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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.250

Unreleased

382 updates across 14 patch releases

2.252.1

Jan 1, 19012 added · 4 improved · 74 fixed

Fixed an issue where live chat tickets could be created against the agent's user account instead of the actual chat end user

Also in 2.252.1 · 2.250.31

#1117249

Fixed an issue where agent-linked users would be automatically deactivated when they exist at a client that isn't linked to an organisation

Also in 2.252.1 · 2.250.31

#1172951

Additionally, if multi-tenancy is disabled, then changes made to agents will now match on linked users that exist at non-organisation-linked clients. This is for single-tenant setups where agents exist across multiple client records.

Fixed an issue where the related services field may not get set when using linked asset-services

Also in 2.252.1 · 2.250.31

#1322398

Fixed issue with chat typing indicator not always showing

Also in 2.252.1 · 2.250.31

#1322496

Fixed a rare issue with using timezone input for date fields

Also in 2.252.1 · 2.250.31

#1352129

Fixed an issue where trying to submit multiple feedbacks when only one feedback is allowed would not show the error correctly.

Also in 2.252.1 · 2.250.31

#1373421

Fixed an issue with dynamic field visibility for user custom fields

Also in 2.252.1 · 2.250.31

#1374421

Improved SentinelOne integration performance by fetching alerts and threats from the past 30 days instead of the past year.

Also in 2.252.1 · 2.250.31

#1382947

Improved performance of cloning tickets

Also in 2.252.1 · 2.250.31

#1401950

Fixed an error when processing emails containing reference attachments

Also in 2.252.1 · 2.250.31 · 2.236.131

#1425114

Fixed an issue with allowed decimal places when receiving stock on Purchase Orders

Also in 2.252.1 · 2.250.31

#1429619

Fixed issue with chatmessage property missing from a chat webhook payloads

Also in 2.252.1 · 2.250.31

#1433425

Improved Microsoft CSP logging

Also in 2.252.1 · 2.250.31

#1436256

Added a new setting to address an issue with Pro-Rata not being added with expiry or deleted licences

Also in 2.252.1 · 2.250.31

#1439716

Fixed an issue where updating user roles could invalidate agent tokens.

Also in 2.252.1 · 2.250.31 · 2.236.131

#1440504

Fixed issue with formatting on the User date of birth field

Also in 2.252.1 · 2.250.31

#1442638

Fixed a "cannot read properties of undefined" error that could occur when the UI refreshes notifications

Also in 2.252.1 · 2.250.31

#1446791

Fixed an issue where the USEROTHER variables may not populate in some cases

Also in 2.252.1 · 2.250.31 · 2.236.131

#1447500

Fixed an issue with deleting Pax8 customer mappings

Also in 2.252.1 · 2.250.31

#1447632

Fixed an issue where single select fields would not follow their default sort

Also in 2.252.1 · 2.250.31

#1448269

Fixed a UI issue with Asset Column Profiles

Also in 2.252.1 · 2.250.31

#1449780

Fixed an issue where ticket types could appear more than once in an agent role's ticket type restrictions

Also in 2.252.1 · 2.250.31

#1451187

Fixed an issue where certain types of products wouldn't appear in the Ingram Micro Reseller catalog

Also in 2.252.1 · 2.250.31

#1451252

Fixed a rare issue where PO Updated events would not trigger as expected

Also in 2.252.1 · 2.250.31

#1451431

Fixed the AI User Satisfaction Survey setting not appearing when the default Halo AI connection is in use

Also in 2.252.1 · 2.250.31

#1451617

Fixed the positioning of search results in the self-service portal

Also in 2.252.1 · 2.250.31

#1451674

Fixed an issue with loading SFTP imports

Also in 2.252.1 · 2.250.31

#1462037

Fixed an issue with SFTP import validation

Also in 2.252.1 · 2.250.31

#1462044

Fixed a rare issue with retrieving KB Articles

Also in 2.252.1 · 2.250.31

#1462058

Fixed a typo in the API

Also in 2.252.1 · 2.250.31

#1462095

Fixed an issue with emails from a sales mailbox not updating projects

Also in 2.252.1 · 2.250.31

#1462231

Fixed an issue where choosing 'No' on the do not track stock confirmation would not update the field

Also in 2.252.1 · 2.250.31

#1462625

Fixed an issue with the Supplier password field

Also in 2.252.1 · 2.250.31

#1462657

Fixed an issue where Quote Countersignatures wouldn't populated when storing attachments via Amazon S3

Also in 2.252.1 · 2.250.31

#1462777

Fixed an issue with filtering invoices by site name

Also in 2.252.1 · 2.250.31

#1463183

Fixed an issue with Attachment Custom Field labels not rendering as bold

Also in 2.252.1 · 2.250.31

#1463315

Fixed an issue with the portal taking a while to load when embedded

Also in 2.252.1 · 2.250.31

#1463572

Fixed an issue loading tickets from a ticket area that is using 'My Lists'

Also in 2.252.1 · 2.250.31

#1463644

Fixed an issue with translations on the Gantt chart

Also in 2.252.1 · 2.250.31

#1463972

Fixed a minor UI issue with the Target Uptime Service field

Also in 2.252.1 · 2.250.31

#1463979

Fixed an issue with using dynamic multi-select custom fields for field value visibility conditions

Also in 2.252.1 · 2.250.31

#1463991

Fixed an issue where ticket type permissions could fail to save on an agent role

Also in 2.252.1 · 2.250.31 · 2.236.131

#1464023

Fixed an issue where inactive agents could be included in an approval when the approval board takes its members from a linked team

Also in 2.252.1 · 2.250.31

#1464072

Improved logging for the Tanium integration

Also in 2.252.1 · 2.250.31

#1474130

Fixed a minor UI issue with the Assets table on KB articles

Also in 2.252.1 · 2.250.31

#1474381

Fixed an issue with validating mandatory owning service fields on assets

Also in 2.252.1 · 2.250.31

#1474428

Resolved an issue with the incorrect stock movement records being added when selecting existing Assets as part of process purchase orders that are delivered directly to the user

Also in 2.252.1 · 2.250.31

#1474456

Resolved an issue with Twilio SMS updates failing to trigger "Ticket updated by user" events

