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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.236.21

Unreleased

Released on May 1, 2026 · 101 updates

Added $ DEFAULT_CURRENCY_SYMBOL to print the global currency symbol

Also in 2.238.1 · 2.236.21

#1325164

Added $_OLADESCRIPTION and $_OLATARGET as available variables when using OLA breach notifications

Also in 2.238.1 · 2.236.21

#1323929

Added the ability to import clients and sites via the SFTP CSV imports integration

Also in 2.238.1 · 2.236.21

#1299482

You can now use User and Site level Custom Fields in Ticket Rule criteria

Also in 2.238.1 · 2.236.21

#1273204

Updated Team filter in the ticket query builder to use Team ID

Also in 2.238.1 · 2.236.21

#1237425

Improved security robustness of the Partner Center webhook handling

Also in 2.238.1 · 2.236.21 · 2.220.121

#1333025

Fixed an error which could occur when configuring Ticket Lists

Also in 2.238.1 · 2.236.21 · 2.220.121

#1332991

Fixed minor issues with campaign flows

Also in 2.238.1 · 2.236.21

#1332859

Resolved an issue with the budget threshold event from failing to send notifications when time is added to a project task

Also in 2.238.1 · 2.236.21 · 2.220.121

#1332843

Fixed an issue with getting asset dependencies

Also in 2.238.1 · 2.236.21

#1332765

Fixed the temperature field being displayed on Virtual Agents using the built-in connection type despite custom temperature not being compatible

Also in 2.238.1 · 2.236.21

#1332746

Fixed a bug where 'Custom HTML' would appear twice in the list of dashboard widget types

Also in 2.238.1 · 2.236.21 · 2.220.121

#1332740

Fixed an issue with invalid tenant IDs for the Intune integration

Also in 2.238.1 · 2.236.21 · 2.220.121

#1332526

Fixed an issue where importing Users from Salesforce wouldn't match on client mappings

Also in 2.238.1 · 2.236.21

#1332096

Fixed an issue where the screen would scroll to the top when logging Article Feedback tickets on the Self Service Portal

Also in 2.238.1 · 2.236.21 · 2.220.121

#1332083

Resolved an issue with the call screen incorrectly partially matching phone numbers

Also in 2.238.1 · 2.236.21 · 2.220.121

#1332039

Minor UI fixes for Assetbots integration

Also in 2.238.1 · 2.236.21

#1332034

Fixed an issue with $-LASTNONSYSTEMACTION

Also in 2.238.1 · 2.236.21 · 2.220.121

#1331965

Fixed an issue with Manager and About Me field mappings not working correctly when using the Microsoft Entra integration on the Halo Integrator

Also in 2.238.1 · 2.236.21 · 2.220.121

#1331874

Resolved an issue with consignments causing double stock movements when using the setting that allows existing assets/devices to be consigned from Purchase Orders

Also in 2.238.1 · 2.236.21 · 2.220.121

#1331793

Fixed duplicate records sometimes showing in the AI Matched Tickets table

Also in 2.238.1 · 2.236.21 · 2.220.121

#1331710

Fixed an issue with user matching

Also in 2.238.1 · 2.236.21 · 2.220.121

#1331633

Fixed caching issue when updating Field Group Translations

Also in 2.238.1 · 2.236.21

#1331179

Fixed a bug where no templates would be selectable when linking a ticket type to a template when field value restrictions existed on the ticket

Also in 2.238.1 · 2.236.21

#1330949

Fixed an issue with site24x7 Alerts not creating tickets

Also in 2.238.1 · 2.236.21 · 2.220.121

#1330874

Resolved an issue with Item/Products losing links to QuickBooks Online when using the multiple tenant functionality and updating the Item/Product in Halo

Also in 2.238.1 · 2.236.21 · 2.220.121

#1330608

Resolved an issue with the chassis type for devices imported using N-Able N-Sight showing as "desktop" for all devices

Also in 2.238.1 · 2.236.21 · 2.220.121

#1329777

Fixed a bug where creation rules on optional services, wouldn't apply when the parent service was owned by another service

Also in 2.238.1 · 2.236.21 · 2.220.121

#1329625

Fixed an issue where service categories would not display on the self-service portal when using a mobile browser

Also in 2.238.1 · 2.236.21 · 2.220.121

#1329603

Resolved an issue with Bills created from Supplier/Purchase Orders incorrectly using the current currency conversion rate instead of the rate from the Order

Also in 2.238.1 · 2.236.21 · 2.220.121

#1329550

Resolved an issue with an invalid recurring invoice link showing on invoices that contain both recurring invoice lines and other lines

