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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.250.1

Unreleased

Released on Aug 13, 2026 · 130 updates

★ Highlight

Updated the application to the new Halo branding

#1415359

★ 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.

★ 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). 

★ 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 an audit record for sending of emails

#1437945

Added account and prospect ticket list filters

#1435859

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

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 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.

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:



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.

Added the ability to upload Attachments in parallel

#1403065

This is currently limited to only Attachments added via Actions

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.

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 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.

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 the ability to reassign CAB memberships when deleting an Agent

#1378351

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. 

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

#1239799

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 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. 

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

#1197956

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

#1145703

Only limited information about each Asset will be returned

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

#1144001

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

#1109662

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

#1106716

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 restrict the KB Search chat action by FAQ Lists

#1039940

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

#752092

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 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.

Minor visual change to the login screen

#1440427

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

#1439577

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

Also in 2.250.1 · 2.236.111

#1439482

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

#1439455

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 including custom fields in column profiles

#1439367

Fixed an issue when cloning tickets that have attachment custom fields

#1439360

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

#1438255

Fixed an issue with a duplicate setting field showing.

#1438225

Fixed AI Abilities and Process Agents returning an error in runbooks

#1438176

Minor UI change to the Runbook error modal screen on Assets

Also in 2.250.1 · 2.236.111

#1438125

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

#1438073

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

Also in 2.250.1 · 2.236.111

#1438059

Fixed a display issue with grouped approvals in ticket approval history

Also in 2.250.1 · 2.236.111

#1438035

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

#1438022

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

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

#1437490

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

Also in 2.250.1 · 2.236.111

#1437464

Added an Operations Agents button to the chat settings page

#1437461

Fixed an issue creating the Manifest for the Microsoft Teams

#1437443

Minor improvement when handling cache rebuild failures

#1437337

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

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

#1437289

Fixed an issue with the integration batch size setting.

#1437249

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 importing from N-Able N-Central via the integrator using the REST API

#1436805

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

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

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

Fixed an issue with inline images in the ServiceNow migration

#1436648

Fixed an issue with creating canned text groups

Also in 2.250.1 · 2.236.111

#1436611

Fixed an issue where adding Ingram Micro products could error

Also in 2.250.1 · 2.236.111

#1436313

Fixed an issue with populating $-variables for Anonymous users

#1435829

Fixed a rare issue where incoming emails could fail to process

Also in 2.250.1 · 2.236.111

#1435751

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

Also in 2.250.1 · 2.236.111

#1435677

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

#1435602

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

#1435526

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

#1435495

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

Also in 2.250.1 · 2.236.111

#1435435

Fixed an issue with Okta filters not applying correctly

Also in 2.250.1 · 2.236.111

#1434868

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

Also in 2.250.1 · 2.236.111

#1434745

Added autocomplete html properties to the authorisation server forms.

Also in 2.250.1 · 2.236.111

#1434712

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

#1434683

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

#1434679

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

#1434649

Fixed a minor language pack issue

#1434584

Fixed an issue with search when using certain common words

#1434531

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

#1434416

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

#1433847

Fixed an issue with creating SCOM email rules

Also in 2.250.1 · 2.236.111

#1433277

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 clearing the "Asset custom field filter" field on Asset Types

Also in 2.250.1 · 2.236.111

#1432775

Fixed a display issue with attachment custom fields

Also in 2.250.1 · 2.236.111

#1432706

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 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 a minor display issue with runbook variables

Also in 2.250.1 · 2.236.111

#1432414

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

#1432395

Fixed a rare issue where scheduled automations could be run twice

#1432057

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

#1431987

Updated the guide link for the Agent details page

Also in 2.250.1 · 2.236.111

#1431868

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

#1431842

Removed an unsupported option from the the Runbook trigger list

#1431810

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

Also in 2.250.1 · 2.236.111

#1431711

Updated Halo Email Guide link

#1431474

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

#1431457

Fixed an issue with making user addresses inactive

Also in 2.250.1 · 2.236.111

#1431456

Fixed a UI issue when searching Services

Also in 2.250.1 · 2.236.111

#1431325

Fixed an issue with retrieving KB articles in certain configuration areas

Also in 2.250.1 · 2.236.111

#1431041

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 the custom help menu visibility

#1430633

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

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 a time zone issue with the scheduler

#1430135

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

#1429870

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

#1428773

Fixed an issue with Google reCAPTCHA on embedded forms

#1427727

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

Also in 2.250.1 · 2.236.111

#1425864

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 role ticket type permissions duplicating when syncing between instances

Also in 2.250.1 · 2.236.111

#1420231

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

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

Fixed a minor UX issue with configuring custom top 5 articles

#1386929

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

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

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

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

#1265620

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 search bar to the Assets tab on Customers

#1186465

Fixed client level invoice class not being used in some cases

Also in 2.250.1 · 2.236.111

#954422

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