195 updates across 9 patch releases
Minor query improvement when retrieving users
Also in 2.232.9 · 2.220.94
Minor query improvement when retrieving users
Also in 2.232.9 · 2.220.94
Fixed an issue with mapping the Serial Number in the Armis Integration
Fixed an issue with mapping the Serial Number in the Armis Integration
Added more mappable fields to the Armis integration, and you can now apply filters
Added more mappable fields to the Armis integration, and you can now apply filters
You can now add filters to the Armis integration, allowing Halo to pull only a refined subset of assets instead of the full Armis CMDB.
Fixed an issue with Armis filters
Fixed an issue with Armis filters
Fixed an issue with $-ALLFIELDS not populating in the opening action for tickets
Also in 2.232.6 · 2.220.92
Fixed an issue with $-ALLFIELDS not populating in the opening action for tickets
Also in 2.232.6 · 2.220.92
Fixed an issue with Field Group visibility configuration
Fixed an issue with Field Group visibility configuration
Fixed an issue with syncing bills to Xero where the purchase order number and supplier purchase order number values
Fixed an issue with syncing bills to Xero where the purchase order number and supplier purchase order number values
Fixed an issue with config commits being too big when editing workflows.
Also in 2.232.5 · 2.220.84
Fixed an issue with config commits being too big when editing workflows.
Also in 2.232.5 · 2.220.84
Fixed an issue with the $-PREFERREDNAME variable
Fixed an issue with the $-PREFERREDNAME variable
Resolved issue with downpayments recognising too much value for Sales Orders
Resolved issue with downpayments recognising too much value for Sales Orders
Fixed a login issue
Also in 2.232.5 · 2.220.91
Fixed a login issue
Also in 2.232.5 · 2.220.91
Fixed an issue with the display of Dynamic Field Value conditions in configuration
Fixed an issue with the display of Dynamic Field Value conditions in configuration
Fixed an issue where the Portal Display Name was not being applied to services in portal search results
Also in 2.232.4 · 2.220.91
Fixed an issue where the Portal Display Name was not being applied to services in portal search results
Also in 2.232.4 · 2.220.91
Fixed an issue where Sage Intacct projects won't sync in some cases
Fixed an issue where Sage Intacct projects won't sync in some cases
Fixed a bug where Asset/Service Business Owner Notifications would not send correctly
Fixed a bug where Asset/Service Business Owner Notifications would not send correctly
Resolved an issue with being unable to remove users from distribution lists when using the "Include inactive Users when sending Emails to this List" setting
Resolved an issue with being unable to remove users from distribution lists when using the "Include inactive Users when sending Emails to this List" setting
Added additional support for automatic Report ID hyperlinks
Added additional support for automatic Report ID hyperlinks
Resolved an issue with recognising downpayments when using the configuration option "Adjust the price of Lines rather than quantity when creating invoices from Sales Orders by percentage" found in Sales Order configuration
Also in 2.232.4 · 2.220.91
Resolved an issue with recognising downpayments when using the configuration option "Adjust the price of Lines rather than quantity when creating invoices from Sales Orders by percentage" found in Sales Order configuration
Also in 2.232.4 · 2.220.91
Fixed an issue with CF date validation
Fixed an issue with CF date validation
Fixed an issue with displaying the Virima dependency diagram on a ticket tab
Fixed an issue with displaying the Virima dependency diagram on a ticket tab
Fixed issue with KB Article search filtering
Fixed issue with KB Article search filtering
Fixed an issue with creating tickets from a ticket logged via a service in the agent application
Also in 2.232.3 · 2.220.91
Fixed an issue with creating tickets from a ticket logged via a service in the agent application
Also in 2.232.3 · 2.220.91
Resolved an issue with embedding the self service portal using the new browser based Teams application
Also in 2.232.3 · 2.220.91
Resolved an issue with embedding the self service portal using the new browser based Teams application
Also in 2.232.3 · 2.220.91
Fixed an issue with deleting ticket types
Fixed an issue with deleting ticket types
Fixed an issue where Appointments couldn't be created from Actions
Fixed an issue where Appointments couldn't be created from Actions
Fixed an issue where the Top Level failed to load with split invoice and credit note tabs
Fixed an issue where the Top Level failed to load with split invoice and credit note tabs
Fixed an issue where viewing Asset Types could error
Fixed an issue where viewing Asset Types could error
Resolved an issue with the same Sales Order showing multiple times on a Ticket/Opportunity that it relates to
Also in 2.232.3 · 2.220.91
Resolved an issue with the same Sales Order showing multiple times on a Ticket/Opportunity that it relates to
Also in 2.232.3 · 2.220.91
Fixed an issue with search in the agent application
Also in 2.232.3 · 2.220.83
Fixed an issue with search in the agent application
Also in 2.232.3 · 2.220.83
Minor performance changes to the device hierarchy query
Also in 2.232.3 · 2.220.83
Minor performance changes to the device hierarchy query
Also in 2.232.3 · 2.220.83
