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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.248

Beta

173 updates across 9 patch releases

2.248.9

Aug 20, 20261 fixed

Fixed an issue with Intacct class not loading in some cases

Also in 2.248.9 · 2.236.104

#1442834

2.248.8

Aug 12, 20261 fixed

Fixed an issue with sending Quotations linked to a Ticket

Also in 2.248.8 · 2.236.102

#1436561

2.248.7

Aug 11, 20261 fixed

Fixed an issue where workflows would not be applied to tickets logged via the portal

#1440533

2.248.6

Aug 10, 20262 fixed

Fixed an issue with the updatelines endpoint failing to update values already set on the matched lines in some cases

Also in 2.248.6 · 2.236.101

#1431832

Fixed an issue viewing Outgoing logs if s3 html storage is enabled

#1438112

2.248.5

Aug 7, 20268 fixed

Fixed a setting visibility issue

Also in 2.248.5 · 2.236.101

#1429618

Resolved an issue with the incorrect options showing in the resource booking assignment type selection

#1434473

Fixed an issue with sequencing in recurring invoices line merging

Also in 2.248.5 · 2.236.95

#1434677

Resolved an error shown when dragging a ticket onto the calendar when an appointment is already open on the calendar

#1435449

Fixed an issue with the "Can edit Agents details" permission

#1437938

Fixed an issue with HubSpot owner not syncing correctly in some cases

#1438005

Resolved an issue with non-group invoice lines, created when multiple recurring invoices are combined, appearing below grouped invoice lines

Also in 2.248.5 · 2.236.101

#1438367

Fixed an issue with the 'equal to invoice date' due date type

Also in 2.248.5 · 2.236.101

#1438947

2.248.4

Aug 7, 20265 fixed

Fixed an issue where Agents couldn't be imported from Atera RMM

Also in 2.248.4 · 2.236.101

#1388546

Fixed an issue where updating Agents without the Agent cost permission would remove the Agent cost

Also in 2.248.4 · 2.236.101

#1431377

Fixed an issue where End-User Countersign confirmations could be sent multiple times

#1436363

Fixed an issue with pagination when using a dashboard column profile

#1436411

Fixed an error when cloning recurring invoices

#1436748

2.248.3

Aug 4, 202611 fixed

Fixed an issue with creating Custom Fields from a Field Group on Beta

#1431390

Fixed an issue with Ticket variables in runbooks when using Organisation Ticket Type Restrictions

Also in 2.248.3 · 2.236.92

#1432252

Fixed an issue with OLA targets after pausing them

Also in 2.248.3 · 2.236.101

#1432845

Fixed a display issue with the side nav menu when using Spanish and German language packs

#1433259

Fixed an issue with creating Suppliers

#1433507

Fixed an issue with using custom integration method custom fields

#1433552

Fixed an issue with adding site mappings for Tenable and Tanium

#1433682

Fixed an issue with saving Draft Tickets

#1434418

Fixed an issue where repository endpoints would sometimes return data.

Also in 2.248.3 · 2.236.101

#1434512

Fixed an issue with SQL validation

#1434836

Fixed various minor issues with action form custom buttons

#1435376

2.248.1

Jul 28, 202623 added · 3 improved · 118 fixed

Updated Supplier Address field to use type address instead of memo

#235897

Added the ability to import Microsoft CSP Tenants via the Delegated Admin Relationships endpoint

#533643

Fixed an issue where Grouped Custom Fields wouldn't display as grouped on additional tabs

#726579

Fixed an issue with the report start and end dates displayed on report PDFs

#996129

Fixed an issue where adding ticket tags in bulk would not apply the tags to the whole ticket selection

#1010038

Added two new fields to contract types: Related services & Related service categories

#1032788

If a contract type has related services/service categories, when a contract uses that contract type, it will automatically grant the client of the contract user access to the service/service category. This can also be added as a restriction on service/service category. 

