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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.240

Beta

116 updates across 3 patch releases

2.240.3

Jun 15, 20263 fixed

Fixed an issue with category fields when merging tickets or marking as spam

Also in 2.240.3 · 2.236.61

#1375281

Fixed an issue with date validation, preventing tickets from logging

Also in 2.240.3 · 2.236.51

#1375555

Fixed Workflow Stage not always populating within Ticket Lists on the End-User Portal

Also in 2.240.3 · 2.236.50

#1376418

2.240.2

Jun 12, 20261 improved · 6 fixed

Fixed an issue with adding appointments

#1369583

Fixed an issue validating the lookup service url

Also in 2.240.2 · 2.236.47 · 2.220.146

#1371246

Fixed an error when switching an Azure Virtual Agent or Operations Agent to use the Responses API

Also in 2.240.2 · 2.236.61

#1372293

Updated email domains for Trials

Also in 2.240.2 · 2.236.61

#1374302

Fixed an issue with the new $-Secondid not working as intended in some cases

#1374448

Fixed an issue with setting some PO system fields to display on custom tabs

#1375075

Fixed an issue where filtering assets by Created Date / Last Updated could error

Also in 2.240.2 · 2.236.61

#1375492

2.240.1

Jun 10, 202611 added · 7 improved · 88 fixed

Fixed minor display issues on the Mail Campaign Email Setup tab

Also in 2.240.1 · 2.236.61

#693871

Resolved an UI issue for some languages causign appointment reminder snooze and dismiss buttons to render incorrectly

Also in 2.240.1 · 2.236.61

#762906

Resolved an issue with the incorrect value being used for the default Customer Lifecycle as part of the Hubspot integration

Also in 2.240.1 · 2.236.61

#823707

Fixed an issue where signature images would not render on PDFs generated when using strict PDF mode

Also in 2.240.1 · 2.236.47 · 2.220.141

#856792

Fixed an issue where Expenses couldn't be reviewed without Invoice permissions

#958425

Fixed an issue where approval emails would still send even when the step was auto approved

Also in 2.240.1 · 2.236.61 · 2.220.147

#1042568

Added Status mappings to the Azure Sentinel Integration

#1048053

Resolved an issue with N-Central Sites with the same name matching existing Sites during import

Also in 2.240.1 · 2.236.61

#1107980

Fixed an issue where billing variables with parameters were not resolved correctly when using v2 of the Billing Entity totals calculation method

Also in 2.240.1 · 2.236.61

#1187688

Fixed a bug where deleting an asset type role would delete every role in the list

Also in 2.240.1 · 2.236.61

#1194656

Fixed an issue with the integrator not respecting the Freshdesk Ticket status filter in some cases

Also in 2.240.1 · 2.236.61

#1203216

Added OIDdata as an importable field for Halo Asset Discovery

Also in 2.240.1 · 2.236.71

#1222921

You can now choose to import OIDdata from Halo Asset Discovery. You can specify which OID key you would like to import and the corresponding value will be mapped into the selected field.

Fixed an issue with processing multiple emails at once from a new user, when enforcing unique email addresses.

Also in 2.240.1 · 2.236.47 · 2.220.141

#1241663

Updated the deprecated licence endpoint for the ArrowSphere integration for the integrator

#1244901

Fixed an issue where Sales Orders could display converted cost values incorrectly

Also in 2.240.1 · 2.236.61

#1245916

Fixed an issue where syncing Purchase Orders to Ingram Micro Reseller wouldn't populate PO number

Also in 2.240.1 · 2.236.47 · 2.220.141

#1246345

Fixed an issue using the "Response is a File" checkbox in runbooks

Also in 2.240.1 · 2.236.61

#1252467

Added new setting to show Gross Margin or Quotation Markup field on Item selection views

#1264052

The new setting can be found in Configuration > Items and Stock Control > General Settings:

Fixed an issue where AST tax may not be shown on PDFs when invoice line items are not taxable.

