigating to another knowledge base article from a user link on the self service portal

Also in 2.224.1 · 2.220.31

#1127785

Resolved an error thrown when creating a new Invoice when no default organisation is configured

#1127929

Fixed a rare issue where Hours logged in Timesheets could display incorrectly

#1128086

Resolved an issue with merging a Parent ticket into a Child ticket causing incorrect Child/Parent counts

#1128380

Fixed an issue that could cause some NinjaOne assets not to import

Also in 2.224.1 · 2.220.31

#1128396

Fixed an issue with the Azure Open AI virtual agents functions in Halo chat

Also in 2.224.1 · 2.220.31

#1128470

Resolved a floating point calculation issue regarding Prepay/Contract calculations

Also in 2.224.1 · 2.220.31 · 2.208.131

#1128480

Resolved an error loading a device/ticket that has a related Addigy imported Asset/Device

Also in 2.224.1 · 2.220.22

#1128573

Fixed a typo within the Xensam integration configuration page

Also in 2.224.1 · 2.220.31

#1128711

Added an extra check/logging for document knowledge base scanning

Also in 2.224.1 · 2.220.31

#1128772

Fixed an issue with the default ticket source being inactive

Also in 2.224.1 · 2.220.31

#1128784

Fixed a reporting service issue where agents without the "Can edit closed Tickets" permission were unable to print closed tickets

Also in 2.224.1 · 2.220.31

#1128818

Resolved an issue with Xero changes to Invoice date format causing an incorrect timezone adjustment when updates are made

Also in 2.224.1 · 2.220.42

#1128854

Fixed an issue where appointment reminders would not get updated if the appointments dates were updated

Also in 2.224.1 · 2.220.31

#1128873

Please note this will only correct appointments going forward and existing incorrect reminder dates will need to be manually corrected. Please speak to Halo support if you experience this issue.

Fixed an issue where a Tickets User/Email address would not be updated if the User input these fields on a linked Chat after the Ticket was logged

Also in 2.224.1 · 2.220.31

#1128885

Resolved an error thrown when import Xero Customers

Also in 2.224.1 · 2.220.22

#1128901

Removed the add to distribution button which was mistakenly displayed for supplier users

Also in 2.224.1 · 2.220.31

#1128959

Added an option to set default End Date when raising Recurring Invoices from lines

Also in 2.224.1 · 2.220.31

#1128967

Fixed an issue with redelivering incoming integration webhooks

Also in 2.224.1 · 2.220.31

#1129139

Added GUID to Action auditing

Also in 2.224.1 · 2.220.31

#1129209

Fixed an issue with the default time zone value on the start date and target date fields when showing the time zone input field

#1129283

Fixed an issue with AI duplication prevention

Also in 2.224.1 · 2.220.31

#1129359

Fixed issue with loading assets with rich text asset fields when canned text is disabled

Also in 2.224.1 · 2.220.31

#1129371

Fixed an issue with including Created By, Created Date, Last Updated, or Updated By in asset column profiles

Also in 2.224.1 · 2.220.31

#1129392

Fixed issue with Articles under FAQ Group displaying

Also in 2.224.1 · 2.220.31

#1129491

Fixed an issue with Dynamic Field Visibility on checkbox asset fields

Also in 2.224.1 · 2.220.31

#1129509

Fixed a rare issue when changing a chat step's action type

Also in 2.224.1 · 2.220.31

#1129550

Fixed issues with editing allowed asset type relationships

Also in 2.224.1 · 2.220.31

#1129623

Resolved an issue relating to using Xero and Items with a blank Purchase Account, when creating the Item in Xero

Also in 2.224.1 · 2.220.31 · 2.208.131

#1129658

Resolved an issue with Deferred Revenue failing to process from the Ready For Invoice List

Also in 2.224.1 · 2.220.31

#1129664

Fixed an issue when the Planning tab on Timesheets did not consider all day appointments

Also in 2.224.1 · 2.220.31

#1129685

Fixed an issue with not being able to update translations

Also in 2.224.1 · 2.220.31

#1129736

Resolved an issue with only the first 50 Contracts loading when creating Ticket Rule criteria records

