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Halo

Release notes

Current stable release
2.250.79
Latest beta
2.258.10

2.262

Unreleased

125 updates across 1 patch release

2.262.1

25 added · 6 improved · 93 fixed · 1 removed

Added the ability to set multiple uses for Views

#523083

Added Ubiquiti UniFi Controller integration

#581771

The Ubiquiti UniFi integration has been added to Halo. It can be found in the "Asset Management and Alerting" section of Configuration > Integrations. It allows sites and assets to be imported via the UI/Integrator, and alerts to be created via Webhooks.

Fixed ticket event triggers not working when triggered by event management

#1125053

You can now allow attachments to be added to Custom Table rows

#1172805

Added alternative text to more icons on the End-User Portal

#1185747

Minor language pack improvement

#1250126

Resolved an issue with stock being decreased incorrectly when merging devices and the device merged from didn't relate to a stock record

#1328569

Added a new Service Request Detail Source property to Tickets

#1355718

This tracks which service request detail the ticket was created from in a new FaultsStatic table

Removed the 'Includes' and 'Doesn’t Include' options from the Milestones filter, as they weren't supported

#1362036

Added $ CLIENTPORTALLOGO, $ CLIENTPORTALCOLOUR, and $ CLIENTPORTALTEXTCOLOUR

#1417714

Fixed an issue with $-variables of custom fields which used a dynamic list

Also in 2.262.1 · 2.250.101

#1425171

Added a Ticket Type setting to control if the Client and/or Site selection fields are visible on the Self Service Portal

#1427622

Is available to be configured hen using the Show Site selection setting in Self Service Portal configuration, and acts as an override to the global setting.

Added a Related Ticket Count column to Ticket Column Profiles

#1443505

Fixed an issue with importing Quotes from StreamOne Stellr

Also in 2.262.1 · 2.250.101

#1464034

Added the ability to sync tax calculated in Halo to Dynamics Business Central via an additional line

#1480894

Fixed an issue with screen layout profiles for new prospects

Also in 2.262.1 · 2.250.101

#1485691

Added block conditions to ticket type configuration

#1485968

Block conditions are used to prevent ticket submission when the configured fields have certain values. 


Each condition can have a custom error message to show when the ticket submission is blocked by that condition. Otherwise, a default message is shown.


Currently, only text, single select, multi select, and checkbox ticket custom fields are available to choose, as well as the system fields below.

  • Category,
  • Category 2,
  • Category 3,
  • Category 4,
  • SLA
  • Impact
  • Urgency,
  • Summary

Added option to create System Actions against Tickets when an Email fails to send them- #1993

#1487503

Enabling "Create a system Action for failed Emails when an Email is linked to a Ticket" in Configuration > Email > General settings will cause a system action to be added to tickets when an email sent from the ticket or a linked entity fails.


"Status after an Email fails to send" in Configuration > Tickets > Ticket Types > *Select type* > Settings can also be used to change the status of the ticket.

Added the ability to resend Countersign emails

#1487507

Added the ability to edit Gantt card HTML

#1488376

Added time zones for Alberta, British Columbia and Manitoba, which keep one offset all year from November 2026

#1491517

Fixed top level showing on custom client areas when top level is off

#1497126

Fixed an issue with lookups that allow multiple values incorrectly being overriden when saving

Also in 2.262.1 · 2.250.101

#1502122

Added a setting to hide automatic approvals

#1502146

This functionality can be enabled using the setting "Don't show auto-approvals in ticket details" in approval settings

This hides automatic approvals in the default "Conversations & Internal" action view and in the approvals tab.

Fixed an issue with printing knowledge base articles

#1507124

Added custom bulk action lists for invoices

#1508994

Fixed an issue where a sales mailbox could send duplicates

#1509334

Fixed an issue with searching fields when creating a new custom field

Also in 2.262.1 · 2.250.101

#1520523

Fixed an issue with menu routing when opening ticket areas

Also in 2.262.1 · 2.250.101

#1522027

Fixed an issue where Invoices generated from Sales Orders could set Due Date incorrectly

#1522899

Added the option to allow custom Ticket tab layouts to apply to the End-User Portal

#1535384

Added a Sequences module and major improvements to campaigns

#1537952

Sequence changes:

