201 updates across 9 patch releases
Fixed some invoice issues
Also in 2.226.9 · 2.220.65
Fixed some invoice issues
Also in 2.226.9 · 2.220.65
Fixed an issue with incoming email performance
Also in 2.226.9 · 2.220.65
Fixed an issue with incoming email performance
Also in 2.226.9 · 2.220.65
Fixed an issue with the ticket search wrongly showing tickets from different domains
Fixed an issue with the ticket search wrongly showing tickets from different domains
Fixed an issue when adding cost & price override to items
Fixed an issue when adding cost & price override to items
Fixed an issue with Child Tasks failing to create off projects
Fixed an issue with Child Tasks failing to create off projects
Fixed an issue with per action milestone billing failing in some caess
Fixed an issue with per action milestone billing failing in some caess
Fixed an issue with upgrading to version 2.226
Fixed an issue with upgrading to version 2.226
Fixed an issue with invoice creation in Ready for Invoicing getting open connection errors inconsistently
Fixed an issue with invoice creation in Ready for Invoicing getting open connection errors inconsistently
Fixed an issue with StreamOne Ion
Also in 2.226.5 · 2.220.50
Fixed an issue with StreamOne Ion
Also in 2.226.5 · 2.220.50
Added the ability to leave a comment with a positive rating on a KB article. Added the ability to leave a comment on a KB article without rating it.
Added the ability to leave a comment with a positive rating on a KB article. Added the ability to leave a comment on a KB article without rating it.
Fixed an issue with updating custom tables via attachment posts on runbooks
Fixed an issue with updating custom tables via attachment posts on runbooks
Fixed an issue upgrading to 2.226
Fixed an issue upgrading to 2.226
Removed "profile" from the list of scopes sent in OIDC requests
Also in 2.226.4 · 2.220.61
Removed "profile" from the list of scopes sent in OIDC requests
Also in 2.226.4 · 2.220.61
Allowed configuration of the scope parameter that is sent in Single Sign-On requests when using the generic OIDC connection option
Allowed configuration of the scope parameter that is sent in Single Sign-On requests when using the generic OIDC connection option
Fixed an issue with viewing custom fields as part of additional user information on the self service portal
Fixed an issue with viewing custom fields as part of additional user information on the self service portal
Added the ability to leave a comment with a positive rating on a KB article. Added the ability to leave a comment on a KB article without rating it.
Added the ability to leave a comment with a positive rating on a KB article. Added the ability to leave a comment on a KB article without rating it.
Fixed issues with the CSP user import
Fixed issues with the CSP user import
Fixed minor issues with the new SFTP CSV Imports
Fixed minor issues with the new SFTP CSV Imports
Added Service Status Note as an available field when creating ticket templates.
Added Service Status Note as an available field when creating ticket templates.
Resolved an issue with Recurring Invoice automatic increases becoming active one period after the expected period
Resolved an issue with Recurring Invoice automatic increases becoming active one period after the expected period
Fixed an issue with legacy licencing
Also in 2.226.3 · 2.220.48
Fixed an issue with legacy licencing
Also in 2.226.3 · 2.220.48
Improved the pagination in the integrator for the Armis integration
Also in 2.226.3 · 2.220.49
Improved the pagination in the integrator for the Armis integration
Also in 2.226.3 · 2.220.49
Fixed an issue loading the home page when using a dashboard with filters
Fixed an issue loading the home page when using a dashboard with filters
Fixed an issue with saving agent records
Fixed an issue with saving agent records
Fixed a minor issue with attachments
Fixed a minor issue with attachments
Fixed a visual bug where report dropdown filters would appear behind the header of the report table
Fixed a visual bug where report dropdown filters would appear behind the header of the report table
Fixed an issue with Entra Id dynamic site mappings
Fixed an issue with Entra Id dynamic site mappings
Fixed an issue with displaying additional user information when creating tickets on behalf of another user
Fixed an issue with displaying additional user information when creating tickets on behalf of another user
Fixed an issue caused by changing the "Cancel emails for Recipients who are removed from the Recipient Distribution List" setting in Mail Campaigns
Also in 2.226.3 · 2.220.61
Fixed an issue caused by changing the "Cancel emails for Recipients who are removed from the Recipient Distribution List" setting in Mail Campaigns
Also in 2.226.3 · 2.220.61
Fixed an issue with SFTP CSV Imports not being able to save in some cases
Fixed an issue with SFTP CSV Imports not being able to save in some cases
Fixed a list loading loop on v2.226.1
Also in 2.226.2 · 2.220.61
Fixed a list loading loop on v2.226.1
Also in 2.226.2 · 2.220.61
Added a $ Variable for the first names of approvers in an approval process.
Added a $ Variable for the first names of approvers in an approval process.
Added Attachment as a custom field type for tickets
Added Attachment as a custom field type for tickets
This requires client side uploads to be enabled.
When configuring a new custom field for tickets, a new "Attachment" option will be available:
This will display a dropzone area when creating a new ticket in the portal to add attachments (allows for multiple and right click to remove):
After the ticket has been created the field will display file descriptions and will be clickable links to view the attachments.
