New: the Halo × Pennylane integration by Halentra is live. Take a look
Halentra
Home/Solutions/Halo/Release notes
Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.246

Beta

117 updates across 8 patch releases

2.246.8

Jul 31, 20261 fixed

Fixed an issue with Stripe integration

Also in 2.246.8 · 2.236.93

#1434486

2.246.7

Jul 27, 20261 fixed

Fixed an error when authorising MYOB

#1429696

2.246.6

Jul 24, 20262 fixed

Fixed being unable to select a Company after authorising the MYOB integration

Also in 2.246.6 · 2.236.91

#1428426

Fixed an issue with auto-approvals not counting towards the total approval count

#1429422

2.246.5

Jul 24, 20262 fixed

Resolved an issue with discounts on Invoices failing to be pushed to Quickbooks Online when the unit price has more than 2 decimal places after the discounts is applied

Also in 2.246.5 · 2.236.91

#1426561

Fixed an issue with saving the details tab config on Supplier Screen Profile layouts

#1426889

2.246.4

Jul 23, 20261 improved · 6 fixed

Fixed an issue with migrating attachments to S3

#1422607

Fixed an issue where retrieving tickets could fail in rare cases

#1422914

Fixed an issue with a few of the available integrations for Reconciliation

#1422982

Fixed an issue with duplicate site contact notifications

#1423647

Improved performance when mentioning agents

Also in 2.246.4 · 2.236.91

#1423798

Fixed an issue with Stripe Off Session payments declining when they could be confirmed in some cases

#1424099

Fixed an issue when syncing unique invoice type ID's to QuickBooks Online

#1424731

2.246.3

Jul 21, 20268 fixed

Fixed an issue with using $-variables in custom table lookups

Also in 2.246.3 · 2.236.91

#1418890

Fixed UI error in PII Centre

#1420034

Fixed an issue with accessing the knowledge base

Also in 2.246.3 · 2.236.111

#1421760

Fixed an issue with setting label

#1422029

Fixed a UI issue with the context menu in the Attachments table for Quotes, POs and SOs

#1422205

Fixed an issue when adding folders and documents

#1422217

Fixed a minor UI issue during folder creation

Also in 2.246.3 · 2.236.91

#1422218

Fixed an issue where items wouldn't automatically group on Sales Orders

#1422305

2.246.2

Jul 15, 20262 fixed

Fixed an issue with reports on the home screen causing issues in some cases

#1421155

Resolved a UI error thrown by the new ticket screen when creating a ticket from the home screen

#1421173

2.246.1

Jul 13, 202618 added · 5 improved · 71 fixed

Added a setting to display timesheets as a table from the main timesheets view

#805312

Added the option to paginate reports in the API

#971088

This can be enabled per report using the setting "Paginate the report in the API". You can specify the number of results per page, with 100 as the default.

This improves performance when loading large reports, as it only needs to load a subset of the data each time.


When using pagination, certain syntax is not supported in the reports. Specifically, dynamic SQL and Order Bys. To order your results, you should use the fields tab on the report.


Pagination is not used when creating PDFs, CSVs, etc. and is not used on composite reports. 

★ Highlight

Added a new Knowledge Base Tiles display type for the Self Service Portal

#982218

This change introduces a new Self Service Portal button type, which displays your Knowledgebase in a tiled mode for improved aesthetics and navigation.


When clicking the button, the User is shown your FAQ Lists and a new search bar:


Each one of these tiles can have a customised icon, and up to three Articles to show as a quick access, useful to present your most visited Articles.


When clicking into an FAQ List tile, child FAQ Lists as well as Articles in the FAQ list are shown:


Navigation around the Knowledge Base is achieved by clicking on the Breadcrumb.


To customise each tile, you can adjust the settings per FAQ List on the FAQ List's configuration page:



To use this Knowledge Base layout, you need to add a new Self Service Portal Button:


Within the configuration for this button, you can restrict the root level FAQ list when accessing the Knowledge Base via this button:


Additionally, an option has been added in the Searching category of Self Service Portal Configuration to allow the  home screen search bar to make use of the tile mode's searching functionality:

This will also make clicking Top 5 Articles on the home screen take the User to the tile mode view.