Also in 2.252.1 · 2.250.31

#1474490

Fixed a minor UI issue with the Team field on Ticket Rule configuration

Also in 2.252.1 · 2.250.31

#1474641

Fixed a rare issue when saving an Asset

Also in 2.252.1 · 2.250.31

#1474642

Fixed an issue where User Department filters could error when retrieving Tickets

Also in 2.252.1 · 2.250.31 · 2.236.131

#1474658

Fixed a language issue within the Change Management settings page

Also in 2.252.1 · 2.250.31

#1474699

Fixed an issue with inaccessible tickets showing to agents in AI matched tickets

Also in 2.252.1 · 2.250.31

#1475770

Fixed an issue with notification conditions

Also in 2.252.1 · 2.250.31

#1475806

Fixed an issue with article suggestions not updating when changing field values

Also in 2.252.1 · 2.250.31

#1476026

Fixed an issue updating the default Service Statuses

Also in 2.252.1 · 2.250.31

#1476041

Fixed an issue where the asset warranty fields would not show

Also in 2.252.1 · 2.250.31

#1476190

Fixed an issue with edit permissions not applying correctly to the related assets tab on tickets

Also in 2.252.1 · 2.250.31 · 2.236.131

#1476248

Fixed an issue retrieving Services on the Service Status page on the End-User Portal

Also in 2.252.1 · 2.250.31

#1476301

Fixed an issue with clearing cache

Also in 2.252.1 · 2.250.31

#1476358

Fixed an issue with loading dashboard widgets with custom refresh rates

Also in 2.252.1 · 2.250.31

#1476384

Fixed an issue with optional services failing to create when they use criteria

Also in 2.252.1 · 2.250.31

#1476952

Fixed an issue with the New Clustering Run button in the AI configuration

Also in 2.252.1 · 2.250.31

#1476977

Fixed an issue with user matching on new tickets using a phone number

Also in 2.252.1 · 2.250.31

#1477054

Fixed an issue with Dashboard filters

Also in 2.252.1 · 2.250.31

#1477087

Fixed a minor UI issue with Child Ticket Creation Rules

Also in 2.252.1 · 2.250.31

#1477116

Fixed an issue with importing users via Microsoft Entra ID

Also in 2.252.1 · 2.250.31

#1477301

Fixed an issue with filter profiles changing unexpectedly when viewing a ticket

Also in 2.252.1 · 2.250.31

#1477425

Fixed a rare issue with right-clicking to download attachments on a ticket

Also in 2.252.1 · 2.250.31

#1477473

Fixed an issue with the button to edit events for forecasts

Also in 2.252.1 · 2.250.31

#1477486

Fixed an issue with replying to user actions

Also in 2.252.1 · 2.250.31

#1477489

Fixed an issue with initially using ticket filter groups

Also in 2.252.1 · 2.250.31

#1477511

Fixed a minor issue when cloning Asset Types

Also in 2.252.1 · 2.250.31

#1477605

Fixed an issue with the downstream relationship total not showing on the top asset in the diagram

Also in 2.252.1 · 2.250.31

#1477658

Fixed a typo within a language pack

Also in 2.252.1 · 2.250.31

#1478089

Added additional internal tracing for Prepay recalculation

Also in 2.252.1 · 2.250.31

#1478147

Fixed an issue with the contract reference showing on the invoice list in the Self Service Portal

Also in 2.252.1 · 2.250.31

#1478277

Fixed an issue with opening a searched article in a new tab

Also in 2.252.1 · 2.250.31

#1478433

Fixed an issue with unborn project children failing to create in rare cases

Also in 2.252.1 · 2.250.31

#1478515

Fixed an issue calling the task scheduler from the DB integrator for hosted customers

Also in 2.252.1 · 2.250.32 · 2.236.122

#1479490

2.251.1

Sep 4, 202611 added · 7 improved · 131 fixed · 1 removed

Fixed an issue where the Appointment Type field would not follow the ticket type restrictions

Also in 2.251.1 · 2.250.11

#801209

Fixed an issue where you could not unlink related tickets

Also in 2.251.1 · 2.250.11

#975052

Removed a redundant setting in configuration

Also in 2.251.1 · 2.250.11

#1113760

Fixed fields sometimes not showing when using actions due to role restrictions being applied incorrectly

Also in 2.251.1 · 2.250.21

#1122037

Improved auditing for custom tables

Also in 2.251.1 · 2.250.21

#1210965

Resolved an issue with automatic invoice generation failing to show the correct tax total in some cases on the invoice pdf when it is sent before AST is applied

Also in 2.251.1 · 2.250.11 · 2.236.121

#1223366

Fixed an issue where some grouped ticket list headers were not displaying the correct ticket count

Also in 2.251.1 · 2.250.11 · 2.236.121

#1241526

Fixed an issue where Projects wouldn't display in Awaiting Review when enabling "Allow time on Sales Opportunities to be Invoiced"

Also in 2.251.1 · 2.250.11

#1284550

Fixed an issue with trying to set an Attachment Note when using S3 Attachments

Also in 2.251.1 · 2.250.11 · 2.236.121

#1356950

Fixed an issue where payments may not sync from MYOB.

Also in 2.251.1 · 2.250.11 · 2.236.121

#1358301

Fixed an issue with the order being ignored in the Gantt view

Also in 2.251.1 · 2.250.11 · 2.236.121

#1360379

Fixed an issue with the preferential allocation of devices to sites for the Jamf device import.