Added a warning explaining why duplicate Asset Relationships cannot be added

#1064247

Added the option to receive payment updates on invoices through webhooks for the Dynamics Business Central integration

#1067497

The update comes from a subscription to sales invoice updates. Once a sales invoice is updated with a payment, the changes in 'totalAmountIncludingTax' and 'remainingAmount' values received from Business Central will be calculated and compared against the payment records on the invoice. If there is a change, a payment record will be added. 


If an invoice has a payment record that didn't originate from Business Central, payments will not be added to avoid double-counting. 

Fixed an issue with duplicate language pack translations

#1095393
★ Highlight

Added the Juniper Mist Integration

#1170636

Site Mappings


Mist sites can be mapped to sites in Halo. There are two matching methods:


- Mappings (Explicitly map each Mist site to a Halo site. When importing assets, only devices belonging to a mapped site are imported; devices in unmapped sites are skipped. You can set a default client for any new sites created during a site import.)


- Rules (Assets are pulled at the organisation level, and the Halo site is assigned by rules based on field values. When a rule matches, the asset is created against the site defined in that mapping.)




Asset Imports


All Mist device types can be imported (APs, switches, and gateways). All fields can be mapped, with the option to manually specify a field name if required.


You can determine the asset type in one of three ways:


- Fixed type (Use one asset type for all imports)

- Field-based (Derive the type from a mapped field)

- Rule-based mappings (Use rules based on mapped field values)


If none of the rules are matched, a default asset type will be used, which can be configured to not allow the import of any assets that don't match any of the rules, allowing for certain assets to be excluded from the import.


You can also configure:


- Deactivate deleted assets

- Do not create new assets

- Do not update asset types

- Status for assets when deleted from Mist



Assets & Sites can be imported manually or on a recurring schedule using the Halo integrator. When using the integrator, only assets updated or created since the last sync date will be imported. You can clear the last sync date if required.



Alerts


Mist can raise tickets in Halo in real time from alerts. Enable alerts on the connection, then configure the webhook in Mist to point at the endpoint shown on the alerts screen, using the webhook secret so incoming alerts can be verified.


You can configure:


- Ticket type (The ticket type used for tickets raised from alerts)

- Assigned user (The user that alert tickets are assigned to)



When an alert is received, Halo attempts to match it to an imported asset using the device’s MAC address. If a matching asset is found, the ticket is linked to it and its site. When Mist later sends a resolution for the same alert, the existing ticket is updated with a resolving note and closed, rather than a new ticket being created.

Added database transaction support to ticket type field save

#1184206

Fixed an issue with using a field to determine asset type for AWS imports

#1191320

Added a 'Rejected' system use for Quote statuses

#1204385

When a quote is changed to a status with this system use configured, it will automatically set the quote approval state to rejected and update the linked ticket if required.

Fixed an issue where the 'Supplier' outcome on a rule would not apply

#1206979

Added support for ticket dashboards in the self-service portal

#1222188

Column Profiles

Column profiles can now display as dashboards in the self-service portal. All widgets available in the agent app are supported in the self-service portal.


Ticket Dashboard Tabs

When creating a custom dashboard tab for a ticket, you can now specify if it is available to agents, users, or both. 

If available to users and not hidden by the ticket type configuration, the dashboard tab will show to users. Most widgets are supported with a few exceptions:

  • Integration widgets like Microsoft Teams are not supported
  • Ticket List Widgets are not supported
  • The widgets displaying ticket fields cannot be edited.
  • Actions are not supported on the ticket progress

Fixed an issue with Etilize updating Item Group in error in some cases

Also in 2.248.1 · 2.236.101

#1238311

Added a new Chat Message Received Notification event type

#1311980

This is currently limited to chat messages received on a ticket through either Microsoft Teams or Slack

Fixed an issue where some dashboard widgets could load intermittently

Also in 2.248.1 · 2.236.101

#1324878

Added the ability to prevent Appointments from being created outside of shift hours for agents using shifts

