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

Release notes

Current stable release
2.250.74
Latest beta
2.258.5

2.260.1

Unreleased

Released on Jan 1, 1901 · 171 updates

Fixed an issue when using actions with email preview on tickets assigned via Round Robin

Also in 2.260.1 · 2.250.81

#1537798

Resolved an issue with Invoices voided by a webhook sent from the Xero integration failing to roll back a recurring invoice or sales order lines

Also in 2.260.1 · 2.250.81

#1537222

Resolved an issue with an updated component causing ticket to ticket drag and drop of attachments to fail

Also in 2.260.2 · 2.260.1 · 2.250.81

#1536245

Fixed an issue with linking tickets to Azure DevOps Work Items

Also in 2.260.1 · 2.250.81

#1535363

Resolved an issue whereby it is possible to delete lines from a Quote/Order/Invoice and the deletion is saved when the Create PDF button is used - even before the same button is used

Also in 2.260.1 · 2.250.81

#1523287

Fixed an issue related to bulk emails

Also in 2.260.1 · 2.250.81

#1522599

Resolved an issue with excessive invoice save/PDF creation times when using the Microsoft Business Central integration

Also in 2.260.1 · 2.250.81

#1519866

Resolved an issue with pro rata calculations relating to timezones that causes the dates to appear incorrectly when the end date for the period falls on a daylight savings date

Also in 2.260.1 · 2.250.81

#1498548

Fixed an issue with bulk editing Custom Tables

Also in 2.260.1 · 2.250.81

#1556725

Fixed an issue with adding multiple users at once.

Also in 2.260.1 · 2.250.81

#1544557

Fixed a slowness issue when posting actions with charge rates

Also in 2.260.1 · 2.250.81

#1543167

Fixed an issue with the Service preview screen for Services with a single incident detail

Also in 2.260.1 · 2.250.81

#1542098

Fixed an issue where HTML data on an action could be lost

Also in 2.260.1 · 2.250.81

#1540994

Fixed an issue with dynamic field value visibility not applying correctly on ticket details

Also in 2.260.1 · 2.250.81

#1540651

Fixed an issue with asset database lookups using asset field $-variables

Also in 2.260.1 · 2.250.81

#1540635

Fixed an issue where pushing config between on-prem instances could show the wrong instance's settings

Also in 2.260.1 · 2.250.81

#1540625

Fixed an issue with dragging and dropping attachments on tickets

Also in 2.260.1 · 2.250.81

#1540202

Fixed agents being able to change Priority/SLA despite role-based field restrictions

Also in 2.260.1 · 2.250.81

#1538538

Fixed an issue with related tickets sometimes using the wrong site and client

Also in 2.260.1 · 2.250.81

#1538148

Fixed an issue with adding attachments to parent, child and related tickets.

Also in 2.260.1 · 2.250.81

#1538041

Fixed an issue with using KB $-variables in negative feedback tickets

Also in 2.260.1 · 2.250.81

#1536922

Fixed an issue with ticket tabs switching unexpectedly when opening tickets

Also in 2.260.1 · 2.250.81

#1536360

Fixed an issue with ticket rules not syncing between instances

Also in 2.260.1 · 2.250.81

#1536327

Fixed an issue with searching for sites when address line searching is turned on

Also in 2.260.1 · 2.250.81

#1535492

Fixed an issue with the pre pay balance shown against tickets

Also in 2.260.1 · 2.250.81

#1535324

Fixed a render issue with prepay

Also in 2.260.1 · 2.250.81

#1534644

Fixed a rare issue that could occur when no longer matching a ticket rule

Also in 2.260.1 · 2.250.81

#1534427

Fixed an issue with lookups not using the correct value when triggered by categories

Also in 2.260.1 · 2.250.81

#1533898

Fixed an issue with VM Workspace One clearing statuses incorrectly

Also in 2.260.1 · 2.250.81

#1533713

Fixed an issue where the cookie consent pop up may not show on the self service portal.

Also in 2.260.1 · 2.250.81

#1523313

Fixed an issue with automations not being able tyo edit fields with read and write restrictions

Also in 2.260.1 · 2.250.81

#1523231

Fixed an issue with searching in the self-service portal

Also in 2.260.1 · 2.250.81

#1522934

Fixed an issue with read restrictions on custom table fields not applying correctly on the new ticket screen

Also in 2.260.1 · 2.250.81

#1522870

Fixed an issue using Halo Tabs

Also in 2.260.1 · 2.250.81

#1522726

Fixed an issue with using asset type restrictions on ticket types

Also in 2.260.1 · 2.250.81

#1522564

Fixed an issue where QuickBooks Online income and expense accounts may not display correctly in read-mode after updating an item's group.

