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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.242

Beta

213 updates across 15 patch releases

2.242.15

Jul 8, 20265 fixed

Fixed an issue with mailbox credential configuration

#1416489

Fixed an issue with adding new Intune records

#1416770

Fixed an issue with using the tags field in the self-service portal

#1416842

Fixed an issue with invoice due dates

Also in 2.242.15 · 2.236.74

#1417012

Resolved an issue with Invoices and Recurring Invoices failing to load when linked to Credit Notes

#1417069

2.242.14

Jul 6, 20261 fixed

Fixed an issue loading the self service portal

#1415705

2.242.13

Jul 6, 20267 fixed

Fixed display issue when viewing some config screens in modal windows

#1380237

Fixed an issue with loading workflow steps

Also in 2.242.13 · 2.236.68

#1388741

Fixed an issue with action history not auto updating when viewing tickets

#1403382

Fixed various minor issues with Embedded Forms Custom table field type

#1403592

Fixed an issue where bundles wouldn't group their added items in some cases on invoices

#1414415

Fixed an issue where a blank action screen would appear after sending an email

#1414495

Fixed a visual issue where approval dropdowns would display incorrectly

#1414562

2.242.12

Jul 3, 202612 fixed

Fixed an issue with back/forward browser navigation on list screens

#1382349

Fixed an issue with quote and invoice bundles

#1384332

Fixed issue with redact and ignore actions not working in PII detection

#1385273

Fixed issues with the right click on the navigation menu buttons

#1385884

Fixed an error on the list screen for CSV / XLS Import Profiles

#1386043

Fixed some loading issues surrounding clients, users and supplier contacts

#1402141

Fixed an issue with dates and times displaying too much information

#1403083

Fixed an issue with canned texts and the font editor not working on rich text fields

#1403089

Fixed an issue with action icons not updating when the available actions change

#1403313

Fixed an issue where Ticket Area permission table modals would display incorrectly

Also in 2.242.12 · 2.236.81

#1403350

Fixed an issue where the right click menu for Approval Processes would display incorrectly

#1403371

Fixed an issue with an error when loading invoices on tickets

#1403385

2.242.11

Jul 3, 20265 fixed

Fixed an issue with sidebar filters not displaying on the timeline

#1391035

Fixed an issue with saving new dashboards for custom tabs

#1402166

Fixed an issue with deleting Tanium accounts

#1402263

Fixed an issue saving a new connection in the Ingram Micro integration

#1402367

Fixed an issue with the SFTP imports configuration page

#1402378

2.242.10

Jul 1, 20264 fixed

Fixed an issue with the font on Input Screens

#1379457

Resolved an issue with syncing pro rata lines from a recurring invoice to Xero when the associated line has a discount

#1390209

Fixed a selection of issues with invoices related to React updates

#1391504

Fixed an issue with the primary related service field causing errors in rare cases

#1391580

2.242.9

Jun 30, 202610 fixed

Fixed a UI with Users on assets

Also in 2.242.9 · 2.236.71

#1380096

Fixed a build issue with halo-forms embedded Ticket

#1382174

Fixed an issue where an exception could be thrown when cloning a Purchase Order

#1384363

Resolved an issue with setting the Appointment location to a the non-default Ticket Site showing the default Site instead

Also in 2.242.9 · 2.236.71

#1385049

Fixed a visual issue when Recalculating actions

#1385463

Fixed an issue with adding rules to OLAs

#1389919

Fixed an issue with the Restart Chat button

#1389979

Fixed issues with importing language packs

#1390201

Fixed an error when switching between the Shifts screen and the Calendar screen

#1390218

Fixed issues with creating new sites on the new ticket screen

#1390223

2.242.8

Jun 30, 20267 fixed

Fixed a multitude of User Interface issues to improve visuals

#1384251

Fixed an issue with visibility on a prepay setting that would always be on in this specific combination

#1385858

Fixed an issue with the overflow nav menu getting cut off

#1385868

Fixed a rare issue with adding an Attachment to a Ticket

Also in 2.242.8 · 2.236.71

#1385955

Fixed an error loading assets when the priority field is set to read-only

Also in 2.242.8 · 2.236.71

#1386303

Fixed an issue with the SQL editor not showing in colour

#1387187

Fixed an issue with cloning agent roles

Also in 2.242.8 · 2.236.71

#1389036

2.242.7

Jun 29, 20262 fixed

Resolved an issue opening the new invoice or recurring invoice form

#1380993

Fixed an issue which could affect the loading speed on the Self Service Portal under specific conditions

