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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.238

Beta

395 updates across 11 patch releases

2.238.11

Jun 10, 20263 fixed

Resolved an error loading the current available time on a contract caused by changes made to improve the load time

#1374418

Fixed a minor display issues with creating ticket types via service configuration

Also in 2.238.11 · 2.236.49

#1375312

Fixed an issue applying permissions from roles

#1375429

2.238.10

Jun 9, 20261 fixed

Fixed an issue with the loading of FAQ list fields on a KB article

#1373180

2.238.9

Jun 9, 20264 fixed

Fixed an issue deleting Users who are members of CAB

Also in 2.238.9 · 2.236.48

#1370380

Fixed an issue with using service $-variables for 'service status changed' notifications

Also in 2.238.9 · 2.236.48

#1370985

Fixed an issue with rules using risk score as a criteria

Also in 2.238.9 · 2.236.48

#1373038

Fixed an issue with Role permissions

#1374412

2.238.8

Jun 8, 20262 fixed

Fixed an issue with authenticating Microsoft integrations with the authorization code type

Also in 2.238.8 · 2.236.47 · 2.220.145

#1369408

Fixed an issue with pre-pay balance showing on tickets causing issues and ticket level rounding not working as expected

#1371260

2.238.7

Jun 3, 20261 fixed

Fixed several issues with prepay calculations caused by prepay v2

#1369989

2.238.6

Jun 2, 20261 fixed

Fixed an issue editing actions

#1369506

2.238.5

Jun 1, 20261 fixed

Fixed issues with Pre-pay calculation

#1369068

2.238.4

Jun 1, 20262 fixed

Resolved an issue with the net amount on invoices displaying incorrectly in the UI when using quantities larger than 100 and 2 decimal places

Also in 2.238.4 · 2.236.61

#1358865

Resolved an issue with editing Custom Fields that are linked to Custom Tables with more than 50,000 rows

#1363119

2.238.3

May 27, 20264 fixed

Fixed an issue with Chat Webhooks

#1361449

Fixed several prepay v2 issues

#1363836

Fixed an issue with Xero authentication scopes

Also in 2.238.3 · 2.236.61 · 2.220.133

#1363991

Fixed an issue with loading FAQ list fields on articles

#1365245

2.238.2

May 26, 20261 added · 10 fixed

Resolved an issue with the initial details of a Ticket displaying HTML content incorrectly when the HTML content contains line breaks within HTML tags

Also in 2.238.2 · 2.236.43

#1355065

Fixed issues with searching services and ranking them

Also in 2.238.2 · 2.236.61 · 2.220.123

#1355475

Fixed an issue where change freeze schedules showed day numbers instead of day names

Also in 2.238.2 · 2.236.42

#1355800

Fixed an issue saving filter groups for Ticket Areas

#1359584

Resolved issue with the setting "Don't create tasks from updates to templates" failing to work as expected for Ticket/Project templates that existed before version 2.238

#1359699

Fixed an issue creating a new user from the portal

#1360857

Fixed an issue with recurring bills erroring in ready for invoicing in some cases

#1360929

Resolved an issue with an error given when reserving and creating Assets on a Sales Order in the same action

#1360970

Added Primary FAQ list as field for Draft Articles using new Draft Article method

#1361967

Fixed an issue where User CRM notes were incorrectly linked to Sites

#1361996

Fixed language pack issue on Detail Screen Layout configuration

#1362382

2.238.1

May 21, 202649 added · 29 improved · 286 fixed · 1 removed

Added the option to specify client and site-specific service statuses

#339483

This can be enabled using the global setting "Allow multiple service statuses by restricting who they apply to". This setting cannot be enabled at the same time as "Enable Ticket-driven Service Statuses".

When enabled, service statuses can be restricted to:

  • Everyone
  • Clients
  • Sites

Multiple clients or sites can be specified per status and will also apply to the future OK status when specifying an end date.


When viewing a service, you can view the current active status with the ability to filter to specific clients and sites. 

The same filters are available when viewing the status history, with an additional option to show All.

When showing the status of related services on a ticket, the current status that applies to the user of the ticket will be shown.


Any areas where the user can view service statuses in the self-service portal will show the statuses applicable to them.

You can now set a default Xero branding theme against a customer

#570370

Added role management and the ability to make Agents inactive if they have no roles for the Entra integration

#645289

Added additional logging for Teams embedded portal logins

Also in 2.238.1 · 2.236.21

#769616

Added quote approval criterion: 'Line Margin Below Product Minimum for Selected Product Group'

#770762

Adds a minimum margin field to items. The quote approval criterion is triggered when a line within the selected product group has a margin below the item’s configured minimum.

Resolved an issue with the Stripe payment notification sending twice.

#783210

Added Criteria Groups to Ticket Areas

#785880

Ticket Areas now support criteria groups, letting you filter and retrieve tickets that match specific criteria.



Added new "User Emails on closed Tickets with open child tickets" setting to Ticket type Closure Settings

#832400

A new ticket type level setting has been added to control how end-user email updates are handled when a closed ticket has open child tickets. 
This includes a new option to route the update to any open child tickets while keeping the parent ticket closed. 


*Note* If the parent has no open child tickets, the update is added to the parent ticket using the existing "Updates on closed tickets" setting instead.

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

Fixed minor issues with the email template, other uses tab

Also in 2.238.1 · 2.236.31

#1009258

Fixed issue with "Hide Feedback" checkbox on Tickets

Also in 2.238.1 · 2.236.31 · 2.220.131

#1028455

Fixed an issue where the Other Attendees field on Appointments wouldn't display on the Scheduler correctly

#1032738

Added a Primary FAQ List field to knowledge base articles.

#1045076

You can now assign a Primary FAQ List to an article, including in drafts and templates.