Also in 2.260.1 · 2.250.81

#1522515

Fixed a rare issue with migrating incident details on services

Also in 2.260.1 · 2.250.81

#1522383

Fixed an issue with not being able to edit large lists of portal buttons

Also in 2.260.1 · 2.250.81

#1522135

Fixed an issue with the Approval Status column in the Self-Service Portal

Also in 2.260.1 · 2.250.81

#1520006

Added token validation to service unsubscribe links

Also in 2.260.1 · 2.250.81

#1509520

Fixed token expiry being set in the past when using a Custom Integration that authorises using a manually specified private key

Also in 2.260.1 · 2.250.81

#1506733

Fixed an issue with chatbot sequential date inputs

Also in 2.260.1 · 2.250.81

#1506233

Fixed an issue with ticket date fields not saving on actions.

Also in 2.260.1 · 2.250.81

#1505921

Fixed an issue with bulk emails

Also in 2.260.1 · 2.250.81

#1505683

Fixed an issue where all change freezes showed as all day in the user portal

Also in 2.260.1 · 2.250.81

#1504951

Fixed a time zone issue with the allocation of actions to billing plans using the 'Start time of time entry' setting.

Also in 2.260.1 · 2.250.81

#1503251

Fixed an issue with values set during an approval not reflecting in the email to subsequent approvers

Also in 2.260.1 · 2.250.81

#1502362

Fixed an issue with "No action for X days - Assigned to Recipient" notifications running at incorrect times

Also in 2.260.1 · 2.250.81

#1499247

Fixed permissions issues with custom Client Areas

Also in 2.260.1 · 2.250.81

#1494533

Fixed issues with the 'Send to Connected Halo Instance' field on actions.

Also in 2.260.1 · 2.250.81

#1493372

Fixed an issue with merging tickets losing HTML content when using s3 uploads

Also in 2.260.1 · 2.250.81

#1476175

Fixed an issue with translated multi-select custom fields.

Also in 2.260.1 · 2.250.81

#1443454

Fixed an issue related to area creation

Also in 2.260.1 · 2.250.81

#1388785

Fixed an issue with Asset Fields not populating from an Item Stock import

Also in 2.260.1 · 2.250.81

#1311364

Fixed an issue with the "Empty User access restriction lists do not restrict Service request details" setting.

Also in 2.260.1 · 2.250.81

#1242084

Resolved an issue with group lines being added to recurring invoices twice when adding sales order lines

Also in 2.260.1 · 2.250.81

#1557252

Resolved an issue with the layout of the ready for invoicing screen causing the progess bar to hide some created invoices

Also in 2.260.1 · 2.250.81

#1544439

Resolved an issue with cloning contracts copying over the existing Site and User properties

Also in 2.260.1 · 2.250.81

#1541077

Resolved an error causing Project Plans to be cleared when editing them directly on a project

Also in 2.260.1 · 2.250.81

#1540604

Improved error handling for failed on empty return data for custom fields with a lookup list populated by a SQL query

Also in 2.260.1 · 2.250.81

#1533598

Resolved an issue with recurring invoice minimums failing to be applied when merging multiple invoices

Also in 2.260.1 · 2.250.81

#1522801

Resolved an issue with token rejections occuring after updating roles assigned to an agent but no changes are made

Also in 2.260.1 · 2.258.1 · 2.250.81

#1508979

Fixed a minor UI issue when switching Ticket views on the End-User Portal

Also in 2.260.1 · 2.250.81

#1558116

Fixed a minor UI issue with the search bar on the End-User Portal

Also in 2.260.1 · 2.250.81

#1558108

Fixed an issue with dynamic field value visibility for Radio fields

Also in 2.260.1 · 2.250.81

#1557704

Fixed an issue with full screen mode for rich text fields on Dashboards

Also in 2.260.1 · 2.250.81

#1557239

Fixed an issue where $-INVOICEXMLLINES wouldn't populate on XML documents

Also in 2.260.1 · 2.250.81

#1556814

Minor UI improvements to inline Suggested Articles on the End-User Portal

Also in 2.260.1 · 2.250.81

#1556804

Fixed an issue with opening an Attachment via the Link column

Also in 2.260.1 · 2.250.81

#1556626

Fixed an issue with role permissions

Also in 2.260.1 · 2.250.81

#1546380

Fixed an issue with tile view on projects

Also in 2.260.1 · 2.250.81

#1546202

Fixed an issue with the preview on a Ticket Summary column being cut off

Also in 2.260.1 · 2.250.81

#1545880

Fixed an issue with clearing templates on the new ticket screen

Also in 2.260.1 · 2.250.81

#1545836

Fixed a minor UI issue with the Tickets tab on Assets

Also in 2.260.1 · 2.250.81

#1545781

Fixed a quantity issue with meter blling recurring invoices

Also in 2.260.1 · 2.250.81

#1545734

Fixed an issue with dollar variables when resolving a ticket

Also in 2.260.1 · 2.250.81

#1545582

Fixed an issue with the asset status not being set when using the asset import spreadsheet

