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Halo

Release notes

Current stable release
2.236.132
Latest beta
2.250.44

2.253

Unreleased

127 updates across 1 patch release

2.253.1

Jan 1, 190120 added · 7 improved · 100 fixed

Added drag and drop support for email fields in the Address Book and the Action forms when intellisense is enabled

#296762

Resolved an issue with the import holidays function failing to work correctly for some timezones

#721271

You can now set a name and icon image that override the chat's defaults when it connects to a live chat agent.

#982144

Added criteria Groups for runbook condition steps

#983628

Fixed issues with forwarding actions and with using the same attachment on multiple actions

Also in 2.253.1 · 2.250.41

#1065422

Added extra information for incoming webhooks

#1143932

You can now make Report Guides visible on the End-User portal

#1188376

Fixed an issue with show ticket areas as tabs on top level details

Also in 2.253.1 · 2.250.41

#1207862

Added the ability to map to multi select fields in database lookups

#1251116

The output of the database lookup should be a comma separated list of either values or displays, and each will map to a selection for the multi select field.

Fixed an issue with syncing blank group description invoice lines to Xero

Also in 2.253.1 · 2.250.41 · 2.236.131

#1263873

Fixed an issue with setting the service level agreement on tickets created via the LogicMonitor integration

#1270128

Fixed an issue where service edit runbook api actions could remove service requests from the target service.

Also in 2.253.1 · 2.250.41 · 2.236.131

#1322705

Added bidirectional sync of HubSpot pipeline stages with Halo pipeline stages

#1364348

HubSpot Deal stages can be mapped to Halo pipeline stages against each stage 


Resolved an issue with duplicate appointments being created in Halo after a new appointment is pushed to exchange and the resulting webhooks being processed before the appointment is updated with the exchange ID

Also in 2.253.1 · 2.250.41

#1367019

Fixed an issue with adding an attachment to tickets via the print key shortcut

#1371824

You can now add Translations to article drafts

#1373414

Fixed an issue where email actions could send to customer connected APIs without being set to do so.

Also in 2.253.1 · 2.250.41 · 2.236.131

#1375515

Fixed an issue where EntraID site mappings could process out of sequence if there are database availability issues during the sync.

#1380152

Fixed a UI issue with the Snow integration

Also in 2.253.1 · 2.250.41

#1388934

Fixed an issue with token URLs in the Workspace ONE integration

Also in 2.253.1 · 2.250.41

#1403478

Fixed an issue with load balance and round robin accuracy

Also in 2.253.1 · 2.250.41

#1403516

Fixed an issue with saving changes when clicking between rich text field editors.

#1415796

Fixed an issue with the event trigger "service status changed"

Also in 2.253.1 · 2.250.41

#1416589

Fixed a rare issue with ticket rule email matching

Also in 2.253.1 · 2.250.41

#1416852

Resolved an issue with expanding actions on a ticket requiring 3 clicks to expand instead of 1

#1418425

Resolved an issue with the detail from the "Add Action to New Ticket" failing to be copied across

#1421790

Resolved an issue with duplicate pop-up (toast) messages showing

#1421812

Fixed an issue with syncing bills when using the custom cost endpoint with Dynamics Business Central

Also in 2.253.1 · 2.250.41

#1428649

Added a Ticket Type default option for the Impact and Urgency fields

#1428783

Fixed an issue where an error could be thrown when creating a ticket which has had a multiselect field set by a rule in the UI

Also in 2.253.1 · 2.250.41

#1429683

Minor accessibility improvements on the End-User Portal

#1430927

Added device criticality to query builder

#1431448

You can now log a response when clicking call on Microsoft Teams

#1431470

The setting can be found in the Microsoft Teams Integration configuration page under call management

Improved performance of 'Requires Ordering' Sales Order list

Also in 2.253.1 · 2.250.41

#1432510

Fixed an issue regarding downpayment invoices from sales orders

Also in 2.253.1 · 2.250.41

#1435202

Added lastApplianceCheckinTime as an importable field from N-Central

Also in 2.253.1 · 2.250.41

#1436520

Added an asset account code field for item groups when using the MYOB integration

#1436959

Fixed an issue with recurring invoice (RI) automatic price increases not applying when set at the root RI level

Also in 2.253.1 · 2.250.51

#1440877

Fixed an issue with using grouped approval steps

Also in 2.253.1 · 2.250.41

#1441523

Fixed a display issue with searching for articles when an FAQ list filter is applied

Also in 2.253.1 · 2.250.41

#1442896

Fixed an issue with syncing EntraID users with 1000+ EntraID group memberships

Also in 2.253.1 · 2.250.41

#1443776

Fixed an issue regarding product line totals on tickets

Also in 2.253.1 · 2.250.41

#1444135

Fixed an issue with YourOrderNumber when sending invoices to Fortnox

Also in 2.253.1 · 2.250.41

#1444831

Fixed an issue when the organisation name contains special characters

Also in 2.253.1 · 2.250.41 · 2.236.132

#1445990

Fixed an issue where automatic appointment would create an appointment unrelated to the ticket