Also in 2.242.7 · 2.236.64

#1385358

2.242.6

Jun 26, 202610 fixed

Fixed the reply button on CRM notes

#1381965

Fixed an issue with the not equal to visibility condition

Also in 2.242.6 · 2.236.63

#1382290

Fixed an issue with runbook steps using the 'edit asset' Halo API action

Also in 2.242.6 · 2.236.63

#1382312

Fixed an issue where Stripe Default Processing Fee Type could default incorrectly

Also in 2.242.6 · 2.236.71

#1383651

Fixed an issue with authorising integrations from the Agent details page

#1384175

Fixed an issues with tables not updating after closing a modal and an error adding template creation rules in earlier builds of v2.242

#1384929

Resolved an issue with editing time fields when using a timezone that has previously (in previous years) had a different adjustment

#1385095

Fixed an issue where Weekend rate multipliers could apply incorrectly

Also in 2.242.6 · 2.236.71

#1385334

Fixed issue with calculating SLa breach dates

#1385812

Fixed an error uploading attachments on the self-service portal when client side uploads are enabled

#1386280

2.242.5

Jun 24, 20261 improved · 14 fixed

Fixed an issue where Ready for Invoicing lists wouldn't load

#1380169

Fixed an issue where Invoice main list wouldn't load

#1380176

Fixed an issue with the context menu

#1380181

Fixed UI issue with the Online Repository icon

#1381041

Fixed an issue where Subscriptions wouldn't display in tabs

#1381156

Minor UI improvement to the Ticket Details screen on the End-User portal

#1381920

Fixed minor display issues with appointments

#1381931

Fixed minor UI issue with Action Groups

#1381951

Fixed issues with adding time to timesheets

#1381974

Fixed various issues when viewing emails on the My Inbox list for sales mailboxes

#1382002

Fixed being unable to add attachments to actions in the portal when client-side uploads are enabled

#1382433

Fixed an issue with the Approval Process preview within Ticket Types

#1382781

Fixed an error when making changes to attachments

#1382823

Fixed an issue where creating new Customers could error

#1382876

Fixed a minor issue in the 2.236 upgrade process

Also in 2.242.5 · 2.236.62

#1383183

2.242.4

Jun 18, 20261 improved · 8 fixed

Minor improvement to role validation

Also in 2.242.4 · 2.236.71

#1378049

Fixed an issue with adding new asset relationships

#1380157

Fixed an issue with dashboards flickering

#1380194

Fixed an issue with the "Select Everything" button on Ready for Invoicing and Ready for Purchasing screen

#1380226

Fixed issues with child tickets and kanban views

#1380645

Fixed some minor visiblity issues regarding Sage Intacct

#1380759

Fixed an issue when loading Screen Layout Profiles

#1381105

Fixed a minor issue with the menu options on list views

#1381943

Fixed being unable to add lines to Quotes, Purchase Orders and Sales Orders

#1382015

2.242.3

Jun 18, 20264 fixed

Resolved an issue with loading the Quote/Order screen when using multiple currencies and the Quote/Order has a non-system default currency

#1379212

Fixed an issue with viewing templates

#1379222

Fixed an issue with viewing incoming emails

#1379318

Fixed an issue saving role permissions

#1379490

2.242.1

Jun 12, 202615 added · 7 improved · 99 fixed · 1 removed

Added a new Ticket Rule option to clear the Ticket list colour

#566190

Added the ability to prevent tickets from being unassigned when removing teams from Agents

#832838

Added Bulk Sales Order ticket creation to the background thread

#923525

Fixed an issue with syncing Invoices associated with projects to QuickBooks Online

#972223

Added the option to store SLA breach dates in database columns

#985457

This can be enabled per ticket type using the setting "Store the date when an SLA is breached"

Once enabled, if a ticket breaches its SLA it will be stored in the table "FaultsMetrics". There are separate columns for response and resolution breaches.

This can be queried using SQL or returned in an API call using the query parameter "includemetrics".


Please note that backend services must be enabled for these fields to be populated accurately, and the columns will not populate for tickets on hold prior to the setting being enabled unless they get updated manually. 

