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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.244.1

Unreleased

Released on Jul 8, 2026 · 172 updates

★ Highlight

Added the option to specify an order of precedence for asset integrations

#424050

There is now a new config area within assets: Reconciliation.


Here, you can specify a global precedence for asset integrations. If a field is set by a higher precedence integration, lower precedence integrations cannot override the value. A field set by a lower precedence integration can be overridden by a higher precedence integration. It will allow you to set the precedence for any enabled integration. 


You can also specify a precedence per field. By default, they will follow the global precedence, but they can also have no precedence or their own order of precedence. 

For system fields, these can be configured in the same location as the global precedence.


For asset fields and custom fields, the precedence can be configured on the details page for each field.

Added the ability to prevent selection of an asset status if the asset has any parent or child assets

#1385155

This is configurable or the status, and will prevent saving assets when the status is selected and the asset has parent or child assets:



This does not apply when updating the asset status via an import.

Added more step metrics to campaign flows

#1381751

Multiple changes made to Azure CSP Invoices

#1380823
  • When billing for Azure consumption data using the Microsoft CSP integration it is now possible to include all CSP Invoices in the Recurring Invoice period.
  • The CSP Invoice used can be overridden on the Recurring Invoice for all relavent lines on the invoice.

Multiple changes made to introduce a Long Description property for Quote, Sales Order and Purchase Order lines

#1376082
  • A configuration option has been introduced in Quotation configuration to control what the line long description contains on creation
  • A configuration option has been introduced in Purchase Order configuration to control what the line long description contains on creation
  • An additional option has been added to Invoice Creation Configuration so that the long description from a Sales Order is used for the Invoice long description

Added a confirmation to the Approve/Reject all buttons for Approvals

#1371526

Added an Audit record when the primary Asset on a Ticket changes

#1368221

Added $ default_currency_symbol to Kanban view

#1367535

Improved cloning campaign flows

#1366920

You can now choose which elements of a campaign are cloned, including emails, steps, and distribution lists.


Added an "IDENTITY" check to Huntress emails to match users email addresses as part of the Huntress Email Rule

Also in 2.244.1 · 2.236.81

#1365187

Added the option for custom integration methods to use the legacy URL validator

#1356740

This is an advanced setting on custom integration methods, and is not available for hosted customers.

Added a setting to determine whether a quote status is included in the quote expiry scan

#1354269

Added Pipeline Stage to new opportunity and action field lists

#1353739

Added customer type and customer custom fields to distribution list filters

#1338056

Added Title and Login as available user mapping fields for Sailpoint

#1332523

You can now edit more lines fields directly from the table of Quotes, POs & SOs

#1264055

This includes fields on custom column profiles and included custom fields.



Certain fields will remain read only from the table due to line height restrictions.

Added a Ticket Type override for New Ticket Address field input type

#1244522

This allows overriding of the global Users setting "New ticket address field input" on a Ticket Type level.


Additionally, an issue has been fixed when using the Hopewiser Integration and setting an address field to be a mandatory field:

  • Upon submission, you will no longer be required to fill out the address search field

Added a new AI embedding model option

#1197476

A setting has been added to the AI configuration to change the embedding model that is used when vectorising tickets, articles and services.


By default this is set to text-embedding-ada-002, which is the same model that was being used previously. The new model that's available to select is text-embedding-3-small, which has improved semantic performance, particularly with multi-language data.


The embedding model setting is not visible for those using Azure OpenAI connections, as in this case the embedding model is based on the Azure deployment and so must be changed in the Azure configuration.


When changing the embedding model, newly generated embeddings will be incompatible with any existing embeddings. To avoid inconsistent search results, it is important that the vector database is fully cleared before changing the setting. All entities must then be re-indexed with the new model. To help facilitate this, new buttons have been added to the AI configuration to delete all ticket, article or service vectors.

You can now exclude specific Custom Fields from the Audit/Change history

#1191767

This can be done for Client, Site, User, Asset and Ticket Custom Fields.


To exclude a field from the audit log/change history of an entity, you must go to the Custom Fields configuration in Configuration > Custom Objects > Custom Fields, and enable the following setting:

Added the option to specify a display field for lookup mappings

#1189719

This only applies when mapping to a dynamic single select field.

You can specify which column in your SQL contains the display value for the returned lookup value. This must exactly match the display value of the custom field value.

Added the option to show the chat as an area in the self-service portal

#1141200

You can now add a menu button for the chat in the self-service portal.

This allows the chat to be opened on its own page. This will show your most recent closed chat and allow you to open a new chat in a larger window than the standard chat bubble. 