The attachments added to the field will also display within the attachments tab of a ticket and can be managed from that list, for example, if they need to be permanently deleted.
Agent side:
Portal side:
Currently, attachments can only be added this to field when creating a new ticket on the self service portal. The field becomes read-only after the ticket has been created.
Added Intermedia Contact Centre integration
Added Intermedia Contact Centre integration
This feature will allow you send a request from Intermedia into Halo when a call is received on Intermedia's Call Centre Agent application. Once an agent answers a call, there are two configurable options:
The call will try to find the user based on their phone number.
If a ticket is logged, or an existing ticket is updated with information from the call, you can choose to allow whether the call recording should be added as an attachment on the ticket. Opening the attachment will open the link for the call recording.
Added view metrics for news articles in the agent and user portals. This requires Knowledge Base Ratings not to be hidden and Knowledge Base Voting not to be disabled to be visible within the user portal.
Added view metrics for news articles in the agent and user portals. This requires Knowledge Base Ratings not to be hidden and Knowledge Base Voting not to be disabled to be visible within the user portal.
Added the ability to display additional user information when creating tickets on the Self Service Portal
Added the ability to display additional user information when creating tickets on the Self Service Portal
New settings at ticket type level 'Show additional User details when logging new Tickets' and 'User detail fields'. This allows you to specify additional user information fields. The selection includes some default user fields alongside user custom fields. The order of these can be set by the sequence property.
This will display below the contact information when logging a new ticket on the Self Service Portal.
Added 'Response Time Left' and 'Resolution Time Left' option to Ticket Column profiles
Added 'Response Time Left' and 'Resolution Time Left' option to Ticket Column profiles
Fixed an issue with using dynamic SQL multi-select values in database lookups
Also in 2.226.1 · 2.220.61
Fixed an issue with using dynamic SQL multi-select values in database lookups
Also in 2.226.1 · 2.220.61
Added "Other Uses" for Ticket Custom Tabs
Added "Other Uses" for Ticket Custom Tabs
Fixed an issue where Contract matching wouldn't display on Billing Plan templates with Travel charge rates
Also in 2.226.1 · 2.220.61
Fixed an issue where Contract matching wouldn't display on Billing Plan templates with Travel charge rates
Also in 2.226.1 · 2.220.61
Added the ability to leave a comment with a positive rating on a KB article. Added the ability to leave a comment on a KB article without rating it.
Added the ability to leave a comment with a positive rating on a KB article. Added the ability to leave a comment on a KB article without rating it.
You can now use the $-UNSUBSCRIBELINK variable in emails sent directly from a Distribution List using the "Individual" sending method
You can now use the $-UNSUBSCRIBELINK variable in emails sent directly from a Distribution List using the "Individual" sending method
Added a pronouns field to agents
Added a pronouns field to agents
The $-AGENTPRONOUNS variable can be used to display the pronouns of the agent performing an action. This can also be used within email signatures.
The field is available to be mapped in the Entra ID, Okta, Active Directory and SailPoint integrations.
You can now enable collision detection for Knowledge Base Article editing
You can now enable collision detection for Knowledge Base Article editing
You can now apply Dashboard filters to Ticket widgets
You can now apply Dashboard filters to Ticket widgets
When creating dashboard filters, you can now select a Halo field to which the filter will be applied on Ticket widgets. The options displayed in the dropdown are still determined by the SQL query, but once configured, the filter will be applied to both Report and Ticket widgets.
Added Service Status Note as an available field when creating ticket templates.
Added Service Status Note as an available field when creating ticket templates.
Added the ability to import new runbooks from JSON
Added the ability to import new runbooks from JSON
There is now an 'Import from JSON' button on the runbooks list view.
Added a column to agent-team membership tables to display when a membership has been inherited from an integration.
Added a column to agent-team membership tables to display when a membership has been inherited from an integration.
Added additional logging to the CSP Consumption data import
Added additional logging to the CSP Consumption data import
Fixed a visual bug where report group headings would render above the table header.
Fixed a visual bug where report group headings would render above the table header.
Added an option on Items to override the parent project template when creating projects on Sales Orders
Added an option on Items to override the parent project template when creating projects on Sales Orders
Added Approval Status (fchangestatus) as an available field within a column profile
Added Approval Status (fchangestatus) as an available field within a column profile
Added additional export/import functionality to custom tables
Added additional export/import functionality to custom tables
Exporting custom tables as CSVs can now be done through the endpoint api/CustomTableCSV/{id}. Supplying the id of the custom table required will return the data from the custom table.
With the addition of attachment handling via runbooks, you can now use this to update custom tables immediately.
Using the key type for scheduled imports (104) and the key 'processnow' you are able to trigger an immediate update to a custom table. Allowing you to then in a later step of the same runbook to access that updated data. It is necessary to have a sleep step of 60 seconds on the runbook directly after the attachment post.
Note: This import functionality is only available for hosted instances.
