New: the Halo × Pennylane integration by Halentra is live. Take a look
Halentra
Home/Solutions/Halo/Release notes
Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.230

Beta

168 updates across 8 patch releases

2.230.8

Mar 25, 20261 fixed

Fixed an issue with selecting a user on the new ticket screen when using custom user details layouts

#1243539

2.230.7

Mar 17, 20261 added · 1 fixed

Fixed a display issue with Custom Tables when using Dynamic Single Select fields

Also in 2.230.7 · 2.220.82

#1245729

Added logging for Chat Bot step which pulls local storage from the Users browser

#1250752

Trace level Debug required. Logs are only added if no values are found for one of the mappings.

2.230.6

Mar 17, 20261 fixed

Fixed an error loading Tickets

#1249921

2.230.5

Mar 16, 20265 fixed

Fixed an issue where the lookup cache was not being used correctly

Also in 2.230.5 · 2.220.91

#1222703

Resolved an issue with the Date Sent failing to save correctly after manually sending an invoice through Xero from Halo

Also in 2.230.5 · 2.220.81

#1236831

Fixed an issue with pausing background services

#1246270

Fixed a bug where toggling the rule enabled checkbox while creating a rule from a new lookup would actually toggle the lookup enabled checkbox

#1247431

Fixed an issue with 'does not have a value' ticket list filter causing tickets not to load

Also in 2.230.5 · 2.220.81

#1247528

2.230.4

Mar 13, 20261 improved · 7 fixed

Fixed a bug where the count of results in search wouldn't align with the actual number of results displayed

Also in 2.230.4 · 2.220.81

#1223414

Minor improvements to AI search

Also in 2.230.4 · 2.220.81

#1238377

Fixed an issue where certain columns on the Ready for Invoicing screen were not sortable

#1244452

Fixed an issue where Quotation group lines could display when adding Item PDFs

#1244504

Fixed a bug where new ticket rules that were created from a lookup configuration, weren't automatically added to the list of rules that can trigger the lookup

#1244660

Fixed minor issue with which Canned Text are returned for an Admin's personal Canned Texts

#1245733

Fixed a bug where appointments linked to a ticket wouldn't appear when custom field filtering is used on the calendar view

#1245894

Fixed an issue deactivating a setting

Also in 2.230.4 · 2.220.81

#1246254

2.230.3

Mar 11, 202611 fixed

Fixed an issue where Categories could display incorrectly when using Category restrictions

Also in 2.230.3 · 2.220.81

#1140313

Fixed a bug where fields would be duplicated when adding a new field to an Out of the Box field group

#1240229

Fixed an issue where tax codes would not load

#1241735

Fixed a bug with Custom Field filtering on the calendar view for Change Requests

#1241743

Fixed an issue with Salesforce import

#1241835

Fixed UI issues with Ticket-type asset-type restrictions

#1241943

Fixed an issue where the "My Config" module was not displayed for agents with Read and Modify permissions on Canned Text Groups.

#1243229

Fixed an issue with duplicate emails sent from campaigns

#1243293

Fixed an issue with continuing or restarting a chat after sending a chat notification

#1243319

Fixed an issue with Project Invoicing sometimes leaving projects in RFI after invoicing.

#1243320

Fixed a caching issue

#1243499

2.230.2

Mar 10, 20269 fixed

Fixed an issue with filter and column profiles for lookup custom fields

#1170298

Fixed an issue when Holiday 'Note To Approver' field was not visible on the calendar screen when in awaiting approval status

#1238905

Fixed a bug where the lookup selection would be empty when creating a new ticket rule from a new lookup.

#1239049

Fixed a minor UI issue with the forecast drilldown modal

#1239219

Fixed an issue with needing to click back twice after selecting a KB article when searching

Also in 2.230.2 · 2.220.81

#1239242

Fixed a bug where ticket type group wouldn't trigger a runbook despite matching the conditions in the notification

#1239282

Fixed an issue with loading Asset Templates

#1239719

Fixed an issue with invoice lines losing quantity when cloning in some cases

#1240271

Resolved an issue with the Ticket ID on an appointment failing to show when the Appointment is in edit mode

#1240504

2.230.1

Mar 6, 202648 added · 9 improved · 74 fixed

Added the ability to drilldown on estimate based forecasting

#585244

With timesheet and project forecasting, when the setting Configuration > Project Management > General Settings > Enable estimate-based forecasting is enabled, you can now click the cell to view a drilldown of which tickets are contributing to the estimation.



From there, you can then click into each ticket separately.

Added a new "Note to Approver" field for holiday requests

#598802

A new "Note to Approver" field has been added to Holidays.