Fixed further issues listing device dependencies
Also in 2.232.3 · 2.220.83
Fixed further issues listing device dependencies
Also in 2.232.3 · 2.220.83
Fixed an issue with importing subscriptions from Cloud Blue
Also in 2.232.2 · 2.220.91
Fixed an issue with importing subscriptions from Cloud Blue
Also in 2.232.2 · 2.220.91
Fixed an issue with widgets not refreshing when switching between different records of the same entity
Fixed an issue with widgets not refreshing when switching between different records of the same entity
Entities affected:
- Assets
- Users
- Sites
- Customers
- Contracts
- Invoices
- POs
- SOs
- Quotes
Fixed an issue with automatically setting the primary service
Also in 2.232.2 · 2.220.91
Fixed an issue with automatically setting the primary service
Also in 2.232.2 · 2.220.91
Fixed an issue with creating actions in configuration on earlier builds of 2.232
Fixed an issue with creating actions in configuration on earlier builds of 2.232
Fixed an incorrect setting label
Fixed an incorrect setting label
Fixed an issue with Search filters erroring
Fixed an issue with Search filters erroring
Fixed an issue with changing Bundle Quantity on Quotes not updating the Bundle Item quantities
Fixed an issue with changing Bundle Quantity on Quotes not updating the Bundle Item quantities
Improved the error message returned when validating Okta credentials
Improved the error message returned when validating Okta credentials
Added a new filter to the Activity Feed to filter activity to the Team that the logged in Agent is a member of
Added a new filter to the Activity Feed to filter activity to the Team that the logged in Agent is a member of
This filter is only available when the Activity Feed widget is added to the home screen or when viewing the Activity Feed from an Agent's profile.
Added automatic hyperlinks for more entities in reports
Added automatic hyperlinks for more entities in reports
Hyperlinks will automatically be inserted into report columns that display the ID values of the following entities, this extends the functionality of the ticket and asset ID hyperlinks that are already implemented.
Tickets (Already implemented)
Opportunities (Already implemented)
Assets (Already implemented)
Invoices
Customers
Sites
Users
Contracts
Items/Products
Quotes
Purchase Orders
Sales Orders
Articles
Suppliers
Services
Agents (for admins only)
Fixed a bug where the related tickets display on the new ticket screen wouldn't update after the initial load if the end-user is changed
Fixed a bug where the related tickets display on the new ticket screen wouldn't update after the initial load if the end-user is changed
Added the ability to sync Bills to QuickBooks Online
Added the ability to sync Bills to QuickBooks Online
You can now specify an items sales currency
You can now specify an items sales currency
To use this, you need the below two settings to be enabled:
Once enabled, there will now be a sales currency field against an item on the billing tab. With this set, when you add an item to an invoice, quote or sales order, the price will be automatically converted to the base currency.
Added Tooltip option to Actions
Added Tooltip option to Actions
Added option to merge by a specific Site when invoicing to another Client
Added option to merge by a specific Site when invoicing to another Client
Added the ability to drag and drop Purchase Order and Invoice lines
Added the ability to drag and drop Purchase Order and Invoice lines
Added the ability to add pro-rata records to the current period when changing quantity after the next creation date
Added the ability to add pro-rata records to the current period when changing quantity after the next creation date
To enable this feature, go to Billing > Recurring Invoice configuration and toggle "Add pro-rata to the current period when changing quantity after the next creation date"
Added Access Control for CABs
Added Access Control for CABs
You can now use email to, from, cc and reported by fields as criteria for runbooks, notifications and webhooks
You can now use email to, from, cc and reported by fields as criteria for runbooks, notifications and webhooks
Added a setting to chat configuration to prevent agents from answering more than one live chat request at a time
Added a setting to chat configuration to prevent agents from answering more than one live chat request at a time
Added a setting to each approval process to hide auto approvals from users
Added a setting to each approval process to hide auto approvals from users
A new setting can now be set on each approval process to hide auto-approvals (auto-accepts and auto-rejects) from end users.
Added the ability to override the field hint at Ticket Type and Action level for Custom Fields
Added the ability to override the field hint at Ticket Type and Action level for Custom Fields
Added status filtering for runbook methods/webhooks to view only successful or failed requests.
Added status filtering for runbook methods/webhooks to view only successful or failed requests.
Added Middle-Button mouse click functionality for Assets within the Related Assets tab within Tickets
Added Middle-Button mouse click functionality for Assets within the Related Assets tab within Tickets
When using the Middle-Button mouse click whilst hovering over an Asset in either tile or table view, a new window will open in another tab that links straight to that Asset.