This field can be used as a condition in:


  • Notifications
  • Approval process rules
  • Ticket rules
  • Runbook automation criteria

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

Added PDF Templates to Configuration Change Tracking

#1049655

Note that attachments to prepend/append to PDF Templates are not configuration tracked

★ Highlight

Added functionality to automatically flag potential PII data for Agents to review and redact

#1056146

This feature introduces a set of privacy enhancements to help identify and redact any unwanted PII within Tickets and Chats.


To configure this functionality, go to Configuration > Users > General Settings and find the following section:



From here you can enable the functionality, which will enable the Privacy Centre icon on Tickets, and the Privacy Centre module in the navigation menu, for Agents which have a PII Data Access Level permission configured. You can also configure a set of automations to fire to scan for PII data on certain events, as well as the Ticket Types these should be queued on.


On a Ticket, you will see a shield icon followed by a number if there are any active PII detections:



When hovering on the shield, a manual scan can be triggered for the Ticket being viewed, or you can view any flagged pieces of data by opening the Privacy Centre:


In this view, you can multi select pieces of data to redact or ignore. Alternatively, you can click into a detection to view further details to confirm exactly what has been flagged and therefore what would be redacted.


After redaction, the flagged data is replaced with the type of data that was detected:



Please note that redaction is permanent. It cannot be undone.


Additionally, there is a Privacy Centre Module available which can be used to see a list of all Tickets with active PII detections, as well as an Audit log for redact/ignore history:



The following fields will be scanned for PII data:

Tickets

  • Details
  • Details HTML

Actions

  • Note
  • Note HTML
  • Email Body
  • Email Body HTML

Chat

  • Chat Message
  • Chat Message HTML


Added per-FAQ-list overrides for AI Knowledge Search Chunk Size and Chunk Overlap.

#1057820

Navigate to Configuration → Knowledge Base → FAQ Lists, then open any FAQ list, and you will find the AI Search Chunk Override settings.


These let you override the global chunk size and overlap values on a per-FAQ-list basis when articles are indexed for AI Knowledge Search.

Fixed a bug where Dynamic Field Visibility wouldn't evaluate when conditional on related services

Also in 2.238.1 · 2.236.31

#1062875

Fixed an issue preventing "Use Without Saving" from working with column profiles

Also in 2.238.1 · 2.236.31

#1066549

Added the ability to restrict allowed canned text per ticket type

#1077011

This is configurable per ticket type in the allowed values tab

Increased the limit on copying actions to child tickets to 500

#1095060

Fixed a UI issue when viewing assets that have linked users

Also in 2.238.1 · 2.236.31

#1095192

Added new functionality to prepay and reworked existing Pre-pay in the backend to improve performance

#1100767
  • Added "Ready For Expiry" 
  • Added "Prepay Calculation Method" - v1 uses the current bucket method of calculation, whilst v2 uses a new method to lock actions against specific prepay records which you can track.
  • Rewrote all the backend functions to improve performance
  • Periodic History tabs in client and contract are now paginated to improve performance

Improved error logging for the Chat service

Also in 2.238.1 · 2.236.21

#1101819

Added a new setting to Asset Management - General Settings, "Ignore mandatory field validation on Asset imports from Integrations"

#1113867

When enabled, validation for mandatory fields will be skipped when importing assets via an integration.


The "_ignore_mandatory: true" parameter can also be added to the body of a POST request.

Added the ability to display popup notes when viewing Client, Site and User records

#1116118

You can now show estimated Wait Time and Queue position to Users whilst they are queuing for Live Chat

#1117581

This feature allows you to show one or both of an estimated wait time, and a queue position as they wait for an Agent to join their live chat request:



This can be configured per Chat Profile:


In order to use the queue position functionality, you must first ensure that a Ticket is logged before the User starts queuing for Live chat in the Chat flow. You must then select a List to use as the "queue". When the queue position is being fetched, this list is used to apply filters to your Tickets, and any Ticket which appears in the list will be counted in the queue. It is important ensure you adequately filter the list to Unassigned Live Chat requests only. Please note that if the list's "use" is set to a specific Area, then those filters will also apply.


Enabling either the wait time or queue position banner will replace the previous "Waiting for an Agent to join" message shown when queueing for Live Chat.

Fixed an issue with some integrations imports not checking third party value when importing custom fields for matching

Also in 2.238.1 · 2.236.31

#1119466

Fixed issue with Attachments not displaying on new Tickets created via "Add Action to New Ticket"

#1121434

Added a setting to validate actions added via the API without outcome IDs

#1123014

This can be enabled with the advanced setting "Validate outcome when actions are posted without outcome IDs"

Fixed an issue where Quotes wouldn't sync to Adobe Acrobat Sign

Also in 2.238.1 · 2.236.31

#1124147

Added the option to generate Agent Approval links using the End-User URL rather than the Agent application URL

#1124982

Added the ability to set terms and conditions (T&Cs) on quote lines, items and bundles (groups)

#1125718

You can define T&Cs at both the item and quote bundle level, and they will automatically populate on the quote when added. They can also be edited directly on the quote itself.


The T&Cs can then be displayed anywhere within a PDF template using the variable $-QUOTETCS.

Added transaction support to /Roles POST

#1127756

You can now use Screen Profile layouts to reorder and hide fields on the Details tab of Clients, Sites, Users and Prospects

#1129363

Fixed an issue with searching for tickets using IP addresses

Also in 2.238.1 · 2.236.31

#1131675

You can now configure ticket fields visibility for Supplier contacts in the portal

#1137610

Fixed an issue with Knowledgebase Article attachments field not showing under certain conditions

Also in 2.238.1 · 2.236.31

#1139986

Fixed an issue causing the change history tab on Sites to not show changes

Also in 2.238.1 · 2.236.31

#1139995

Fixed an issue with the last updated field not being updated when editing User Custom Fields

Also in 2.238.1 · 2.236.31

#1140937

Fixed a minor issue with creating new email templates from campaigns

Also in 2.238.1 · 2.236.21

#1145568

You can now attach files to Client, Site, and User CRM notes

#1172789

Added a Ticket Type setting that allows you to show the description at the top of a ticket

#1172815

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 an issue where Due date on Invoices could be set incorrectly via Xero webhooks

Also in 2.238.1 · 2.236.31

#1184740

Added SharePoint as a system integration to use in custom integrations

#1185644

Currently, only SharePoint connections using the authorization code authentication method are able to be used in custom integrations

Added a new column to the tickets attachments tab that links to the action the attachment was created on.