Also in 2.224.1 · 2.220.31 · 2.208.131

#1129758

Added a new option to inherit currency from Recurring Invoices

#1129792

Improved loading tickets with related sales orders

Also in 2.224.1 · 2.220.23 · 2.208.123

#1129808

Fixed a visibility issue with the 'Call on Microsoft Teams' button

Also in 2.224.1 · 2.220.31

#1129835

Fixed an issue where pagination would be incorrect for the ticket attachment table

Also in 2.224.1 · 2.220.31

#1129868

Fixed existing users failing to link to agents when automatic linked user management is enabled

Also in 2.224.1 · 2.220.31

#1129974

Resolved an issue with an additional minute showing for a prepay action when the balance is exceeded by one minute

Also in 2.224.1 · 2.220.31 · 2.208.131

#1130078

Minor change to allow update of Action level Deferred Revenue fields

Also in 2.224.1 · 2.220.31 · 2.208.131

#1130109

Fixed an issue where the 'Save as New' report button would be visible in circumstances where it should not be

Also in 2.224.1 · 2.220.31

#1130111

Fixed an issue with invoice total not being sortable on custom invoice column profiles

Also in 2.224.1 · 2.220.31

#1130147

Fixed an issue with managing asset relationships

Also in 2.224.1 · 2.220.31

#1130160

Fixed an issue with new child tickets not setting client and site correctly in some cases

Also in 2.224.1 · 2.220.12

#1130503

Fixed an issue with specifying the reply to address for a distribution list

Also in 2.224.1 · 2.220.31

#1130653

Fixed an issue with using the variable $risklevel in kanban view

Also in 2.224.1 · 2.220.31

#1130657

Fixed an issue with config tracking changes to user roles

Also in 2.224.1 · 2.220.41

#1130676

Fixed an issue with OpenAI Virtual Agent erroring when using functions using the Assistants API

Also in 2.224.1 · 2.220.22

#1130896

Fixed misspelling in the agent timeout message

Also in 2.224.1 · 2.220.31

#1130929

Fixed an issue with using the other 1-5 fields for user matching with single sign-on when multiple users have the same email address

Also in 2.224.1 · 2.220.22

#1130965

Fixed a label issue with agreement configuration

Also in 2.224.1 · 2.220.31

#1131033

Fixed an issue with a field label in approval process configuration

Also in 2.224.1 · 2.220.31

#1131369

Fixed an issue with custom fields that are API lookups, where the 3rd-party API method returns an empty display property for a lookup

Also in 2.224.1 · 2.220.31

#1131436

Fixed a display issue with the open/closed ticket search filter when "show a multiselect field instead of checkboxes" is enabled

Also in 2.224.1 · 2.220.31

#1131561

Fixed an issue where Users could access Services without sufficient Service Access Level permissions

Also in 2.224.1 · 2.220.31

#1131583

Fixed an issue with loading Labour Ready for Invoicing

Also in 2.224.1 · 2.220.23

#1131591

Fixed default values not applying when adding a new row to a custom table

Also in 2.224.1 · 2.220.31 · 2.208.131

#1131594

Added a Call Management setting to prevent the phone number from the call screen from being copied over to a User/Ticket

#1131595

The setting is found in Call Management Configuration and is named "Don't save the caller's phone number to the created Ticket"

Fixed an issue with loading the deliveries tab on webhooks/runbooks in certain cases

Also in 2.224.1 · 2.220.31

#1131610

Fixed an error when saving entities that use criteria groups, e.g. when modifying the field list of a ticket type

Also in 2.224.1 · 2.220.22 · 2.208.131

#1131641

Fixed a minor issue with Halo integrator

Also in 2.224.1 · 2.220.31

#1131703

Resolved an issue with Reports failing to show grouped lines when the grouped column is using a Name different to the report column name

Also in 2.224.1 · 2.220.31

#1131759

Fixed an issue with some KB articles not showing on FAQ lists

Also in 2.224.1 · 2.220.31

#1131839

Resolved an issue with Automated Tickets creating each day for an entity when a Ticket Rule is applied on creation that applies a template to the Ticket