Also in 2.238.1 · 2.236.21 · 2.220.121

#1329536

Fixed an issue with syncing invoices with no lines to Sage Business Cloud

Also in 2.238.1 · 2.236.21

#1329478

Fixed an issue with checking if an action was an approval step being approved or rejected

Also in 2.238.1 · 2.236.21

#1328967

Fixed an error generating AI cluster details when using a reasoning model

Also in 2.238.1 · 2.236.21

#1328744

Added guide links for the Security Questions module

Also in 2.238.1 · 2.236.21

#1328590

Fixed an issue where Items wouldn't be added to Projects generated from the Project Setup Wizard

Also in 2.238.1 · 2.236.21 · 2.220.121

#1328441

Fixed an issue when using descriptive rules for the Priority description

Also in 2.238.1 · 2.236.21 · 2.220.121

#1328110

Fixed an issue where the include_custom_fields parameter would return incorrectly values for Items

Also in 2.238.1 · 2.236.21

#1327696

Fixed an error when running AI Abilities in a runbook

Also in 2.238.1 · 2.236.21

#1327606

Fixed an issue where Due date would be set incorrectly on Bills

Also in 2.238.1 · 2.236.21

#1327541

Fixed an issue with duplicate OLAs being triggered

Also in 2.238.1 · 2.236.21 · 2.220.121

#1327509

Fixed an issue where licences couldn't be imported from the Sophos integration

Also in 2.238.1 · 2.236.21 · 2.220.121

#1327414

Fixed an issue with logging to suppliers with the ServiceNow integration

Also in 2.238.1 · 2.236.21

#1327404

Fixed an issue with Exchange Calendar appointment imports via Halo Integrator when role-based sync was enabled

Also in 2.238.1 · 2.236.21

#1327354

Fixed a security issue with API access to custom tables

Also in 2.238.1 · 2.236.21

#1327183

Fixed an issue where submitting actions with system use Start Journey could error

Also in 2.238.1 · 2.236.21 · 2.220.121

#1327046

Fixed an issue where the 'Main Site Address' column was empty when exporting customer list to CSV

Also in 2.238.1 · 2.236.21

#1326973

Fixed an issue with Chatbot local storage fetch step when using heartbeat connection

Also in 2.238.1 · 2.236.21

#1326735

Fixed indexing issue with Knowledge Base Article Full Text Search

Also in 2.238.1 · 2.236.21

#1326734

Fixed an issue where columns on entity list views wouldn't sort correctly

Also in 2.238.1 · 2.236.21 · 2.220.121

#1326561

Fixed an issue where an items Xero inventory & COGS asset account name could display a value despite not being set

Also in 2.238.1 · 2.236.21

#1326544

Fixed a bug where KB Articles linked to Assets, that are linked to Services wouldn't display when requesting the service on the user portal. This was only an issue when the link from the Asset to the Service was inherited from the Asset Type.

Also in 2.238.1 · 2.236.21

#1326519

Resolved an error creating invoices for downpayments when using Quickbooks and the Products are not yet exported

Also in 2.238.1 · 2.236.21 · 2.220.121

#1326436

Fixed an issue displaying ticket rule groups in the ticket rule list view

Also in 2.238.1 · 2.236.21

#1326103

Fixed an issue with giving custom field validation reasons when creating a new ticket via an action

Also in 2.238.1 · 2.236.21

#1326035

Fixed an issue with sorting text asset custom field columns that use numeric (integer, decimal and money) input types

Also in 2.238.1 · 2.236.21

#1325976

Fixed issue with replies to forwarded actions not being hidden from end users

Also in 2.238.1 · 2.236.21 · 2.220.121

#1325861

Fixed a visual bug with search counts not displaying correctly for services

Also in 2.238.1 · 2.236.21 · 2.220.121

#1325792

Fixed final issue with dbc discount syncing

Also in 2.238.1 · 2.236.21

#1325573

Fixed an issue where users may become inaccessible after posting an invalid client name

Also in 2.238.1 · 2.236.21 · 2.220.121

#1325567

Fixed an issue where Invoice PDF totals could round incorrectly

Also in 2.238.1 · 2.236.21 · 2.220.121

#1325476

Minor UI Improvements to Problem Matching

Also in 2.238.1 · 2.236.21

#1324865

Fixed issues when multiple gantt charts are shown

Also in 2.238.1 · 2.236.21

#1324783

Minor UI improvement to the Ticket timer widget

Also in 2.238.1 · 2.236.21 · 2.220.121

#1324635

Resolved an issue with the Knowledge Base articles displaying incorrectly on the portal when using the sticky FAQ setting

Also in 2.238.1 · 2.236.21

#1323923

Increased performance for assets and asset dependency graphs when there are a large number of related services