Also in 2.251.1 · 2.250.21 · 2.236.121

#1380965

Updated the MCP server to support the 2026-07-28 specification

Also in 2.251.1 · 2.250.11

#1381216

Fixed an issue where LogicMonitor custom fields wouldn't import via the Integrator

Also in 2.251.1 · 2.250.21

#1382018

Fixed an issue where users were not added to assets when imported with Addigy

Also in 2.251.1 · 2.250.11 · 2.236.121

#1382315

Fixed an issue where Top Level could not be filtered by name using the column header

Also in 2.251.1 · 2.250.11

#1385847

Fixed an issue with an erroneous daily task tax exception being logged for the QuickBooks Online integration

Also in 2.251.1 · 2.250.21

#1386859

Fixed an issue with asset creation

Also in 2.251.1 · 2.250.21

#1390020

Improved Alert logging for the N-able Orion Integration

Also in 2.251.1 · 2.250.21

#1402419

Fixed agent-only fields sometimes not appearing on ticket details when inside a field group

Also in 2.251.1 · 2.250.21

#1403655

Fixed an issue with clearing the reporting period field on widgets

Also in 2.251.1 · 2.250.21

#1415354

Fixed an issue with some invoices not showing up properly when allocating credit notes to invoices in some cases

Also in 2.251.1 · 2.250.21

#1420712

Fixed an issue with Sage Intacct syncing on Sales Orders causing custom fields to not save or sync in some cases

Also in 2.251.1 · 2.250.21

#1424918

Fixed an issue where a pre-pay contracts status would not change after the end date

Also in 2.251.1 · 2.250.11

#1427744

Fixed an issue where milestones would not apply on scheduled and automated tickets

Also in 2.251.1 · 2.250.11

#1429517

Added Time Zone and Address fields for Site SFTP CSV imports

Also in 2.251.1 · 2.250.21

#1429660

Fixed a selection of issues with Prepay v2

Also in 2.251.1 · 2.250.11

#1430434
  • Fixed an issue with recalculate prepay at contract level failing to save new expiry records
  • Fixed an issue with older prepay records not being included in calculations in rare cases
  • Improved performance on billing recalculation
  • Fixed several language pack issues surrounding prepay v2

Fixed an issue where Attachment names wouldn't automatically be added as tags for new Tickets

Also in 2.251.1 · 2.250.11 · 2.236.121

#1430571

Fixed an issue with client name not being returned for expenses

Also in 2.251.1 · 2.250.21

#1430822

Fixed an issue where Estimated Forecast could display incorrectly

Also in 2.251.1 · 2.250.11

#1431539

Fixed an issue with batch updating dynamic multi-selects on assets

Also in 2.251.1 · 2.250.21

#1431954

Fixed an issue where the create child ticket sidebar rendered at a narrow width when user details were hidden on the ticket

Also in 2.251.1 · 2.250.21

#1432524

Fixed an issue with merging tickets triggering actions to sycn to 3rd parties again

Also in 2.251.1 · 2.250.21

#1432562

Fixed an issue with QuickBooks Online multi-tenanted items not acquiring the correct item codes on quotes in some cases

Also in 2.251.1 · 2.250.21

#1432564

Fixed a formatting issue when using call scripts and linking to an existing ticket

Also in 2.251.1 · 2.250.21

#1432583

Added a new option to advanced ticket type access to restrict role access to only the users client

Also in 2.251.1 · 2.250.21

#1434247

Added auditing to chat deletion

Also in 2.251.1 · 2.250.11

#1434485

Fixed an issue with adding rules to approval process steps

Also in 2.251.1 · 2.250.21

#1435107

Fixed an issue with listing the tickets for a service linked to an asset

Also in 2.251.1 · 2.250.21

#1435767

Fixed issue with Article Draft attachments being deleted from S3

Also in 2.251.1 · 2.250.11 · 2.236.121

#1436334

Allowed the Federated Credentials authentication option for Mailboxes

Also in 2.251.1 · 2.250.11

#1436338

Fixed an issue where using the API to send an action would not respond to the ticket

Also in 2.251.1 · 2.250.21

#1436573

Fixed an issue with sending credit notes when connected to Xero

Also in 2.251.1 · 2.250.11

#1437007

Fixed an issue where workflow automation criteria were sometimes not evaluated

Also in 2.251.1 · 2.250.11 · 2.236.121

#1438291

Added additional error logging for Azure Sentinel webhooks

Also in 2.251.1 · 2.250.11

#1439216

Improved the performance of the query to load a user's assets

Also in 2.251.1 · 2.250.21 · 2.236.122

#1439348

Fixed an issue where $-SUPPLIER_NAME would not populate

Also in 2.251.1 · 2.250.11

#1439450

Fixed an issue with loading the release notes

Also in 2.251.1 · 2.250.11

#1439882

Resolved an issue with Opportunity User changes failing to change to associated Quotations

Also in 2.251.1 · 2.250.11 · 2.236.121

#1440318

Fixed an issue with recurring pre-pay dates

Also in 2.251.1 · 2.250.11

#1440347

Updated the guide link for Intune App Protection to the new version of the guide

Also in 2.251.1 · 2.250.11

#1440417

Resolved an issue with CSS failing to be used on PDF Cover Pages when using the Screen Type option "Print"

Also in 2.251.1 · 2.250.11 · 2.236.121

#1440682

Fixed an issue with processing Addigy alerts

Also in 2.251.1 · 2.250.21

#1440742

Fixed an issue where 'Select everything' would only select the current page on Ready For Purchasing

Also in 2.251.1 · 2.250.11

#1440746

Fixed an issue saving encrypted custom field values

Also in 2.251.1 · 2.250.11

#1440769

Resolved an issue with Projects failing to show in the review lists when using the new setting that allows billing of opportunites/sales

Also in 2.251.1 · 2.250.11 · 2.236.121

#1441102

Fixed an issue with updating the Description and Resolution fields on KB Articles

Also in 2.251.1 · 2.250.11 · 2.236.121

#1441378

Resolved an issue with the incorrect stock movement records being added when selecting existing Assets as part of process purchase orders that are delivered directly to the user

Also in 2.251.1 · 2.250.11

#1441379

Fixed an issue with approver emails occasionally not sending when at a CAB approval step

Also in 2.251.1 · 2.250.21

#1441478

Fixed a minor issue with adding new event triggers to runbooks

Also in 2.251.1 · 2.250.21

#1441482

Fixed an issue with a beta database transactions feature

Also in 2.251.1 · 2.250.22

#1441524

Fixed a minor UI issue with the Chat Bot

Also in 2.251.1 · 2.250.11 · 2.236.121

#1441533

Fixed an issue where search result text could appear misaligned on the first line

Also in 2.251.1 · 2.250.21

#1441710

Fixed FAQ list saving for article draft automations

Also in 2.251.1 · 2.250.11

#1441841

Fixed an issue with forecasting on tickets

Also in 2.251.1 · 2.250.11 · 2.236.121

#1442203

Added a distributor invoice tab against licences to see

Also in 2.251.1 · 2.250.21

#1442232

Fixed an issue with Dynamics Business Central where different

Also in 2.251.1 · 2.250.21

#1442296

Added "Asset Tag" as an option for "Asset Matching Field" in Lansweeper

Also in 2.251.1 · 2.250.21

#1442336

Fixed an issue with the Items Issued field when creating new Tickets through the End-User Portal