#1187458

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 with bulk adding large quantities of users to static distribution list

Also in 2.238.1 · 2.236.21

#1188425

Fixed an issue where incoming Exchange Calendar webhooks could fail incorrectly

Also in 2.238.1 · 2.236.31

#1191066

Fixed an issue with the Pax 8 options at client level not working in some cases

Also in 2.238.1 · 2.236.31

#1191313

Fixed an issue with drafting a new Article when your query string contains kbkey and not kbid

Also in 2.238.1 · 2.236.31

#1195098

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 importing assets with the Manage Engine Endpoint Central Integration

Also in 2.238.1 · 2.236.31

#1197442

Fixed an issue where Admins couldn't edit Timesheets that had already been submitted

Also in 2.238.1 · 2.236.41

#1197490

Fixed an issue with sorting by "Date Created" column in the Knowledge Base "All Articles" view

Also in 2.238.1 · 2.236.31

#1197730

Fixed an issue where duplicate clients could be created when importing from ArrowSphere

Also in 2.238.1 · 2.236.31

#1202069

Fixed an issue with changing pages, sorting and filtering when viewing a Mail Campaign's history log

Also in 2.238.1 · 2.236.31

#1203597

You can now add the following Knowledgebase fields to Tickets and Actions for usage in Article Drafts: - Meta - Available to all User Roles - User Roles

#1204525

In order to use these new fields, a new method of storing article drafts has been added.

This can be enabled in Configuration > Knowledgebase:



Using this new method will allow the new fields to show as available to add to Ticket Types and Actions.


This method stores a hidden draft article in the KBentry table, which will store the data added on the Ticket.


Fixed an issue rendering special characters when using the $-WORKFLOWPROGRESS dollar variable

Also in 2.238.1 · 2.236.31

#1206871

Fixed an issue with the number of columns for custom tabs not applying

Also in 2.238.1 · 2.236.31

#1207645

Fixed the LINKTOUSERACTION variable not working when used as a URL in the rich text editor

Also in 2.238.1 · 2.236.31

#1208550

You can now pin CRM notes to the top of the note list

#1210998

Fixed an issue with Article PDF generation on the Self Service Portal

Also in 2.238.1 · 2.236.31

#1211464

Fixed an issue where reviewed expenses could become unreviewed when edited by an agent without expense review permission

Also in 2.238.1 · 2.236.31

#1222679

Fixed an issue with forcing categories to be populated not applying when closing tickets via the ticket details

Also in 2.238.1 · 2.236.31

#1223477

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

Also in 2.238.1 · 2.236.21

#1234281

Fixed an issue with the 'View Templates' button in Mail Campaigns not working for non-administrators

Also in 2.238.1 · 2.236.31

#1234889

Minor change to service workers

#1235206

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

Also in 2.238.1 · 2.236.21

#1237425

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 ticket status mappings not being applied when syncing actions between API-connected instances

Also in 2.238.1 · 2.236.31

#1241213

Fixed an issue with $ variables incorrectly populating when a Tickets Site is different to the End-User's Site

Also in 2.238.1 · 2.236.31

#1244818

Fixed Integrations showing in the Request Source lookup when the respective module is disabled

Also in 2.238.1 · 2.236.31

#1246544

Fixed an issue with Subscription pricing failing to match in some cases

Also in 2.238.1 · 2.236.31

#1247774

You can now configure webhooks to send when a new chat message is sent

#1248939

This is configured in the Webhooks module.

You can restrict what messages are sent for specific chat profiles. The options are:

  • All messages
  • Messages from Users (Bot Chats and Live Chat)
  • Messages from Users (Live Chat only)
  • Messages from Agents
  • System messages


Please note that the payload type option will always use the 'Small object with key fields only' for Chat Message Events.

Fixed an issue where role charge rate restrictions were not removed when deleting a role

Also in 2.238.1 · 2.236.31

#1249443

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 Recurring Product Bundle descriptions wouldn't display correctly

Also in 2.238.1 · 2.236.21 · 2.220.121

#1250671

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 some Sites couldn't be selected when using Customer-Site-User Relationships

Also in 2.238.1 · 2.236.31

#1251128

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 issue with Organisation Ticket Type restrictions on the portal

Also in 2.238.1 · 2.236.31

#1252951

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

Improved the label for the ticket AI indexing criteria field

Also in 2.238.1 · 2.236.31

#1253473

Fixed an issue adding forecast time to projects

Also in 2.238.1 · 2.236.21

#1263599

Fixed an issue with Datto RMM webhooks showing no type on the inbound requests tab

Also in 2.238.1 · 2.236.31

#1265616

Fixed an issue when deleting roles, not removing the role-based access

Also in 2.238.1 · 2.236.31

#1265665

Fixed an issue with filtering suppliers in the default list view

Also in 2.238.1 · 2.236.31

#1266355

Fixed an issue with uploading reports to SharePoint when the name contains certain characters

Also in 2.238.1 · 2.236.31

#1266393

Fixed an issue with config tracking action restrictions on workflows

Also in 2.238.1 · 2.236.31

#1266981

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 a grammar mistake in a setting label

Also in 2.238.1 · 2.236.31

#1267545

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 opportunity count widgets

Also in 2.238.1 · 2.236.21

#1268461

Fixed an issue with user matching in the Virima Integration

Also in 2.238.1 · 2.236.31

#1268507

Fixed an issue with search in the portal

Also in 2.238.1 · 2.236.21 · 2.220.121

#1268533

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

Also in 2.238.1 · 2.236.21

#1269085

Fixed an issue where Article Drafts were not inheriting the 'Article Type' and 'Active' fields from Tickets

Also in 2.238.1 · 2.236.31

#1269228

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 LogMeIn Rescue agent IDs containing leading or trailing spaces.