Added the ability to filter Tickets by Date created, Last updated and Target date fields when searching
Added the ability to filter Tickets by Date created, Last updated and Target date fields when searching
To enable date filters when searching, go to advanced settings and check "Enable ticket search date filters" under "Searching". When enabled, a date filter will appear:
Added the Virima ViVID Diagram as a ticket tab
Added the Virima ViVID Diagram as a ticket tab
You can configure the visibility and sequence of the tab under the ticket type layout tab
Resolved an issue with rounding errors causing discrepencies with Tax calcluations on Invoice lines when using the Tax calculation function to total lines before calculating tax
Also in 2.232.1 · 2.220.91
Resolved an issue with rounding errors causing discrepencies with Tax calcluations on Invoice lines when using the Tax calculation function to total lines before calculating tax
Also in 2.232.1 · 2.220.91
Added the step number to approval step outcome actions
Added the step number to approval step outcome actions
Resolved an issue with ordering Tickets by SLA Time Left showing incorrectly when using the "Show least time remaining that is not breached" setting
Also in 2.232.1 · 2.220.91
Resolved an issue with ordering Tickets by SLA Time Left showing incorrectly when using the "Show least time remaining that is not breached" setting
Also in 2.232.1 · 2.220.91
Added AI Abilities to Configuration > AI
Added AI Abilities to Configuration > AI
An AI Ability is a custom set of instructions that can be sent to an AI to generate a response. They can be used in runbooks or added to Virtual Agents as a function. They also support input variables which can be referenced in the instructions.
To add an AI Ability to a runbook, set a step's Action Type to "AI Ability". You can then pass in values for the input variables and use the AI's response to define output variables.
There is a checkbox on the AI Ability to force the AI's output to be JSON, allowing multiple runbook variables to be easily populated from a single response.
Added the user id to devicechange records when assigning or unassigning assets
Added the user id to devicechange records when assigning or unassigning assets
Added clarity to the maximum size of custom fields when using the new storage method
Added clarity to the maximum size of custom fields when using the new storage method
Added a new setting to specify a custom error message for when validation of a custom date field fails.
Added a new setting to specify a custom error message for when validation of a custom date field fails.
The new setting can be found on custom page config once the type 'date' has been selected.
Added the ability to use OAuth2.0 for the Okta Integration
Added the ability to use OAuth2.0 for the Okta Integration
Both client credentials and authorisation code OAuth2.0 are supported
Client Credentials
Create an App Integration with the sign-in method "API Services".
Set the Client Authentication to "public key/ private key".
Generate a public key and copy the private key pem and KID. These values and the client ID need to be entered into the configuration in Halo.
In general settings, ensure "Proof of possession" is disabled and "Token Exchange" is enabled.
The required API scopes are:
Finally, assign an appropriate admin role to the application.
Enter the credentials into Halo and authenticate the application.
Authorisation Code
Create an APP Integration with the sign-in method "OIDC - OpenID Connect" and type "Web Application".
Set the Client Authentication to "Client Secret".
Generate a client secret.
In General settings, enable the core grants "Authorization Code" and "Refresh Token".
The redirect URIs should be set to your-URL/authcallback
The required scopes are:
The required API scopes are:
Added Meta words to Knowledgebase Articles
Added Meta words to Knowledgebase Articles
This feature allows you to add additional words and phrases to an Article in order to boost it's rank in search results.
To enable this feature, Full-Text searching for the Knowledgebase must be enabled, and then enable Meta searching below:
These settings can be located in Configuration > Knowledgebase or Configuration > Advanced > Searching.
There is an additional setting to control the weighting of meta words in search results. The default and recommended value is 200.
Increasing this value will boost the rank of the Article in search results. A setting of over 1000 will mean that Meta words can take precedence over the Abstract and tags if otherwise the same as another Article.
Please note the search term used must still match one of the full text search fields (abstract, description, resolution or tags) in order for a result to be returned.
Added a setting to search KB Article tags when using AI search
Added a setting to search KB Article tags when using AI search
A checkbox has been added to the AI configuration: "Also search article tags when using AI search"
By default, article tags are not included when using AI search. When this setting is enabled, article tags will be included, and articles with matching tags will appear at the top of the results list.
You can now import distribution list members via CSV directly in the distribution lists list view
You can now import distribution list members via CSV directly in the distribution lists list view
Fixed an issue that could prevent the submission of user actions with applied criteria group dynamic field visibility conditions
Also in 2.232.1 · 2.220.91
Fixed an issue that could prevent the submission of user actions with applied criteria group dynamic field visibility conditions
Also in 2.232.1 · 2.220.91
Fixed a bug where the name of the tab when viewing a ticket wouldn't show the summary in certain use cases
Fixed a bug where the name of the tab when viewing a ticket wouldn't show the summary in certain use cases
Fixed an issue with the quantity step being incorrect when using the items issued field on the portal
Also in 2.232.1 · 2.220.91
Fixed an issue with the quantity step being incorrect when using the items issued field on the portal
Also in 2.232.1 · 2.220.91
You can now take scheduled snapshots of distribution list members
You can now take scheduled snapshots of distribution list members
You can manually take a snapshot of the current members at any time.
You can also set up a schedule on the distribution list or create a generic schedule in Configuration > Distribution Lists > General Settings that all new distribution lists will inherit.
This data is stored within the "DistributionListsSnapshot" table. This table currently stores a link to the distribution list, total member count, unique email address count and a timestamp.
To compliment this, you can now add custom dashboard tabs to distribution lists. This allows you to create and display reports on member data over time.