Also in 2.224.1 · 2.220.31 · 2.208.131

#1131944

Resolved an error importing Subscriptions from the ALSO integration when using the in-application import

Also in 2.224.1 · 2.220.31 · 2.208.131

#1131971

Fixed an issue with using values of 0 or lower within risk scoring calculations

Also in 2.224.1 · 2.220.31

#1132124

Resolved an issue with orphaned Customer Restrictions being left behind after deleting Custom Fields

Also in 2.224.1 · 2.220.31

#1132152

Fixed a display issue with the Followers field on the new ticket screen

Also in 2.224.1 · 2.220.31

#1132460

Fixed an issue where HubSpot wouldn't sync decimal numbers for some regions

Also in 2.224.1 · 2.220.31

#1132715

Fixed dynamic field visibility criteria values for Ticket Type and User Role failing to transfer when pushing changes between instances

Also in 2.224.1 · 2.220.31

#1132746

Fixed an issue where Virima devices would fail to match to users

Also in 2.224.1 · 2.220.31

#1132748

Fixed an issue where a quote would be split into multiple Sales Orders when a customer is selected at line level despite the customer matching the one set at quote level

Also in 2.224.1 · 2.220.31

#1132757

Fixed an authentication error with Sage Business Cloud

Also in 2.224.1 · 2.220.31

#1133362

Fixed an issue where Tax could display incorrectly on PDFs in some cases

Also in 2.224.1 · 2.220.31

#1133370

Fixed an issue where Sales Orders wouldn't display in Ready for Invoicing

Also in 2.224.1 · 2.220.31 · 2.208.131

#1133377

Fixed an issue with accessing event management configuration

Also in 2.224.1 · 2.220.34

#1133429

Fixed an issue where $-AIGENERATEDSUMMARY wouldn't populate in the AI Insights field

#1133621

Fixed an issue with emails from the login screen

Also in 2.224.1 · 2.220.31

#1133835

Fixed ticket list order not applying when ordering by Child Status

Also in 2.224.1 · 2.220.31

#1133841

Fixed an issue where Billing Templates sometimes wouldn't add a Billing Plan Combination for all contracts

Also in 2.224.1 · 2.220.31

#1134151

Fixed custom table rows being cleared when applying a ticket template

Also in 2.224.1 · 2.220.31 · 2.208.131

#1135377

Fixed an issue with rich text fields on asset/site fields

Also in 2.224.1 · 2.220.22

#1136164

Fixed an issue where Quotation custom fields with customer visibility restrictions wouldn't display correctly

Also in 2.224.1 · 2.220.31

#1136541

Fixed an issue with setting custom field values via scheduled and automated ticket templates

Also in 2.224.1 · 2.220.41

#1137296

Fixed an issue where Workflow rules could set Workflow steps incorrectly

Also in 2.224.1 · 2.220.31

#1137303

Fixed issues with config tracking Google Workspace

Also in 2.224.1 · 2.220.31

#1137571

Fixed an issue with custom API method custom fields on the new ticket screen

Also in 2.224.1 · 2.220.31

#1137601

Fixed an issue that could incorrectly prevent some holidays from being submitted

Also in 2.224.1 · 2.220.31

#1137663

Fixed a couple of invoicing issues

Also in 2.224.1 · 2.220.31

#1137672
  1. Fixed an issue with SO Invoicing not working when not grouping Sales Orders by client in some cases
  2. Fixed an issue with adding new CSP Licences as Invoice Lines not working in some cases

Fixed an issue which could prevent clients from being returned when top levels is disabled

Also in 2.224.1 · 2.220.31

#1137710

Added a boolean property "_disable_extra_matching" to the Users endpoint to disable username/email matching on existing users when posting with "_match_thirdparty_id" or "new_external_link" set

Also in 2.224.1 · 2.220.13 · 2.208.131

#1137790

Fixed a rare issue when using an action with system use set to “Delete My Appointments”