Also in 2.251.1 · 2.250.11 · 2.236.121

#1442507

Fixed an issue with resource booking for anonymous users

Also in 2.251.1 · 2.250.21

#1442934

Fixed an issue with incorrectly applying ticket templates on a child ticket created by an action

Also in 2.251.1 · 2.250.11

#1443109

Fixed an issue where item dimension values from Dynamics Business Central would not show

Also in 2.251.1 · 2.250.11

#1443229

Resolved an issue with Co-managed agents incorrectly inheriting user permissions from linked users by matching on the email address

Also in 2.251.1 · 2.250.11 · 2.236.121

#1443400

Fixed an issue with inaccessible tickets showing to agents in AI matched tickets

Also in 2.251.1 · 2.250.11

#1443458

Fixed a rare issue with selecting a service on new tickets.

Also in 2.251.1 · 2.250.11

#1443590

Fixed an issue with asset type tab layouts

Also in 2.251.1 · 2.250.21

#1443728

Fixed an issue where the QBO default tax code would not apply to new customers

Also in 2.251.1 · 2.250.11

#1443766

Fixed an issue where the new user phone number mandatory check would apply to existing users

Also in 2.251.1 · 2.250.11 · 2.236.121

#1443777

Fixed the report query builder generating invalid syntax when using the following fields: Pay as you go Time Logged, Contract Time Logged, Pre-pay Time Logged, Billable Total, and Pre-pay Total

Also in 2.251.1 · 2.250.11 · 2.236.121

#1443833

Fixed an issue with revoking sessions after idle timeout

Also in 2.251.1 · 2.250.21

#1444186

Fixed the Dicker Data integrator sync not reliably retrieving data

Also in 2.251.1 · 2.250.21

#1444307

Resolved an issue with Hubspot line items from Deals failing to match to an existing Halo Item when the line item does not have a product ID property in Hubspot

Also in 2.251.1 · 2.250.11 · 2.236.121

#1444358

Fixed an issue where non-admins were unable to create or update change windows

Also in 2.251.1 · 2.250.11 · 2.236.121

#1444365

Fixed an issue where inactive group lines would still show in the group dropdown on recurring invoices

Also in 2.251.1 · 2.250.11

#1444476

Fixed an issue with editing quotation lines via the API

Also in 2.251.1 · 2.250.21

#1444536

Added the option to prevent automations from using actions on tickets which are not allowed at workflow step level

Also in 2.251.1 · 2.250.11

#1444621

Fixed a UI issue with the high importance flag on Actions

Also in 2.251.1 · 2.250.21

#1444712

Fixed an issue with changing the status of assets

Also in 2.251.1 · 2.250.11 · 2.236.122

#1444718

Fixed an issue with certain criteria in filter profiles

Also in 2.251.1 · 2.250.21

#1444771

Fixed some issues with Asset Type Rule Mappings

Also in 2.251.1 · 2.250.11 · 2.236.121

#1444780

Fixed an issue with deleting Custom Fields

Also in 2.251.1 · 2.250.11

#1444856

Fixed an issue with Teams being shown that cannot be assigned to in some cases

Also in 2.251.1 · 2.250.21

#1445478

Fixed an issue where 'Created By' would be incorrect when raising credit notes

Also in 2.251.1 · 2.250.21

#1445748

Fixed an issue with handling SQL errors from a Runbook SQL Action

Also in 2.251.1 · 2.250.11 · 2.236.121

#1446128

Fixed a UI issue when viewing assets that have linked users

Also in 2.251.1 · 2.250.11 · 2.236.121

#1446165

Fixed a DNS resolution error when attempting to connect to the DBLookupService

Also in 2.251.1 · 2.250.11 · 2.236.121

#1446288

Fixed an issue where change user/site would not re-evaluate rules

Also in 2.251.1 · 2.250.21

#1446509

Fixed the Details field not maintaining its width on a Custom Tab

Also in 2.251.1 · 2.250.11 · 2.236.121

#1446542

Fixed an issue with Ticket Statuses not being excluded from Load Balance calculations when set to do so

Also in 2.251.1 · 2.250.11 · 2.236.121

#1446777

Fixed an issue with asset searching via barcode scanning

Also in 2.251.1 · 2.250.11

#1446821

Fixed an issue with the defaulting of bundle options for invoices

Also in 2.251.1 · 2.250.21

#1446850

Fixed Asset dependency error when creating a new Ticket on the End-User Portal

Also in 2.251.1 · 2.250.11 · 2.236.121

#1446903

Fixed an issue with using Custom Fields in a Supplier Column Profile

Also in 2.251.1 · 2.250.11 · 2.236.121

#1446938

Resolved an issue with response SLA showing before the date/time the ticket was created when using Team level timezones and resetting response after user updates

Also in 2.251.1 · 2.250.11 · 2.236.121

#1447000

Fixed a minor issue with SSO configuration

Also in 2.251.1 · 2.250.21

#1447268

Fixed an issue with showing rich text fields when booking a resource

Also in 2.251.1 · 2.250.11

#1447374

Fixed an issue with the Child Tickets column on the Query Builder

Also in 2.251.1 · 2.250.11 · 2.236.121

#1447424

Fixed a rare issue with the followers icon duplicating

Also in 2.251.1 · 2.250.21

#1447561

Fixed an issue with 'Start an approval process' automations not moving the workflow step

Also in 2.251.1 · 2.250.11 · 2.236.121

#1447772

Fixed an issue with creating a new folder in document management

Also in 2.251.1 · 2.250.11

#1447890

Fixed an issue with a Linked Service's Access Control

Also in 2.251.1 · 2.250.11

#1447892

Fixed a rare issue with loading Custom Fields of type Table

Also in 2.251.1 · 2.250.11 · 2.236.121

#1448047

Fixed an issue with using the agent and customer signature $ variables in some actions

Also in 2.251.1 · 2.250.11 · 2.236.121

#1448150

Fixed an issue with QuoteItemTemplate record insertion on revising or cloning quotes