Added preferred name and middle name fields to users
Added preferred name and middle name fields to users
These are able to be mapped in the Entra ID, Active Directory, Okta, Google Workspace, SailPoint, and Microsoft CSP integrations. The new fields are also accompanied by their respective $-variables $-PREFERREDNAME and $-MIDDLENAME.
Added a users setting "User names to display in dropdowns" to allow the fields which are displayed when selecting users to be configured.
Updated the CSV export of users to allow agents with 'Read Only' user permissions or above the ability to export
Updated the CSV export of users to allow agents with 'Read Only' user permissions or above the ability to export
Added the ability to disable user matching for the Virima integration
Added the ability to disable user matching for the Virima integration
When disabled, user matching can be enabled per asset type via the asset type details
Added a global setting to approval processes to exclude the assigned agent from CABs
Added a global setting to approval processes to exclude the assigned agent from CABs
The new setting "Allow the assigned agent to be in CABs if not able to automatically approve" is on by default. When switched off, the assigned agent will be removed from any CABs for a ticket approval process, this will also remove any linked user accounts or email.
It will not remove an approver from a CAB if they are the last member of that CAB.
Fixed an issue with applying the correct number of decimals places on the quantity of an issued item
Also in 2.232.1 · 2.220.91
Fixed an issue with applying the correct number of decimals places on the quantity of an issued item
Also in 2.232.1 · 2.220.91
Fixed an issue with dynamic field value visibility not applying when submitting actions on the portal
Fixed an issue with dynamic field value visibility not applying when submitting actions on the portal
Fixed permission issue on Client/Site level CRM notes
Also in 2.232.1 · 2.220.91
Fixed permission issue on Client/Site level CRM notes
Also in 2.232.1 · 2.220.91
Fixed several issues surrounding product fields passing from quotes through to Sales Orders and bundles to Other billing entities
Also in 2.232.1 · 2.220.91
Fixed several issues surrounding product fields passing from quotes through to Sales Orders and bundles to Other billing entities
Also in 2.232.1 · 2.220.91
Fixed the categoryid2-5 fields sometimes not being populated in the database despite a category being set on the ticket
Fixed the categoryid2-5 fields sometimes not being populated in the database despite a category being set on the ticket
Fixed a bug where popup modals on ticket area config would always appear in light mode
Fixed a bug where popup modals on ticket area config would always appear in light mode
Added improved logging to scheduled XLS imports
Also in 2.232.1 · 2.220.91
Added improved logging to scheduled XLS imports
Also in 2.232.1 · 2.220.91
Fixed an issue with Datto Asset User Matching not working in some cases
Also in 2.232.1 · 2.220.91
Fixed an issue with Datto Asset User Matching not working in some cases
Also in 2.232.1 · 2.220.91
Improved error handling for login token authentication.
Also in 2.232.1 · 2.220.91
Improved error handling for login token authentication.
Also in 2.232.1 · 2.220.91
Added MCP Tool Collections to the AI configuration
Added MCP Tool Collections to the AI configuration
In addition to the existing global MCP configuration, MCP Tool Collections can be created to generate new MCP endpoints with custom sets of functions. This allows third-party AI systems to access different sets of tools based on the URL provided.
When creating a new collection, you can choose whether it is for Users or for Agents, and this will determine which functions are available to be added. When calling functions via the MCP endpoint, the request must be authorised as a User or Agent account accordingly.
Further to this, the following options have been added to the list of available user functions for Virtual Agents:
When configuring the "create a ticket" function, a new option has been added to allow any ticket type to be created, which will allow the AI to optionally specify a ticket type if the user provides the ticket type's name. MCP endpoints will use this option by default when "include all system tools" is enabled.