Also in 2.238.1 · 2.236.21 · 2.220.121

#1269847

Fixed issues with the clear all ticket/customer data buttons

Also in 2.238.1 · 2.236.21

#1270334

Fixed an issue loading the supplier list view using the default supplier column profile

Also in 2.238.1 · 2.236.31

#1271822

Fixed an issue with approvals using the linked article owner approver type

Also in 2.238.1 · 2.236.41

#1272542

Improved performance when editing the contracts an asset is linked to

Also in 2.238.1 · 2.236.41

#1272602

To facilitate this, you can now update a device's contracts using add_contracts, edit_contracts, and delete_contracts.

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

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

Also in 2.238.1 · 2.236.21

#1273204

Fixed an issue where Date & Time fields would default to the wrong time after selecting a date

#1273623

Fixed an issue with sequenced automations not queueing correctly

Also in 2.238.1 · 2.236.31

#1273632

Improved the handling of different phone formats when sending Twilio SMS

Also in 2.238.1 · 2.236.31

#1283967

Added team as a new Agent field mapping option

#1285439

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 a rare issue where Recurring Invoices wouldn't display in Ready for Invoicing after voiding a generated Invoice

Also in 2.238.1 · 2.236.31 · 2.220.131

#1296759

Fixed some minor UI issues

Also in 2.238.1 · 2.236.31

#1298993
  • Fixed an issue with Action Group not being inherited correctly when creating new actions in some cases
  • Fixed an issue where cancelling selecting cab members after selecting a cab would go straight back to selecting cab members.

Fixed an issue that can occasionally happen with incoming email attachments

Also in 2.238.1 · 2.236.21

#1299088

Fixed an issue with filtering the Knowledgebase when viewing all Articles

Also in 2.238.1 · 2.236.31

#1299188

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

Also in 2.238.1 · 2.236.21

#1299482

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 with displaying the user role name on user based criteria

Also in 2.238.1 · 2.236.21

#1299617

Fixed an issue using user followers in ticket drafts on the portal

Also in 2.238.1 · 2.236.41

#1310339

Added fuzzy search for Services and introduced new settings to control AI search availability on the portal

#1310874

Fixed an issue where Invoices couldn't be deleted in Halo when an error occurs after attempting to sync to SnelStart or KashFlow

Also in 2.238.1 · 2.236.31

#1311388

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

Also in 2.238.1 · 2.236.21 · 2.220.121

#1311453

Fixed a Minor UI issue with Azure Sentinel Priority mappings

Also in 2.238.1 · 2.236.31 · 2.220.131

#1311512

Fixed an issue where Filter groups wouldn't copy when cloning Lists

Also in 2.238.1 · 2.236.31

#1311521

Added includechangehistorylastupdated to our API documentation

Also in 2.238.1 · 2.236.21 · 2.220.121

#1311542

Fixed an issue with percentage invoiced and downpayments not working correctly

Also in 2.238.1 · 2.236.31

#1311720

Fixed an issue with emailing all subscribers of linked services

Also in 2.238.1 · 2.236.31

#1311750

You can now set an accounts 'next call date' from an action and directly on a ticket

#1322402

Fixed a display issue for configuration guide links in Knowledge Base settings

Also in 2.238.1 · 2.236.31

#1322435

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

Also in 2.238.1 · 2.236.21

#1322607

Fixed minor issues with new Sage Intacct syncs causing inconsistent behaviour

Also in 2.238.1 · 2.236.21

#1322639

Fixed an issue with invoice total calculation on PDFs

Also in 2.238.1 · 2.236.31 · 2.220.131

#1322647

Added KB links to AI settings

Also in 2.238.1 · 2.236.31

#1322878

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

Also in 2.238.1 · 2.236.21 · 2.220.121

#1323285

Added supplier contracts screen layouts

#1323488

A default screen layout for supplier contracts can be set in the advanced settings under the 'screen layouts' header. Agents can also set their preferred layout from their preferences.


As the layouts were previously shared between contracts and supplier contracts, existing contract screen layouts have been used to produce supplier contract layouts in order to minimize any change in the views.

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

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

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

Also in 2.238.1 · 2.236.21

#1323929

Fixed a minor issue with the Add URL to Attachment action

Also in 2.238.1 · 2.236.31

#1324548

Minor UI improvement to the Ticket timer widget

Also in 2.238.1 · 2.236.21 · 2.220.121

#1324635

Fixed issues when multiple gantt charts are shown

Also in 2.238.1 · 2.236.21

#1324783

Minor UI Improvements to Problem Matching

Also in 2.238.1 · 2.236.21

#1324865

Fixed an issue where tickets showed views incorrectly

Also in 2.238.1 · 2.236.31

#1325109

Added $ DEFAULT_CURRENCY_SYMBOL to print the global currency symbol

Also in 2.238.1 · 2.236.21

#1325164

Multiple changes to prospect creation process

#1325174
  • It is now possible to add a Prospect address to the Site on creation using the checkbox "Copy to Site address"
  • Resolved an issue with being unable to see prospects from the site and account screens when opened from the opportunity

Fixed an issue where Invoice PDF totals could round incorrectly

Also in 2.238.1 · 2.236.21 · 2.220.121

#1325476

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 final issue with dbc discount syncing

Also in 2.238.1 · 2.236.21

#1325573

Fixed an issue with some knowledge base fields not populating on article drafts when filled in on approval process steps

Also in 2.238.1 · 2.236.41

#1325593

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 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 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 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 displaying ticket rule groups in the ticket rule list view

Also in 2.238.1 · 2.236.21

#1326103

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 with Pro-rata not rounding appropriately in some cases

Also in 2.238.1 · 2.236.31

#1326512

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

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 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 with processing series runbooks at very high loads

Also in 2.238.1 · 2.236.31

#1326592

Resolved an issue with Clients created via a runbook using the built in Halo methods failing to set organisation access

#1326680

Resolved an issue with the "getInvoiceLineQuantity" SQL function including inactive licences incorrectly

#1326702

Fixed indexing issue with Knowledge Base Article Full Text Search

Also in 2.238.1 · 2.236.21

#1326734

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

Also in 2.238.1 · 2.236.21

#1326735

Fixed an issue where finding approvers from custom fields could find users erroneously if the field had no value

Also in 2.238.1 · 2.236.31

#1326832

Improved the webhook URL validation.