You can now set Screen Layout overrides for Customers Sites and Users in Customer Areas

#1120038

This will override Global Default and Agent level Screen Layout selections with the selected Screen Layout overrides.

The Customer level override will still take precedence over the Area level override.


These can be configured in Areas for Customer Areas:

Added a new notification type: Team Main Email Address

#1119984

This notification type will send an Email Notification to the configured Main Email Address of the Team associated to the Ticket triggering the notification.

Added the user as a trigger option for lookups

#1111458

These lookups will trigger whenever the user changes, including when a new ticket has a default user.

You can now add Custom Field Restrictions to Agents/Roles for Site and Supplier Custom Fields

#1110812

You can restrict the ability to edit or view Custom Fields. This is configured per Role or within a specific Agent's permissions.

Added the option to do user email matching for Intune asset imports when a user cannot be found by ID

#1095244

Added filter options to the "Search Tickets" and "Search Articles" functions on the Virtual Agent and MCP configuration

#1091239

When configuring the Search Tickets function, you can now restrict the results based on ticket type, ITIL type, or Ticket Type Group:



Similarly, the Search Articles function can be restricted by FAQ List.


This is useful when creating a Virtual/Operations Agent for a specific use case that only need access to a subset of ticket types or articles.

Added a Product filter for use when linking a Ticket to a Jira Software Issue

#1078040

Added SLA Breach Codes and SLA Breached Workflow action

#1077898

SLA Breach Codes can now be enabled for SLA Priorities. This works similarly to prompting for a reason when SLA Response / Resolution targets are breached. These codes can be reported on using the slaresponsebreachcode and slaresolutionbreachcode fields from the FaultsSLADetails table. Additional breach codes can be added in SLA general settings.


New workflow actions "SLA Response Breached" and "SLA Resolution Breached" have been added. These actions are automatically triggered when a ticket exceeds it's response / resolution target, and can be used to move the workflow to a different step.

Added global runbook variables

#1043607

You can now configure a global list of runbook variables that can be used within any runbook.

This allows you to maintain a list of frequently used variables and lets you update them in only one place to update all runbooks.


These variables are config tracked, so they can be synced between instances.

Added option for custom navigation menu buttons to open URLs inside an iFrame

#1041387

A new option has been added for custom navigation menu buttons to open URLs embedded in an iFrame.

This can be enabled in Configuration > Custom Objects > Custom Tabs.


*NOTE*This cannot be used together with 'Open in new tab' setting.


Added a new permission in which non-admin agents can edit agent details

#999543

This does not include editing other agents' permissions, email addresses, passwords and integration details. Roles will also be restricted to only the roles that the editing agent has access to via access control. 

You can now enable a ticket count on the 'Other Open Tickets' tab via global Ticket Settings

#995493

Added a similar Customer name search when creating new Customers

#824173

When the following setting is enabled in Configuration > Users > General Settings: "When creating a new Customer, search and show existing Customers with a similar name", up to 5 similarly named Customers will be shown when creating a new Customer:

You can now add the Ticket Status field to the Agent New Ticket screen

#736818

Added $-APPROVEDNOTES

#675045

You can now filter the scheduling assistant by agent

#627138

Added the option to download the original email file as an attachment on the action details

#416210

Setting to enable is in email settings. Once this is enabled, you can use the button on the action details page to download the .eml file. This will also be added as an attachment on the ticket. This will currently only be available for Office365/Azure mailboxes. Incoming emails that are moved into the deleted folder cannot be downloaded once they are permanently deleted. 

Fixed a language pack issue

#1402397

Fixed a display issue with some Custom Fields used on Widgets

Also in 2.244.1 · 2.236.81

#1391471

Fixed an issue where Milestones wouldn't apply on templates for non-admins

Also in 2.244.1 · 2.236.81

#1391272

Fixed an issue with saving ServiceNow Ticket Type mappings against a Supplier

Also in 2.244.1 · 2.236.81

#1391225

Fixed an issue with the tile view for asset lists when using the default column profile

#1391184

Fixed the New button showing for Notification Templates

#1391132

Fixed an issue with column filters on Sales Orders

#1391058

Fixed an issue with deleting message groups and report groups

#1390294

Fixed an issue with testing the connection for Zendesk migrations

#1389785

Fixed an issue where ticket time metrics would not display total hours

#1389476

Fixed an issue updating multiselect asset field values via the API when only posting the display label

Also in 2.244.1 · 2.236.81

#1389172

Fixed issues when searching and loading services

#1389026

Fixed an issue where updating table values on Quotations, Sales Orders, and Purchase Orders would error