Fixed an issue which could prevent deletion for certain entities

#1042291

Added the ability to set Purchase Currency on Bundles

#1047745

Resolved an issue with dashboard filters with values containing the comma character formatting incorrectly

Also in 2.242.1 · 2.236.71

#1081884

Fixed an issue with validation errors showing on tickets for fields unrelated to the ticket type

#1085889

Added the ability to sync allocated payments to Xero

Also in 2.242.1 · 2.236.71

#1118644

Payments applied to invoices from a credit note via the "Allocate Credit" option will now apply as a credit allocation in Xero

Fixed an issue where subscriptions imported from Distribution integrations wouldn't display the linked third party client name

#1139951

Fixed issues with KB article navigation and button visibility when static FAQ list navigation is enabled

Also in 2.242.1 · 2.236.71

#1145190

Added the ability to configure the Self Service Portal logo alt text

#1169707

Added More Timezones

#1184194

Fixed issue with article PDFs not correctly generating when using the KB key URL

Also in 2.242.1 · 2.236.71

#1206921

Resolved an issue with the survey dollar variables failing to correctly populate when sent using methods that do not directly relate to a specific action on a Ticket

Also in 2.242.1 · 2.236.71

#1207855

Added additional security to prevent errors in contract approval on the portal

Also in 2.242.1 · 2.236.71

#1240579

Fixed an issue with creating assets from receiving stock on purchase orders

Also in 2.242.1 · 2.236.71

#1241314

Resolved an issue with the incorrect tax showing for invoices after currency conversion settings have been disabled

Also in 2.242.1 · 2.236.71

#1250746

Resolved an issue with the variable $-CHARGEHOURS showing the incorrect time when the email sent is delayed or sent using a notification

Also in 2.242.1 · 2.236.71

#1263786

Added new User versions of $-allfields Variables

#1266073

The following variables have been added:

  • $-allfieldsuser
  • $-allfieldsqauser
  • $-allfieldscfuser
  • $-allfieldscfqauser
  • $-allfieldscarduser
  • $-allfieldscfcarduser

These variables will not show fields that are on the Ticket Type and configured to not show to Users on the Ticket Details screen.

Fixed an issue where tickets were incorrectly hidden from the "My Tickets" area on the portal

Also in 2.242.1 · 2.236.71

#1267244

Added a setting to allow searching of the Internal Note on Knowledgebase Articles for Agents

#1284943

This is enabled in Configuration > Knowledgebase.

This setting applies to Agent searches only, when using either simple Search or Full Text searching.

Resolved an issue with Sales Orders showing in the Invoice list when they contain no invoiceable lines but do contain groups

Also in 2.242.1 · 2.236.71

#1323901

Fixed an issue where reserved assets would not pre-populate on Sales Order consignment

#1330413

Added a new integration SSO security check

#1331651

You can now use Custom Tables on Embedded Ticket Forms

#1333795

Improved security surrounding PO approvals

Also in 2.242.1 · 2.236.71

#1335884

Fixed an error when attempting to AI index a ticket with blank details whilst using the Halo Vector Store option

Also in 2.242.1 · 2.236.71

#1337183

Fixed an issue with applying a weekend multiplier when rounding charge hours to increment/minimum minutes then applying multipliers

Also in 2.242.1 · 2.236.71

#1338741

Fixed an issue with trying to create DFV off of a Checkbox field

Also in 2.242.1 · 2.236.71

#1339247

Fixed an issue with filtering asset lists on field has/does not have value

Also in 2.242.1 · 2.236.71

#1355566

Fixed an issue where text could be cut-off when using Azure Translator for translating a language pack

#1358815

Resolved an issue with the timer displaying the incorrect time left when using a priority that start the SLA timer from the next day logged or response required after a specified time

Also in 2.242.1 · 2.236.71

#1359512

Fixed an issue with portal ticket type access for clients without linked organisation when using criteria-based ticket type-client restrictions

Also in 2.242.1 · 2.236.71

#1360375

Fixed the "use specific action" function failing when using a Virtual Agent whilst logged in as an agent

#1361124

Allowed the total value to populate within the Items Issued field on the New Ticket screen (Agent App)

Also in 2.242.1 · 2.236.71

#1361182

Fixed an issue where income account codes set on Invoice lines wouldn't sync to SnelStart

Also in 2.242.1 · 2.236.71

#1361337

Fixed issue with Client/Site/User only pop-up notes showing on tickets

#1361864

Fixed issue with ticket sorting and filtering on the "Third Party ID (String)" column

Also in 2.242.1 · 2.236.71

#1362158

Resolved an issue with Time type custom fields adding 25 minutes when submitted by a user with a browser timezone set to Dublin

#1363094

Fixed an error with the Clustering automation when processing a large number of tickets

Also in 2.242.1 · 2.236.71

#1363853

Resolved an issue with non-deliverable microsoft emails causing an issue with outbound emails from the same ticket when using email threading

Also in 2.242.1 · 2.236.71

#1363908

Fixed an issue where pinned ticket details could not be scrolled when expanded

#1364199

Fixed an issue where "Update Invoice unit price when linked subscription changes" option for subscription quantities wouldn't default correctly