Also in 2.251.1 · 2.250.21

#1448186

Fixed an issue with the built-in OpenAI connection during agent-facing chats

Also in 2.251.1 · 2.250.12 · 2.236.121

#1448241

Fixed a display issue with Multi-select Columns

Also in 2.251.1 · 2.250.11

#1448314

Resolved an issue with editing the Item Account links used as part of the Quickbooks Online integration

Also in 2.251.1 · 2.250.11 · 2.236.121

#1448430

Fixed an issue with adding global runbook variables

Also in 2.251.1 · 2.250.11

#1448474

Fixed a rare issue where optional service icons could duplicate

Also in 2.251.1 · 2.250.11

#1448530

Fixed an issue where assets would not automatically relate to a contract

Also in 2.251.1 · 2.250.21

#1448624

Fixed several issues with Sage Intacct fields not always updating the first time

Also in 2.251.1 · 2.250.21

#1448703

Fixed an issue loading tickets with Teams Chats

Also in 2.251.1 · 2.250.11

#1449027

Improved performance when retrieving Customer restricted KB Articles

Also in 2.251.1 · 2.250.21 · 2.236.112

#1449442

Fixed an issue with DB lookups allowing multiple results

Also in 2.251.1 · 2.250.21

#1449568

Fixed an issue where DattoRMM didn't enable the Halo Integrator correctly

Also in 2.251.1 · 2.250.21

#1449588

Added the ability to change the left and right padding of Composite Report charts

Also in 2.251.1 · 2.250.21

#1449654

By adding the PADDINGLEFT and PADDINGRIGHT variables to composite report variables, you can adjust the padding of the charts generated. Like MAXHEIGHT and MAXWIDTH, the amounts must be contained within square brackets after the variable e.g. $REPORT100CHART{PADDINGLEFT:30||PADDINGRIGHT:30}

Fixed an issue with Asset type rule matching for asset integrations

Also in 2.251.1 · 2.250.21

#1449716

Fixed an issue where recurring invoices could be marked as paid

Also in 2.251.1 · 2.250.21

#1449753

Fixed an issue with having multiple users linked to an agent account

Also in 2.251.1 · 2.250.21

#1449919

Fixed an issue with permissions to access knowledge base articles

Also in 2.251.1 · 2.250.21

#1449921

Fixed some minor display issues with the Maintenance window display of schedules

Also in 2.251.1 · 2.250.21

#1450328

Fixed an issue with the Asset Group module showing incorrectly within the My Config area

Also in 2.251.1 · 2.250.21

#1450352

Fixed some minor spelling errors

Also in 2.251.1 · 2.250.21

#1450520

Fixed a minor UI issue on Ticket Types

Also in 2.251.1 · 2.250.21

#1450551

Fixed an issue where Site wouldn't be set for Pro-Rata invoices

Also in 2.251.1 · 2.250.21

#1450727

Fixed an issue uploading attachments via email

Also in 2.251.1 · 2.250.7

#1450751

Fixed an issue with the breadcrumb trail for Ingram Micro Reseller

Also in 2.251.1 · 2.250.21

#1450932

Fixed rare issues when adding Attachments to Actions

Also in 2.251.1 · 2.250.21

#1451225

Added Product as a dynamic field visibility condition

Also in 2.251.1 · 2.250.8

#1451348

Fixed an issue with long sleep/delay steps in runbooks and campaigns

Also in 2.251.1 · 2.250.12

#1451391

Fixed an issue with leaving feedback on KB articles from the problem/resolution finder on the portal

Also in 2.251.1 · 2.250.21

#1451436

Fixed an issue where long description would show on the project setup wizard

Also in 2.251.1 · 2.250.21

#1451495

Fixed an issue enabling the editing of configuration from the banner

Also in 2.251.1 · 2.250.21

#1451700

Fixed an incorrect label for payments

Also in 2.251.1 · 2.250.21

#1451701

Added User Role and site as chat flow criteria

Also in 2.251.1 · 2.250.21

#1462123

Fixed an issue with retrieving Action configuration for non-admins

Also in 2.251.1 · 2.250.21

#1462177

Fixed a rare issue where service restrictions would be missing some data

Also in 2.251.1 · 2.250.21

#1462266

Fixed an issue where the ArrowSphere Integration last sync date wouldn't display

Also in 2.251.1 · 2.250.21

#1462406

Improved the loading time of the reporting suite for administrators on instances with large amounts of configuration data

Also in 2.251.1 · 2.250.22 · 2.236.121 · 2.236.115

#1463122

Fixed an issue with the upgrader in earlier builds of 2.250

Also in 2.251.1 · 2.250.22

#1475957

2.250.5

Aug 21, 20261 improved · 1 fixed

Improved PDF generation performance when sending Quotation notification emails

Also in 2.250.5 · 2.236.111

#1441575

Fixed minor issues with asset workflows

#1445430

2.250.4

Aug 20, 20263 fixed

Fixed an issue with client prepay not updating in some cases alongside bulk update issues

#1447431

Fixed issues with carousel and service status widgets

#1447440

Fixed an issue deleting chats

#1448245

2.250.3

Aug 20, 20261 added · 6 fixed

Fixed a 500 error that could occur in runbooks when using the Create User API action

Also in 2.250.3 · 2.236.111

#1443209

Fixed an issue with loading the new ticket screen

Also in 2.250.3 · 2.236.111

#1443614

Added a warning when group filters return more than the maximum number of Tickets

Also in 2.250.3 · 2.236.111

#1444327

Fixed several issues with recurring invoice lines updates

#1445520

Resolved an issue with an error shown when adding Ticket Rule criteria that uses the Customer Type field

#1445835

Resolved an issue with continous meters showing the last period final reading after invoicing when there is only one reading

Also in 2.250.3 · 2.236.111

#1446324

Fixed an issue with recalculating Actions

#1446361

2.250.2

Aug 18, 20261 improved · 9 fixed

Fixed an issue with resizing and moving events on the sidemenu timesheet favouring scroll up in some cases

#1427430

Minor visual improvement to the loading screen after logging in

#1440542

Fixed a minor issue when loading prospect details

#1441453

Fixed an issue with workflows and runbook actions not saving

#1441489

Fixed an issue with the new logo on the new tab screen

#1441596

Fixed an issue where Distributor Invoice imports would display an error regardless of importing correctly

#1441795

Fixed an issue with comanaged checks rarely causing errors when updating agent permissions

#1442422

Fixed a minor UI issue with asset lookups

#1442541

Fixed minor visual issue with to-do lists on the portal

#1442596

Fixed an error which could be thrown when fetching quotations

#1443155

2.250.1

Aug 13, 202646 added · 8 improved · 74 fixed · 2 removed
★ Highlight

Added Crayon Integration

#316979

You can now import Organisations, Customers, and Subscriptions from Crayon into Halo. The integration can be found in Configuration > Integrations > Crayon.