Also in 2.240.1 · 2.236.47 · 2.220.141

#1310277

Improved error handling when accessing quotes that aren't available to view on the portal

Also in 2.240.1 · 2.236.52

#1310374

Fixed an issue with saving Visibility Conditions on Ticket Types when using a custom User details layout

Also in 2.240.1 · 2.236.61

#1311679

Resolved an issue with timers on actions failing to use the paused time when using the option to start timers when the action is opened

Also in 2.240.1 · 2.236.61

#1324322

Fixed an issue where the incorrect account code would be used when adding Items to Invoices

Also in 2.240.1 · 2.236.61

#1324576

Fixed an issue where due date on Invoices generated from Recurring Invoices could be incorrect

Also in 2.240.1 · 2.236.71

#1325758

Added token revocation API logging

Also in 2.240.1 · 2.236.61

#1327654

Fixed a permissions issue with changing action user visibility

Also in 2.240.1 · 2.236.47 · 2.220.141

#1329046

Added custom layout profiles for Purchase Orders

#1332662

Fixed an issue with UI report filters when using the $-filters variable for API filters

Also in 2.240.1 · 2.236.61

#1335310

Fixed an issue where Sales mailbox emails would not be processed correctly when added as a new opportunity

Also in 2.240.1 · 2.236.47 · 2.220.141

#1335749

Fixed issues with Mandatory Asset Fields that utilised Dynamic Field Visibility

Also in 2.240.1 · 2.236.61

#1340062

Fixed an error searching in the self-service portal

Also in 2.240.1 · 2.236.61

#1350336

Fixed an issue where the "Actions created by replies from Email addresses who were Forwarded to on the Ticket are marked as private" setting wouldn't trigger reliably

#1350688

Fixed an issue where links in KB Article rich text fields would lose their 'open in new tab' behaviour after being saved

Also in 2.240.1 · 2.236.61

#1351632

Fixed "Respond with Email Template" template not applying translations

Also in 2.240.1 · 2.236.61

#1351886

Added the ability for items to be merged and unmerged when merging tickets

#1352594

Fixed an issue with updating system fields against assets when there are edit restrictions in place

Also in 2.240.1 · 2.236.61

#1352751

Fixed an issue where actions may not be imported for tickets imported from Autotask

Also in 2.240.1 · 2.236.61

#1353109

Fixed several minor issues with Intacct and its associated features

Also in 2.240.1 · 2.236.61

#1354444
  1. Fixed an issue with default locations in Sage Intacct Config, when set to root, incorrectly display blank
  2. Fixed an issue with Revenue Recogntion fields in Sage Intacct not pulling templates correctly.
  3. Fixed an issue with dynamic lookup sql fields on Sales Order Lines not having enough $-variables to correctly identify what Line was present through the addition of $-Secondid
  4. Fixed an issue with Sales Order Lines syncing to Intacct with the incorrect price in Intacct if they are a recurring line.
  5. Fixed issues with some Sage Intacct fields not naturally flowing through from Sales Orders or Recurring invoices through the billing process.

Resolved an issue with the Exact Online integration failing to retrieve the Invoice Number on creation.

Also in 2.240.1 · 2.236.61

#1355216

For this to function correctly the setting in Exact Online "Assign - Invoice Number" must to set to "Entry"

Fixed an issue with line 1 & line 2 of an address duplicating when syncing an invoice to Avalara

Also in 2.240.1 · 2.236.61

#1355412

Resolved issue with adding meter readings with an older date than existing readings failing to update the previous value for the existing readings

#1355423

Fixed some translations not applying when searching Services in the End-User Portal

Also in 2.240.1 · 2.236.61

#1355473

Resolved an issue with Prepay amount failing to be removed when an action is reallocated from a prepay contract to a fixed contract

Also in 2.240.1 · 2.236.61

#1355488

Fixed an issue with searching service details

Also in 2.240.1 · 2.236.47 · 2.220.141

#1355490

Resolved an issue with the Delta URLs for Entra Group changes failing to update when the User no longer exists in Entra