Also in 2.242.1 · 2.236.71

#1364897

Fixed an issue with the split Knowledge Base view count not displaying on search screens

Also in 2.242.1 · 2.236.71

#1365341

Fixed issue where the selected Custom Table navigation menu item was not highlighted

Also in 2.242.1 · 2.236.71

#1365394

Resolved an issue with Authentication failing for Google Business Review/Question integration

Also in 2.242.1 · 2.236.71

#1365499

Fixed audit logging and trigger logic for PII detection

#1366188

Fixed an issue where updates to Dynamic SQL custom fields on Clients and Sites were not recording correctly in the audit log

Also in 2.242.1 · 2.236.71

#1366307

Resolved an issue with duplicate pro-rata lines added to recurring invoice lines when the line is linked to users with specific licences

Also in 2.242.1 · 2.236.71

#1366455

Resolved an issue with a missing ticket variable $ TICKETISBILLABLE

Also in 2.242.1 · 2.236.71

#1366531

Resolved an issue with the settings "Status of Tickets before they are able to be invoiced" and "Status of Tickets before the travel/mileage is able to be invoiced" failing to save correctly

#1366578

Resolved an issue with added invoice lines appearing second from the top of the table instead of the top of the table.

Also in 2.242.1 · 2.236.71

#1366924

Fixed an issue with HaloCRM trials

#1367156

Resolved an issue with setting the default location of an appointment by the Tickets site

Also in 2.242.1 · 2.236.71

#1367241

Resolved an issue with moving to a new workflow that has a condition on the first step failing to use all properties from the existing ticket

Also in 2.242.1 · 2.236.71

#1367348

Resolved an issue with merging tickets incorrectly requiring categories to be set

Also in 2.242.1 · 2.236.71

#1367461

Fixed issues with Child Ticket creation rules that are set directly on the Ticket Type

Also in 2.242.1 · 2.236.71

#1367906

Removed a duplicate setting on Action configuration

Also in 2.242.1 · 2.236.71

#1367917

Resolved an issue with rounding for invoice lines automatically adjusting to the system PDF decimal display value causing loss of accuracy in some cases

Also in 2.242.1 · 2.236.71

#1367954

Fixed an issue with configuring default values for rich text custom fields

Also in 2.242.1 · 2.236.71

#1368146

Improved performance when loading assets with lots of relationships

Also in 2.242.1 · 2.236.71

#1368170

Resolved an issue with the response logged as part of an action on an unassigned ticket causing a incompatible team/agent to be assigned when the action is also reassigning the agent but not the team

Also in 2.242.1 · 2.236.71

#1368346

Resolved an issue with pagination on the Asset/Device endpoint, which is limited to 50 records at a time, that returns the incorrect page if more than 50 records are requested

Also in 2.242.1 · 2.236.71

#1368436

Resolved an issue with Sales Orders in the system currency incorrectly showing some data for alternative currencies

Also in 2.242.1 · 2.236.71

#1369122

Fixed an issue where some agents could not change users on tickets despite having correct permissions

Also in 2.242.1 · 2.236.71

#1369168

Fixed an issue with campaigns inheriting the sales mailbox set on a distribution list

Also in 2.242.1 · 2.236.71

#1369825

Minor UI improvement to Rich Text Custom Fields

Also in 2.242.1 · 2.236.71

#1370054

Fixed an issue with bulk ticket re-assignment timing out

Also in 2.242.1 · 2.236.71

#1370062

Fixed an issue where quotes approved from Quoter could create blank Sales Orders when optional items were selected

#1370144

Fixed an issue with large numbers causing errors on order lines in some case

Also in 2.242.1 · 2.236.71

#1370146

Fixed an issue where a ticket status could be nulled out

Also in 2.242.1 · 2.236.71

#1370168

Fixed an issue with deleting user security questions

Also in 2.242.1 · 2.236.71

#1370230

Resolved an issue with Liongard import failing to use any available metric data for matching to existing devices

Also in 2.242.1 · 2.236.71

#1370389

Fixed a minor language issue in ticket general settings

Also in 2.242.1 · 2.236.71

#1370417

Fixed an issue with adding service requests to new services

Also in 2.242.1 · 2.236.71

#1370462

Fixed a minor issue with workflow style campaigns

Also in 2.242.1 · 2.236.71

#1370501

Minor UI improvement

Also in 2.242.1 · 2.236.71

#1371002

Resolved an error thrown when a webhook is recieved for a Xero invoice with no Invoice Date

Also in 2.242.1 · 2.236.71

#1371085

Resolved an issue with Recurring Invoice pro rated lines with a discount failing to sync to Xero on first attempt