Also in 2.253.1 · 2.250.51

#1447585

Fixed an error when searching for sites on the new ticket screen

Also in 2.253.1 · 2.250.41

#1449382

Fixed an issue with the Category field on a Call

Also in 2.253.1 · 2.250.41

#1449505

Fixed a display issue with conditions on asset workflow automations

Also in 2.253.1 · 2.250.41

#1450595

Fixed a minor grammar issue with "Down payment" translations

Also in 2.253.1 · 2.250.41

#1451301

Improved performance when searching agents

Also in 2.253.1 · 2.250.41

#1451642

Fixed an issue with the side menu loading when using Halo Tabs

Also in 2.253.1 · 2.250.41

#1451673

Fixed a display issue with ticket source runbook criteria

Also in 2.253.1 · 2.250.41

#1462002

Added a new general Ticket setting to disable colour formatting on block quotes

#1462003

Fixed a rare issue with CABs linked to teams

Also in 2.253.1 · 2.250.41

#1462787

Fixed the AI Suggestions table displaying Date Applied in UTC instead of local time

Also in 2.253.1 · 2.250.41

#1462997

Fixed an issue with project cost calculations when using agent cost history tracking.

Also in 2.253.1 · 2.250.41 · 2.236.131

#1463291

Minor UI improvement to viewing the configuration of fields in a Custom Table

#1463407

Fixed an issue with images rendering on PDF templates

Also in 2.253.1 · 2.250.41

#1474325

Fixed an issue with price increase of recurring invoices after first generated invoice is deleted

Also in 2.253.1 · 2.250.41

#1474655

Fixed an issue with Minimum Stock Quantity input validation

Also in 2.253.1 · 2.250.41

#1476163

Added the ability to select Licences associated with the Client's User as calculated quantities on Recurring Invoice lines

Also in 2.253.1 · 2.250.41

#1476218

This option can be found in Configuration > Billing > Recurring Invoices > "Include Licences associated with the Client's Users when selecting calculated quantities for Recurring Invoice lines". It is enabled by default.

Fixed an issue deleting todo list groups on tickets

Also in 2.253.1 · 2.250.41

#1476476

Fixed an issue with service status updates via API

Also in 2.253.1 · 2.250.41 · 2.236.131

#1476850

Fixed an issue with using the contributors field on an action

Also in 2.253.1 · 2.250.41

#1476948

Fixed an issue with authorising the Splashtop Integration

Also in 2.253.1 · 2.250.41

#1476967

Added hint to "Allow Users to start live chat from a Ticket" Ticket Type checkbox

Also in 2.253.1 · 2.250.41

#1477320

Improved performance when processing notifications

Also in 2.253.1 · 2.250.41

#1477454

Fixed an issue where custom fields stored in FieldData couldn't be used in Ticket List date filters

Also in 2.253.1 · 2.250.41

#1477487

Fixed column header overrides not being applied when exporting to CSV

Also in 2.253.1 · 2.250.41

#1477700

Fixed a UI issue with the ServiceNow Integration configuration page for customers and suppliers

Also in 2.253.1 · 2.250.41

#1478103

Fixed an issue with asset lookups on new assets

Also in 2.253.1 · 2.250.41

#1478182

Resolved an issue with adding items to quotes/invoices failing to automatically add to the group line that was just created

#1478238

Added an additional option to the reporting function so that the date/time fields used as part of filters for the report can be adjusted be either the browser timezone or the global system timezone

#1478239

Added DeviceApplications Index

#1478440

Fixed an issue with the character limit type field showing the wrong options for the select field type when creating a custom field

Also in 2.253.1 · 2.250.41

#1478521

Added a new parameter to return the admanager field in GET /users

Also in 2.253.1 · 2.250.41

#1478916

The new parameter is includeadmanager

Fixed language issue on the customer details page

Also in 2.253.1 · 2.250.41

#1478963

Resolved an issue with Group lines created during Sales Order to Recurring Invoice processing appearing with pro-rata lines

#1478981

Fixed an issue with sending subscriber emails from assets linked to services

Also in 2.253.1 · 2.250.41

#1479393

Fixed issues with using attachment type custom fields

Also in 2.253.1 · 2.250.41

#1479444

Fixed an issue with using access control to grant access to knowledge base articles

Also in 2.253.1 · 2.250.41

#1479472

Minor setting label improvement

Also in 2.253.1 · 2.250.41

#1479478

Fixed an issue with requesting approval from the approver's line manager if they launched the approval process

Also in 2.253.1 · 2.250.41

#1479531

Added the ability to specify how long to retain notification logs

#1479590

Fixed an issue with access control not inheriting from groups to canned text

Also in 2.253.1 · 2.250.41

#1479628

Resolved an issue with Invoice lines syncing to Avalara even when "Do not sync" is selected on the Invoice for the Avalara tenant

Also in 2.253.1 · 2.250.41

#1479710

Fixed a rare issue with mailbox overrides not applying to actions

Also in 2.253.1 · 2.250.41

#1480088

Fixed an HTML issue in chatbot

Also in 2.253.1 · 2.250.41

#1480473

Fixed an issue with using ticket workflow step in the query builder

Also in 2.253.1 · 2.250.41

#1480955

Fixed an issue where Ingram Micro Reseller webhooks wouldn't update Purchase Order statuses correctly

Also in 2.253.1 · 2.250.41

#1481041

Fixed an issue with $-ACTIONRATE

Also in 2.253.1 · 2.250.41

#1481461

Fixed an issue with updating client/organisation restrictions on agent roles.