#1388975

Fixed a minor display issue with the navigation buttons when clicked

#1388961

Fixed a UI issue with the Snow details configuration page

#1388932

Fixed an issue with switching Halo tabs when on the new ticket screen

#1388841

Fixed a minor display issue with bar chart data labels

Also in 2.244.1 · 2.236.81

#1388683

Resolved an issue with using the "Update table values" button on Quotes showing an error when clicked

#1388174

Fixed a permission issue when using the Create Service API Action

Also in 2.244.1 · 2.236.81

#1387881

Fixed an issue with attachments when merging and unmerging

#1387850

Fixed issues with using the includes criteria for some fields

Also in 2.244.1 · 2.236.81

#1387827

Fixed an issue with approval process outcomes not following the correct workflow path in certain scenarios

#1387802

Fixed an issue with config tracking changes to asset fields

Also in 2.244.1 · 2.236.81

#1387756

Fixed an issue where the item bundle field may not load when adding a bundle to a quote

Also in 2.244.1 · 2.236.67

#1387718

Fixed a timezone issue that could occur when setting the elapsed time on OLAs

#1387610

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

Also in 2.244.1 · 2.236.81

#1387441

Resolved an issue with the getSLATimeLeft function failing to return data when the associated workday is not using the "The working hours are the same every day" option

#1387329

Fixed an issue with retrieving assets from Snow

Also in 2.244.1 · 2.236.81

#1387325

Fixed an issue where some dollar variables would not populate in the AI system prompt

#1387183

Fixed an issue with cloning assets containing read only date fields

Also in 2.244.1 · 2.236.81

#1387136

Fixed an issue with the Pax8 URL being incorrectly set for clients

Also in 2.244.1 · 2.236.81

#1387059

Fixed an issue with exporting to XLS inferring types incorrectly

Also in 2.244.1 · 2.236.81

#1386963

Fixed issue with Ticket first response date not being set in the database

Also in 2.244.1 · 2.236.81

#1386713

Fixed an issue with Intacct period calculations

Also in 2.244.1 · 2.236.81

#1386308

Fixed a rare issue where a field could inadvertently be read only on the portal

Also in 2.244.1 · 2.236.81

#1386288

Fixed an issue where $-IMPACTDESCRIPTION would not populate correctly

#1386266

Fixed an issue with validating dynamic SQL fields that contain an order by

#1386253

Resolved an issue with being unable to choose licences assigned to a user that do not exist at the client that the recurring invoice belongs to

#1386047

Fixed an issue where 'Automatically create a primary instance' would not display when set

#1385967

Fixed an issue with the new invoices page not loading

#1385945

Fixed an issue with syncing changes between instances when a source instance is set

Also in 2.244.1 · 2.236.81

#1385935

Fixed a display issue with viewing saved forecasts

Also in 2.244.1 · 2.236.81

#1385921

Fixed the summary not showing when searching Services

Also in 2.244.1 · 2.236.81

#1385910

Fixed an issue with Salesforce imports causing Site names to change

Also in 2.244.1 · 2.236.81

#1385894

Resolved an issue with downpayments rounding to the nearest whole number when calculating the quantity remaining to be recognized

#1385872

Fixed an issue where some icons on buttons could duplicate when clicking

#1385834

Fixed an issue with the navigation menu in the agent application

#1385806

Resolved an issue with an error during Automated Ticket creation for Licences with no Client/Site

Also in 2.244.1 · 2.236.81

#1385503

Fixed an issue with showing milestones on the Gantt chart

Also in 2.244.1 · 2.236.81

#1385436

Fixed an issue where resource booking would still show whilst the module is disabled

#1385312

Resolved an issue with downpayment invoices being deleted causing the amount left for recognition to drop below zero in calculations

Also in 2.244.1 · 2.236.81

#1385132

Fixed an issue with "Default to first value" for CT rows

Also in 2.244.1 · 2.236.81

#1385057

Fixed a minor UI issue with showing the Ticket Details at the top of the Ticket

#1385020

Fixed an issue with OLA completion dates not showing in the correct time zone

Also in 2.244.1 · 2.236.81

#1384913

Fixed an issue where templates were not filtered to the ticket type being configured

#1384466

Resolved an issue with using a Ticket Type that assigns new Tickets to the Agents deafult team throwing an error when there is no default team set

Also in 2.244.1 · 2.236.81

#1384368

Fixed an issue with Dynamic Field Value Visibility conditions not applying on the Self Service Portal when using Client/Site/User Custom Fields as the criteria