Also in 2.260.1 · 2.250.81

#1545549

Fixed an issue where the list page size preference was not applied after switching list views

Also in 2.260.1 · 2.250.81

#1545538

Fixed a minor UI issue with the timeline Calendar view

Also in 2.260.1 · 2.250.81

#1544792

Improved readability of empty list text in dark mode

Also in 2.260.1 · 2.250.81

#1544675

Fixed an issue where XLS imports only imported the first row when Validate was used before the import

Also in 2.260.1 · 2.250.81

#1544353

Improved Knowledge Base article performance on instances with a large number of custom fields

Also in 2.260.1 · 2.250.81

#1543275

Fixed an issue with the buttons to view AI logs getting incorrectly disabled

Also in 2.260.1 · 2.250.81

#1542940

Fixed a UI error when the search API encounters an error

Also in 2.260.1 · 2.250.81

#1542777

Improved AI prompt for fuzzy search

Also in 2.260.1 · 2.250.81

#1542710

Fixed an issue with Intune overriding asset statuses when configured not to do so

Also in 2.260.1 · 2.250.81

#1542701

Fixed issue with opening link to view the action an attachment was added on

Also in 2.260.1 · 2.250.81

#1542668

Fixed an issue with Chat Message Received notifications sending too many times

Also in 2.260.1 · 2.250.81

#1542295

Fixed an issue with $ variable suggestions causing duplicate variables to be inserted.

Also in 2.260.1 · 2.250.81

#1542279

Fixed an issue with saving Style Profiles on new Articles

Also in 2.260.1 · 2.250.81

#1542073

Fixed an issue with change history

Also in 2.260.1 · 2.250.81

#1541722

Fixed a UI issue with distribution lists

Also in 2.260.1 · 2.250.81

#1538881

Fixed an issue with mapping to asset tag in the Intune integration

Also in 2.260.1 · 2.250.81

#1538703

Fixed an issue with leaving tickets when there is an open chat window

Also in 2.260.1 · 2.250.81

#1538106

Fixed an issue when using dollar variables in reports

Also in 2.260.1 · 2.250.81

#1537940

Fixed an issue preventing the same user from being added as a site contact of a different type

Also in 2.260.1 · 2.250.81

#1537390

Fixed an issue where the timer would pause when switching tabs on a ticket

Also in 2.260.1 · 2.250.81

#1537236

Fixed a minor issue with searching for custom field types

Also in 2.260.1 · 2.250.81

#1537207

Fixed an issue with configuring incident details within services

Also in 2.260.1 · 2.250.81

#1536298

Fixed incompatible functions being included in the hint displayed on Process Agents

Also in 2.260.1 · 2.250.81

#1534950

Fixed a 500 error when loading ticket rule configuration

Also in 2.260.1 · 2.250.81

#1534134

Improved the User lookup performance when adding Users to a Department

Also in 2.260.1 · 2.250.81

#1522536

Fixed Ticket Details opening collapsed when logging a new ticket

Also in 2.260.1 · 2.250.81

#1522039

Fixed an issue with ServiceNow sync settings on actions

Also in 2.260.1 · 2.250.81

#1425616

Fixed an issue with filtering on date custom fields in lists

Also in 2.260.1 · 2.250.81

#812415

Resolved an issue with the timeline view appearing with hours in the header when it should be hidden

Also in 2.260.1 · 2.250.81

#1557622

Resolved an issue with changing the Client/User on a Quote failing to also change the Site to a Site at the correct Client

Also in 2.260.1 · 2.250.81

#1557582

Resolved an issue with Invoice XML Attachments generating extra tax XML blocks

Also in 2.260.1 · 2.250.81

#1538962

Added support for V7 order links on inbound webhooks from Ingram Micro

Also in 2.260.1 · 2.250.81

#1509537

Added a new Sign AuthnRequests option for SAML

Also in 2.260.1 · 2.250.81

#1506616

The new option lets you sign AuthnRequests using a certificate you’ve already uploaded