Fixed an issue with some $-variables not replacing correctly on new ticket when using the auto-incrementing key method for next ticket ID calculation
Also in 2.232.1 · 2.220.91
Fixed an issue with some $-variables not replacing correctly on new ticket when using the auto-incrementing key method for next ticket ID calculation
Also in 2.232.1 · 2.220.91
Fixed agents being unable to log in via SAML if their user account is not directly linked to the agent
Also in 2.232.1 · 2.220.91
Fixed agents being unable to log in via SAML if their user account is not directly linked to the agent
Also in 2.232.1 · 2.220.91
Fixed an issue with outgoing SMS actions when the provider is Kapow or TextApp
Also in 2.232.1 · 2.220.91
Fixed an issue with outgoing SMS actions when the provider is Kapow or TextApp
Also in 2.232.1 · 2.220.91
Fixed an issue where the Default Item Tax code option wouldn't display when Xero was enabled
Also in 2.232.1 · 2.220.91
Fixed an issue where the Default Item Tax code option wouldn't display when Xero was enabled
Also in 2.232.1 · 2.220.91
Fixed an issue where API Agents could be assigned Tickets
Fixed an issue where API Agents could be assigned Tickets
Fixed an issue with "customer type" field failing to sync to HubSpot
Fixed an issue with "customer type" field failing to sync to HubSpot
Fixed an issue where line 1 & 2 of an address could be duplicated when sending over to Avalara
Fixed an issue where line 1 & 2 of an address could be duplicated when sending over to Avalara
Fixed language issue within Virima Integration
Also in 2.232.1 · 2.220.91
Fixed language issue within Virima Integration
Also in 2.232.1 · 2.220.91
Removed '(formerly Azure Active Directory)' from the name of the Microsoft Entra ID module
Removed '(formerly Azure Active Directory)' from the name of the Microsoft Entra ID module
Resolved an issue with Invoices showing incorrect tax when using Automatic Sales Tax with Quickbooks and the Item/Group has a tax override set but the Quickbooks Invoice has 0 tax
Resolved an issue with Invoices showing incorrect tax when using Automatic Sales Tax with Quickbooks and the Item/Group has a tax override set but the Quickbooks Invoice has 0 tax
Fixed an issue where the asset count displayed on a recurring invoice list could differ from the details page
Fixed an issue where the asset count displayed on a recurring invoice list could differ from the details page
Fixed an issue where Site names wouldn't display for Assets on the Self-Service Portal
Fixed an issue where Site names wouldn't display for Assets on the Self-Service Portal
Resolved an issue with editing sales orders and quote lines in the table when the supplier column is visible
Resolved an issue with editing sales orders and quote lines in the table when the supplier column is visible
Resolved an issue with closure confirmation failing to save when configured to confirm the closure before leaving a comment
Resolved an issue with closure confirmation failing to save when configured to confirm the closure before leaving a comment
Minor improvement to searching on an opening action
Minor improvement to searching on an opening action
Fixed an issue where Appointments wouldn't include attendees
Fixed an issue where Appointments wouldn't include attendees
Fixed an issue where an error would display when assigning Tickets to out of office Agents
Also in 2.232.1 · 2.220.91
Fixed an issue where an error would display when assigning Tickets to out of office Agents
Also in 2.232.1 · 2.220.91
Fixed an issue where Invoices couldn't be synced to Xero from the list view
Fixed an issue where Invoices couldn't be synced to Xero from the list view
Fixed an issue which could result in an out of range error when importing assets from ConnectWise Control on the integrator
Fixed an issue which could result in an out of range error when importing assets from ConnectWise Control on the integrator
Fixed column filtering issue on ticket Audit tables
Also in 2.232.1 · 2.220.91
Fixed column filtering issue on ticket Audit tables
Also in 2.232.1 · 2.220.91
Fixed an error when setting values for dynamic SQL custom fields that query an external database
Also in 2.232.1 · 2.220.91
Fixed an error when setting values for dynamic SQL custom fields that query an external database
Also in 2.232.1 · 2.220.91
Minor change to the placeholder user for User notes on the call screen
Minor change to the placeholder user for User notes on the call screen
Fixed an issue with searching for tickets when not an administrator
Also in 2.232.1 · 2.220.91
Fixed an issue with searching for tickets when not an administrator
Also in 2.232.1 · 2.220.91
Fixed an issue where report exports were bound to allowed ticket attachment extensions
Fixed an issue where report exports were bound to allowed ticket attachment extensions
Fixed an issue with payment display in the GoCardless integration
Also in 2.232.1 · 2.220.91
Fixed an issue with payment display in the GoCardless integration
Also in 2.232.1 · 2.220.91
Fixed an issue with filtering dashboard lists in configuration
Also in 2.232.1 · 2.220.91
Fixed an issue with filtering dashboard lists in configuration
Also in 2.232.1 · 2.220.91
Resolved an issue with API logs for sending invoices via Xero failing to log the date of the request
Also in 2.232.1 · 2.220.91
Resolved an issue with API logs for sending invoices via Xero failing to log the date of the request
Also in 2.232.1 · 2.220.91
Fixed an issue which could cause AI spell check to throw a 500 on searching
Fixed an issue which could cause AI spell check to throw a 500 on searching
Fixed an issue with Widgets not refreshing between Tickets
Also in 2.232.1 · 2.220.101
Fixed an issue with Widgets not refreshing between Tickets
Also in 2.232.1 · 2.220.101
Fixed a bug where users could experience a delay in specific situations to stop receiving notifications after unsubscribing
Fixed a bug where users could experience a delay in specific situations to stop receiving notifications after unsubscribing
Resolved an issue with the prepay balance on tickets failing to show negative amounts
Also in 2.232.1 · 2.220.91
Resolved an issue with the prepay balance on tickets failing to show negative amounts
Also in 2.232.1 · 2.220.91
Minor improvements have been made to the SFTP CSV Imports Integration and Ready For Purchasing.
Minor improvements have been made to the SFTP CSV Imports Integration and Ready For Purchasing.
Added Delimiter to the new SFTP CSV Imports Integration to allow for different delimiters.
Supplier is now clickable in the Ready for Purchasing screen.