Also in 2.244.1 · 2.236.81

#1384327

Fixed an issue where blank notification would send for runbook failures

#1384119

Fixed a rare issue with deleting tickets

Also in 2.244.1 · 2.236.81

#1383773

Fixed various issues with the LogMeIn Rescue integration

Also in 2.244.1 · 2.236.81

#1383346

Fixed an issue with ticket tabs switching when the page resizes

#1383317

Fixed an issue where the complete button would disappear on the call screen

#1382933

Added missing variables to the /variables page

#1382916

$-allfieldsuser

$-allfieldsqauser

$-allfieldscfuser

$-allfieldscfqauser

$-allfieldscarduser

$-allfieldscfcarduser

Fixed an issue with being unable to edit custom table data

Also in 2.244.1 · 2.236.81

#1382836

Fixed an issue where Invoice to Client at ticket level could combine invoices correctly

Also in 2.244.1 · 2.236.81

#1382359

Fixed an issue where KB Article counts could display incorrectly

#1382328

Fixed an issue with fields showing on the wrong tab on the ticket

Also in 2.244.1 · 2.236.81

#1382308

Resolved an issue with a missing field from Sales Orders that allows the override of the default stock location for Purchase Orders created from the Sales Order lines

#1382172

Added a new global setting to the asset configuration: "Restrict the loading of dependency diagrams per asset". This must be enabled for the existing setting "don't load dependency diagram for this asset" to be visible.

#1381859

Fixed an issue with prepay expiry showing early in ready for expiry in some cases

#1381856

Fixed issues with related services on assets

Also in 2.244.1 · 2.236.81

#1381834

Fixed an issue with QuickBooks Online Multi-tenanted items not choosing the correct tenant on Sales Orders in some cases

Also in 2.244.1 · 2.236.81

#1381818

Updated the default email content width for the HTML editor

#1381742

Fixed an issue with identity verification on Call Scripts on the New Ticket screen

Also in 2.244.1 · 2.236.81

#1381184

Minor improvement to the Problem Resolution Finder on the New Call screen

Also in 2.244.1 · 2.236.81

#1381174

Fixed an issue where date filters using relative day values were returning incorrect results

Also in 2.244.1 · 2.236.81

#1380886

Fixed an issue with the $-variable IS_IN_MAINTENANCE_WINDOW

Also in 2.244.1 · 2.236.81

#1380879

Fixed an issue with using simplified rich text fields on non-ticket entities

Also in 2.244.1 · 2.236.81

#1380808

Resolved an issue with using ticket filter for "Suppplier Name" and type "Is not equal to" failing to include tickets without a supplier

#1380772

Fixed several minor issues causing some types of Sage Intacct fieldmappings to fail in some cases

Also in 2.244.1 · 2.236.81

#1380608

Fixed an issue with using modal action when showing a tab for each communication channel on tickets

#1380015

Fixed an issue with deleting asset types when maintenance windows are enabled

Also in 2.244.1 · 2.236.81

#1379892

Fixed an issue with adding dynamic field value visibility on approval processes

Also in 2.244.1 · 2.236.81

#1379890

Fixed an issue with populating the Related Services field on Ticket Templates

Also in 2.244.1 · 2.236.81

#1379392

Fixed a UI issue with API agents using a concurrent license

Also in 2.244.1 · 2.236.81

#1379361

Increased the allowed length of SDItemCode to 250 characters

#1379261

Resolved an issue with Bill and Purchase Orders failing to sync to Quickbooks Online due to missing a TxnDate

Also in 2.244.1 · 2.236.81

#1378623

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

Also in 2.244.1 · 2.236.81

#1378406

Resolved an issue with PDF generation creating extra pages that contain no content relating to using Report Charts in the PDF html/content

Also in 2.244.1 · 2.236.81

#1378259

Fixed an issue with using incident details configuration on services

#1378055

Fixed an issue with selecting a user's previously selected assets

Also in 2.244.1 · 2.236.81

#1378043

Minor UI improvement to the Tags field

Also in 2.244.1 · 2.236.81

#1377957

Fixed an issue where Projects with milestones would error when cloned

Also in 2.244.1 · 2.236.81

#1377867

Fixed an issue where Sales Order columns were misaligned

Also in 2.244.1 · 2.236.81

#1377819

Fixed minor UI issue within the Wordpress.com integration

#1377523

Improved Dynamics Business Central logging

Also in 2.244.1 · 2.236.81

#1377511

Fixed an issue with 2FA codes not sending when the background services are paused

Also in 2.244.1 · 2.236.81

#1377434

Improved error handling for new site saves

Also in 2.244.1 · 2.236.81

#1376408

Fixed a minor issue with cloning asset types

Also in 2.244.1 · 2.236.81

#1376215

Improved the performance of the updatelines endpoint

Also in 2.244.1 · 2.236.81

#1376112

Added a backend switch for ServiceNow priority/severity sync for ServiceNow incidents.