Also in 2.238.1 · 2.236.31 · 2.220.131

#1326881

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 where submitting actions with system use Start Journey could error

Also in 2.238.1 · 2.236.21 · 2.220.121

#1327046

Fixed a security issue with API access to custom tables

Also in 2.238.1 · 2.236.21

#1327183

Fixed an issue with ticket drafts preventing the new ticket screen from loading

Also in 2.238.1 · 2.236.31

#1327298

Fixed an issue with clearing dashboard filters

Also in 2.238.1 · 2.236.31

#1327328

Fixed an issue with calculating OLA dates and target met

Also in 2.238.1 · 2.236.22 · 2.220.121

#1327342

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 an issue with logging to suppliers with the ServiceNow integration

Also in 2.238.1 · 2.236.21

#1327404

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 duplicate OLAs being triggered

Also in 2.238.1 · 2.236.21 · 2.220.121

#1327509

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

Also in 2.238.1 · 2.236.21

#1327541

Fixed an error when running AI Abilities in a runbook

Also in 2.238.1 · 2.236.21

#1327606

Improved wording of Device Status within the Query Builder

Also in 2.238.1 · 2.236.31

#1327663

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 issue when using descriptive rules for the Priority description

Also in 2.238.1 · 2.236.21 · 2.220.121

#1328110

Improved error logging when posting actions to Child tickets via a Parent action when using the Background service

Also in 2.238.1 · 2.236.31 · 2.220.131

#1328196

Errors occurring when posting actions to Child tickets via a Parent action will now display in the API logs folder

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 with sorting report columns when an agent is not able to edit the report

Also in 2.238.1 · 2.236.31

#1328484

Fixed an issue where supplier changes made on a PO would not sync over to Xero

Also in 2.238.1 · 2.236.31

#1328489

Added guide links for the Security Questions module

Also in 2.238.1 · 2.236.21

#1328590

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

Also in 2.238.1 · 2.236.21

#1328744

Fixed an issue where Invoice status would not update to sent in rare cases

Also in 2.238.1 · 2.236.31

#1328761

Added a setting to resolve issued with creating users on multiple threads in quick succession causing race conditions

#1328807

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 issue with syncing invoices with no lines to Sage Business Cloud

Also in 2.238.1 · 2.236.21

#1329478

Fixed a duplicate Generate PDF button showing on Knowledge Base Articles

Also in 2.238.1 · 2.236.31

#1329501

Fixed an issue with Ticket Type Group filtering in Ticket Areas

Also in 2.238.1 · 2.236.31

#1329515

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

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

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

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 a Minor UI issue when enabling V2 Next Activity Date

Also in 2.238.1 · 2.236.31

#1329748

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

Resolved an error shown when using a Ticket list that contains a filter using a Custom Field of type Memo with the "Has a value" filter type

Also in 2.238.1 · 2.236.31 · 2.220.131

#1329839

Resolved an issue with the order sequence merging incorrectly when creating an invoice from multiple sales orders

#1329843

Multiple changes to the Ready for Purchasing area

#1329995
  • The ready for purchasing has been split into 3 separate lists so it is easier to process order lines with suppliers and without suppliers.
  • The supplier can now be edited in the list and if there is overriding cost and stock that will show
  • The supplier overriding cost will be used when changing supplier (if there is one)

Fixed an issue where only the custom fields of the lowest ID FAQ list would display on an article that has multiple FAQ lists

#1330083

Fixed an issue when cloning an Approval Process with fields that have criteria groups would result in error

Also in 2.238.1 · 2.236.31

#1330204

You can now automatically Assign up to 5 Unassigned Tickets to an Agent when they switch to a specific Status

#1330603

This can be configured at the Agent Status Level:


This works by checking to see if there are any Open, unassigned Tickets in filtered by the Ticket Type and Team selected. If so, a check is performed to see if the Agent has any space for new Tickets based on configured Load Balance limits. If space is available, the Tickets are assigned. Additionally, this takes into account Tickets on SLA hold if the setting to include Tickets on SLA hold is enabled.


Up to 5 Tickets are checked to see if they can be assigned, based on oldest Ticket ID first, similar to how Load Balance scheduled assignment works. Once the Agent has reached their Load balance limit, they will not be assigned any remaining Tickets of the 5 checked.

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

Fixed an issue where Users couldn't access Documents from the Self-Service Portal when using folder access control

Also in 2.238.1 · 2.236.31

#1330656

Fixed an issue with site24x7 Alerts not creating tickets

Also in 2.238.1 · 2.236.21 · 2.220.121

#1330874

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

Improved performance when editing an asset on a contract

Also in 2.238.1 · 2.236.31

#1330995

Fixed an issue where lists, filter profiles, and column profiles could be created when configuration changes are disabled in production

Also in 2.238.1 · 2.236.31

#1331089

Fixed caching issue when updating Field Group Translations

Also in 2.238.1 · 2.236.21

#1331179

Fixed an issue with user matching

Also in 2.238.1 · 2.236.21 · 2.220.121

#1331633

Fixed several issues with processing Datto RMM webhooks

Also in 2.238.1 · 2.236.31 · 2.220.131

#1331667

Fixed duplicate records sometimes showing in the AI Matched Tickets table

Also in 2.238.1 · 2.236.21 · 2.220.121

#1331710

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 issue with Dashboard report data being overwritten by stale responses