Fixed an issue with creating/updating assets with date fields which are not change tracked
Also in 2.232.1 · 2.220.91
Fixed an issue with creating/updating assets with date fields which are not change tracked
Also in 2.232.1 · 2.220.91
Fixed an issue with Lookups that involve a Custom Field with a default date
Fixed an issue with Lookups that involve a Custom Field with a default date
Added the option to override Supplier in Ready for Purchasing
Added the option to override Supplier in Ready for Purchasing
When an overriding supplier is selected on the Ready for Purchasing screen, any Sales Order line containing a product with an override cost record for that supplier will use the override cost instead of the cost on the Sales Order line.
To use this feature, the "Show Override Supplier option" setting must be enabled in Purchase Order settings.
Fixed an issue with the Notification Log tab where it wasn't possible to open notifications sent by the system when using the "outbound logs" option
Also in 2.232.1 · 2.220.91
Fixed an issue with the Notification Log tab where it wasn't possible to open notifications sent by the system when using the "outbound logs" option
Also in 2.232.1 · 2.220.91
Fixed a bug where an unknown Lookup ID could be returned from a ticket rule match leading to an error later on
Fixed a bug where an unknown Lookup ID could be returned from a ticket rule match leading to an error later on
Fixed an issue with using the quick search on the portal to find services
Also in 2.232.1 · 2.220.91
Fixed an issue with using the quick search on the portal to find services
Also in 2.232.1 · 2.220.91
Fixed a minor issue with configuring views for opportunity lists and dynamic filters
Fixed a minor issue with configuring views for opportunity lists and dynamic filters
Fixed issues with new Intacct syncing entities not warning as intended
Fixed issues with new Intacct syncing entities not warning as intended
Fixed an issue with syncing bills to Xero when including the purchase order number or purchase order supplier reference in the bill reference
Fixed an issue with syncing bills to Xero when including the purchase order number or purchase order supplier reference in the bill reference
Resolved an issue with the setting "Only send acknowledgements to email addresses that match a Site's domain name" failing to check sites other than the ticket site
Resolved an issue with the setting "Only send acknowledgements to email addresses that match a Site's domain name" failing to check sites other than the ticket site
Fixed an issue where calculating the next schedule creation date could result in an invalid date error
Fixed an issue where calculating the next schedule creation date could result in an invalid date error
Fixed an issue when logging a ticket if you are applying rules with custom fields
Also in 2.232.1 · 2.220.91
Fixed an issue when logging a ticket if you are applying rules with custom fields
Also in 2.232.1 · 2.220.91
Fixed an issue when cloning Ticket Rules that have Criteria Groups set
Also in 2.232.1 · 2.220.91
Fixed an issue when cloning Ticket Rules that have Criteria Groups set
Also in 2.232.1 · 2.220.91
Fixed an issue where the 'Preview Template' button was only visible for custom email templates
Fixed an issue where the 'Preview Template' button was only visible for custom email templates
Fixed a minor issue with searching configuration in the "my config" area
Also in 2.232.1 · 2.220.91
Fixed a minor issue with searching configuration in the "my config" area
Also in 2.232.1 · 2.220.91
Fixed UI issue with some lookup fields when configuring Asset Types
Fixed UI issue with some lookup fields when configuring Asset Types
Fixed a minor display issue with creating assets
Also in 2.232.1 · 2.220.91
Fixed a minor display issue with creating assets
Also in 2.232.1 · 2.220.91
Fixed a rare issue when importing devices via Virima
Also in 2.232.1 · 2.220.91
Fixed a rare issue when importing devices via Virima
Also in 2.232.1 · 2.220.91
Resolved an issue with Action buttons that do not use a system icon showing with extra whitespace
Resolved an issue with Action buttons that do not use a system icon showing with extra whitespace
Fixed minor issue with Service Subscribers
Fixed minor issue with Service Subscribers
Resolved an issue with downpayment recognition from Sales Orders using the full downpayment amount instead of the selected percentages
Also in 2.232.1 · 2.220.91
Resolved an issue with downpayment recognition from Sales Orders using the full downpayment amount instead of the selected percentages
Also in 2.232.1 · 2.220.91
Fixed an issue with cloning User Access set on the Service Request Details of a Service
Also in 2.232.1 · 2.220.91
Fixed an issue with cloning User Access set on the Service Request Details of a Service
Also in 2.232.1 · 2.220.91
Fixed an issue where quantity values wouldn't import from the ALSO integration
Also in 2.232.1 · 2.220.91
Fixed an issue where quantity values wouldn't import from the ALSO integration
Also in 2.232.1 · 2.220.91
Fixed an issue where creating a Quote could result in an error when the Quote automatically generated a Sales Order after being accepted
Also in 2.232.1 · 2.220.91
Fixed an issue where creating a Quote could result in an error when the Quote automatically generated a Sales Order after being accepted