Also in 2.240.1 · 2.236.61

#1355517

Fixed Pax8 shortcut button navigating to an invalid page

Also in 2.240.1 · 2.236.61

#1355904

Resolved an issue with the Generic/Misc Item using the sales tax rate instead of the purchase tax rate on purchase orders

Also in 2.240.1 · 2.236.47 · 2.220.141

#1355912

Resolved an issue with orphaned workflow step links causing the workflow configuration page to fail to load

Also in 2.240.1 · 2.236.47 · 2.220.141

#1356371

Fixed an issue with the label for a service searching option

Also in 2.240.1 · 2.236.61

#1356382

Fixed a bug where approval processes would be copied to a new ticket when cloning even when "Don't copy ticket history" is checked

Also in 2.240.1 · 2.236.61

#1356388

Resolved an issue with the incorrect value for memory being imported via the Datto RMM integration

Also in 2.240.1 · 2.236.61

#1356529

Resolved an issue with the Quotation PDF failing to load custom field values when there are custom field values submitted on the approval page

Also in 2.240.1 · 2.236.61

#1356539

Minor CSS improvement

Also in 2.240.1 · 2.236.61

#1356630

Fixed an issue causing "500" errors when loading specific combinations of custom fields

Also in 2.240.1 · 2.236.61

#1356634

Resolved an issue with import spreadsheets for Item Stock failing to follow the "is_stock_take" column

Also in 2.240.1 · 2.236.61

#1356712

Minor CSS improvement

Also in 2.240.1 · 2.236.61

#1356841

Resolved an issue with agents being able to be booked when the resource time booking slots do not fall within their work hours

Also in 2.240.1 · 2.236.61

#1357301

Resolved an issue with comments failing to be added to a new ticket created from the Connectwise Automate integration

Also in 2.240.1 · 2.236.61

#1357325

Fixed a Styling issue with the LDAP discovery page

Also in 2.240.1 · 2.236.61

#1357615

Resolved an issue with sales order delivery address failing to copy to invoices created from the sales order caused by the conguration for ticket invoices to use the associated site address

Also in 2.240.1 · 2.236.61

#1358003

Resolved an issue with Stripe webhooks causing notification emails to send when not configured to

Also in 2.240.1 · 2.236.61

#1358004

Resolved an issue with the Sales Order line level profit showing incorrectly when multi-currency is enabled

Also in 2.240.1 · 2.236.61

#1358007

Extended the height of the Date Dependency table on Projects

Also in 2.240.1 · 2.236.61

#1358096

Resolved an issue with the Datto RMM quick link failing to show on the Priamary Asset related to a ticket

Also in 2.240.1 · 2.236.61

#1358233

Minor change to better explain how the setting for "Day of the month to Invoice" functions

Also in 2.240.1 · 2.236.61

#1358732

Fixed an issue with enabling the approval setting "Remove the whitespace from approval signatures"

Also in 2.240.1 · 2.236.61

#1358740

Fixed a minor issue accessing Ticket Templates

Also in 2.240.1 · 2.236.61

#1358814

Fixed an issue with identifying the latest update in emails from Chinese-language senders.

Also in 2.240.1 · 2.236.61

#1358822

Fixed in issue with using full ISO format in reporting period date URL parameters

Also in 2.240.1 · 2.236.61

#1359795

Resolved an issue with grouping Quote/Sales Order lists by status

Also in 2.240.1 · 2.236.61

#1360120

Resolved an issue with Kanban lists on the portal failing to load the correct filtered lists

Also in 2.240.1 · 2.236.61

#1360356

Fixed an issue where deleted quote PDF templates could remain linked to ticket types

Also in 2.240.1 · 2.236.61

#1360623

Resolved an issue with $ variables failing to populate correctly when multiple templates are applied to a ticket created by the self service portal

Also in 2.240.1 · 2.236.61

#1361207

Fixed an issue when importing Quotations from TD Synnex

Also in 2.240.1 · 2.236.47 · 2.220.141

#1361547

Fixed an issue where Invoices couldn't be synced to Xero from lists view

Also in 2.240.1 · 2.236.61

#1361889

Fixed an issue where Ticket type configuration wouldn't filter by use type

Also in 2.240.1 · 2.236.61

#1362286

Fixed an issue where ready for invoicing screen could fail to load labour tickets