Also in 2.224.1 · 2.220.31

#1137795

Fixed an error that could occur when using Entra ID deltas on the DB integrator

Also in 2.224.1 · 2.220.31

#1137848

Fixed a minor language pack issue on FAQ Lists

Also in 2.224.1 · 2.220.31 · 2.208.131

#1137956

Fixed a performance issue / timeout error when updating custom fields with a large number of lookup values

Also in 2.224.1 · 2.220.41

#1138000

Fixed an issue with searching for a Ticket when logging quick time in certain cases

Also in 2.224.1 · 2.220.31

#1138016

Fixed an issue with the report count when using read/write permissions for reports

Also in 2.224.1 · 2.220.41

#1138491

Fixed an issue where Visibility Restrictions wouldn't apply for fields on Custom Tables

#1138556

Fixed a rare issue when searching for tickets using the ID

Also in 2.224.1 · 2.220.31

#1138697

Fixed an issue with removing children from templates

Also in 2.224.1 · 2.220.31

#1138709

Fixed ticket rules failing to apply custom field values when the ticket is logged by an end-user or integration

Also in 2.224.1 · 2.220.41

#1138809

Fixed an issue with importing assets through Halo Asset Discovery in certain cases

Also in 2.224.1 · 2.220.31

#1138815

Fixed a permissions issue with using the edit service Halo API Action

Also in 2.224.1 · 2.220.23

#1138855

Fixed an issue with remaining holiday allowance not updating on agent profile after cancelling holiday

Also in 2.224.1 · 2.220.23

#1138904

Fixed a field visibility issue in API responses that contain field lists

#1138920

Fixed an issue with allowed actions on ticket widgets when using action groups

Also in 2.224.1 · 2.220.31

#1139136

Fixed an issue where scheduled Shifts would generate with the incorrect date in some timezones

Also in 2.224.1 · 2.220.31

#1139411

Fixed an issue adding quote lines from another quote

Also in 2.224.1 · 2.220.23

#1139562

Fixed a date formatting issue with counter date widgets on ticket dashboards

Also in 2.224.1 · 2.220.31

#1139663

Fixed an issue where Timesheet charge hours would display incorrectly when using Travel time

Also in 2.224.1 · 2.220.32

#1139670

Fixed an issue with the $-LASTNONSYSTEMACTION variable using incorrect actions

Also in 2.224.1 · 2.220.31

#1139991

Fixed an issue with filtering tickets on date fields

Also in 2.224.1 · 2.220.41

#1140093

Fixed issue with using the user other fields for SAML matching

Also in 2.224.1 · 2.220.24

#1140627

Minor adjustment to the update encryption function

Also in 2.224.1 · 2.220.24

#1140681

Fixed some issues with Sage Intacct Bills

Also in 2.224.1 · 2.220.24

#1140725
  1. Fixed an issue with standalone bills not syncing in some cases
  2. Fixed an issue with standalone tax lines causing errors in some cases with bills

Minor improvements to the Document Management area

Also in 2.224.1 · 2.220.41

#1140735

Resolved an issue with an error thrown when loading Quickbooks Terms where a term as a percentage applied.

Also in 2.224.1 · 2.220.41 · 2.208.141

#1140737

Fixed an issue with setting the default team on a ticket type based on the ticket type use

#1140749

Fixed an issue with multiple share buttons appearing on article side menu searching

Also in 2.224.1 · 2.220.41

#1140779

Fixed an issue triggering ticket user updated events when using a portal token to update the ticket.

Also in 2.224.1 · 2.220.41

#1140964

Resolved an issue when marking CSP Invoices as Billing/Not Billed and the loading screen would not close

#1141021

Added Project and Task syncing to Sage Intacct

#1141024

Note that you must enable "Sync to Intacct" at ticket type level for this to work, alongside enabling in Sage Intacct Integation config

Added Sales Orders as a syncing option in the Sage Intacct Integration

#1141034

Fixed an issue with consigning project deliverables

#1141039

Added Sage Intacct as a Runbook Authentication option

#1141041

Added contract IDs to prepayhistory audits

#1141055

Fixed an issue with child tickets not creating from templates in certain scenarios after previously permanently deleting tickets