Also in 2.238.1 · 2.236.41

#1331835

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

Fixed an issue with $-LASTNONSYSTEMACTION

Also in 2.238.1 · 2.236.21 · 2.220.121

#1331965

Minor UI fixes for Assetbots integration

Also in 2.238.1 · 2.236.21

#1332034

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

Also in 2.238.1 · 2.236.21 · 2.220.121

#1332039

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

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 with invalid tenant IDs for the Intune integration

Also in 2.238.1 · 2.236.21 · 2.220.121

#1332526

Fixed an issue where category criteria could not be configured or edited

Also in 2.238.1 · 2.236.31

#1332638

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 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 an issue with getting asset dependencies

Also in 2.238.1 · 2.236.21

#1332765

Fixed Halo Integrator page showing ServiceNow twice

Also in 2.238.1 · 2.236.31

#1332820

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 Site24x7 Alerts not closing tickets

Also in 2.238.1 · 2.236.31 · 2.220.131

#1332855

Fixed minor issues with campaign flows

Also in 2.238.1 · 2.236.21

#1332859

Fixed an issue with searching for ServiceNow assignment groups

Also in 2.238.1 · 2.236.31

#1332878

Fixed an error which could occur when configuring Ticket Lists

Also in 2.238.1 · 2.236.21 · 2.220.121

#1332991

Fixed a minor language issue in advanced settings

Also in 2.238.1 · 2.236.31

#1332997

Improved security robustness of the Partner Center webhook handling

Also in 2.238.1 · 2.236.21 · 2.220.121

#1333025

Fixed an issue where translated weekdays caused weekly recurring appointments to fail to sync to Exchange Calendars

Also in 2.238.1 · 2.236.41

#1333096

Added new setting to import users with no licence as service accounts from Microsoft CSP

#1333542

Fixed an issue where the asset status column was empty in portal asset lists

Also in 2.238.1 · 2.236.31

#1333735

Fixed an issue with updating some settings on linked services

Also in 2.238.1 · 2.236.31 · 2.220.122

#1333739

Improved performance when editing service request details

Also in 2.238.1 · 2.236.31

#1334037

To facilitate this, you can now update a service's requets details using add_service_request_details, edit_service_request_details, and delete_service_request_details

Resolved an error thrown when importing stock with a large number of assets whose Asset Tags/Numbers exceed 1000 characters in length

Also in 2.238.1 · 2.236.31 · 2.220.131

#1334111

Fixed an issue with OIDC SSO not allowing Users to log in who don't have an NHD_User record already created

Also in 2.238.1 · 2.236.31

#1334128

Fixed an issue with the display if Single Select Custom Field dollar variables used in the Service Catalogue

Also in 2.238.1 · 2.236.31

#1334173

Fixed an error when creating new users via SAML if the email address doesn't contain a dot

Also in 2.238.1 · 2.236.31 · 2.220.131

#1334219

Fixed an issue with rows being added to user change history when the field value has not been updated

Also in 2.238.1 · 2.236.31

#1334240

Added SLA working hours hint to days before/after date validation

Also in 2.238.1 · 2.236.31

#1334286

Only applies to Tickets and Action Custom Field entities

Fixed an issue with changing the tabs that asset fields display in

Also in 2.238.1 · 2.236.41

#1334410

Fixed an issue with approval steps not automatically approving when configured to do so based on the approver having approved in a previous step

Also in 2.238.1 · 2.236.8

#1334736

Fixed an issue where custom fields on approval processes on the portal were not loading the dropdown values

Also in 2.238.1 · 2.236.31

#1334780

Fixed an issue where all day holidays could show incorrect target hours on timesheets in certain time zones

#1334789

Fixed an issue with automatically setting related business apps and services

Also in 2.238.1 · 2.236.22 · 2.220.121

#1334801

Resolved an error given by the API when using a Client authenticated API Application to log tickets and the Ticket Type is not able to be logged by anonymous Users

#1334816

Minor improvement to error handling within Endpoint Central

Also in 2.238.1 · 2.236.31

#1334848

Fixed an issue with flagging illegal SQL in reports

Also in 2.238.1 · 2.236.9 · 2.220.113

#1334946

Minor API improvement to speed up Ticket POST

#1334966

Fixed an issue where Custom Table Field defaults could override existing fields when editing a row

Also in 2.238.1 · 2.236.31

#1334991

Fixed issues with validation with Endpoint Central

Also in 2.238.1 · 2.236.31

#1335035

Resolved an issue relating to daylight savings for the submission of meter readings on the last or first day of a recurring invoice period

Also in 2.238.1 · 2.236.31 · 2.220.131

#1335041

Fixed an issue with filtering the attachments on a ticket using the date created field

Also in 2.238.1 · 2.236.31

#1335057

Minor changes to improve a function of the Upgrade application

#1335172

Fixed an issue with user change history not showing role additions when added via Entra

Also in 2.238.1 · 2.236.31

#1335214

Fixed an issue with copying custom tables to related tickets

Also in 2.238.1 · 2.236.31

#1335252

Fixed an issue with DBC not using multicurrency correctly.