  • Sequences: 
    • A new area, separate from Campaigns, for workflow-based journeys that enrol Contacts or Tickets. 
    • Turn on the Sequences module and give agents/roles access to start using it.
  • Lifecycle: 
    • Activate, Close, Reopen, Cancel and Clone a Sequence.
    • Closing stops new enrolments, and the Sequence completes once current members finish. Paused members keep it open.
    • A closed Sequence can be reopened until it completes.
  • Sequence events: start, pause, resume or exit members, filtered by at least one condition.
    • Contact Sequences use Contact created or updated events.
    • Ticket Sequences use Ticket logged or updated events.
    • Resume events only resume members that an event paused.
  • Enrolment: members can be added in these ways:
    • From the Sequence itself
    • By enrolling selected Contacts from the Contact list
    • With a start event or a ticket action
    • With the Enrol to Sequence workflow step
  • Re-enrolment: 
    • Optionally let members start again after they complete, are removed or leave through an exit event. Paused members can't be re-enrolled. 
  • Send window and time zone: 
    • Optionally send emails only within a Workday's working hours, in either the Workday's time zone or the recipient's. 
    • The recipient's time zone is the Ticket's, then the Contact's, then the Site's, then the default.
  • Completed / exited members: 
    • A new tab listing members who have left, with their exit reason (Completed, Removed or Exit event).
  • Settings: 
    • Sequences have their own approval (simple or Ticket approval), activity feed, tracking beacon, click-confirmation and in-step email creation settings. 

    • Unsubscribe settings are shared with Campaigns.

  • Customisation: 

    • Sequences support custom fields, custom tabs, custom buttons and dashboards.

  • Ticket screen: 

    • Shows Sequences linked to the Ticket, such as ones created from it or approved through it.

  • Global events: 
    • New Sequence Started, Sequence Ended and Sequence Cancelled events for notifications and webhooks.

New campaign / sequence workflow steps


  • Sequence only:
    • Create Ticket: 
      • Creates a Ticket from a template for the member's Contact, unless the template sets its own Contact. 
      • On Ticket Sequences, a Link to Ticket setting links the new Ticket to the member Ticket as Related, Child or Not Linked.
    • Update Member: 
      • Sets fields on the member:
        • For Contact members, Contact fields, including custom fields;
        • For Ticket members, Ticket fields, plus custom fields on the Ticket's Contact.
    • Integration method: 
      • Calls an integration method once for each member. A 2xx response follows the Successful Response branch, and anything else follows Unsuccessful Response.
    • Step statistics: 
      • Each step also shows how many members reached it, the percentage that moved on, how many left (removed or through an exit event), and which steps they went to next.
  • Campaign and sequence:
    • Enrol to Sequence: 
      • A new step that enrols members in a Sequence of the same type. They carry on in the current workflow.
    • Engagement branching: 
      • On Contact Campaigns and Sequences, Condition steps can branch on whether a Contact:
        • Is enrolled in a Campaign or Sequence;
        • Opened an email from a Campaign or Sequence;
        • Was sent, or opened, a specific email from this one;
        • Clicked a specific link.

  Campaign changes:

  • Distribution Lists:
    • New Contact filters replace Sent campaign:
      • Enrolled in a Campaign or Sequence
      • Opened an email from a Campaign or Sequence
      • Clicked a specific link
      • Existing Sent campaign filters now act as Enrolled in a Campaign. They also include Contacts who enter a workflow Campaign from now on.
  • Events: 
    • New Campaign Started, Campaign Ended and Campaign Cancelled events for notifications and webhooks.

  Access and permissions

  • Access control: 
    • Campaigns and Sequences now have their own access control.
  • Permissions: 
    • Sequences have their own role permission and API scopes (read:sequence, edit:sequence).

  New time zone field on Contacts and Prospects

  • The contacts timezone is inherited from their site if not set on the contact.

  New variables

  • $USERTIMEZONENAME: the Contact's time zone, or their Site's if they don't have one.
  • $SEQUENCENAME and $SEQUENCELINK: available in Sequence approval emails and in Campaign and Sequence notifications.
  • $RANDOM{option1|option2}: picks one option at random for each recipient, in any email that supports variables. Options can contain other variables, including another $RANDOM.