Also in 2.238.1 · 2.236.21 · 2.220.112

#1323532

Fixed an issue with Full-Text Search involving custom extra tables

Also in 2.238.1 · 2.236.21 · 2.220.121

#1323285

Fixed minor issues with new Sage Intacct syncs causing inconsistent behaviour

Also in 2.238.1 · 2.236.21

#1322639

Fixed an issue with Sage Intacct Revenue Recognition Schedule using the wrong field for id

Also in 2.238.1 · 2.236.21

#1322607

Added includechangehistorylastupdated to our API documentation

Also in 2.238.1 · 2.236.21 · 2.220.121

#1311542

Added Customer Action Visibility controls to the "Customer Signature" field

Also in 2.238.1 · 2.236.21 · 2.220.121

#1311453

Fixed an issue with displaying the user role name on user based criteria

Also in 2.238.1 · 2.236.21

#1299617

Fixed an issue where sorting a ticket list by Billable Time or Invoiceable Time would fail beyond the first page

Also in 2.238.1 · 2.236.21

#1299615

Fixed an issue that can occasionally happen with incoming email attachments

Also in 2.238.1 · 2.236.21

#1299088

Minor improvement to the label for the AI search toggle on the Search Tickets function config

Also in 2.238.1 · 2.236.21 · 2.220.121

#1286485

Fixed an issue where SLA fields may not be set correctly when responding to a ticket

Also in 2.238.1 · 2.236.21

#1272658

Fixed issues with the clear all ticket/customer data buttons

Also in 2.238.1 · 2.236.21

#1270334

Fixed an issue with LogMeIn Rescue agent IDs containing leading or trailing spaces.

Also in 2.238.1 · 2.236.21 · 2.220.121

#1269847

Fixed issue with WhatsApp Templates not being sent via Automations

Also in 2.238.1 · 2.236.21 · 2.220.121

#1269229

Fixed an issue with using recurring invoice meters in combination with discounts

Also in 2.238.1 · 2.236.21

#1269085

Fixed an issue with search in the portal

Also in 2.238.1 · 2.236.21 · 2.220.121

#1268533

Fixed an issue with opportunity count widgets

Also in 2.238.1 · 2.236.21

#1268461

Fixed an issue with configuring all-day maintenance windows

Also in 2.238.1 · 2.236.21 · 2.220.121

#1268205

Fixed an issue with parent attachments that should be visible on child tickets not showing on child tickets.

Also in 2.238.1 · 2.236.21 · 2.220.121

#1267047

Fixed an issue adding forecast time to projects

Also in 2.238.1 · 2.236.21

#1263599

Fixed an issue with billing charge rates that were push/pulled from another instance

Also in 2.238.1 · 2.236.21 · 2.220.121

#1253235

Fixed an issue when non-admin agents could not save new templates from existing tickets

Also in 2.238.1 · 2.236.21

#1252664

Fixed a bug where hints wouldn't be visible for attachment custom fields, and visibility conditions refined to make sense with the field being read only after ticket logging and only being able to be set from the user portal

Also in 2.238.1 · 2.236.21

#1250882

Fixed an issue where Recurring Product Bundle descriptions wouldn't display correctly

Also in 2.238.1 · 2.236.21 · 2.220.121

#1250671

Fixed an issue where Day of the month to Invoice could change over time on Recurring Invoices

Also in 2.238.1 · 2.236.21

#1250520

Fixed an issue where Datto RMM devices wouldn't deactivate when deleted in Datto RMM

Also in 2.238.1 · 2.236.21 · 2.220.121

#1239486

Fixed issues with prospects on imported opportunities and converting opportunity contacts to prospects

Also in 2.238.1 · 2.236.21

#1234281

Fixed a minor issue with the account manager field on column profile set up

Also in 2.238.1 · 2.236.21

#1196738

Fixed an issue with bulk adding large quantities of users to static distribution list

Also in 2.238.1 · 2.236.21

#1188425

Fixed an issue with maintaining a discount when updating a recurring invoice line through a linked subscription price change

Also in 2.238.1 · 2.236.21

#1188259

Fixed an issue where updating To-Do groups would update To-Do items on faults

Also in 2.238.1 · 2.236.21

#1172871

Fixed a minor issue with creating new email templates from campaigns

Also in 2.238.1 · 2.236.21

#1145568

Improved error logging for the Chat service

Also in 2.238.1 · 2.236.21

#1101819

Resolved an issue with the line item unit price showing incorrectly when using discounts

Also in 2.238.1 · 2.236.21 · 2.220.121

#1049141

Resolved an issue with the Completed Date and Arrival Date showing incorrectly when logging time for an all day appointment

Also in 2.238.1 · 2.236.21

#936515

Added additional logging for Teams embedded portal logins

Also in 2.238.1 · 2.236.21

#769616