#1329632

This can be enabled in Configuration > Time Management > Shifts by checking "Prevent appointment scheduling outside of shift time"

Fixed a minor issue with using the enter key when searching for articles

#1333850

Added the ability to match on Assets within Problem Matching

#1352624

The 'Use new search method' setting must be enabled to use this feature

Fixed using the MTLS authentication type for custom integrations

#1365870

Fixed an issue where a quote approvals would throw an unhandled error in the UI

#1369551

Fixed a ticket access issue with a specific legacy search configuration

#1374855

You can now set new tab locations in Agent preferences

#1376128

Added Asset Relationships Updated as a criterion for asset notifications

#1379302

Fixed an issue where the 'Items are billable' field would not show the default value on the new ticket screen

#1379413

Fixed issues with leaving feedback on knowledge base articles

#1381980

Fixed an issue where the client list would show the incorrect column profile

#1382012

Added the ability to link existing assets to services

#1382092

When the setting "Allow automatic linking of Assets and Services" is enabled, you can now link existing assets to services.

To do this, you must change the asset to a type that is a service or business application. You will then be asked if you want to link to an existing service or create a new service. The link will be created upon saving the changes to the asset.


If changing the type of multiple assets, they will all link to new services.


Please note that when linking to an existing service properties shared between the 2 entities, like name, business owner, note, etc., will use the asset's value.

Added the option to change which assets are checked for maintenance windows and change freeze periods

#1382596

This can be configured per asset type using the setting "Relationships to include when checking change management windows". 

By default, it checks the ascendant assets, but you can change it to check descendant assets or just the asset itself. 

Fixed an issue with creating Custom Fields from within a Field Group

Also in 2.248.1 · 2.236.101

#1383798

Fixed a minor UI issue with the new call screen

#1384158

Fixed an issue where the "has/does not have value" filter was not working on Ticket List dynamic filters.

Also in 2.248.1 · 2.236.101

#1384968
★ Highlight

Added the ability to use action forms on assets

#1385189


Asset custom buttons can now be configured to open an action form:


This will allow access to the "Field List" tab, where you can add fields to show on the form when completing this action. Some asset system fields, asset fields, asset custom fields, some service system fields, and a note field are available to select:


The field visibility on the form is determined through the field visibility on the asset you use the action on. You can also configure the default status for the asset after completing the action:


When used on an asset, a modal window will show with the fields that are available to populate:


After submitting, a log will be added to the "Action History" tab on the asset. This will show the agent who completed the action, the date completed, the name of the button used, the new status on the asset (if changed) and the note from the action (if set). Changes to other fields are logged in the asset's change history.



Fixed an issue with retrieving services on the portal

Also in 2.248.1 · 2.236.101

#1387817

Fixed an issue with searching for IP addresses

#1388749

Added the option to allow users to complete To-Do List items

#1390318

If a ticket type is set to show To-Do Lists to the user, there is now an option to specify if the user can complete them.

The setting "User To-Do List Completion" has 3 options:

  • Not Allowed - The user cannot complete the items
  • Always Allowed - The user can complete all of them
  • Can specify per to-do item - When adding to-do items to a ticket, you can specify if users can complete them

When configuring to-do list groups and to-do lists on templates, you can specify if the user can complete them, and this will copy over to tickets. However, if set to always allow or not allow editing, then this will override what was configured.


When a user completes a to-do list or a to-do list group, it can trigger the corresponding workflow actions to move the workflow.


Additionally, the setting "Allow To-Do list items to be links" can be enabled in Tickets > General Settings to allow to-do list items to have an optional link. This link will be shown to agents and users when they can complete the to-do list.


Improved PDF generation performance when sending a notification email to the user

#1402159

Added a third_party_id parameter to the /faqlists endpoint

#1403620

Fixed an issue which could occur when adding MCP tools

Also in 2.248.1 · 2.236.101

#1415091

Fixed an issue where the wrong column profile was used when viewing tickets through Top Level

#1415312

Fixed an issue with processing Exchange webhooks on a background service.