Also in 2.224.1 · 2.220.41

#1141058

Minor change to the naming convention for dashboard groups lookup codes

#1141139

Fixed the slastate field being set incorrectly in the database when using a closure action with the "Private Note" field set

Also in 2.224.1 · 2.220.41

#1141213

Fixed issue with config tracking dashboards

Also in 2.224.1 · 2.220.41

#1141617

Minor language pack fix for invoices

Also in 2.224.1 · 2.220.41

#1141627

Fixed an issue with changing attachments with document KBs

Also in 2.224.1 · 2.220.41

#1141669

Fixed an issue with Recurring Invoice one-time charge lines becoming active when deleting Invoices

Also in 2.224.1 · 2.220.41 · 2.208.141

#1141670

Fixed permissions issue with services preventing user details from loading

Also in 2.224.1 · 2.220.32

#1141694

Fixed issues with dynamic visibility for optional services

Also in 2.224.1 · 2.220.41

#1141779

Resolved an error sending SMS using Twillio causing Action SMS to fail to send

Also in 2.224.1 · 2.220.41 · 2.208.141

#1141787

Fixed various minor issues with language packs

Also in 2.224.1 · 2.220.41

#1141828

Resolved an issue with the V1 version of the Giacom integration importing Customer records when it is configured not to

Also in 2.224.1 · 2.220.32 · 2.208.131

#1141838

Resolved an issue that stops Downpayment Invoices from being created when using the configuration to only allow Sales Orders to be invoiced once consigned

Also in 2.224.1 · 2.220.41 · 2.208.141

#1141840

Fixed an issue with BeyondTrust code generation from tickets

Also in 2.224.1 · 2.220.41

#1141991

Fixed an issue with the service category field not loading for non-admins

Also in 2.224.1 · 2.220.41

#1142128

Fixed a minor issue with database lookup automation logs

Also in 2.224.1 · 2.220.41 · 2.208.141

#1142224

Fixed a "Knowledge Base" table incorrectly displaying on the Details tab of services

Also in 2.224.1 · 2.220.41

#1142231

Fixed the "show grandchild tickets" button being displayed on the Related Tickets list

Also in 2.224.1 · 2.220.41

#1142831

Allowed the shifts timeline line height to be configured

Also in 2.224.1 · 2.220.41

#1142870

Resolved an issue with mappings for specific fields in the Sage Intacct Integration failing

Also in 2.224.1 · 2.220.41 · 2.208.141

#1142907

Added a setting to inherit currency from Sales Order to work with the equivalent recurring invoice setting

#1142919

Added a role ID field in SailPoint to determine the unique identifier for import entities

Also in 2.224.1 · 2.220.26

#1143327

Fixed an issue where an error could be thrown when loading a new action on ticket details

Also in 2.224.1 · 2.220.32

#1143355

Fixed an issue with appropriate error responses with attachment uploading via runbooks

#1143495

Fixed a "duplicate field selected" error when importing Salesforce entities with certain field mappings

Also in 2.224.1 · 2.220.41

#1143501

Fixed an issue with AI suggestions "The following Field(s) must match" setting's visibility

Also in 2.224.1 · 2.220.41

#1143523

Fixed issues with conditions involving datetime fields

Also in 2.224.1 · 2.220.41

#1143592

Fixed an external link error when importing Datto sites as clients

Also in 2.224.1 · 2.220.41

#1143869

Fixed an issue with setting custom field values via ticket templates

#1143881

Fixed an error syncing users/agents via EntraID

Also in 2.224.1 · 2.220.33

#1143987

Fixed an issue with the feature to prevent load balance of new Tickets if there is a backlog of unassigned Tickets

Also in 2.224.1 · 2.220.41

#1144088

Additionally, two settings have been added to allow the unassigned backlog calculation to only include Tickets within the Ticket you are trying to assign's Team, Tickets of the same Ticket type as the Ticket you are trying to assign or both.