Added the option to book multiple assets at once

#519405

It is now possible to book multiple assets at once using resource booking. 

The maximum number of bookable assets can be configured per booking type using the setting "Maximum number of assets to book"

The behaviour then differs slightly based on whether asset selection is allowed.


No asset selection (Assets are allocated automatically when selecting a slot)

Only slots with at least the maximum number of assets available will be shown. 

Upon selecting a slot, the user will be allocated the maximum number of assets configured.


Asset selection allowed

An additional setting is available for this: "Minimum number of assets available in a slot". 

Slots must have at least this many assets to be shown. The user can then select up to the maximum number of assets.

Added the ability for users to remove payment methods in the self service portal

#549739

Option to allow this is on the Stripe configuration page. This will also delete the payment method in Stripe and cannot be reversed.

Added a new Follower notification type, along with Follower Added and Follower Removed events

#752092

Resolved an issue with being unable to choose Users from different Clients on the Ticket Details pane when the current Site is the default/fallback Site

#793274

Fixed client level invoice class not being used in some cases

Also in 2.250.1 · 2.236.111

#954422
★ Highlight

Added the option to enable enhanced to-do lists on tickets

#980071

This option can be enabled in ticket settings. When this is enabled, the to-do list will move to a tab on the ticket in both the agent application and the portal. You will be able to edit to-do items and reorder items in both groups and standalone. 


There will also be an additional HTML field when you edit/add a to-do list item. This can be used to provide context for the to-do list item and can be expanded/collapsed on the to-do list item. Ticket variables can be used in this field to populate information from the ticket. 


There is a visual change now that the to-do lists are in a table. There will be key information regarding the to-do list item (completion date, completed by and added by). 

Added several settings to improve usage for co-managed Agents

#1010512
  1. Added a new billing setting to prevent the billing of comanaged actions
  2. Added a new allowed teams table to clients to restrict the list of teams on tickets

Added three new columns to the budget table; Non-billable time, Invoiced time and Scheduled Appointment time.

#1028284

Non-billable time is the sum of time on 'No charge' actions

Invoiced time is the sum of action chargeable hours which have been added to an invoice

Scheduled appointment time is the sum duration of appointments. All day appointments will use 'Number of hours per day' set in Configuration > Project Management

Added a permission that makes Sales Order lines read-only in the Halo UI

#1028743

When an agent's role has this permission enabled, they can open and view lines but cannot add, edit, delete, or reorder them, and the line-related action buttons are hidden. This can be configured under the Permissions tab of an agent or role. 

Added service statuses as a widget type

#1029937

This widget will show to both users and agents.

If used on a ticket dashboard, it will show the statuses of the services linked to the ticket. 


The same options available in self-service settings for which service statuses to show are also available per widget.

Added the ability to restrict the KB Search chat action by FAQ Lists

#1039940

You can now import invoice lines from Pax8 and use these lines as a quantity, price and cost calculation type against recurring invoice lines

#1044947
  • First you will need to enable the import of invoice lines in the pax8 tenant you wish to link to or manually import all invoices via the import invoices button below import subscriptions
  • These will import into the new distributorInvoice table if you wish to report on it
  • On a recurring invoice line you can now select a new quantity calculation option for "Create Lines from imported invoice lines linked to Distributor subscriptions" and this will show a new setting to select which subscriptions to match lines against.
  • When generating the invoice or calculating it will now show the totals pulls directly from Pax8.
  • In future we will look to expand this functionality to other distributors.

Added the ability to set an Email Preview override at Action level

#1106716

Added a recurring invoice line area in invoicing where you can bulk edit recurring invoice lines

#1109662

Added the option to not allow AI surveys to create negative feedback tickets

#1144001

Added a setting to return all Related Assets from a Template regardless of permissions

#1145703

Only limited information about each Asset will be returned

Added search bar to the Assets tab on Customers

#1186465

Added a setting that enables you to match tickets to users based on the email's Reply-To address instead of the From address

#1188865

Added a Users general setting to enable email domain matching to sites for manually created users

#1197956

You can now map Account fields to Site Custom Fields with the Dynamics 365 CRM Integration import

#1210432

In addition to Site Custom Field mappings , Account fields can be mapped to the following Site system fields:

  • Email Domain(s)
  • To Address Matching Domain

Added the ability to display an "In Customer stock" column when adding Items to Tickets and Sales Orders

#1210921

This can be enabled in Configuration > Items and Stock Control > "Show an additional column when issuing Products for stock quantity against the selected Customer"

Added expiry date and document type as fields for documents

#1223801

These fields also show in the list view and can be sorted and filtered on.

Options for document types can be configured in lookup codes. 

Added a setting to control if a Draft Article's Owners is updated to include the publisher or not when published

#1239656

This setting is available in Configuration > Knowledgebase > "Add the Agent who publishes a Draft Article as an Owner"

Added a new setting to allow the manual setting of Purchase Order Number in Business Central

#1239799

Fixed an issue with reverting back to default quote markup after a markup change

#1265620

Fixed issue where tree view ticket lists would unexpectedly change when a ticket subview is updated

Also in 2.250.1 · 2.236.111

#1286157

Resolved an issue with continous meters showing the last period final reading after invoicing when there is only one reading

Also in 2.250.1 · 2.236.111

#1335263

Added field length validation for Multi-Select Custom Fields for Tickets

Also in 2.250.1 · 2.236.111

#1336824

This will only affect Custom Fields that are not stored in FieldData

★ Highlight

Added a new AI vector database option: Built-in OpenSearch

#1362042

For hosted customers, the AI configuration now has a built-in OpenSearch connection option. It uploads vectors to Halo's native OpenSearch instance, meaning no connection setup is required.