Added settings to hide the KB Clone button when using article drafts, and to hide the Generate PDF button when viewing an outdated draft.
Added settings to hide the KB Clone button when using article drafts, and to hide the Generate PDF button when viewing an outdated draft.
Fixed an issue with dynamic list multi select fields not being set on XLS imports
Also in 2.226.1 · 2.220.61
Fixed an issue with dynamic list multi select fields not being set on XLS imports
Also in 2.226.1 · 2.220.61
Added the ability to map users to sites dynamically in Entra ID and CSP integrations
Added the ability to map users to sites dynamically in Entra ID and CSP integrations
To do this, add a site mapping of type "Map to an existing site by matching on a field".
This allows you to select a Halo site field and user field to match values on. This includes some system fields and all text and memo custom fields. For the user fields, you will likely need to map a value from Entra ID/CSP to the field in Halo.
You can also specify a default site to import the users to, or you can ignore any users that do not match to a site.
Updated the runbook flow chart designer so that End (Success) steps now appear green.
Updated the runbook flow chart designer so that End (Success) steps now appear green.
Added an action system use to convert a prospect into a customer
Added an action system use to convert a prospect into a customer
Updated the label for the Auth Token/API Key field in the Twilio for SMS integration
Updated the label for the Auth Token/API Key field in the Twilio for SMS integration
Added the ability to hide the resolution button on the Call Screen until a Call Script has been used
Also in 2.226.1 · 2.220.61
Added the ability to hide the resolution button on the Call Screen until a Call Script has been used
Also in 2.226.1 · 2.220.61
Removed redundant delete button from sales mailbox emails for non-admins and optimised loading
Also in 2.226.1 · 2.220.61
Removed redundant delete button from sales mailbox emails for non-admins and optimised loading
Also in 2.226.1 · 2.220.61
Added the option to display services and categories as one list in the self-service portal catalogue
Added the option to display services and categories as one list in the self-service portal catalogue
This can be enabled using the setting "Display services and categories in a combined list in the catalogue" in Self-Service Settings.
This will combine them into one list, with categories denoted by a folder icon in the top right.
You can now add opportunity contacts directly to distribution lists
You can now add opportunity contacts directly to distribution lists
This setting can be located within Configuration > Distribution Lists / Segments > General Settings tab:
Resolved an issue with Recurring Invoice automatic increases becoming active one period after the expected period
Resolved an issue with Recurring Invoice automatic increases becoming active one period after the expected period
Fixed a spelling mistake with the default teams message.
Fixed a spelling mistake with the default teams message.
Added an option to only return the KB Article with a matching ID when searching
Added an option to only return the KB Article with a matching ID when searching
An "Article ID Search Behaviour" setting has been added to Configuration > Advanced Settings and Configuration > Knowledge Base.
The "search articles by ID and include other results" option mirrors the existing functionality of the "search articles by ID" checkbox which has now been removed. This option will be automatically selected if the old checkbox was enabled.
"Only return the article with a matching ID if one exists" is new functionality which will only return 1 result if a matching ID is found.
Added custom layout profiles for Supplier
Added custom layout profiles for Supplier
Fixed inbound HubSpot sync failing to map to quote and deal line custom fields correctly
Also in 2.226.1 · 2.220.61
Fixed inbound HubSpot sync failing to map to quote and deal line custom fields correctly
Also in 2.226.1 · 2.220.61
Fixed issue with column profiles not showing when leave the New Opportunity screen
Also in 2.226.1 · 2.220.61
Fixed issue with column profiles not showing when leave the New Opportunity screen
Also in 2.226.1 · 2.220.61
Added a field to determine how assets are assigned a site when imported from Qualys
Also in 2.226.1 · 2.220.61
Added a field to determine how assets are assigned a site when imported from Qualys
Also in 2.226.1 · 2.220.61
This field has three options which will determine if the asset is placed at the site relating to its matched user or is placed at the default site:
You can now map Cloud Tags & Cloud Properties in the Halo Asset Discovery Integration
You can now map Cloud Tags & Cloud Properties in the Halo Asset Discovery Integration
In the Halo Asset Discovery integration, you can now map the cloudTags property from Lansweeper
You can also map Cloud Properties. You will need to define the property you wish to map in the Cloud property field.
Added hover tooltips to system multi-select field values
Added hover tooltips to system multi-select field values
Added distribution list snapshot timing for blast campaigns
Added distribution list snapshot timing for blast campaigns
This can be configured per campaign and is under the settings tab:
By default, blast campaigns will determine the recipients from the distribution list when the campaign is started to align with current functionality.