All HTML elements within the tile search have unique CSS classes to allow for full customisation of the tile mode view to suite your Organisations branding requirements.



Minor UI improvements for the Accounts Interface

#1046503

Added the ability to automatically add Product Groups as groups on Sales Orders

#1088077

"Automatically add Item Groups as groups when adding items to sales orders" can be enabled in Sales Orders configuration

Added new options for adding Child Templates to a Template or Ticket Type

#1089337

There are now two child template configuration options:


Custom

This option is the existing functionality. You can select specific child templates, configure their creation rules, and copy existing child templates from other templates, including their creation rules, into the current template.


Use child templates from an existing template

This option allows the current template to reference child templates and creation rules configured on another template. The inherited child templates and creation rules can only be edited from the original template, making it easier to manage shared child templates and rules.

You can now enable advanced Ticket Type access which allowed ticket type access by User Role on the portal

#1127170

This new setting combination specifically allows the following combination:

Logged in Users with the allowed roles will then gain permissions in the same way as the other options available for the setting.

Added a Time Management setting that enables time taken on actions to be rounded to seconds rather than minutes

#1133839

You can now add Actions to a custom Bulk Edit Menu Layout

#1172810

This allows you to perform your custom Actions when bulk editing Tickets in Lists.


This can be configured in Configuration > Advanced > Screen Layouts.

Then, change the entity to Bulk Edit Menu, and you will be able to add a custom layout and custom actions to the menu.

Added a Hover Widget when hovering a User's name in the Action History on a Ticket

#1197813

This can be enabled in Configuration > Users > General Settings

"Show a widget with Contact information when hovering over a User in Action History"


This will show basic information about the User who performed the action/email update:


The following information will be displayed, if populated on the User's record:

  • Customer Name
  • Site Name
  • Email Address
  • Secondary Email Address
  • Tertiary Email Address
  • Work Telephone Number
  • Work Mobile Number
  • Home Number
  • Home Mobile Number
  • WhatsApp Number
  • Site Phone Number
  • Preferred Phone Number
  • Is a Prospect


Please note that for Email Update actions, the User information displayed is matched from a User record based on the From Address for the Email, and the User's main Email Address.


Added a setting to prevent ticket closures from setting response data unless done via a response action

#1198596

Added simple validation preventing ad-hoc approvals being added without an agent, user or email address.

#1208475

Fixed an issue where the 'Switch to Agent application' side menu link was not visible on the self-service portal

#1236478

Added API asset relationship restrictions

#1263994

Updated the MYOB integration to use a new scope format during authorisation

Also in 2.246.1 · 2.236.91

#1285925

Fixed an issue where Credit remaining in Credit Note lists would display incorrectly

#1325859

Fixed an issue syncing billing cycle and pricing data using the Sherweb integration

#1355099

Fixed an issue where some timed automations would not be cleared on workflow step change.

Also in 2.246.1 · 2.236.91

#1361669

Added the option to display all service statuses in the self-service portal

#1363170

By default, some statuses are only for internal reference, and display as a different status to users.

By enabling "Show all service statuses to users" in service settings, all of these will show in the user portal.

To support this, default service status messages for these statuses are added when enabling this setting.