Also in 2.248.1 · 2.236.101

#1415444

Fixed an issue where drop-down custom fields my not load the correct options when creating a new ticket.

#1415591

Fixed issue where the "Show For Users" selection wasn't saving on new document uploads when client-side uploads are enabled

Also in 2.248.1 · 2.236.101

#1416533

Fixed issues with discounts on meter lines when new meter readings are added.

#1416631

Fixed an issue where Client/Site/User custom fields wouldn't display correctly on new tickets when grouped

#1416632

Fixed an issue where due dates on Invoices could adjust incorrectly when using Xero webhooks

Also in 2.248.1 · 2.236.101

#1417380

Fixed an issue on the portal with reloading the page when there is an open live chat

#1417540

Fixed an issue with the add/edit/delete data access level for custom tables

Also in 2.248.1 · 2.236.101

#1417794

Added the option of one-click approvals for approval email links

#1418172

This is configured on the individual approval process step.

Fixed an issue where money fields could be editable for group headers on quotes

#1418852

Fixed an issue where the "Requires Consigning" page could display incorrectly

#1418967

Fixed an issue with using attachment custom fields

#1419680

Fixed an issue with subscriptions not importing from Google Workspace

Also in 2.248.1 · 2.236.101

#1419753

Fixed an issue where Budget Calculation Type configuration was showing an incorrect value

#1420127

Fixed a rare issue with searching for customers/sites/users

Also in 2.248.1 · 2.236.101

#1420635

Resolved an issue with Private Notes added to Actions failing to save when a mention used in the Private Note references an out of office Agent

Also in 2.248.1 · 2.236.101

#1420656

Fixed a minor language issue with Site Fields

Also in 2.248.1 · 2.236.101

#1420829

Fixed a rare issue with Optional Services on the End-User portal

Also in 2.248.1 · 2.236.101

#1420864

Resolved an issue with CPS Consumption Data imports failing when the Reference ID value is a JSON object and not a GUID value

Also in 2.248.1 · 2.236.101

#1420869

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

Also in 2.248.1 · 2.236.101

#1420948

Fixed a rare issue with switching between Asset and Site fields

Also in 2.248.1 · 2.236.101

#1421095

Fixed an issue with some User $-variables not populating within Email Template previews

Also in 2.248.1 · 2.236.101

#1421183

Fixed an issue where Users and Agent could not be imported from Okta groups

Also in 2.248.1 · 2.236.91

#1421422

Resolved an isssue with Agent Cost being removed/reset to zero when the Agent configuration is updated by a non-admin Agent. Agent cost should only be able to be viewed or updated when an Agent has the related permission.

Also in 2.248.1 · 2.236.91

#1421444

Fixed an issue which could prevent dynamic list SQL field values from saving

#1421707

Fixed an issue with QuickBooks Online multicurrency not sending exchange rate as intended in all cases

Also in 2.248.1 · 2.236.101

#1421738

Fixed an issue with scheduled load balancing not working after a day

#1421755

Fixed an issue with importing asset using the DB integrator

Also in 2.248.1 · 2.236.101

#1421866

Resolved an issue with Automated Tickets failing to be created when an invalid Client is referenced by the Automated entity

Also in 2.248.1 · 2.236.101

#1421886

Resolved an issue with tax showing incorrectly in Halo when and Invoice is pushed to Quickbooks that initially has Tax but it is then removed by changing AST configuration in Quickbooks

Also in 2.248.1 · 2.236.101

#1421974

Fixed an issue with the Related Services field on Templates

Also in 2.248.1 · 2.236.101

#1422045

Fixed an issue where the Timezone option on booking calendars could default incorrectly