Added improved logging and updates for Ready for invoicing
Added improved logging and updates for Ready for invoicing
Added various custom functionality to campaigns
Added various custom functionality to campaigns
Its now possible to configure the following for campaigns:
Fixed an issue with Agent Booking when logging a ticket on the Self-Service Portal as an anonymous user
Fixed an issue with Agent Booking when logging a ticket on the Self-Service Portal as an anonymous user
Fixed an issue when it wasn't possible to add an item from a sales order to an existing purchase order if the purchase order already had a non-receivable item
Also in 2.226.1 · 2.220.61
Fixed an issue when it wasn't possible to add an item from a sales order to an existing purchase order if the purchase order already had a non-receivable item
Also in 2.226.1 · 2.220.61
Fixed an issue with using dates in database lookups
Also in 2.226.1 · 2.220.61
Fixed an issue with using dates in database lookups
Also in 2.226.1 · 2.220.61
Added Webhook verification handshakes to integration runbooks
Added Webhook verification handshakes to integration runbooks
Added $ Variables for Impact and Urgency levels on tickets
Added $ Variables for Impact and Urgency levels on tickets
Fixed a time zone DST issue with recurring shifts and appointments
Fixed a time zone DST issue with recurring shifts and appointments
Fixed a bug where last action date wouldn't update when tickets are merged and unmerged.
Fixed a bug where last action date wouldn't update when tickets are merged and unmerged.
Fixed an issue where Knowledge Base FAQs wouldn't appear
Also in 2.226.1 · 2.220.61
Fixed an issue where Knowledge Base FAQs wouldn't appear
Also in 2.226.1 · 2.220.61
You can now restrict what pipeline stages show in kanban view on ticket/opportunity areas
You can now restrict what pipeline stages show in kanban view on ticket/opportunity areas
Fixed an issue with loading custom field values in the portal when using client restrictions on the custom field config.
Fixed an issue with loading custom field values in the portal when using client restrictions on the custom field config.
Fixed an issue applying invoice PDF overrides
Also in 2.226.1 · 2.220.61
Fixed an issue applying invoice PDF overrides
Also in 2.226.1 · 2.220.61
Fixed an issue where $-PERIODSTARTDATE and $-PERIODENDDATE variables would populate incorrectly for some timezones
Also in 2.226.1 · 2.220.61
Fixed an issue where $-PERIODSTARTDATE and $-PERIODENDDATE variables would populate incorrectly for some timezones
Also in 2.226.1 · 2.220.61
Fixed an issue with overriding the service user setting against user records
Fixed an issue with overriding the service user setting against user records
Added Risk Score as an available criteria when setting up approval process rules.
Added Risk Score as an available criteria when setting up approval process rules.
Added lastupdate as an Advanced Search field on the Users Endpoint
Added lastupdate as an Advanced Search field on the Users Endpoint
Fixed an issue with configuring ticket list widgets for opportunity areas
Also in 2.226.1 · 2.220.61
Fixed an issue with configuring ticket list widgets for opportunity areas
Also in 2.226.1 · 2.220.61
Fixed an issue with importing Item supplier fields via XLS
Also in 2.226.1 · 2.220.61
Fixed an issue with importing Item supplier fields via XLS
Also in 2.226.1 · 2.220.61
Fixed an issue with config tracking changes to asset type relationship restrictions
Also in 2.226.1 · 2.220.61
Fixed an issue with config tracking changes to asset type relationship restrictions
Also in 2.226.1 · 2.220.61
Fixed an issue with HubSpot contact and customer field mappings where certain fields failed to sync to HubSpot correctly
Also in 2.226.1 · 2.220.61
Fixed an issue with HubSpot contact and customer field mappings where certain fields failed to sync to HubSpot correctly
Also in 2.226.1 · 2.220.61
Multiple changes have been made to the Item/Product Stock tab
Multiple changes have been made to the Item/Product Stock tab
Fixed an issue where the Follower field wouldn't display on actions
Fixed an issue where the Follower field wouldn't display on actions
Added access control for dashboard groups.
Also in 2.226.1 · 2.220.61
Added access control for dashboard groups.
Also in 2.226.1 · 2.220.61
This can be enabled using the setting "Use access control for dashboard groups" in Report Settings.
Once enabled, read access must be provided for agents to view the groups and edit access must be provided to edit the group or add a dashboard to the group.
The "Can Create Dashboards" permission also applies to groups.