Also in 2.242.1 · 2.236.71

#1371224

Resolved an issue with Dynamic Field Visiblity for Ticket Type fields failing to use User/Site/Customer custom fields on the self service portal

#1371359

Fixed an issue with sorting items by cost

#1371899

Resolved an issue with Tickets failing to be released from SLA Hold for appointments added with a start date in the past or upcoming very shortly

Also in 2.242.1 · 2.236.71

#1371928

Fixed an issue where the infinite loop threshold configured against a runbook would sometimes not apply

#1372085

Resolved an issue with the Date/Time input fields moving dates inconsistently in Holiday configuration

#1372092

Resolved an error thrown when loading Kanban data if there are Custom Fields with type Attachment

Also in 2.242.1 · 2.236.71

#1372119

Fixed an error with receiving webhooks from Confluence

Also in 2.242.1 · 2.236.71

#1372152

Fixed a minor issue with viewing the logs on runbook steps

Also in 2.242.1 · 2.236.71

#1372246

Fixed an issue with starting an approval process from a workflow automation

Also in 2.242.1 · 2.236.71

#1372314

Updated Xero language pack

Also in 2.242.1 · 2.236.71

#1372352

Fixed an issue where hiding user info on a ticket could also hide the assets field

Also in 2.242.1 · 2.236.71

#1372405

Fixed an issue where appointments could be erroneously deleted

Also in 2.242.1 · 2.236.71

#1372407

Fixed an issue with using a custom integration method on a dynamic custom field

#1372743

Fixed a minor issue with the 'complete' button on appointments

Also in 2.242.1 · 2.236.71

#1372995

Fixed an issue where milestones wouldn't display on Tickets

Also in 2.242.1 · 2.236.71

#1373105

Fixed an issue where Sales Orders sometimes wouldn't display in Ready for Invoicing when partially invoiced

#1373132

Fixed an issue where the WhatsApp Content Template field wouldn't load for agents

Also in 2.242.1 · 2.236.71

#1373169

Fixed an issue with quotes

Also in 2.242.1 · 2.236.71

#1373531

Fixed a minor display issue when using AI search for services on the portal

Also in 2.242.1 · 2.236.71

#1374150

Resolved an issue with stock/purchase order details failing to be copied when merging Assets/Devices

Also in 2.242.1 · 2.236.71

#1374153

Fixed an issue with cloning Knowledge Base articles

Also in 2.242.1 · 2.236.71

#1374491

Fixed a rare issue with asset events showing in ticket event logs

Also in 2.242.1 · 2.236.71

#1374585

Fixed an issue with retrieving values for Suppliers

Also in 2.242.1 · 2.236.71

#1375080

Fixed an issue with Ticket Rule CF outcomes applying in some scenarios

Also in 2.242.1 · 2.236.71

#1375252

Fixed an issue that could occur when using custom field URI parameters on the new ticket screen

Also in 2.242.1 · 2.236.71

#1375295

Fixed dynamic field value visibility where conditions are based on multi-select fields

Also in 2.242.1 · 2.236.61

#1375417

Fixed an issue where ticket rule load balancing did not take the rule's assigned team into account

Also in 2.242.1 · 2.236.71

#1375442

Fixed an issue with processing automations in UAT instances

Also in 2.242.1 · 2.236.71

#1375444

Fixed minor language issues within the SentinelOne Integration

Also in 2.242.1 · 2.236.71

#1375573

Fixed an issue with adding client restrictions to Change Freeze periods

Also in 2.242.1 · 2.236.71

#1376105

Added support for Checkbox CFs that trigger lookups to be able to map the lookup success or failure outcome

Also in 2.242.1 · 2.236.71

#1376182

Improved performance when filtering assets by Created Date / Last Updated

#1376205

Resolved an eror using notifications for Agents on shift when shifts is not an enabled module

Also in 2.242.1 · 2.236.71

#1376355

Fixed an issue with cloning assets linked to services

Also in 2.242.1 · 2.236.71

#1376623

Fixed an issue with cloning assets linked to services

#1377098

Minor improvement to lookup functionality from new Actions on the End-User Portal

Also in 2.242.1 · 2.236.71

#1377109

Fixed an issue where fixed contracts wouldn't display periodic history

#1377187

Fixed an issue where actions with the "Issue item" use could sometimes fail

Also in 2.242.1 · 2.236.71

#1377355

Fixed an issue with using teams as CAB members

Also in 2.242.1 · 2.236.71

#1377641

Fixed an issue with importing certain fields from Meraki

Also in 2.242.1 · 2.236.71

#1377849

Fixed an issue with importing from Distribution integrations

Also in 2.242.1 · 2.236.71

#1378005