Also in 2.244.1 · 2.236.81

#1375581

Fixed an issue with Pax8 subscriptions failing to be added to invoices in some cases

Also in 2.244.1 · 2.236.81

#1375302

Resolved an issue with non-hosted Halo instances Custom Integrations that use local network IP addresses failing to complete requests

Also in 2.244.1 · 2.236.81

#1374275

Fixed an issue with paginated new ticket forms on the portal

#1374100

Improved speed of ticket list loading in the self service portal

#1372528

Fixed an issue with changing an asset to a type that's linked to a service

Also in 2.244.1 · 2.236.81

#1371368

Fixed an issue where 'Save as Email Template' always saved the first email in a Mail Campaign instead of the selected one

Also in 2.244.1 · 2.236.81

#1369812

Resolved an issue with emails from the Apple iPhone mail client appearing blank in the action preview

Also in 2.244.1 · 2.236.81

#1369622

Fixed an issue where CF dollar variables would not populate when using dynamic SQL

#1367266

Fixed an issue where team leaders could not see all agents in the ticket area tree

#1367178

Resolved an issue with validation for Scheduled Tickets using SQL requiring an Asset to be manually selected

Also in 2.244.1 · 2.236.81

#1365152

Fixed an issue with minimum invoice net amount not considering outstanding costs on invoice creation

#1362572

Resolved an issue with formatting issues when emails sent using SMTP are viewed in email clients such as Google Mail

#1357614

Fixed an issue with search results not automatically loading when clicking 'see more results' on the search screen

#1355686

Fixed an issue with downloading signature attachments

Also in 2.244.1 · 2.236.81

#1352528

Fixed an issue where the delivery address would not copy from a PO to a Bill

#1352425

Fixed an issue with surveys being sent without considering survery related configuration

#1350377

Fixed an issue with inconsistent pro-rata calculations in different time zones.

Also in 2.244.1 · 2.236.81

#1333520

Minor improvements to $-beacon and click tracking in Mail Campaigns

#1328723

Fixed a permission issue preventing the download of site documents on the End User Portal for users with client-level document access

Also in 2.244.1 · 2.236.81

#1325895

Fixed rounding issue with properties in teh Halo Asset Discovery Integration

Also in 2.244.1 · 2.236.81

#1310425

Fixed an issue with Avalara where the wrong address mapping was used

#1283944

Added the ability to create new tickets from Jira Service Management update webhooks when using an override option

Also in 2.244.1 · 2.236.81

#1271598

To allow update webhooks to create new tickets in Halo, you must create a "Checkboxes" custom field in Jira with the exact name "Send to Halo" that includes a "Yes" option. When this option is selected on a Jira issue, the update webhook will create a new ticket if it doesn't already exist in Halo.

Added an option to confirm mail campaign clicks via a JavaScript browser check.

#1239097

Fixed an issue with sorting services by sequence

Also in 2.244.1 · 2.236.81

#1237254

Fixed an issue where the details field would not clear when changing the ticket type on the new ticket screen

#1195773

Fixed an issue with translations when cloning a ticket type or action outcome

Also in 2.244.1 · 2.236.81

#1186581

Added the ability to set Ingram Micro Reseller carrier codes on carriage items

#976359

You can now set Ingram Micro Reseller carrier codes on carriage items in Advanced > Lookup Codes



When this carriage item is set on a PO, the corresponding carrier code will be synced to Ingram Micro Reseller

Fixed an issue with child ticket dropdown on opportunity list views

#960042

Added permissions to allow Suppliers, Clients, Sites, and Users to be made inactive

#881071

Fixed an issue where bulk changing category would not follow category restrictions

#822742

Added Contract Expiry and Near Expiry event triggers for Notification/Webhooks

#531822

Added the ability to trigger Automated Tickets when contract balance is below a certain threshold

#530898

You can now trigger Automated tickets via contract balance by going to Config > Tickets > Automated Tickets and adding the "Contract balance below X" criteria for the "Agreements" automation criteria type. Automated tickets with this criteria will only ever be triggered when an action causes a contract balance to go below the set threshold. Automated tickets can be triggered up to once per period for each contract. The contracts this criteria applies to can be limited by using the "Agreements" criteria.

Removed the check for editing Billable time allocation on an action from using the "Can edit advanced ticket details" permission as it has been replaced with "Can manually adjust billing time allocation per action"

#1382822