This field is only shown for holiday types that require approval. 

The field lets the agent requesting the holiday add extra information to support their holiday request, which is then shown to the approver on the "My Approvals" screen.

Added top level and customer type for overriding cost and price on items

#767561

Added top level and customer type support for item price and cost overrides. The customer list is now filtered based on the selected top level and/or customer type and overrides can be applied to all customers within those selections, so a specific customer does not always need to be set.

Fixed an issue when importing assets from Zabbix would fail if inventory was disabled

#778404

Added user matching logic for Zabbix webhook alerts

#824315

Alert user matching for Zabbix webhooks has been extended and a new "User Matching Fields" has been added to the Zabbix configuration page.


This field controls which fields (Primary POC Email, Primary POC Name or Asset User) to use to match incoming alerts to existing users. 

Fields are checked in the order they appear in the list. If no match is found, the "New Alert User" will be used.

You can now configure a project’s start and target dates to automatically extend if a task’s dates exceed the current dates set on the parent project.

#824367

The setting 'Project start/target date calculation type' is available under Configuration -> Project Management -> General Settings.


A parent tickets dates will only ever get updated if the parent tickets type has a use and project type of project.

Added Asset type restrictions to ticket types

#841803

You can now set asset type restrictions at the ticket type level



This will apply a default asset type filter when searching for assets in the agent application and on the self-service portal

Added the option to allow backend services to run on UAT instances

#882674

There are now new settings in Advanced Settings > Backend Service Monitoring, which only show in UAT instances.

These allow you to enable backend services with more control than in a Production instance, to prevent issues with overlapping services.


The "Instance is a live UAT. Allow some automated backend processes." setting allows the backend services to run and can be used to pause them in the UAT. 


There are also separate settings to enable the higher impact and more widely used backend services, which should only be run when separate credentials have been configured:

  • Enable outgoing emails and sms - Separate mailbox credentials for each instance must be configured.
  • Enable incoming emails - Separate mailbox credentials for each instance must be configured.


Please note that some processes still won't be processed in UAT instances due to them not currently being configurable with different credentials in UAT and Production.


Additionally, report schedules now have the option to specify safe instances, allowing them to only be processed in the appropriate instance.

Added the ability to display the 'Attachments' Tab as a Table for Quotes, SOs and POs

#896007

Added grouping filters to various lists in configuration

#962846

Runbooks, webhooks, and ticket rules can now be grouped. These groups are configurable from the lookup codes, accessible through the advanced settings or the relevant button in the list view:


The other entities with pre-existing grouping which can now be filtered as above in configuration are the below:

  • Actions
  • Ticket types
  • Categories
  • Templates

Added Credit Note outbound sync and webhooks to the QuickBooks Online integration

#976346

Credits Notes can now be synced to QuickBooks Online, and updated via webhooks. To enable this functionality, go to the "Syncing to QuickBooks Online" tab in the QuickBooks Online integration, and add Credit Notes to the "Entities to Sync" field. Webhooks can be enabled under the "Webhooks" tab.


Payments linked to multiple Invoices and Credit Notes can be synced from QuickBooks Online to Halo. Credit Notes linked to a Payment will display under the "Type" column. Invoices a Credit Note has been applied to will display under the "Allocations" tab on the Credit Note:



The "Apply credit using payment records instead of negative invoice lines" option in Billing > General > Credit Notes must be enabled to sync Credit Note allocations in this way. Discounts on Credit Notes imported from QuickBooks Online are only supported up to 2 decimal places.


Importing tax codes from QuickBooks Online has been reworked. Both tax codes (underlined in red) and tax rates (underlined in yellow) will be imported into Halo, but only tax codes will display in Invoice/Purchase Order dropdowns and will sync to QuickBooks Online. To see rates, disable "Show only QuickBooks Online Tax Codes in dropdowns" in tax settings. If there are multiple tax rates for a tax type (Sales/Purchase), the tax code will be imported as a composite tax linked to those tax rates for that type.



Tax codes will be imported for both Sales and Purchases. To import Items, tax rates must first be reimported. Tax rates may need to be reimported twice to update existing rates and import new rates. Items may also need to be reimported, and default tax codes at the Tax / Client / Site / Asset Group level may need to be reselected.

Added Access Control to Canned Text Groups

#1004317

Canned text entries within a group now inherit permissions from the group’s access control settings. Permissions can still be set on individual canned text entries.

You can now import asset custom properties from LogicMonitor

#1006354

The custom properties can be mapped within the field mappings for LogicMonitor

Added Ticket Type Group as a condition for triggering notifications and runbooks

#1036246

Added the ability to create new ticket rules directly from the lookup configuration screen.