Also in 2.232.1 · 2.220.91
Fixed an issue when runbooks and ticket workflows could not be loaded in rare cases
Fixed an issue when runbooks and ticket workflows could not be loaded in rare cases
Added hint to Distribution List about limits of Bulk Emails
Also in 2.232.1 · 2.220.91
Added hint to Distribution List about limits of Bulk Emails
Also in 2.232.1 · 2.220.91
Fixed a rare issue with loading Workflows
Also in 2.232.1 · 2.220.91
Fixed a rare issue with loading Workflows
Also in 2.232.1 · 2.220.91
Fixed an issue when cloning a Ticket Rule with Criteria Groups would result in error
Fixed an issue when cloning a Ticket Rule with Criteria Groups would result in error
Fixed an issue when the Created By column did not show up in Quotes area when using Custom Column Profiles
Fixed an issue when the Created By column did not show up in Quotes area when using Custom Column Profiles
Fixed a display issue with Radio custom fields
Fixed a display issue with Radio custom fields
Fixed a bug where changes to optional services on another service wouldn't be pushed between instances
Fixed a bug where changes to optional services on another service wouldn't be pushed between instances
Fixed a rare null exception during a User import and contract saving
Also in 2.232.1 · 2.220.91
Fixed a rare null exception during a User import and contract saving
Also in 2.232.1 · 2.220.91
Fixed an issue where loading supplier users could result in API error in rare cases
Fixed an issue where loading supplier users could result in API error in rare cases
Fixed an issue with the $-ALLFIELDSCARD variable being replaced incorrectly when used in the details of a new ticket and prevented use of $-ALLFIELDS variables in ticket summaries
Also in 2.232.1 · 2.220.91
Fixed an issue with the $-ALLFIELDSCARD variable being replaced incorrectly when used in the details of a new ticket and prevented use of $-ALLFIELDS variables in ticket summaries
Also in 2.232.1 · 2.220.91
Fixed an issue where the DB Integrator was unable to access agent only custom fields lookups
Fixed an issue where the DB Integrator was unable to access agent only custom fields lookups
Fixed Ticket ID not passing to Lookups on new Portal Actions
Also in 2.232.1 · 2.220.91
Fixed Ticket ID not passing to Lookups on new Portal Actions
Also in 2.232.1 · 2.220.91
Resolved an issue with mapping multiple customers from different Ingram Micro/Cloud Blue integration tenants
Also in 2.232.1 · 2.220.91
Resolved an issue with mapping multiple customers from different Ingram Micro/Cloud Blue integration tenants
Also in 2.232.1 · 2.220.91
Resolved an issue with using the "Update currency" button on a Recurring Invoice
Also in 2.232.1 · 2.220.91
Resolved an issue with using the "Update currency" button on a Recurring Invoice
Also in 2.232.1 · 2.220.91
Fixed an issue with optional services not using the correct form in certain scenarios
Also in 2.232.1 · 2.220.91
Fixed an issue with optional services not using the correct form in certain scenarios
Also in 2.232.1 · 2.220.91
Resolved an issue with the Asset field "Chassis_type" failing to map correctly due to an incorrect property name
Also in 2.232.1 · 2.220.91
Resolved an issue with the Asset field "Chassis_type" failing to map correctly due to an incorrect property name
Also in 2.232.1 · 2.220.91
Fixed an issue where deleting an account would not always delete its associated sites and prospects
Fixed an issue where deleting an account would not always delete its associated sites and prospects
Fixed an issue with bulk deleting ticket types and agent roles
Fixed an issue with bulk deleting ticket types and agent roles
Fixed a bug where specific reports would return a gateway timeout error despite using the background service
Fixed a bug where specific reports would return a gateway timeout error despite using the background service
Fixed an issue with the plural translations for documents and remote sessions
Also in 2.232.1 · 2.220.91
Fixed an issue with the plural translations for documents and remote sessions
Also in 2.232.1 · 2.220.91
Fixed an issue where the 'Export to CSV' and 'Export to XLS' buttons were shown on reports in the portal even when disabled
Fixed an issue where the 'Export to CSV' and 'Export to XLS' buttons were shown on reports in the portal even when disabled
Resolved an issue with the "Invoice immediately" option for Recurring Invoice lines causing an extra period to be added when using the "Current Period" period option
Resolved an issue with the "Invoice immediately" option for Recurring Invoice lines causing an extra period to be added when using the "Current Period" period option
Added the ability to trigger notifications when OLAs reach specified thresholds
Also in 2.232.1 · 2.220.91
Added the ability to trigger notifications when OLAs reach specified thresholds
Also in 2.232.1 · 2.220.91
These function similarly to SLA notifications.
In configuration > Service Level Agreements > General Settings, you can specify 3 separate thresholds for OLA notifications. These can be percentages or a number of working hours.
You can then create notifications, webhooks, or runbook events based on these.
The date for these to be triggered will be recalculated automatically when an OLA is paused and unpaused.