Also in 2.253.1 · 2.250.41 · 2.236.131

#1481582

Fixed an error that would occur after a user resets their password via a secondary portal URL

Also in 2.253.1 · 2.250.41

#1481653

Fixed an issue with configuring access control on service categories

Also in 2.253.1 · 2.250.41

#1481777

Improved how ticket type restrictions are stored when saving an agent or agent role

Also in 2.253.1 · 2.250.41

#1482032

Fixed an issue surrounding groups on lines causing entities to fail to sync to Intacct after initial sync in some cases

Also in 2.253.1 · 2.250.41

#1482038

Resolved an issue opening Tickets/Sites for any Site that is not linked to Business Central when there are multiple Business Central integration records with no connected company

Also in 2.253.1 · 2.250.41 · 2.236.131

#1482360

Fixed an issue with setting the 'Reply to Address' on a Mail Campaign as different from the From Address

Also in 2.253.1 · 2.250.41

#1482613

Fixed an issue where managing licences in Halo may not get pushed to Azure.

Also in 2.253.1 · 2.250.41

#1483315

Fixed a typo on the error 404 screen

Also in 2.253.1 · 2.250.41

#1483409

Resolved an issue with the end date on a recurring invoice line failing to function as expected when the date is the same as the start of the invoice period

Also in 2.253.1 · 2.250.41 · 2.236.131

#1483440

Fixed an issue with editing visibility conditions on optional services

Also in 2.253.1 · 2.250.41

#1483572

Fixed an issue with changing the type of an asset

Also in 2.253.1 · 2.250.41

#1483986

Fixed an issue with workflow history not being delete when permenantly deleting ticket records

Also in 2.253.1 · 2.250.41

#1484322

Fixed an occasional issue when opening a new Halo tab

#1484325

Fixed a rare issue when deleting a Column Profile

Also in 2.253.1 · 2.250.41

#1484348

Fixed an issue with using Asset Fields in the conditions of the Query Builder

Also in 2.253.1 · 2.250.41

#1484367

Resolved an issue with CSP Consumption data failing to reimport if deleted from the Microsoft CSP integration configuration

Also in 2.253.1 · 2.250.41 · 2.236.131

#1485262

Fixed an issue with filtering invoice date when using a custom column profile

Also in 2.253.1 · 2.250.41

#1485374

Fixed an issue with Warn if Empty functionality for Attachment Custom Fields

Also in 2.253.1 · 2.250.41

#1485575

Fixed a minor UI issue with the Override Mailbox field on Ticket Types

Also in 2.253.1 · 2.250.41

#1485658

Fixed an issue with configuration change tracking

Also in 2.253.1 · 2.250.41

#1485688

Fixed an issue with assets not mapping to the correct customer when importing from N-Central

Also in 2.253.1 · 2.250.41

#1485912

Fixed an issue where Xero Webhooks could update Invoice Date incorrectly

Also in 2.253.1 · 2.250.41

#1486210

Fixed a small issue where $-variables included in 'Email list for payments added ot Invoices' were populating with outdated data

Also in 2.253.1 · 2.250.51

#1486323

Resolved an issue caused by Appointments for an Agent failing to be deleted when deleting the Agent

Also in 2.253.1 · 2.250.41 · 2.236.131

#1487223

Fixed an issue with updating schedules in the schedule service

Also in 2.253.1 · 2.250.41

#1487342

Fixed an issue with deleting asset and site fields

Also in 2.253.1 · 2.250.41

#1487612

Fixed an issue with configuration change tracking roles

Also in 2.253.1 · 2.250.51

#1488148

Fixed an issue with searching terms that contain apostrophes

Also in 2.253.1 · 2.250.41

#1488201

Fixed a bug when creating a credit note from a customer

Also in 2.253.1 · 2.250.51 · 2.250.42

#1488701

Fixed an issue with multi-select SQL custom fields not clearing when the selected value is no longer returned

#1488828

Fixed an issue with invoices not showing on the 'My approvals' area

Also in 2.253.1 · 2.250.41

#1489170

Fixed an issue with the details screen display mode not applying to assets

Also in 2.253.1 · 2.250.41

#1489265

Fixed an error occuring on forecasting when entering too many characters

Also in 2.253.1 · 2.250.41

#1489269

Fixed an issue processing some integrations via the DB integrator

Also in 2.253.1 · 2.252.17

#1489338

Fixed an issue with starting an invoice approval process

#1489897