#1037134

Added the ability to create custom fields directly from editing field groups

#1037372

Added the notification type 'Live Chat Notification' and event trigger 'New Live Chat Request (From User)'

#1042941

Fixed an issue where Prospects couldn't be assigned to Opportunity tickets

Also in 2.230.1 · 2.220.81

#1048329

Fixed minor Attachment count issue

#1049408

Added $ FAQLISTS as an available variable

#1051897

Improved the message shown if an error is thrown during a Microsoft CSP subscription import

#1057233

Fixed an issue with using an apostrophe with advanced search

Also in 2.230.1 · 2.220.81

#1057864

Extended the condition 'IP Addresses Within Range' to other integrations that support mapping an IP address

#1063821

Fixed an issue where you couldn't send a quote from a sales mailbox

Also in 2.230.1 · 2.220.81

#1067169

Added bi-directional functionality to Asset Relationships

#1083651

Added a new setting to bring in Salesforce child accounts as Site in Halo. This is a two way sync, so sites created in Halo will create child accounts in Salesforce.

#1087480

Inbound Sync:


The setting to enable this functionality can be found in the Salesforce integration settings page under the 'Accounts Import' group. 


Once this enabled, when importing accounts from Salesforce, only parent accounts will show in the import screen. Child accounts will be imported during the import of the parent account. Custom filters will only apply on the parent account import. Custom field mappings are not available for the site imports.


Outbound Sync:


In the 'Syncing to Salesforce' group, if the setting mentioned about is enabled, there will be a field to determine when a child account (site) should be synced to Salesforce. 


There is also a setting to exclude the default 'Main' site from creation/updates to prevent bloat in Salesforce. 

Fixed an Asset Status Translation issue on the Portal

Also in 2.230.1 · 2.220.81

#1091205

Added additional ticket rule criteria options to date custom fields

#1097992

You can now use double quotes (" ") in Knowledge Base searches to find exact phrases

#1098948

Added ability to add Item PDF templates to Quotations

#1100553

It is now possible to add item PDF templates to quotations. To enable this functionality, create a PDF template of type "Item" and set the "Quotation PDF Template" field in items.


When an item with the "Quotation PDF Template" field set is added to a quotation, it's PDF template will be automatically added to the "Item PDFs" tab:



Generating a PDF for the quotation will include the item PDF after the quotation PDF, but before any appended PDFs linked to the quotation.

Added a setting to prevent tickets from being created from supplier emails

#1105426

The new setting can be found in Configuration - Emails - General Settings. It requires "Don't allow new Tickets via email" to first be enabled.

Added a new Knowledge Base setting that allows links to other articles to load in the side preview when viewing an article in the search menu. External links remain unaffected

#1108469

Added the ability to create a custom field linked to a custom table automatically when creating the table

#1112507

When the table is linked to an entity, the option "Create a custom field for this table" will appear. Checking this will create a custom field of type 'table' linked to the table for the usage governed by the table's linked entity.

Added the ability to make Article Drafts Inactive

#1112712

Added ExternalUserState and other backend improvements to the Microsoft CSP User imports

Also in 2.230.1 · 2.220.81

#1113317

Updated Project Loading method to v2 to improve performance

#1115166

You can now use calculated custom fields on Clients, Sites, Users, and Custom Tables

#1116305

Added auditing for when users are merged together

#1120318

A record will now appear in the change history for the new user detailing which user was merged into it. The entry in the audit table for the old user will now differentiate between User Deleted and User Merged.

Fixed an issue where all-day appointments would update incorrectly when syncing to Exchange Calendars

Also in 2.230.1 · 2.220.81

#1120536

Fixed an issue that could cause site names to be wiped when importing from N-Able N-Central

Also in 2.230.1 · 2.220.81

#1120607

Fixed issue with field sequencing on User Actions

Also in 2.230.1 · 2.220.81

#1121387

Added a new setting to enforce organisation ticket type restrictions in the Self Service Portal when multiple portals are configured

#1122927

Added an Advanced Setting to allow selecting an organisation portal when impersonating a user

#1125967

You can now use Client, Site and User Custom Fields for Dynamic Field and Dynamic Field Value visibility

#1129384

This can be used on the Agent application and Self Service Portal for logged in Users.

This functions on the New Ticket Screen, Ticket Details and New Action screen for both applications.


Please note Anonymous Users on the Self Service Portal will not be able to meet visibility criteria using these fields.