Unlike Halo Vector Store v1, this option supports indexing of KB articles and services in addition to tickets. If using Halo Vector Store v1 it is recommended to switch to the built-in OpenSearch connection to stay up to date with the latest Halo features relating to embeddings. Note that after changing the vector database, records will need to be re-indexed.

Allowed an option to override the next link URL when using on-premise Snow

#1369235

This allows for the scenario where the Snow server returns a nextlink URL that has a private IP.

Added the option to show FAQ lists available anonymously when accessing a knowledge base via a permalink

#1369877

This can be enabled in Configuration > Knowledge base via the setting "Show anonymous FAQ lists at permalinks"

FAQ Lists will only show if they are available to all users.

This functionality does not require "Require Users to login to access the portal" or "Require Users to Log in to Access the Knowledge Base" to be disabled. 

Added the ability to reassign CAB memberships when deleting an Agent

#1378351

You can now trigger external login redirects for SSO integrations

#1385178

Within an SSO application's configuration, you can enable Allow the HaloPSA login page to automatically redirect to this SSO provider when the login redirect URI parameter is used.


This will then allow you to provide an sso_redirect query parameter against your agent app or user portal UR, which will automatically redirect you to the configured identity provider.



This can then be used to automate the sign in flow for third party app access portals. For example, this can be used with Microsoft's My Apps portal or the Okta Dashboard.


The Login redirect URI will need to be set as the 'Home Page URL' against the app registration in Microsoft Entra ID or the 'Initiate URL' against the application in Okta.

Added Role/Agent permissions for restricting access to Top Levels

#1386763

Additionally, permissions and restrictions have been split out into separate tabs on Role/Agent details pages.

Fixed a minor UX issue with configuring custom top 5 articles

#1386929

You can now create custom PII Detectors

#1388838

These can be created in Configuration > Users > General Settings.

These function based on Admin defined Regular Expressions.

Added a carousel widget type

#1390326

This widget type allows you to specify multiple slides (widgets) that will be cycled through periodically. The sequence in which each slide appears can be specified.

The duration for each slide can also be customised. You can also manually change slides.

Added the ability to upload Attachments in parallel

#1403065

This is currently limited to only Attachments added via Actions

Increased the timeout limit for AI Abilities from 1 minute to 2.5 minutes when triggered from runbooks

Also in 2.250.1 · 2.236.111

#1414322
★ Highlight

Updated the application to the new Halo branding

#1415359

Resolved an issue with being unable to invoice sales orders that have downpayments when the configuration is enabled to only invoice consigned quantites on sales orders

Also in 2.250.1 · 2.236.111

#1418024

You can now edit ticket field values in ticket lists and edit user/site/client custom fields on ticket details screen

#1418699

This must be enabled in Tickets > General Settings:



Then when in a main list view, the edit values option will be available within the three dot menu:



Also, you can now edit user/site/client custom fields from the ticket details screen. This does require modify access to the user/client unlike when updating user/site/client custom fields via a ticket action.

You can now choose aggregate types to show on grouped by rows in list views

#1418717

You can now choose aggregate types to show on grouped by rows in ticket list views


This includes average, total, min and max.


All integer and money custom fields are supported across all Halo list entities.


System fields for opportunities, projects and SLAs are also included and will be expanded upon.




Examples in grouped by list view:



Added workflow capabilities to assets

#1419727

The 'Asset Workflows' module has been added to asset management. Asset workflows can be configured with conditional steps, steps to allow certain asset custom buttons, as well as having automations which queue runbooks.


Runbook automations will add a record to the asset's action history such as the below when completed:


Asset types can be configured to start a workflow, and there are new settings to determine if the workflow progress is shown on assets of the given type and to change the workflow against an asset when it is changed to the given type.


The workflow against an asset is a field which can be changed directly from the asset, and the workflow progress will show above the asset's tabs:


Note that custom button visibility restrictions on the workflow are applied in union with the restrictions against the buttons themselves.

Fixed an issue with role ticket type permissions duplicating when syncing between instances

Also in 2.250.1 · 2.236.111

#1420231

Added the option to specify global runbook variable values per instance

#1422239

This allows the variable to be reused across production, UAT, etc., such as when a different URL needs to be called per instance.

Added a chat profile setting to automatically delete chats and their messages after a configurable number of days of inactivity.

#1423697

Found in the chat profile settings, this lets you automatically delete chats and their messages after a set number of days without activity. Enter the number of days to enable it, or -1 to disable

Minor UI improvement to the Article Preview screen when combined entity searching is enabled

Also in 2.250.1 · 2.236.111

#1423959

Fixed an issue with the column profile used for tickets within a top level

Also in 2.250.1 · 2.236.111

#1425864

Fixed an issue with Google reCAPTCHA on embedded forms

#1427727

Fixed an issue with filtering by project on the ready for invoicing screen

#1428773

Fixed an issue where not all rich text toolbar options were available when editing KB article translations

#1429870

Added the option to apply a delimiter to the ID property of a Dashboard filter

Also in 2.250.1 · 2.236.111

#1429907

You can use #DELIMITER# within the Dashboard filter SQL for the ID property. When the filter is applied, it will be replaced with a comma.

Fixed a time zone issue with the scheduler

#1430135

Added the ability to automatically add a Ticket's related Services and Business Applications to the Parent Ticket when linking

#1430230

These new settings can be found in the Settings tab of a Ticket Type.


When enabled, the Child Ticket's Services/Business Applications are added to the Parent Ticket whenever a Parent is created from a Child, or a Child is linked to a Parent

Fixed an issue where empty fields were being excluded from the "does not include" filter on Ticket Lists

Also in 2.250.1 · 2.236.111

#1430482

Fixed an issue with the custom help menu visibility

#1430633

Fixed an issue with using the supplier field in dynamic field value visibility

Also in 2.250.1 · 2.236.111

#1430876

Fixed an issue with retrieving KB articles in certain configuration areas

Also in 2.250.1 · 2.236.111

#1431041

Fixed a UI issue when searching Services

Also in 2.250.1 · 2.236.111

#1431325

Fixed an issue with making user addresses inactive

Also in 2.250.1 · 2.236.111

#1431456

Fixed an issue with setting the CC field on scheduled tickets and templates

#1431457

Updated Halo Email Guide link

#1431474

Allowed more export options on reports that were clicked through from a dashboard

Also in 2.250.1 · 2.236.111

#1431711

Removed an unsupported option from the the Runbook trigger list

#1431810

Fixed an issue where the email list for new Tickets wouldn't populate with the End-User's email address

#1431842

Updated the guide link for the Agent details page

Also in 2.250.1 · 2.236.111

#1431868

Fixed an issue where the side menu wouldn't display when opening a Ticket from the "To" / "From" link

#1431987

Fixed a rare issue where scheduled automations could be run twice

#1432057

Fixed an issue with matching rules based on the status after an end-user updated

#1432395

Fixed a minor display issue with runbook variables

Also in 2.250.1 · 2.236.111

#1432414

Fixed an issue with the authentication window not closing when logging in via the Teams portal app.