Fixed an issue when invoicing from a recurring invoice

Also in 2.262.1 · 2.250.101

#1538492

Fixed an issue with linking KB articles to new tickets

Also in 2.262.1 · 2.250.101

#1542346

Fixed an issue with selecting an FAQ list when viewing knowledge base articles via an anonymous link

Also in 2.262.1 · 2.250.101

#1542558

Fixed an issue where ticket list filter groups ignored criteria based on custom fields from non-ticket entities

#1542796

Minor improvements to the performance of the Intune import

#1542854

Fixed issue with Asset lookups not triggering

#1543097

Fixed an issue where workflow progress stages didn't show on newly created assets

Also in 2.262.1 · 2.250.101

#1543290

Fixed an issue with using asset field values in dynamic SQL asset fields

Also in 2.262.1 · 2.250.101

#1543400

You can now set a default pipeline stage on an opportunity type

#1543888

Fixed an issue with cloning tickets

Also in 2.262.1 · 2.250.101

#1544514

Fixed an issue where an incorrect hint was shown for the notification record retention setting

#1544717

Improved performance when loading translations

Also in 2.262.1 · 2.250.92

#1545190

Fixed issues with report drilldown for charts using frequency

#1545401

You can now use Criteria Groups on dynamic Distribution List filters

#1546036

This allows up to three groups of criteria to allow creation of OR conditions to filter the members

Fixed an issue with end date on contracts

Also in 2.262.1 · 2.250.101

#1546161

Added support for KEDA apps to version management

#1557093

Fixed an issue where the Gantt view's scroll position reset when the ticket list refreshed

Also in 2.262.1 · 2.250.101

#1557148

Resolved an issue with quote tax being calculated incorrectly

#1557669

Fixed an issue with using categories to filter ticket search

#1557703

Fixed a minor issue where saving and exiting a ticket, then re-entering it, caused a UI error

#1557745

Fixed an issue with very large actions on timesheets being difficult to drag in some cases

Also in 2.262.1 · 2.250.101

#1557773

Resolved an issue with expiry failing to use the correct period when using Prepay V1 method resulting in lower than expected expiry records

#1557807

Fixed an issue when deleting actions from a workflow

#1558497

Fixed an issue importing Virima assets with related assets

Also in 2.262.1 · 2.250.101

#1558564

Fixed a rare issue where token refresh could fail after the Halo tab has been idle

#1558599

Resolved an issue with the Ready for Purchasing and Invoice lists failing to keep its position and reverting to the "All" node on refresh

Also in 2.262.1 · 2.250.101

#1558664

Fixed an issue where Attachments couldn't be downloaded on Tickets without edit permission

#1558743

Resolved an issue with time allocating incorrectly to a contract relating to a daylight savings issue for contracts with a period starting on a daylight savings day

Also in 2.262.1 · 2.250.101

#1558757

Fixed an issue where Approval Emails could display an incorrect Approval outcome

#1558758

Fixed an issue with field values not copying to child tickets created from optional services

#1558784

Resolved a CSS issue with dashboards causing the edit options to be hidden for some widget types

Also in 2.262.1 · 2.250.101

#1558913

Fixed an issue with custom fields not being populated from a Call that used a call script

Also in 2.262.1 · 2.250.101

#1558935

Fixed an issue where Stripe payment methods could be deleted when the option to allow deletion was disabled

#1558962

Fixed an issue where some FAQ lists could not be saved

Also in 2.262.1 · 2.250.101

#1559036

Resolved an issue with prepay being added after midday due to an issue with daylight savings calculations

Also in 2.262.1 · 2.250.101

#1559740

Fixed an issue where Appointments couldn't be re-opened for some completion statuses

#1560284

Fixed an issue with Attendee questions in Event Planning module

#1560404

Fixed an issue with using custom fields in purchase order column profiles

Also in 2.262.1 · 2.250.101

#1560483

Added an index for Asset Relationships

#1560502

Minor performance improvements to Assets

Also in 2.262.1 · 2.250.101

#1560503

Fixed an issue with a portal log in loop when the cookie consent screen was enabled

Also in 2.262.1 · 2.250.101

#1560507

Fixed a minor issue with updating the values of dynamic SQL asset fields

#1560535

Fixed an issue where cloning Agents with approval delegations would fail

#1560701

Resolved an issue with setting Release Note Group as mandatory

#1561045

Fixed an issue where Timesheets could log incorrectly when using "Date Done on the new action screen is the start date"

#1561161

Fixed an issue with holiday approvals

Also in 2.262.1 · 2.250.101

#1561255

Added additional functionality to the asset discovery integration

#1561568

Scanning tasks and groups can now be deleted.

Discovery credentials can now be edited.

You can now select a region: either the EU or the US, when creating a site. This cannot be changed after creation.