Fixed an issue where some Attachments wouldn't import from the Salesforce integration

Also in 2.230.1 · 2.220.81

#1131231

Added a warning to Client Details to highlight that billing rules are disabled when a default contract is set

#1138772

Added the ability to Log a Ticket from an Asset on the Portal

#1138826

Improved Asset Custom Button visibility to be compatible with read/write permission type

#1139926

When using "Use Read/Write permissions for Asset Types and Assets" in Asset Management - General Settings, Asset Custom Button visibility can now now be set to require a minimum permission level in order to be visible.



When using Access Control to determine Asset Permissions, Custom Buttons visibility will still be derived from a minimum Access Level

Fixed a bug where dynamic SQL lookups wouldn't copy correctly to child tickets on opening notes only

#1168893

You can now set a default configuration view

#1171415

This is located in Configuration > Advanced Settings, within the  "Configuration" group:


Fixed an issue with small custom refresh intervals on dashboard widgets.

#1187046

Fixed an issue with processing line breaks when setting symptom2

#1188308

Added system field visibility to customers screen layout profiles

#1188987

Fixed a bug where custom field filters wouldn't work for appointments on the calendar view

#1192158

Fixed an issue with customfield displays on pdfs for Invoices and Quotes

Also in 2.230.1 · 2.220.81

#1193637

Added 'Don't create new Assets' for Intune

#1195383

Fixed an issue with $-ACTIONRATE not populating in some cases

Also in 2.230.1 · 2.220.81

#1195733

Added sales closure category to dynamic field visibility criteria

#1196509

You can now import accounts and prospects via CSV in their respective list views as well as in configuration

#1196744

Added a new option for user access restrictions on service request details

Also in 2.230.1 · 2.220.81

#1197434

When the setting "Allow user access restrictions on service request details" in Configuration > Service Catalogue, you can also enable "Empty user access restriction lists do not restrict service request details".

This allows the service request details to not be restricted unless restrictions are added.

Improved error messages when setting up the ManageEngine Endpoint Central Integration

#1198986

Added the option to revoke all sessions when logging out

#1199837

This option can be found in Configuration > Security:


Fixed an issue stopping invoices from syncing to third party integrations when using the 'Invoices must be approved before syncing to a third-party billing integration' setting.

Also in 2.230.1 · 2.220.81

#1199850

Fixed an issue when clearing the Serialised Asset's User

Also in 2.230.1 · 2.220.81

#1201354

Fixed an issue with notifications showing on chat workflows and runbook steps when not intended to

Also in 2.230.1 · 2.220.81

#1201400

Resolved an issue with recurring invoice lines failing to remove quantity criteria when using prorata types that do not have criteria

#1201565

Fixed Status History tab not showing for Linked Services when using 'Split Tickets tabs into Tickets areas'

Also in 2.230.1 · 2.220.81

#1201699

Fixed an issue where the Avalara code was not cleared when removed from client billing details

#1201761

Improved Child mapping table matching for Custom table mappings in Dynamics 365 CRM

Also in 2.230.1 · 2.220.81

#1202319

Fixed vectors not syncing to OpenSearch when posting directly to a ticket via runbook

Also in 2.230.1 · 2.220.81

#1202459

Fixed an issue with dynamic list asset custom fields not returning any values when batch updating assets

#1202545

Fixed an issue where activity feeds could display internal actions to co-managed agents

Also in 2.230.1 · 2.220.81

#1203079

Fixed an issue when using "no tax" override it would not override tax rate on quote lines

#1203397

Fixed minor issues relating to canned texts

#1203488

Fixed an issue with the criteria for "service status changed" events

#1203748

Fixed an issue with database lookups not populating custom tables on new tickets

Also in 2.230.1 · 2.220.81

#1204248

Fixed an issue with Custom Field value matching not working as intended for some integrations

Also in 2.230.1 · 2.220.81

#1204516

Fixed a bug where rich text asset custom fields would display as raw html on the resource booking screen

#1204773

Fixed an issue where you were able to add multiple mappings for the same service for Pagerduty

#1204862

Fixed an unknown string error in Advanced Settings

#1204879

Added link to spreadsheet import within User Settings area

Also in 2.230.1 · 2.220.81

#1205103

Fixed a bug where dashboards as custom tabs on tickets could show incorrect information

Also in 2.230.1 · 2.220.91

#1205588

Fixed an error loading asset dependencies

Also in 2.230.1 · 2.220.81

#1205642

Fixed a visual bug where group headings in ticket columns would display incorrectly

#1205657

Fixed an issue with searching for services through an integration runbook

Also in 2.230.1 · 2.220.81

#1205868

Added the option to disable auto-linking of assets and services when using related assets and services

Also in 2.230.1 · 2.220.81

#1206142

The new option is enabled by default to maintain existing behaviour.