Fixed an issue where Hubspot sync options did not appear for some fieldmapping types
Also in 2.226.1 · 2.220.61
Fixed an issue where Hubspot sync options did not appear for some fieldmapping types
Also in 2.226.1 · 2.220.61
Added the ability to show a Service's Portal display name in lists
Also in 2.226.1 · 2.220.61
Added the ability to show a Service's Portal display name in lists
Also in 2.226.1 · 2.220.61
The portal display name will appear at the top of the tile for the service:
Added the ability to hide the 'New' service button
Also in 2.226.1 · 2.220.61
Added the ability to hide the 'New' service button
Also in 2.226.1 · 2.220.61
Fixed an issue where ftickettags was not updated in the faults table when tags are updated through an action
Also in 2.226.1 · 2.220.61
Fixed an issue where ftickettags was not updated in the faults table when tags are updated through an action
Also in 2.226.1 · 2.220.61
Improved error messages returned from the API for invalid inputs
Also in 2.226.1 · 2.220.61
Improved error messages returned from the API for invalid inputs
Also in 2.226.1 · 2.220.61
Fixed an issue when pressing escape when editing a workflow step
Also in 2.226.1 · 2.220.61
Fixed an issue when pressing escape when editing a workflow step
Also in 2.226.1 · 2.220.61
Fixed an issue where client and site variables were not populated in PDF Template filename overrides when sending an invoice
Also in 2.226.1 · 2.220.61
Fixed an issue where client and site variables were not populated in PDF Template filename overrides when sending an invoice
Also in 2.226.1 · 2.220.61
Improved the hint for the notification setting 'Do not send me notifications which I triggered'
Improved the hint for the notification setting 'Do not send me notifications which I triggered'
Fixed an issue with alerts imported from SentinelOne returning an empty summary
Also in 2.226.1 · 2.220.61
Fixed an issue with alerts imported from SentinelOne returning an empty summary
Also in 2.226.1 · 2.220.61
Fixed an issue with showing pre-pay balance and contract balances on tickets
Fixed an issue with showing pre-pay balance and contract balances on tickets
Resolved an issue with Quantity On Hand always being upated by Halo when pushing updates to Inventory Items to Quickbooks
Also in 2.226.1 · 2.220.61
Resolved an issue with Quantity On Hand always being upated by Halo when pushing updates to Inventory Items to Quickbooks
Also in 2.226.1 · 2.220.61
Fixed an issue with Tax not applying to Dynamics Business Central POs in some cases
Fixed an issue with Tax not applying to Dynamics Business Central POs in some cases
Resolved an error thrown when creating Alerts for the Barracuda Integration
Also in 2.226.1 · 2.220.61
Resolved an error thrown when creating Alerts for the Barracuda Integration
Also in 2.226.1 · 2.220.61
Resolved an issue with using Discounts on Invoice Lines that are linked to Software/Licence Records when using the linked records Price
Also in 2.226.1 · 2.220.61
Resolved an issue with using Discounts on Invoice Lines that are linked to Software/Licence Records when using the linked records Price
Also in 2.226.1 · 2.220.61
Updated a setting label in User General Settings
Also in 2.226.1 · 2.220.61
Updated a setting label in User General Settings
Also in 2.226.1 · 2.220.61
Fixed an issue where $-AGENTQUOTECOUNTERSIGNATURE would populate with the incorrect Agent signature
Fixed an issue where $-AGENTQUOTECOUNTERSIGNATURE would populate with the incorrect Agent signature
Improved performance when loading runbooks
Also in 2.226.1 · 2.220.61
Improved performance when loading runbooks
Also in 2.226.1 · 2.220.61
Added a setting to use the updated new ticket screen on the mobile app
Added a setting to use the updated new ticket screen on the mobile app
This setting is "Use the updated new Ticket screen on the mobile app" in Advanced Settings.
Fixed an issue with end user closure confirmation
Fixed an issue with end user closure confirmation
Updated the default connection type for the Halo Asset Discovery integration.
Updated the default connection type for the Halo Asset Discovery integration.
Resolved an issue with Tickets created from webhooks and integrations failing to match Users correctly when creating Feed records
Resolved an issue with Tickets created from webhooks and integrations failing to match Users correctly when creating Feed records
Fixed an issue where client organisation permissions were applying to bills
Also in 2.226.1 · 2.220.61
Fixed an issue where client organisation permissions were applying to bills
Also in 2.226.1 · 2.220.61
Fixed user import failing to match site or client due to whitespace in site or client name
Also in 2.226.1 · 2.220.61
Fixed user import failing to match site or client due to whitespace in site or client name
Also in 2.226.1 · 2.220.61
Fixed an issue with using change collision detection when also preventing logging tickets during change freeze periods
Also in 2.226.1 · 2.220.61
Fixed an issue with using change collision detection when also preventing logging tickets during change freeze periods
Also in 2.226.1 · 2.220.61
Fixed an issue with not being able to search for bills by supplier name
Fixed an issue with not being able to search for bills by supplier name
Fixed an issue using the "Quick link" with certain dollar variables
Also in 2.226.1 · 2.220.61
Fixed an issue using the "Quick link" with certain dollar variables
Also in 2.226.1 · 2.220.61
Resolved an issue with the Event "Estimate Exceeded" failing to fire when adding time to Tickets and firing multiple times when merging tickets
Also in 2.226.1 · 2.220.61
Resolved an issue with the Event "Estimate Exceeded" failing to fire when adding time to Tickets and firing multiple times when merging tickets
Also in 2.226.1 · 2.220.61
Fixed an issue with modifying articles when using the setting ''An Agent's access to view/edit Articles/FAQ Lists is controlled entirely by their FAQ List access level''
Fixed an issue with modifying articles when using the setting ''An Agent's access to view/edit Articles/FAQ Lists is controlled entirely by their FAQ List access level''
Fixed an issue when cloning linked Services
Also in 2.226.1 · 2.220.61
Fixed an issue when cloning linked Services
Also in 2.226.1 · 2.220.61
Fixed an issue where pre-pay totals displayed on contracts were not formatted correctly
Also in 2.226.1 · 2.220.61
Fixed an issue where pre-pay totals displayed on contracts were not formatted correctly
Also in 2.226.1 · 2.220.61
Added further settings to 'Client-Site-Asset Relationship'
Also in 2.226.1 · 2.220.61
Added further settings to 'Client-Site-Asset Relationship'
Also in 2.226.1 · 2.220.61
When setting 'Client-Site-Asset Relationship' to 'The Client an asset belongs to is set directly from the asset record' three additional settings can be set.