#1422065

Fixed an issue with importing N-Central clients

#1422182

Fixed an issue with the additional agents field on tickets

#1422206

Fixed a rare issue where generating PDFs could error

#1422240

Fixed an issue with attachments when unmerging tickets

Also in 2.248.1 · 2.236.101

#1422335

Fixed an issue where a ticket lists open list button would not work on a dashboard widget

#1422458

Fixed an issue with integration asset deactivation

Also in 2.248.1 · 2.236.101

#1422775

Fixed several Issues with Sage Intacct

Also in 2.248.1 · 2.236.101

#1422803
  • All live lookups to Intacct are now asyncronous to minimise queries to Intacct. This should improve API performance and minimise slowness.
  • All live lookups now filter when querying Intacct to avoid unecessary results being shown.
  • Fixed an issue with some fields not being visible on quotes
  • Fixed an issue with Customfields failing to convert properly in some cases


Fixed an issue where appearance configuration and prepended PDFs wouldn't be applied for Product PDFs

#1422815

Fixed an issue with including asset fields in query builder reports

Also in 2.248.1 · 2.236.101

#1422849

Resolved an issue with the contract links generated for a report failing to resolve correctly to the contract

Also in 2.248.1 · 2.236.101

#1422897

Fixed an issue with errors surfacing from appointment time clashes

Also in 2.248.1 · 2.236.101

#1422905

Added more configuration settings to search

#1422959

Fixed an issue where rejected Quotes could send Countersign Emails

Also in 2.248.1 · 2.236.101

#1423314

Fixed a UI issue with dates on CRM Notes

Also in 2.248.1 · 2.236.101

#1423334

Fixed an issue affecting the Activity Feed, Timesheets and Recently Viewed Tickets

Also in 2.248.1 · 2.236.101

#1423475

Fixed an issue with applying recurring invoice due date types

Also in 2.248.1 · 2.236.101

#1423566

Fixed an issue with using Dynamic SQL Single-Select Asset Fields within Notification Criteria

Also in 2.248.1 · 2.236.101

#1423781

Resolved an issue with webhooks from Hubspot deals failing to update existing Opportunites in Halo with an error of "Please select a valid Client"

Also in 2.248.1 · 2.236.101

#1423892

Fixed issue with homepage search on the End User Portal triggering automatically when "search as you type" was disabled

Also in 2.248.1 · 2.236.101

#1423929

Fixed an issue where the mail campaigns module would always appear enabled

#1423930

Resolved an issue with Halo being unable to match Hubspot Deal/Quote lines to Halo Items

Also in 2.248.1 · 2.236.101

#1424106

Fixed an issue where N-Central sites could not be mapped with the REST API method

Also in 2.248.1 · 2.236.101

#1424182

Fixed an issue with viewing certain notifications

#1424656

Fixed an issue with the $-CUSTOMERSIGNATURE and $-AGENTSIGNATURE $-variables not being set in Tickets and PDF templates

Also in 2.248.1 · 2.236.91

#1424683

Fixed an issue with creating a new prospect whilst raising an opportunity ticket

Also in 2.248.1 · 2.236.101

#1424739

Resolved an issue with non-group invoice lines, created when multiple recurring invoices are combined, appearing below grouped invoice lines

Also in 2.248.1 · 2.236.101

#1424743

Fixed an issue with ticket dashboards when removing the ticket's workflow

Also in 2.248.1 · 2.236.101

#1424760

Resolved an issue with Custom Field filters for "Not Includes" failing to function correctly for Checkbox type fields

Also in 2.248.1 · 2.236.94

#1424778

Fixed an issue with "Read only" invoice permissions

#1424825

Fixed an issue with adding service access to new customers

Also in 2.248.1 · 2.236.101

#1424969

Fixed an issue with creating appointments with schedules

Also in 2.248.1 · 2.236.101

#1425084

Fixed an issue where category fields could not be cleared

#1425518

Resolved an issue with Asset Fields using regex validation failing to be validated when created by the Item stock process