You can now use Screen Profile layouts to reorder and hide fields on the Details tab of Suppliers

#1366280

Fixed an issue with recalculating billing on tickets

#1366968

Fixed an issue with auto-replies affecting the closure procedure

#1369027

Added to forwarded email prefixes - "ED:"

#1371441

Fixed the category value being set incorrectly when logging a ticket via chat using the "Walk through logging a ticket" step type

Also in 2.246.1 · 2.236.91

#1374036

Resolved an issue with values from invoices, timesheets and other entities incorrectly being returned when Halo is running in a non culture invariant environment that uses the comma character for a decimal separator

Also in 2.246.1 · 2.236.91

#1376149

Fixed an issue with loading of DB Lookup fields on the New Ticket screen

Also in 2.246.1 · 2.236.91

#1380422

Fixed an issue where client/site document uploads into a subfolder were incorrectly assigned to the uploading user's own client or site

Also in 2.246.1 · 2.236.91

#1380768

Fixed an issue where editing a custom table row and cancelling would still save the changes

Also in 2.246.1 · 2.236.91

#1381010

Fixed dollar ($) variable INVOICEPAIDANDCREDITTOTAL not working on v2 of the 'Billing Entity totals calculation method'

#1381260

Fixed an issue with adding Asset type rules to Google Workspace

Also in 2.246.1 · 2.236.91

#1384278

Fixed an issue where the chat flow would not advance after a ticket was logged via a link

Also in 2.246.1 · 2.236.91

#1384922

Fixed issue with Note fields on actions not displaying as read only

#1386311

Fixed an issue with ticket type restrictions

Also in 2.246.1 · 2.236.91

#1387836

Resolved an issue with the CSP Integration using the Group membership to assign the "Service User" property even when the option to not create users that do not match a licence is selected

Also in 2.246.1 · 2.236.91

#1388761

Fixed an issue where grouped Money columns could display incorrectly

#1389189

Fixed an issue with searching tickets and ordering by relevance

#1389761

Fixed an inconsistency between follower permissions when viewing a list of tickets and an individual ticket

#1390200

Resolved an issue with matching Ninja imported devices to exisiting devices

Also in 2.246.1 · 2.236.91

#1390246

Fixed an issue where disabling the default memo field on CRM notes prevented users from updating memo values on existing notes

Also in 2.246.1 · 2.236.91

#1390282

Fixed an issue where the default column profile would still be used on a ticket list widget when overridden

#1390411

Added a setting to Sanitise HTML when forwarding an email using the forward action

Also in 2.246.1 · 2.236.91

#1391024

Can be enabled in Tickets > General Settings

Fixed an issue where you could submit anonymous agent booking tickets without entering name and email address

#1391204

Fixed an issue with child ticket dropdowns not displaying on Opportunity column profiles

Also in 2.246.1 · 2.236.91

#1391331

Fixed bulk editing on custom tables

#1391533

Fixed issue with ticket attachment display names not showing correctly when using S3 uploads

Also in 2.246.1 · 2.236.91

#1391546

Fixed an issue with assigning tickets to agents via drag-and-drop on ticket lists

#1402083

Fixed an issue where the calendar timeline view would not show just workday hours when enabled

#1402164

Please note that workday hours will only be applied when view a single day on the timeline.

Fixed an issue with opening an existing chat record on a ticket

#1402311

Improved stability for larger configurations by reducing the amount of browser storage required to cache application data

Also in 2.246.1 · 2.236.111

#1402445

Fixed an issue with N-able N-central customer/site import

Also in 2.246.1 · 2.236.91

#1402565

Resolved an issue with the "Immediately Invoice pro-rated changes" failing to use the overriding Client/Site

Also in 2.246.1 · 2.236.91

#1402655

Fixed an issue where creating Recurring Invoices from Sales Orders could error

Also in 2.246.1 · 2.236.91

#1402693

Fixed a rare issue with updating agents via Entra ID

#1402696

Improved error logging for device custom field updates.