'Asset types which allow client/site selection' allows the selection of which asset types you can set the client and site of an asset. The other settings for default site and default client can be set to apply defaults when creating assets that you cannot set the client and site.
Added the option to view the outbound logs instead of notification configuration when clicking a ticket's notification log
Also in 2.226.1 · 2.220.61
Added the option to view the outbound logs instead of notification configuration when clicking a ticket's notification log
Also in 2.226.1 · 2.220.61
This is found under the "logging" group in the general notification settings:
When set to show the outbound logs, any notifications in a ticket's notification log which are of type 'email' will open the outgoing email records created from the notification:
Clicking into a specific record will show the email details, as well as the log and attempts if viewing as an administrator:
Administrators will also have the ability to resend or delete outgoing records from these pages.
Added the general assets setting "Hide owning portfolios by default on Asset dependency diagrams"
Also in 2.226.1 · 2.220.61
Added the general assets setting "Hide owning portfolios by default on Asset dependency diagrams"
Also in 2.226.1 · 2.220.61
Fixed the "log an incident" button not showing on asset-linked services when using the "view as user" option in the Service Catalogue, and fixed the default ticket user not being set
Also in 2.226.1 · 2.220.61
Fixed the "log an incident" button not showing on asset-linked services when using the "view as user" option in the Service Catalogue, and fixed the default ticket user not being set
Also in 2.226.1 · 2.220.61
Fixed an issue with agent initials not updating when the name of an agent was changed via the API.
Fixed an issue with agent initials not updating when the name of an agent was changed via the API.
Fixed an issue with incoming Dynatrace Webhooks
Also in 2.226.1 · 2.220.61
Fixed an issue with incoming Dynatrace Webhooks
Also in 2.226.1 · 2.220.61
Resolved an issue with Country and Region failing to show on the new Opportunity form
Also in 2.226.1 · 2.220.61
Resolved an issue with Country and Region failing to show on the new Opportunity form
Also in 2.226.1 · 2.220.61
Minor improvements to webhook processing in the SyncroMSP integration
Minor improvements to webhook processing in the SyncroMSP integration
Fixed an issue with generating XLs for report builder reports that use agent permissions
Also in 2.226.1 · 2.220.61
Fixed an issue with generating XLs for report builder reports that use agent permissions
Also in 2.226.1 · 2.220.61
Minor improvements to webhook processing in the LogMeIn Rescue integration
Minor improvements to webhook processing in the LogMeIn Rescue integration
Fixed an issue with Ninja Device Site matching
Also in 2.226.1 · 2.220.61
Fixed an issue with Ninja Device Site matching
Also in 2.226.1 · 2.220.61
Resolved an issue with Addigy webhook errors failing to be reported
Also in 2.226.1 · 2.220.61
Resolved an issue with Addigy webhook errors failing to be reported
Also in 2.226.1 · 2.220.61
Fixed an issue with creating new reports that use the "Online Agents" data source
Also in 2.226.1 · 2.220.61
Fixed an issue with creating new reports that use the "Online Agents" data source
Also in 2.226.1 · 2.220.61
Fixed an issue where an error could be thrown when creating milestones
Fixed an issue where an error could be thrown when creating milestones
Fixed an issue where linked items could not be set on an item
Also in 2.226.1 · 2.220.61
Fixed an issue where linked items could not be set on an item
Also in 2.226.1 · 2.220.61
Fixed an issue with attachment matching that prevented some attachments from being linked to tickets on creation.
Also in 2.226.1 · 2.220.61
Fixed an issue with attachment matching that prevented some attachments from being linked to tickets on creation.