Also in 2.238.1 · 2.236.31

#1335260

Fixed an issue where the react buttons would incorrectly show on CRM Notes

Also in 2.238.1 · 2.236.31

#1335702

Fixed an issue where the warning after enabling "Do not track stock" on a item could be dismissed by clicking away from the modal window

Also in 2.238.1 · 2.236.31

#1335712

Fixed minor UI issue in the Advanced Settings configuration page

Also in 2.238.1 · 2.236.22

#1335718

Fixed an issue with a user's first and surname not being set when created from an email

Also in 2.238.1 · 2.236.31

#1335743

Added the guide link icon to more fields in Configuration for Ticket Types

Also in 2.238.1 · 2.236.31

#1335746

Fixed an issue where the HTML designer would display on Invoice XML templates

Also in 2.238.1 · 2.236.31

#1335802

Fixed an issue where pressing Enter whilst editing a text field may not have saved the value entered

Also in 2.238.1 · 2.236.31

#1335803

Resolved an issue with using the beta setting related to how the application finds the next Device/Asset ID to be used

Also in 2.238.1 · 2.236.31 · 2.220.131

#1335853

Resolved an issue with the incorrect date/time value being used for the NinjaOne Device import for the OSLastBootTime property

Also in 2.238.1 · 2.236.31 · 2.220.131

#1335928

Removed an option in the CSV Templates list that is not used currently

#1335987

Fixed an issue where the custom date range filter would not be accurately reflected when searching tickets

Also in 2.238.1 · 2.236.31

#1336002

Fixed an issue with change freezes now showing in the calendar view of tickets

Also in 2.238.1 · 2.236.31

#1336013

Fixed an issue with status validation when creating assets

Also in 2.238.1 · 2.236.31

#1336026

Fixed an error when attempting to change a built-in virtual agent to use the Assistants API

Also in 2.238.1 · 2.236.31 · 2.220.131

#1336028

Fixed an issue with showing related CIs on tickets

Also in 2.238.1 · 2.236.22 · 2.220.121

#1336117

Fixed an issue with services not translating on the portal when not logged in

Also in 2.238.1 · 2.236.31

#1336171

Improved the self-service portal service search relevance sort

Also in 2.238.1 · 2.236.9 · 2.220.113

#1336172

Fixed an issue where recurring invoice creation could throw an error

Also in 2.238.1 · 2.236.9

#1336423

Fixed an issue with TD Synnex importing quotes erroring in some cases

Also in 2.238.1 · 2.236.41

#1336430

Fixed an error searching in the portal

Also in 2.238.1 · 2.236.23 · 2.220.121

#1336654

Resolved an issue with consignments using reserved assets during the asset selection process even when choosing another exisitng asset to be consigned

#1336701

Added the ability to remove an Agent's Signature

Also in 2.238.1 · 2.236.31

#1336724

Fixed an issue with the $-variables for categories in action notes when tracking categories by ID and name

Also in 2.238.1 · 2.236.31

#1336755

Resolved an issue with the N-Able Passportal Device/Asset import failing to import any mapped fields correctly

#1336760

Fixed a minor issue with the character counter for the default value field on rich text custom field configuration

Also in 2.238.1 · 2.236.31

#1336763

Fixed an issue where ticket rules with dynamic agents would not apply if the client changes

Also in 2.238.1 · 2.236.31

#1336806

Fixed an issue where non-admin were unable to access sales mailbox emails

Also in 2.238.1 · 2.236.31

#1336822

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 · 2.236.22 · 2.220.121

#1336826

Fixed a rare issue where specific configuration of workday breaks could prevent tickets from setting SLAs correctly

Also in 2.238.1 · 2.236.31

#1336986

Updated the stored procedure "getInvoiceLineQuantity" to exclude non billable users

#1337021

Fixed an issue with adding ticket type restrictions to agent roles

Also in 2.238.1 · 2.236.31

#1337071

Improved error handling with the Sage Intacct integration in rare cases

Also in 2.238.1 · 2.236.31

#1337105

Minor improvement to the error message displayed when a token refresh fails for a Microsoft integration

Also in 2.238.1 · 2.236.31

#1337178

Resolved an issue with the Ticket Changed event failing to follow the _dont_fire_automations element

Also in 2.238.1 · 2.236.31 · 2.220.131

#1337217

Fixed an issue updating the security stamp for role changes

Also in 2.238.1 · 2.236.9 · 2.220.113

#1337286

Fixed a minor issue with searching for a certain setting in configuration

Also in 2.238.1 · 2.236.31

#1337590

Fixed an issue with generating XLS for reports containg $ clientid and $ siteid

Also in 2.238.1 · 2.236.31

#1337697

Fixed the link to Items on Assets

Also in 2.238.1 · 2.236.31

#1337700

Fixed an issue with earlier builds of 2.236.21

Also in 2.238.1 · 2.236.22

#1337756

Fixed a display issue with the new Chat Transcript when using dark mode theme

Also in 2.238.1 · 2.236.31

#1337760

Fixed an issue preventing new users from being created

Also in 2.238.1 · 2.236.23 · 2.220.114

#1337829

Fixed an issue where Sites wouldn't change on Opportunities

Also in 2.238.1 · 2.236.41 · 2.220.132

#1337909

Fixed an issue where Invoice PDF subtotals could round incorrectly

Also in 2.238.1 · 2.236.23

#1338002

Fixed an issue where UI Invoice totals could differ from PDF totals

Also in 2.238.1 · 2.236.23 · 2.220.121

#1338055

Fixed an issue where the AI bulk-indexing automation could trigger multiple times

Also in 2.238.1 · 2.236.41

#1338083

Fixed an issue with the 'Email Quotation' action system use

Also in 2.238.1 · 2.236.31

#1338120

Fixed an issue with the recurring invoice run for projects

Also in 2.238.1 · 2.236.10

#1339201

Fixed an issue with Exchange calendar role based sync not loading appointments in certain cases

Also in 2.238.1 · 2.236.31

#1339522

Added support for Sage 50 UK V33 SDK

#1339577

Fixed an issue where asset custom field values could not be saved if using a dynamic SQL query dependent on other asset custom fields

Also in 2.238.1 · 2.236.31

#1339624

Fixed an issue where the User Created event did not trigger for accounts automatically created by single-sign-on

Also in 2.238.1 · 2.236.31

#1339687

Fixed an issue which could prevent updating assets if they contain multi-select custom fields with long values

Also in 2.238.1 · 2.236.41

#1339693

Fixed a rare issue with processing attachments

Also in 2.238.1 · 2.236.31

#1339696

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 · 2.236.23 · 2.220.121

#1339766

Resolved an issue with the ticketidonly definition on the API documentation

#1339794

Fixed Ticket Summary showing as undefined on the End-User Portal when using Kanban View

Also in 2.238.1 · 2.236.31

#1339839

Fixed an issue where the action timer could prevent selecting an SLA auto-release

Also in 2.238.1 · 2.236.31

#1339853

Fixed the system MCP function "search_tickets" using AI search by default. It will now use a standard search.