#1362397

Fixed a performance issue when retrieving Recurring Invoices

Also in 2.240.1 · 2.236.61

#1362435

Fixed an issue where Invoice line totals could display incorrectly on PDFs

Also in 2.240.1 · 2.236.61

#1362451

Fixed a performance issue with updating Recurring Invoices

Also in 2.240.1 · 2.236.61

#1362520

Fixed an issue where the Custom URL service request buttons fail to open the custom URL correctly.

Also in 2.240.1 · 2.236.61

#1362808

Resolved an issue with the Quote PDF failing to load when using the setting to stop the PDF from being attached to sent Quotes

Also in 2.240.1 · 2.236.61

#1362889

Resolved an issue with Continous meter readings showing the incorrect reading after invoicing

Also in 2.240.1 · 2.236.47 · 2.220.141

#1363084

Fixed issue with Custom Fields being removed from the Knowledge Base full text index

Also in 2.240.1 · 2.236.61

#1363227

Resolved an issue with the "Period Start Date" and "Period End Date" failing to be set after initial recurring invoice creation

Also in 2.240.1 · 2.236.47 · 2.220.141

#1363273

Added a hint when creating or editing maintenance windows

Also in 2.240.1 · 2.236.61

#1363321

Allowed the Priority field to use Not Set as the default value for Scheduled/Automated Tickets

Also in 2.240.1 · 2.236.61

#1363759

When set to Not Set, the ticket will take its priority from the Ticket Type or relevant Template instead

Fixed an issue getting bays from LapSafe integration.

Also in 2.240.1 · 2.236.61

#1363903

Fixed issues with sorting columns on Device lists and search filters on multiple entities

Also in 2.240.1 · 2.236.46

#1363907

Fixed an issue with Scheduled Tickets not loading when a custom SQL query (Users or Assets) references a deleted entity

Also in 2.240.1 · 2.236.61

#1363960

Fixed a performance issue with loading Assets

Also in 2.240.1 · 2.236.45

#1364193

Added the missing guide link icons for the Status configuration page

Also in 2.240.1 · 2.236.61

#1364255

Allowed the password invalidation date to be specified.

Also in 2.240.1 · 2.236.47 · 2.220.141

#1365022

Fixed an issue with the Dynamic Field Value visibility for category fields

Also in 2.240.1 · 2.236.61

#1365181

Fixed a minor issue with Asset Fields that used $-SEARCHSQL

Also in 2.240.1 · 2.236.61

#1365431

Fixed an issue where funnel charts could display inaccurately

Also in 2.240.1 · 2.236.61

#1365534

Added more SeatGeek contact mappings

#1366024

Fixed issues with creating LapSafe Collections

Also in 2.240.1 · 2.236.61

#1366269

Fixed an issue where values for lookup fields were not getting populated on the self-service portal

Also in 2.240.1 · 2.236.61

#1366346

Fixed an issue with loading services related to assets when there are lots of assets

Also in 2.240.1 · 2.236.61 · 2.220.147

#1366994

Fixed an issue with which Articles are returned by problem matching in the End-User Portal

Also in 2.240.1 · 2.236.61

#1367197

Fixed an issue exporting asset lists

Also in 2.240.1 · 2.236.61

#1367239

Fixed an error when clicking on Sales Mailbox emails after removing a previous email.

Also in 2.240.1 · 2.236.47 · 2.220.142

#1367967

Improved performance when logging a ticket with a related asset with many relationships

Also in 2.240.1 · 2.236.61 · 2.220.147

#1368168

Fixed an issue with Zendesk migration attachments

Also in 2.240.1 · 2.236.47 · 2.220.143

#1369216

Fixed a conflict issue in StartApprovalProcess

Also in 2.240.1 · 2.236.61

#1369647