Also in 2.226.1 · 2.220.61
Fixed an issue where system messages in Live Chat could be used to populate a User's name or email address
Also in 2.226.1 · 2.220.61
Fixed an issue where system messages in Live Chat could be used to populate a User's name or email address
Also in 2.226.1 · 2.220.61
Fixed an issue connecting to integrations via a custom developer app
Also in 2.226.1 · 2.220.61
Fixed an issue connecting to integrations via a custom developer app
Also in 2.226.1 · 2.220.61
Resolved an issue with the Recurring Invoice link for Sales Orders being removed when more than one person is editing a Sales Order at the same time
Also in 2.226.1 · 2.220.61
Resolved an issue with the Recurring Invoice link for Sales Orders being removed when more than one person is editing a Sales Order at the same time
Also in 2.226.1 · 2.220.61
Improved error logging for the Pax8 integration when retrieving product details
Also in 2.226.1 · 2.220.61
Improved error logging for the Pax8 integration when retrieving product details
Also in 2.226.1 · 2.220.61
Fixed a bug with end-user closure confirmation mandatory fields not being validated as non-empty
Fixed a bug with end-user closure confirmation mandatory fields not being validated as non-empty
Minor language pack improvement
Minor language pack improvement
Resolved an issue with the consignment's stock moved property being incorrectly saved when consiging devices to a site from a purchase order
Resolved an issue with the consignment's stock moved property being incorrectly saved when consiging devices to a site from a purchase order
Fixed an issue where some Tickets would not be added to a Nurture Mail Campaign when using Dynamic Ticket Distribution Lists
Also in 2.226.1 · 2.220.61
Fixed an issue where some Tickets would not be added to a Nurture Mail Campaign when using Dynamic Ticket Distribution Lists
Also in 2.226.1 · 2.220.61
Fixed an issue with pinning 2 tabs to the sidebar for users and sites
Also in 2.226.1 · 2.220.61
Fixed an issue with pinning 2 tabs to the sidebar for users and sites
Also in 2.226.1 · 2.220.61
Fixed an issue where inactive lookup options would appear in Chat Bot input steps
Also in 2.226.1 · 2.220.61
Fixed an issue where inactive lookup options would appear in Chat Bot input steps
Also in 2.226.1 · 2.220.61
Fixed an issue where a 500 response could be returned when attempting to sync to Avalara with no address set
Fixed an issue where a 500 response could be returned when attempting to sync to Avalara with no address set
Fixed a minor UI issue on action defaults
Also in 2.226.1 · 2.220.61
Fixed a minor UI issue on action defaults
Also in 2.226.1 · 2.220.61
Fixed an issue where Tax could display incorrectly on Invoice PDFs when using multi-currency
Fixed an issue where Tax could display incorrectly on Invoice PDFs when using multi-currency
Fixed an issue with user screen layout configuration
Fixed an issue with user screen layout configuration
Fixed a language pack error with agent mailbox creation permissions.
Fixed a language pack error with agent mailbox creation permissions.
Fixed an issue with setting dynamic list custom fields using $-faultid in template configuration
Also in 2.226.1 · 2.220.61
Fixed an issue with setting dynamic list custom fields using $-faultid in template configuration
Also in 2.226.1 · 2.220.61
Fixed an issue with automated tickets not creating for asset warranty expiry within the configured days
Fixed an issue with automated tickets not creating for asset warranty expiry within the configured days
Updated Account Suspension Contact information
Also in 2.226.1 · 2.220.61
Updated Account Suspension Contact information
Also in 2.226.1 · 2.220.61
Fixed an issue with inactive SLAs showing in config
Fixed an issue with inactive SLAs showing in config
Fixed an issue with deleting field groups
Also in 2.226.1 · 2.220.61
Fixed an issue with deleting field groups
Also in 2.226.1 · 2.220.61
Resolved an issue with the Attendee list failing to update when using the Scheduler functionality with the Exchange/Graph Calendar integration
Resolved an issue with the Attendee list failing to update when using the Scheduler functionality with the Exchange/Graph Calendar integration
Fixed an issue with Ticket Type event triggers
Fixed an issue with Ticket Type event triggers
Fixed an issue when importing subscriptions from StreamOne ION integration could fail in some cases
Also in 2.226.1 · 2.220.47
Fixed an issue when importing subscriptions from StreamOne ION integration could fail in some cases
Also in 2.226.1 · 2.220.47
Improved the display of the resolution target column for tickets that are on hold
Also in 2.226.1 · 2.220.61
Improved the display of the resolution target column for tickets that are on hold
Also in 2.226.1 · 2.220.61
Fixed an issue with the incorrect budgets showing when editing through the ticket list view
Fixed an issue with the incorrect budgets showing when editing through the ticket list view
Fixed an issue where read only action field values could be updated by automations
Also in 2.226.1 · 2.220.61
Fixed an issue where read only action field values could be updated by automations
Also in 2.226.1 · 2.220.61
Fixed an issue where line breaks were ignored when importing actions from Jira
Also in 2.226.1 · 2.220.61
Fixed an issue where line breaks were ignored when importing actions from Jira
Also in 2.226.1 · 2.220.61
Updated the API Documentation for the /Attachment endpoint
Updated the API Documentation for the /Attachment endpoint
Fixed a rare issue syncing purchase orders to Dynamics Business Central
Fixed a rare issue syncing purchase orders to Dynamics Business Central
Fixed an issue with enabling the integrator for Microsoft Teams Shift imports
Also in 2.226.1 · 2.220.61
Fixed an issue with enabling the integrator for Microsoft Teams Shift imports
Also in 2.226.1 · 2.220.61
Resolved an issue with merging Customers with Ticket Type restrictions in place
Also in 2.226.1 · 2.220.61
Resolved an issue with merging Customers with Ticket Type restrictions in place
Also in 2.226.1 · 2.220.61
Updated the link to Automated Tickets within the Backend Service Monitoring area
Also in 2.226.1 · 2.220.61
Updated the link to Automated Tickets within the Backend Service Monitoring area
Also in 2.226.1 · 2.220.61
Fixed an issue with syncing purchase orders to Dynamics Business Central
Also in 2.226.1 · 2.220.61
Fixed an issue with syncing purchase orders to Dynamics Business Central
Also in 2.226.1 · 2.220.61
Fixed an issue where custom buttons aren't shown when quote button visibility restrictions are applied
Fixed an issue where custom buttons aren't shown when quote button visibility restrictions are applied
Resolved an issue with a warning incorrectly showing when editing Products/Items and the Xero integration is enabled
Resolved an issue with a warning incorrectly showing when editing Products/Items and the Xero integration is enabled
Resolved an issue with Alerts for Addigy failing to be created with an associated Device/Asset
Also in 2.226.1 · 2.220.61
Resolved an issue with Alerts for Addigy failing to be created with an associated Device/Asset
Also in 2.226.1 · 2.220.61
Fixed a bug where field groups would render despite no fields being set to visible.