Also in 2.238.1 · 2.236.41

#1339859

Resolved an issue with the incorrect 3rd party Item ID being used when adding an ad-hoc item to recurring invoice linked to a Contract/Agreement

#1339905

Fixed cloning of default values for Asset fields on Items

Also in 2.238.1 · 2.236.31

#1340051

Fixed an issue with site document folders not showing on the self service portal

Also in 2.238.1 · 2.236.31

#1340080

Added configurable performance improvements for the dependency graph for assets

#1340209

There are now an additional two scenarios that will limit the number of dependent assets that are loaded by Halo in order to improve performance.

  1. When loading an asset that has had the dependency tab set to hidden on the asset type, only the immediate parent and children assets are loaded rather than the entire tree.

  2. There is a new checkbox setting per asset:
    When enabled, this will prevent the loading of the dependency chart and drastically improves wait time for assets with a large number of dependents.

    By default, this setting appears on the "Details" tab of an asset but can be moved to another tab by adjusting the asset type layout settings.

Fixed issue with CRM note permissions on Clients, Sites, and Users

Also in 2.238.1 · 2.236.41

#1350582

Fixed an issue with custom tables on the self service portal approval screen

Also in 2.238.1 · 2.236.41

#1350644

Fixed an issue when deleting custom tables via the API

Also in 2.238.1 · 2.236.41 · 2.220.131

#1350776

Fixed minor issue with early builds of 2.238

#1350842

Resolved an issue with Expenses becoming unreviewed when edited by an agent without review permissions

Also in 2.238.1 · 2.236.41

#1350898

Fixed an issue with warning banner on locked tickets

Also in 2.238.1 · 2.236.41

#1350938

Improved the error message for the notification shown in the application when automations/runbooks have failed to complete

Also in 2.238.1 · 2.236.41

#1350997

Fixed an issue editing workflow action restrictions that use ticket criteria

Also in 2.238.1 · 2.236.41

#1351064

Fixed a minor issue with the description of DFV conditions that are based on Asset fields

Also in 2.238.1 · 2.236.41

#1351069

Fixed an issue where user replies to closed tickets were not re-opening the ticket

Also in 2.238.1 · 2.236.33

#1351087

Fixed an issue processing events and automations

Also in 2.238.1 · 2.236.24

#1351132

Fixed an issue where non-admin agents with quote permissions could not import quotes from TD Synnex

Also in 2.238.1 · 2.236.41

#1351181

Fixed an issue with Category Group Restrictions

Also in 2.238.1 · 2.236.41

#1351290

Fixed an issue with the supplier Top Level view using the wrong columns

Also in 2.238.1 · 2.236.41

#1351720

Fixed a bug where the default service access level would be 2 despite being set differently

#1351723

Fixed the issue with blank pop-ups appearing when adding images

Also in 2.238.1 · 2.236.41

#1351729

Fixed an issue where tax totals on Invoices could be synced to QuickBooks Online incorrectly

Also in 2.238.1 · 2.236.25

#1351766

Fixed an issue where trial credentials for Azure AI Search could be used in production instances

Also in 2.238.1 · 2.236.32 · 2.220.131

#1351806

Fixed an issue with parent tickets not updating when the final child is deleted when appropriate

Also in 2.238.1 · 2.236.41

#1351941

Resolved an issue with Billing Plans failing to be added for Contracts with a blank type or sub type

Also in 2.238.1 · 2.236.41

#1352052

Fixed an issue with updating child tickets using the 'Edit Child Ticket Values' menu option

Also in 2.238.1 · 2.236.41

#1352285

Fixed an issue with tax rule conditions only returning 1000 items

Also in 2.238.1 · 2.236.41

#1352626

Fixed an issue where Budgets on Projects could be calculated incorrectly

Also in 2.238.1 · 2.236.41

#1352636

Fixed an issue where the CIPP button on users didn't populate the tenant ID

Also in 2.238.1 · 2.236.41

#1352665

Fixed an issue with the "Teams that can access this article" field when mandatory on new article drafts

Also in 2.238.1 · 2.236.41

#1352670

Fixed an issue where role-based modify access on the Priority field was not enforced correctly

Also in 2.238.1 · 2.236.41

#1352717

Fixed an issue loading the application

Also in 2.238.1 · 2.236.32 · 2.220.131

#1352730

Resolved an issue with CSP Subscription pricing using the incorrect price for Monthly P1Y commitments

Also in 2.238.1 · 2.236.41

#1352850

Resolved an issue with multi-tenant category mapping for Xero on Item Groups

Also in 2.238.1 · 2.236.41

#1352927

Fixed a rare issue in daily tasks

Also in 2.238.1 · 2.236.26

#1353578

Fixed an issue with editing service requests

Also in 2.238.1 · 2.236.33

#1354157

Resolved an issue with table Device_MetaData causing issue with asset/device creation

#1354233

Fixed an issue with downpayment percentage invoice field being incorrect in some cases

Also in 2.238.1 · 2.236.33

#1354241

Fixed an issue where 'ErrorInvalidRecipients' could be thrown erroneously when sending an email

Also in 2.238.1 · 2.236.41

#1354314

Resolved an issue with consignment date displaying in UTC timezone instead of local timezone

#1354353

Fixed an issue with Dynamics Business Central tax not converting back to the right value in some instances

Also in 2.238.1 · 2.236.33

#1354378

Fixed an issue where user replies to closed tickets were not re-opening the ticket

#1354477

Minor improvement to field visibility within the Entra Integration

#1363757