Fixed a rare issue with the automatically generated descriptions of criteria groups when adding individual conditions
Fixed a rare issue with the automatically generated descriptions of criteria groups when adding individual conditions
Fixed instances with a large number of custom fields redirecting to the "loginsuccess" URL every time a page is loaded due to a caching issue
Fixed instances with a large number of custom fields redirecting to the "loginsuccess" URL every time a page is loaded due to a caching issue
Fixed an issue with change freeze periods configuration
Also in 2.232.1 · 2.220.91
Fixed an issue with change freeze periods configuration
Also in 2.232.1 · 2.220.91
Extended the length of the SQL script for Asset fields to 4000 characters
Extended the length of the SQL script for Asset fields to 4000 characters
Fixed an issue where Purchase Tax rates would display in the Sales Tax tab when using QuickBooks Online
Fixed an issue where Purchase Tax rates would display in the Sales Tax tab when using QuickBooks Online
Minor improvements to KB Article copy link functionality
Also in 2.232.1 · 2.220.91
Minor improvements to KB Article copy link functionality
Also in 2.232.1 · 2.220.91
Fixed an issue with FAQ and Kb permissions
Also in 2.232.1 · 2.220.91
Fixed an issue with FAQ and Kb permissions
Also in 2.232.1 · 2.220.91
Fixed a visual error when viewing an external chat within a ticket without a query string
Fixed a visual error when viewing an external chat within a ticket without a query string
Fixed an issue where the Client tab in the Top Level Area defaulted to the Accounts column profile instead of the Clients column profile
Fixed an issue where the Client tab in the Top Level Area defaulted to the Accounts column profile instead of the Clients column profile
Fixed an issue where ticket templates would not apply as a result of matching a rule on a new action
Fixed an issue where ticket templates would not apply as a result of matching a rule on a new action
Resolved an error in the UI when importing Ingram/Cloud Blue subscriptions when the import is successful but shows as failed
Also in 2.232.1 · 2.220.91
Resolved an error in the UI when importing Ingram/Cloud Blue subscriptions when the import is successful but shows as failed
Also in 2.232.1 · 2.220.91
Fixed a bug where Asset/Service Business Owner Notifications would not send
Fixed a bug where Asset/Service Business Owner Notifications would not send
Fixed an issue with config tracking scheduled reports
Also in 2.232.1 · 2.220.91
Fixed an issue with config tracking scheduled reports
Also in 2.232.1 · 2.220.91
Fixed an issue with field mappings not applying for DattoRMM on the integrator
Also in 2.232.1 · 2.220.91
Fixed an issue with field mappings not applying for DattoRMM on the integrator
Also in 2.232.1 · 2.220.91
Fixed an issue with being able to delete tickets linked to Intacct
Fixed an issue with being able to delete tickets linked to Intacct
Removed the advanced search from the user followers field
Removed the advanced search from the user followers field
Resolved an issue with Quote showing using the anonymous access link when the Quote status is set to hide the Quote
Resolved an issue with Quote showing using the anonymous access link when the Quote status is set to hide the Quote
Fixed an issue with users searching for services that don't show in the self-service catalogue
Also in 2.232.1 · 2.220.91
Fixed an issue with users searching for services that don't show in the self-service catalogue
Also in 2.232.1 · 2.220.91
Resolved an issue with Addigy failing to automatically make Assets inactive when they are deleted from Addigy
Also in 2.232.1 · 2.220.91
Resolved an issue with Addigy failing to automatically make Assets inactive when they are deleted from Addigy
Also in 2.232.1 · 2.220.91
Fixed an issue with changing the layout of some asset fields
Also in 2.232.1 · 2.220.91
Fixed an issue with changing the layout of some asset fields
Also in 2.232.1 · 2.220.91
Minor performance improvements to retrieving Tickets
Also in 2.232.1 · 2.220.91
Minor performance improvements to retrieving Tickets
Also in 2.232.1 · 2.220.91
Fixed minor issue with the Publish Article action when done via an Automation
Fixed minor issue with the Publish Article action when done via an Automation
Improved error handling for sending invoices through Xero
Also in 2.232.1 · 2.220.91
Improved error handling for sending invoices through Xero
Also in 2.232.1 · 2.220.91
Fixed a bug where the 'Last 3 months (excl. this month) option for report period filtering' would appear between the options for last 6 months and next 12 months when scheduling service is enabled
Fixed a bug where the 'Last 3 months (excl. this month) option for report period filtering' would appear between the options for last 6 months and next 12 months when scheduling service is enabled
Fixed an issue with filtering on asset fields in lists
Also in 2.232.1 · 2.220.91
Fixed an issue with filtering on asset fields in lists
Also in 2.232.1 · 2.220.91
Fixed the FAQ List dropdown on article drafts not showing FAQ Lists when the agent doesn't have modify access to them
Also in 2.232.1 · 2.220.91
Fixed the FAQ List dropdown on article drafts not showing FAQ Lists when the agent doesn't have modify access to them
Also in 2.232.1 · 2.220.91
Fixed an issue with syncing items to Dynamics Business Central
Fixed an issue with syncing items to Dynamics Business Central
Fixed an issue with being able to multi select articles on the All Articles screen within the Knowledge Base
Fixed an issue with being able to multi select articles on the All Articles screen within the Knowledge Base
Fixed a bug where a lookup could cause multiple updates to a ticket leading to duplicate audit log entries
Fixed a bug where a lookup could cause multiple updates to a ticket leading to duplicate audit log entries
Resolved an issue with travel time failing to show on the timesheet timeline view when enabled in Timesheet Configuration
Resolved an issue with travel time failing to show on the timesheet timeline view when enabled in Timesheet Configuration