#1425712

Added improved logging to the Lansweeper integration

Also in 2.248.1 · 2.236.101

#1425784

Improved performance of loading automation lists

#1425788

Fixed an issue with adding actions to new tickets

#1425797

Fixed an issue with matching rules when using time zone input for start and target dates

Also in 2.248.1 · 2.236.101

#1425812

Fixed an issue with adding roles to agents via bulk edits

#1426000

Fixed a rare issue when approving by responding to an email

Also in 2.248.1 · 2.236.101

#1426007

Resolved an issue with Access Control options missing from Report Groups

#1426074

Resolved issue with missing labels for new settings in Sales Order configuration

#1426079

Fixed an issue with Dynamics Business Central Bills not carrying over multicurrency in some cases

Also in 2.248.1 · 2.236.101

#1426083

Fixed a UI issue when creating a new customer or user from the call screen

#1426188

Fixed an issue with group filters oni tickets

Also in 2.248.1 · 2.236.101

#1426201

Fixed an issue where uploading larger attachments could be incorrectly rejected as quarantined.

Also in 2.248.1 · 2.236.101

#1426440

Fixed an issue with retrieving action outcomes

Also in 2.248.1 · 2.236.101

#1426596

Fixed an issue with "reply to last user" on actions

Also in 2.248.1 · 2.236.101

#1426763

Fixed an issue with user matching when creating a ticket

Also in 2.248.1 · 2.236.101

#1426803

Fixed an issue with config tracking runbooks

Also in 2.248.1 · 2.236.101

#1427320

Fixed an issue with importing OID data from Halo Asset Discovery

Also in 2.248.1 · 2.236.101

#1427507

Fixed an issue with the target hours for OLAs when using days as the units

Also in 2.248.1 · 2.236.101

#1427575

Fixed an issue with the note remaining after clearing an approval result

Also in 2.248.1 · 2.236.101

#1427673

Fixed an issue with configuring CSS for multiple portals

Also in 2.248.1 · 2.236.101

#1427732

Fixed an issue where the email address field would not appear mandatory on the new ticket screen

#1427775

Fixed a minor issue with the Dynatrace configuration page

Also in 2.248.1 · 2.236.101

#1427794

Fixed an issue with Microsoft CSP not showing in the reconciliation module

#1428270

Fixed an issue with QuickBooks Online multi-tenanted items failing to use the correct tenant item id with bundles in some cases

Also in 2.248.1 · 2.236.101

#1428292

Fixed an issue when adding items to Sales orders

#1428397

Fixed an issue with $ variables in the summary and details not working when logged by a user

Also in 2.248.1 · 2.236.101

#1428550

Fixed an issue with the password expiry setting not working

Also in 2.248.1 · 2.236.101

#1428602

Fixed an issue with attachment names when syncing to Jira

Also in 2.248.1 · 2.236.101

#1429389

Added Atera RMM Bearer authorisation type

#1429433

Fixed an issue with selecting from the user's previously selected assets

Also in 2.248.1 · 2.236.101

#1429730

Fixed a 500 error that occurred when fetching tickets through the Zapier integration

Also in 2.248.1 · 2.236.101

#1429792

Fixed an issue with adding a Criteria Group to a Ticket Rule

#1429806

Fixed an issue with ticket types showing on the ticket type tile selection incorrectly

Also in 2.248.1 · 2.236.101

#1429824

Added a new Runbook Webhook response challenge type - Validate-Token header

Also in 2.248.1 · 2.236.91

#1429877

Fixed an issue with populating the Total Price value on the Items Issued table

Also in 2.248.1 · 2.236.101

#1430393

Fixed a minor language pack issue

Also in 2.248.1 · 2.236.101

#1430398

Fixed an issue with Knowledge Base negative votes being submitted before the user could fill in the feedback form

Also in 2.248.1 · 2.236.101

#1430626