Fixed a duplicate field in the asset list criteria options

Also in 2.260.1 · 2.250.81

#1557765

Minor language improvements

Also in 2.260.1 · 2.250.81

#1541581

Fixed an issue with agents adding schedules to reports

Also in 2.260.1 · 2.250.81

#1497276

Resolved an issue with saving an action when the ticket has a matched KB article and a Rich custom field

#1557770

Resolved an issue with slow loading entitlement/subscription list on a recurring invoice line

#1557736

Resolved an issue with Integrations that import User or Agents failing to match correctly using the defined matching fields when they are saved by an agent logged in with a language that does not match the global language

#1557587

Resolved issue with incorrect label caption used on the new Termination Date contract field

#1557086

Resolved an issue causing the "Open in Domotz" to fail to show

#1541998

Multiple changes relating to prepay configuration and functionality.

#1537962
  • A setting has been added to Prepay configuration that stops Prepay amount from being editable
  • Actions that are related to deferred revenue invoices are no longer included in the recalculation process

Resolved an issue with duplicate user roles being added by the Azure/Entra integration

#1536384

Resolved an editor issue with the monaco editor used in runbooks payloads and reporting SQL when used in an Apple device

#1523357

Resolved an error thrown when editing and saving a recurring invoice with lines linked to distributor invoice data

#1523230

You can now create client-to-client relationships and visualise these as a client relationship map

#1508508

Client to client relationships must be enabled in Configuration > Users > General Settings:


From here you can create custom link types that can be bi-directional and hierarchical, as well as choosing a colour to identify on the client relationship map.


This allows for many to many parent, child and sibling relationships.


A new tab will appear when viewing the client details screen called "Relationships", which can be hidden in screen layout profiles.


This tab defaults to the diagram mode but there are controls to view the relationships as a list and also quickly view the full network of connected clients:


Key controls:

  • Zoom and drag and enter full screen mode using the diagram controls on the left hand side
  • Search the current visible network and centre upon the selected client
  • Increase/decrease the depth of connections to show on the diagram using the step counter
  • You can hide specific relationship types using the pill buttons above the diagram
  • Clicking on a client within the network will slide in a small summary of the client from the perspective of the current client:
  • Right-clicking on a client node will allow you carry a few quick actions, such as add a new relationship:
  • Right-clicking on a line will allow you to edit or remove the relationship between those clients:


Agents only see client relationships with clients they have access to. If a related client is outside an agent's access, the relationship diagram stops at that point, so clients connected only through it are not shown.


The client relationship map is also available as a widget type for client custom tab dashboards:



Currently there is a maximum of 500 related client nodes that can be shown at any one time.

Minor changes to layout

#1502186
  • The pop-up notification will no longer cover the top navigation bar
  • The chat bubble will move less distance so won't cover new ticket buttons

You can now use Contains (Comma-separated) with text custom fields

#1490298

Multiple changes have been made to the Etilize integration and how it is used when picking Items/Products

#1488393
  • A configuration option has been added to the Etilize integration so that new Items are not created in Halo when adding new catalog items from Etilize to Quotes/Orders
  • A configuration option has been added to the Etilize integration so that only catalog items from mapped groups appear in the search catalog screen
  • A "Default Item/Product" has been introduced at Item/Product Group to be used in conjuction with the above setting

Resolved an issue with putting a ticket on hold within an hour of the start of an appointment causing the ticket to come off hold automatically

#1479017

Resolved an issue with thge Asset Field precedence setting failing to work as expected for Connectwise Automate

#1443275

Resolved an issue with the "Update all lines" button failing to apply the changes to every non-group line

#1423158

Resolved an issue with the SLA Metrics button on a ticket appearing above the options displayed when changing the SLA or Priority value

#1421784

Resolved an issue causing recurring invoice lines to lose the currency conversion rate from the associated recurring invoice caused by the setting "Currency Conversion Rate is inherited from Sales Order"

#1418477

Resolved an issue with invalid stock records added when choosing an existing asset to consign from a purchase order

#1418465

Resolved an issue with tickets being left with an Agent that is no longer able to be assigned within the Team when adjusting an Agents permissions within that team to no longer "Can be assigned"

#1402097

Fixed an issue with next call date always showing on CRM notes

#1557651

Fixed an issue where an error could be thrown due to items merged from another ticket

#1544680

Fixed a UI issue when saving field groups to actions

#1544666

Fixed a bug where, on rare occasions, IronPDF templates were failing to generate

#1543045

Fixed a small issue where My Approvals would only show one approval at a time

#1542219

Fixed issue where an agent with read-only permissions could still see the receive stock button on POs