Fixed an issue where updating custom fields on Items wouldn't trigger an event

#1206284

Fixed an issue where truncation caused an error instead of warnings when saving custom fields on records other than tickets

#1206778

Resolved an issue with the value from Project Templates failing to copy to the Projects created

Also in 2.230.1 · 2.220.81

#1207035

Fixed an issue with "Default to First Value" not working as intended for some entities

Also in 2.230.1 · 2.220.81

#1207046

Fixed an issue with the new Chat Transcript style

#1207431

Minor improvement to logging a SR from a Service on the Portal

Also in 2.230.1 · 2.220.81

#1207447

Added the ability to remove Charset from Content-Type header for Custom Integrations

#1207534

Added clarity to runbook conditions that all conditions must be satisfied in order to proceed

#1207987

Minor language pack improvement

#1208036

Fixed an issue with updating related services

Also in 2.230.1 · 2.220.81

#1208271

Fixed issue with restriction of creation of new KB Tags

#1208298

Fixed an issue with agents not being able to test SQL in some cases

#1208440

Fixed an issue with cloning dynamic SQL custom fields

Also in 2.230.1 · 2.220.81

#1208471

Fixed an issue where the search would error and not return any results on the self-service portal

Also in 2.230.1 · 2.220.81

#1208702

Fixed an issue when trying to update assets with an import spreadsheet

Also in 2.230.1 · 2.220.81

#1209620

Fixed an issue with using filter groups with custom field criteria in ticket lists

Also in 2.230.1 · 2.220.81

#1209673

Fixed an issue where users could not confirm ticket closure via the closure confirm $ variables

#1209696

Resolved an issue with the Ticket field on an appointment being able to be edited when configured to be read-only

#1209706

Fixed an issue when invoice statuses were not populating correctly on invoices

#1209994

Fixed a minor issue with handling linked services to assets in the API

#1209995

Resolved an issue with Group lines failing to show on the PDF for Quotes/Orders when using the variables for the individual period options

Also in 2.230.1 · 2.220.81

#1210005

Fixed an issue with the completion date on OLAs showing incorrectly and the time on OLA being incorrect if the OLA had previously been paused

Also in 2.230.1 · 2.220.81

#1210028

Fixed an address formatting issue when importing accounts from Dynamics 365

#1210730

Fixed a bug where datetime inputs on forms would be cleared when pressing the enter button on a text input

#1210860

Fixed an issue returning assets to stock

Also in 2.230.1 · 2.220.81

#1211072

Fixed an issue where lookup codes could not be deleted

Also in 2.230.1 · 2.220.81

#1211074

You can now import line items from e-commerce orders via the Shopify integration

#1211466

This must be enabled within Configuration > Integrations > Shopify > Orders.


Line Items are only visibile when viewing e-commerce records against a contact or account.

Fixed visual issue with $-ALLFIELDSCARD

#1211674

Fixed an issue where validation errors may not be surfaced when sending an invoice

#1211684

Fixed an issue with Sage Intacct contact fields not working as intended.

#1211689

Added a ./well-known/oauth-authorization-server endpoint

#1211735

Resolved an issue with meter readings failing to save correctly when creating records with many POSTs to the endpoint at the same time

#1221939

Improved OpenAI configuration screen

#1222324

Fixed issue with guide links not showing for some Service settings

#1222564

Fixed an issue with PeriodStartDate and PeriodEndDate variables populating incorrectly.

Also in 2.230.1 · 2.220.81

#1223299

Resolved an issue with deleting Recurring Invoice lines removing the Sales Order link for all lines on the Sales Order

Also in 2.230.1 · 2.220.81

#1223413

Fixed an issue where the price range for a service on the service catalogue would not appear formatted as a currency

#1223489

Resolved an issue with Items Issued Total showing as 0 when Tax is not set

Also in 2.230.1 · 2.220.81

#1223648

Fixed Supplier emails not setting a Supplier response date

#1223662

Fixed a rare EF issue with Email Templates

Also in 2.230.1 · 2.220.81

#1223679

Fixed an issue with searching for tickets when the search term contains certain characters

#1234448

Added additional logging to the chat

Also in 2.230.1 · 2.220.81

#1234551

Fixed an issue where Invoice lists couldn't be filtered by custom fields

#1234594

Fixed an issue with invoice status updating erroneously

#1234854

Fixed an issue where Lookup codes couldn't be deleted

Also in 2.230.1 · 2.220.81

#1234938