Also in 2.250.1 · 2.236.111

#1432606

Fixed issue with dynamic SQL fields on Ticket list criteria, so they now query live values from the database instead of relying on the lookup cache

Also in 2.250.1 · 2.236.111

#1432660

Fixed a display issue with attachment custom fields

Also in 2.250.1 · 2.236.111

#1432706

Fixed an issue with clearing the "Asset custom field filter" field on Asset Types

Also in 2.250.1 · 2.236.111

#1432775

Fixed a rare issue with re-assigning tickets to teams in other time zones

Also in 2.250.1 · 2.236.111

#1433251

Fixed an issue with creating SCOM email rules

Also in 2.250.1 · 2.236.111

#1433277

Fixed an issue with workflow rules not importing correctly via config tracking

#1433847

Fixed an issue where the name of the source instance would not show

#1434416

Fixed an issue with search when using certain common words

#1434531

Fixed a minor language pack issue

#1434584

Fixed an issue with the Jira Service Management integration returning the incorrect response code

#1434649

Fixed an issue with attachment access when deleting attachments from cloned tickets

#1434679

Removed functionality that populated the AI Suggested Resolution field with the closure note of the closest matching ticket

#1434683

Added autocomplete html properties to the authorisation server forms.

Also in 2.250.1 · 2.236.111

#1434712

Fixed an issue with Entra ID team mappings when the team name is updated

Also in 2.250.1 · 2.236.111

#1434745

Fixed an issue with Okta filters not applying correctly

Also in 2.250.1 · 2.236.111

#1434868

Fixed an issue with defaulting the timezone on the start and end date fields

Also in 2.250.1 · 2.236.111

#1435435

Resolved an issue with Holiday times showing in configuration as UTC instead of local timezone

#1435495

Fixed an issue with adding Approval Users from a Client on the Agent app

#1435526

Resolved an issue with Site Address updates failing to be saved to the Change History correctly

#1435602

Fixed an issue where the Entra last error would not clear correctly.

Also in 2.250.1 · 2.236.111

#1435677

Fixed a rare issue where incoming emails could fail to process

Also in 2.250.1 · 2.236.111

#1435751

Fixed an issue with populating $-variables for Anonymous users

#1435829

Added account and prospect ticket list filters

#1435859

Fixed an issue where adding Ingram Micro products could error

Also in 2.250.1 · 2.236.111

#1436313

Fixed an issue with creating canned text groups

Also in 2.250.1 · 2.236.111

#1436611

Fixed an issue with inline images in the ServiceNow migration

#1436648

Fixed an issue with being able to edit the related CIs tab when permissions should prevent it

Also in 2.250.1 · 2.236.111

#1436680

Resolved an issue with Recurring Invoices failing to create if they are not created in a short period between the intended start time and midnight UTC

Also in 2.250.1 · 2.236.111

#1436763

Resolved an error with the Next Activity Date showing incorrectly when using the option on appointments to create using a schedulers account

Also in 2.250.1 · 2.236.111

#1436781

Fixed an issue with importing from N-Able N-Central via the integrator using the REST API

#1436805

Fixed a minor issue with dynamic list asset fields that used $-SEARCHSQL

Also in 2.250.1 · 2.236.111

#1437130

Fixed an issue with the integration batch size setting.

#1437249

Fixed an issue where Recurring Invoices wouldn't set Xero status on generated Invoices

#1437289

Fixed an issue with clearing field values when they are hidden on the new ticket screen

Also in 2.250.1 · 2.236.111

#1437319

Minor improvement when handling cache rebuild failures

#1437337

Fixed an issue creating the Manifest for the Microsoft Teams

#1437443

Added an Operations Agents button to the chat settings page

#1437461

Fixed action emails failing to send when Organisation ticket type restrictions are in use

Also in 2.250.1 · 2.236.111

#1437464

Fixed an issue where Tickets with only Agreements/Pre-Pay labour wouldn't display in Ready for Invoicing with "Show labour for Agreements/Pre-Pay in Ready For Invoicing" enabled

#1437481

Fixed an issue with the invoices date picker shifting back one day

#1437490

Fixed an issue with using Export To CSV when the report applies filters from URL parameters

Also in 2.250.1 · 2.236.111

#1437531

Added an audit record for sending of emails

#1437945

Fixed an issue removing the custom table lines when a linked entity is deleted

#1438022

Fixed a display issue with grouped approvals in ticket approval history

Also in 2.250.1 · 2.236.111

#1438035

Fixed an issue with DFV that was based on a Money field

Also in 2.250.1 · 2.236.111

#1438059

Allowed the default Column Profile (ID:1) to be used on the End-User Portal

#1438073

Minor UI change to the Runbook error modal screen on Assets

Also in 2.250.1 · 2.236.111

#1438125

Fixed AI Abilities and Process Agents returning an error in runbooks

#1438176

Fixed an issue with a duplicate setting field showing.

#1438225

Fixed an issue where users were not updated when added to a role

#1438255

Fixed an issue when cloning tickets that have attachment custom fields

#1439360

Fixed an issue with including custom fields in column profiles

#1439367

Fixed an issue with grouping the Role column within a User list

Also in 2.250.1 · 2.236.111

#1439382

Fixed an issue with using the agent and customer signature $ variables in some actions

#1439455

Fixed an issue with custom error messages not applying for date Custom Fields

Also in 2.250.1 · 2.236.111

#1439482

Fixed the opening action of a ticket being included in the $-EMAILHISTORY{x} variable despite "hide from end-user" being enabled

#1439577

Minor visual change to the login screen

#1440427