#1538413

Added a scroll bar to Ready for Invoicing Milestones when the split setting is enabled, and the window size is reduced, so ticket lists are organised vertically

#1536285

Fixed an issue where going into a ticket in a sales or projects module and exiting the ticket would remove the filter profile

#1535390

Fixed incorrect field label for document type

#1535385

Fixed an issue related to cloning services

#1534578

Fixed an issue subscribing to webhooks for mail

#1534576

Fixed a small issue where the charge rate is offset in ticket actions in PDFs

#1533588

Fixed various minor issues on the call screen

#1523009

Added Iframe details type to the Service Catalogue

#1522859

The "Iframe" details type can now be selected in Service Catalogue > *Service* > Configuration > Service Request Details:


Fixed an issue where an error could be thrown when importing licences from Azure

#1522589

Fixed an issue where milestones appeared in Ready for Invoicing after the parent ticket's type was changed to one with milestone billing disabled

#1509227

Added backend validation to mandatory field on Event Planning details

#1507184

Fixed an issue with recurring invoice due dates

#1506919

Fixed issue where restrictions on the default ticket type were not applied to the appointment completion form for appointments not linked to a ticket

#1506208

Improved scheduled prepay processing and prevented duplicate prepay records from being created

#1501088

Fixed an issue where runbook variable calculation errors could prevent runbook execution entirely instead of directing down an unsuccessful path.

#1484637

Fixed an issue with automated tickets from article drafts

#1481683

Fixed an issue where the field name may not show for asset audit history if the field has been deleted

#1479639

Fixed an issue where invoice tax can load differently on older invoices after switching to AST

#1434439

Added the ability to import Distributor Invoices on Subscriptions via XLS

#1521068

To enable importing Distributor Invoices via XLS, go to Configuration > Assets > Software Licencing and enable "Allow Distributor Invoices to be imported via XLS", click the Import button and download the "Distributor Invoice" template, edit the template as needed, and import via the "Start" button. You should be able to add the Distributor Invoices to recurring invoice lines via the "Create Lines from imported invoice lines linked to Distributor subscriptions" quantity option.

Added an Advanced Setting to control which agents’ activity appears in the Activity Feed

#1442779

Minor Accessibility improvements on the End-User Portal

#1430906

Added single and multiple field widget types for Users and Clients

#1383512

Added the ability to update tickets in ServiceNow when ticket fields are updated in Halo

#1172829

Customers and suppliers linked to ServiceNow can be configured to allow two-way syncing with the setting below under the ServiceNow tab:


When enabled, any changes to mapped priorities, impacts, urgencies, statuses, categories, closure codes, and custom fields, as well as changes to the ticket user and attachments will be synced with the linked ticket in ServiceNow.

Fixed an issue with cloning tickets and storing HTML in s3

#1542367

Added the ability to include calculated quantity criteria when importing Recurring Invoice lines

#1434445

Added a setting that shows attachments agents add directly to a ticket as an action in the ticket history

#1376227

You can now use JWT for User matching on Embedded Forms

#966159

This change brings the embeddable chat User matching functionality for matching Users based on them being authenticated in your platform/website to embedded forms.


This is configured in per Ticket Type in the Forms tab:


For more details on usage, please see the bottom of the following guide.

Added a permission to Agents and Roles to allow viewing of the Ticket Audit Log tab

#1540553

This has been set to true for all existing roles to preserve previous behaviour

You can now import quotations and purchase orders via XLS from configuration

#1499950

Added api/PurchaseOrder/updatelines and api/Quoation/updatelines endpoints to more easily update and insert new rows instead of having to post the full lines array.

You can now use a client's "Is Account" and a contact's "Is Prospect" on opportunities and actions, including in dynamic field visibility

#1193212

Two new fields are available when Prospects are enabled:


Client Is Account, which can be added to opportunity ticket types and actions.

Contact Is Prospect, which can be added to actions.

Each field shows whether the client is an account, or the contact is a prospect. Unticking either one converts the client to a customer, or the contact from a prospect, as part of the ticket or action. They can't be used to turn a customer back into an account or a contact back into a prospect, so they're read-only once converted.


Both can also be used as Dynamic Field Visibility conditions on ticket type, field group and action fields. This lets you show or hide fields depending on whether you're dealing with an account or a prospect, and the conditions update straight away when the field is changed on the form.


"Is Account" and "Is Prospect" are also available as columns in opportunity column profiles, and you can sort by them.

Fixed an issue with opportunity contacts

Also in 2.260.1 · 2.250.81

#1558828

Minor UI improvements to the navigation bar on the End-User Portal

#1430928