Also in 2.226.1 · 2.220.101
Fixed a bug where field groups would render despite no fields being set to visible.
Also in 2.226.1 · 2.220.101
Minor update to the API documentation to reflect the new rate limit
Also in 2.226.1 · 2.220.61
Minor update to the API documentation to reflect the new rate limit
Also in 2.226.1 · 2.220.61
Fixed issue relating to access control with data sources
Also in 2.226.1 · 2.220.61
Fixed issue relating to access control with data sources
Also in 2.226.1 · 2.220.61
Fixed a minor issue where the atablename field would not be saved to the audit table when changing an agent's roles
Fixed a minor issue where the atablename field would not be saved to the audit table when changing an agent's roles
Resolved an issue with updating Clients causing an error when pushing the Address data to Xero
Also in 2.226.1 · 2.220.61
Resolved an issue with updating Clients causing an error when pushing the Address data to Xero
Also in 2.226.1 · 2.220.61
Fixed an issue with Ticket Type runbook variables not showing
Fixed an issue with Ticket Type runbook variables not showing
Increased page size for Armis integration to speed up imports
Also in 2.226.1 · 2.220.61
Increased page size for Armis integration to speed up imports
Also in 2.226.1 · 2.220.61
Fixed an issue that prevent RAG charts from being printed to PDF
Also in 2.226.1 · 2.220.61
Fixed an issue that prevent RAG charts from being printed to PDF
Also in 2.226.1 · 2.220.61
Fixed an issue with not being able to set tickets viewed as the default for the activity feed
Fixed an issue with not being able to set tickets viewed as the default for the activity feed
Fixed an issue with Service runbook variables not appearing
Fixed an issue with Service runbook variables not appearing
Fixed an issue where a field label would fail to load in approval processes configuration.
Fixed an issue where a field label would fail to load in approval processes configuration.
Improved the colour of the AI Search toggle icon when using dark mode
Also in 2.226.1 · 2.220.61
Improved the colour of the AI Search toggle icon when using dark mode
Also in 2.226.1 · 2.220.61
Fixed issue with loading tickets and sites when using site contacts
Fixed issue with loading tickets and sites when using site contacts
Fixed an issue when grouping Agents by their Status in the tree view
Also in 2.226.1 · 2.220.61
Fixed an issue when grouping Agents by their Status in the tree view
Also in 2.226.1 · 2.220.61
Fixed an issue with searchable global settings not displaying their label correctly
Also in 2.226.1 · 2.220.61
Fixed an issue with searchable global settings not displaying their label correctly
Also in 2.226.1 · 2.220.61
Fixed filtering Status column within non-ticket entities when using custom column profiles
Also in 2.226.1 · 2.220.61
Fixed filtering Status column within non-ticket entities when using custom column profiles
Also in 2.226.1 · 2.220.61
Fixed an issue with the KB icon in dark mode
Also in 2.226.1 · 2.220.61
Fixed an issue with the KB icon in dark mode
Also in 2.226.1 · 2.220.61
Fixed a visual bug with the OpenAI logo on action AI improvement
Fixed a visual bug with the OpenAI logo on action AI improvement
Resolved an issue with appointments failing to be removed from Halo when they are removed from Outlook (relating to webhooks only)
Also in 2.226.1 · 2.220.61
Resolved an issue with appointments failing to be removed from Halo when they are removed from Outlook (relating to webhooks only)
Also in 2.226.1 · 2.220.61
Fixed some fields being hidden for notifications of type "Manager of the recipient of the ticket"
Also in 2.226.1 · 2.220.61
Fixed some fields being hidden for notifications of type "Manager of the recipient of the ticket"
Also in 2.226.1 · 2.220.61
Fixed an issue with saving a holiday on the calendar
Also in 2.226.1 · 2.220.61
Fixed an issue with saving a holiday on the calendar
Also in 2.226.1 · 2.220.61
Minor performance improvements to the Microsoft Entra integration
Also in 2.226.1 · 2.220.47
Minor performance improvements to the Microsoft Entra integration
Also in 2.226.1 · 2.220.47