Improved logs for Auto Assign Next Ticket automation

Also in 2.224.1 · 2.220.41

#1144365

Minor language pack fix

Also in 2.224.1 · 2.220.32 · 2.208.131

#1144396

Fixed an issue with the field 'Teams that can access this article' not displaying

Also in 2.224.1 · 2.220.41

#1144477

Fixed an issue with the Integrator Last Sync variable for the Dynamics 365 CRM integration

Also in 2.224.1 · 2.220.41

#1144607

Fixed an issue with recurring invoices in modal screens not correctly saving schedule changes in some cases

Also in 2.224.1 · 2.220.33

#1144957

Fixed an issue with resource booking not working when allowing site selection

Also in 2.224.1 · 2.220.41

#1145052

Fixed issue with grouped ticket list filters

Also in 2.224.1 · 2.220.33

#1145125

Fixed an issue with ticket lists

Also in 2.224.1 · 2.220.41

#1145254

Fixed an issue with the 'Created By' column on purchase order lists

Also in 2.224.1 · 2.220.41

#1145376

Fixed webhook/runbook logs not being automatically deleted

Also in 2.224.1 · 2.220.41 · 2.208.141

#1145623

Minor changes to the SailPoint IIQ integration

Also in 2.224.1 · 2.220.28

#1145754

1. Fixed an issue where additional matching was being performed on Users and Agents incorrectly.

2. Fixed an issue associating SailPoint Users to Halo Agents.

3. Customer-specific matching logic changes.

Fixed an issue where Appointment Type could be updated without the correct permissions

Also in 2.224.1 · 2.220.33

#1145958

Fixed an issue where HubSpot sync could fail for some dates

Also in 2.224.1 · 2.220.33

#1146000

Fixed a minor issue with adding fields to action field lists

Also in 2.224.1 · 2.220.41

#1146073

Fixed an issue with pushing role changes between connected instances

Also in 2.224.1 · 2.220.41

#1146121

Fixed an issue with the action system use 'Cancel appointment'

Also in 2.224.1 · 2.220.41

#1146123

Added a button to clear datetime ticket fields

Also in 2.224.1 · 2.220.41

#1146159

Fixed an issue with incorrect error messages when testing mailbox/sms incoming/outgoing

Also in 2.224.1 · 2.220.41

#1146265

Fixed an issue with quote line item tax

Also in 2.224.1 · 2.220.33

#1146267

Minor visual change to the software releases screen

Also in 2.224.1 · 2.220.34

#1146297

Fixed an issue with not being able to set service request details user access on asset-linked services

Also in 2.224.1 · 2.220.41

#1146352

Fixed issues with approval process and approval rule config tracking

Also in 2.224.1 · 2.220.41

#1146386

Resolved an issue with Invoices created from pro-rata automatically when a change is made using the wrong Item record and an incorrect Creation Date

Also in 2.224.1 · 2.220.41

#1146424

Fixed an issue with adding an ad-hoc approver again after restarting an approval

Also in 2.224.1 · 2.220.34

#1146429

Fixed an issue with the last sync date for reports not being set

Also in 2.224.1 · 2.220.41

#1146445

Resolved an error thrown when showing a blank/empty popup note

Also in 2.224.1 · 2.220.41

#1146458

Resolved an issue with Device/Asset imports processing via the Integrator when not enabled in the Integration but the Asset/Devices option is selected for the "Entities to import"

Also in 2.224.1 · 2.220.41 · 2.208.141

#1146678

Fixed an issue with deleting custom fields that are used in billing plan criteria

Also in 2.224.1 · 2.220.41

#1156863

Added optional debug logs when retrieving action field lists

Also in 2.224.1 · 2.220.42 · 2.208.141

#1167425

Fixed an issue with round robin ticket assignment

#1167511

Fixed an issue where delegating approvals could add duplicate users to the approval step

Also in 2.224.1 · 2.220.42

#1168586

Minor improvements to webhook processing in the Beyond Trust integration

#1169147

Fixed an issue with the /RemoteSession endpoint

Also in 2.224.1 · 2.220.35 · 2.208.132

#1169748

Fixed an issue getting PagerDuty mappings

Also in 2.224.1 · 2.220.36 · 2.208.133

#1170042

Fixed an issue retrieving remote session teams

Also in 2.224.1 · 2.220.42 · 2.208.141

#1170071