Also in 2.246.1 · 2.236.91

#1402732

Resolved an issue with Addigy devices failing to be made inactive in Halo when they are removed from Addigy

Also in 2.246.1 · 2.236.91

#1403059

Fixed an issue with enabling some KB settings in self-service portal configuration

Also in 2.246.1 · 2.236.91

#1403082

Fixed a rare error when updating roles during the Entra import

#1403277

Fixed an issue where the PagerDuty Integration wouldn't sync custom fields

Also in 2.246.1 · 2.236.91

#1403366

Resolved an issue with the Asset List and User List variables used on recurring invoice lines failing to be removed when there are no records or they are not relavant

#1403546

Fixed some minor issues with Dynamics Business Central Tax values being 1 penny off in some rare cases

Also in 2.246.1 · 2.236.91

#1403553

Fixed an issue with the 'One Product must be picked from these optional Products' setting in Quote approvals

#1403557

Added the "readOnlyHint" annotation to the Halo MCP server tools

#1414508

Fixed an issue where CSV exports would not respect field visibility and added a warning if a cell's data is too long to display in Excel

#1414595

Fixed an issue with images not correctly saving when importing knowledge base articles with the ServiceNow Migration

Also in 2.246.1 · 2.236.91

#1414603

Fixed a rare issue with some FAQ Lists not showing in the FAQ List filter

Also in 2.246.1 · 2.236.91

#1414779

Fixed an issue where dashboard creation would be restricted whilst not configuration tracked

#1415303

Resolved an issue with a duplicate action being added to tickets when a booking appointment is added and the Exchange integration is using the scheduler functionality

#1415346

Updated the Action outcome/name used when Connectwise Automate resolved a ticket to "Connectwise Automate Closure"

Also in 2.246.1 · 2.236.91

#1415350

Fixed an issue with the no action for X days notifications queuing incorrectly

Also in 2.246.1 · 2.236.91

#1415670

Fixed an issue with Asset Matching in Email Rules

Also in 2.246.1 · 2.236.91

#1415689

Fixed an issue where contracts opened in a modal could error

#1415728

Fixed a minor issue with bulk action menu screen layout profiles

Also in 2.246.1 · 2.236.91

#1415730

Resolved an issue with importing some CSP Consumption data when the CSV data contains cells with more than 500 characters

Also in 2.246.1 · 2.236.91

#1415785

Fixed an issue with scheduled and automated appointments syncing to exchange

Also in 2.246.1 · 2.236.91

#1416416

Fixed an issue with viewing opportunities on the portal

#1416473

Fixed an issue where Quotation Approvals could error when including custom fields

Also in 2.246.1 · 2.236.91

#1416512

Fixed display issue with attachments added to actions.

#1416610

Fixed an issue when searching for specific terms

#1416723

Fixed an issue submitting a ticket that had a template applied

Also in 2.246.1 · 2.236.91

#1416730

Fixed an issue where Ticket views wouldn't filter on multiselect fields when using translations

#1417041

Fixed an issue with editing maintenance windows

#1417181

Fixed an issue with importing dashboard from JSON

Also in 2.246.1 · 2.236.91

#1417259

Fixed an issue where Autotask migration imports would fail

Also in 2.246.1 · 2.236.91

#1417607

Fixed an issue where if the setting 'Generate a unique system ID per document type (Invoice, Bill etc)' is enable, the unique ID would not sync to QuickBooks Online

#1417635

Added the ability to display funnel chart layer sizes as cumulative value

#1417859

Fixed an issue with incoming emails from Google Mailboxes not truncating to the unique body

#1418021

Resolved an issue with discount on Invoices and Quotes using the rounded amount after discount per unit instead of applying the discount to the line total

Also in 2.246.1 · 2.236.91

#1418702

Fixed an issue with editing Facebook integration

#1418770

Fixed an issue where asset date fields would convert to the wrong date when formatting

#1418798

Fixed an issue with 'Filter by Project' on the project ready for invoicing screen

#1418808

Resolved an issue with the "Has a value" and "Does not have a value" options failing to work for the Supplier field in Ticket lists

#1418942

Fixed issue with using grouped actions after prompt to acknowledge ticket

#1419715

Resolved an issue with blank thousand and decimal separator options in variables failing to work as expected on Invoice XML attachments

Also in 2.246.1 · 2.236.91

#1419760

Resolved an issue with Hubspot Deals lines linking to old quotes from Halo that are not related

Also in 2.246.1 · 2.236.91

#1419972