Fixed an issue with creating and updating tickets containing multi select custom fields via the API

#1561582

Improved Invoice generation performance

Also in 2.262.1 · 2.250.101

#1561640

Fixed a number of minor issues across the application

#1561647

Fixed a minor display issue with the tree view

Also in 2.262.1 · 2.250.101

#1561666

Fixed the native OpenSearch connection failing for instances hosted in the ZA region

Also in 2.262.1 · 2.250.101

#1561669

Fixed a minor issue where Language Pack entries had duplicate ID's

#1561699

Added the $-AIACKNOWLEDGEMENTHTML variable to customise how AI acknowledgements are displayed within emails

#1561790

This allows the AI's generated acknowledgement message to be embedded inside a custom html template.


To configure the content of $-AIACKNOWLEDGEMENTHTML, navigate to a ticket type with AI acknowledgements enabled. The html template is stored globally, so changing it will affect all ticket types.

Fixed a bug with invoice detail

#1562104

Fixed an issue with User restrictions on Events in the Event Planning module

#1562140

Fixed an issue with User selection when adding Users to an Event in the Event Planning module

#1562143

Fixed an issue where some outgoing email logs could not be viewed

Also in 2.262.1 · 2.250.101

#1562230

Fixed an issue where the SolarWinds Orion integration could not update alerts on newer SolarWinds versions

Also in 2.262.1 · 2.250.101

#1562494

A port can now be added to the Host Name/IP field (e.g., hostname:17774) and is used instead of the fixed port

Fixed various issues with asset discovery

#1562692

Resolved an issue with Ticket "Child Count" property failing to keep in sync with the relationships in the database

#1562768

Fixed an issue with the minimum cost threshold for triggering Purchase Order approvals

#1562777

Fixed an issue where Invoice Date paid wouldn't populate

#1562781

Fixed an issue with the asset business owner approval type

Also in 2.262.1 · 2.250.101

#1562787

Fixed an issue with Agent display names in Live Chat

#1563007

Fixed an issue with the $-EMAILHISTORY variables

#1563008

Fixed an issue with $-CHATTRANSCRIPT not populating

Also in 2.262.1 · 2.250.101

#1563013

Fixed a minor UI issue with Parent Stock Bins on Sites

#1563250

Fixed an issue where Details field restrictions were not applied to the Details section at the top of the ticket

Also in 2.262.1 · 2.250.101

#1563255

Fixed an issue where editing the role on an existing field restrictions

Also in 2.262.1 · 2.250.101

#1563557

Fixed an issue where 'Call on Teams' from an opportunity called the end user instead of the opportunity contact

Also in 2.262.1 · 2.250.101

#1563579

Fixed an issue with setting values on hidden fields from a Lookup

Also in 2.262.1 · 2.250.101

#1564568

Fixed an issue with item bundles when generating a PDF

Also in 2.262.1 · 2.250.101

#1564651

Fixed an issue with processing Juniper Mist webhooks

Also in 2.262.1 · 2.250.101

#1564691

Multiple changes to runbooks for failure and response

#1564967
  • Runbooks started from a webhook can now choose the status code returned to the caller (200, 201, 202 or 204) and an optional response body.
  • End steps with a Failed result have a new option, "Add the result message to the Ticket". When it's ticked and the run is linked to a ticket, a hidden "Runbook Failed" action containing the result message is added to that ticket.

Resolved an issue with Quote Terms and Conditions generated from Item Groups when using the V2 calculation method

Also in 2.262.1 · 2.250.101

#1565281

Resolved an issue with notes failing to be copied from Recurring Invoices to Pro-rata Invoices

Also in 2.262.1 · 2.250.101

#1565374

Fixed an issue with child tickets on column profiles

#1566058

Fixed an issue with saving knowledge base articles that have no tags

Also in 2.262.1 · 2.250.101

#1566147

Fixed an issue with invoice line custom table rows not being deleted when the invoice is deleted

#1566265

Fixed an issue with conversion rates when a discount is applied

Also in 2.262.1 · 2.250.101

#1566306

Fixed an issue where leaving a report during an export left a loading message stuck on screen

Also in 2.262.1 · 2.250.101

#1566971

Fixed an issue with downloading Asset Discovery configuration files

#1567178

Added a setting to change the way sequence tracking works across all entities

#1567353

The new setting can be found in Advanced Settings > Performance.


Fixed an issue with bulk editing related Assets

Also in 2.262.1 · 2.250.101

#1567414

Fixed an issue with HTML hints not displaying correctly on some fields

Also in 2.262.1 · 2.250.101

#1567514

Fixed issues with the Asset discovery integration not handling errors correctly.

#1568005

Fixed an issue with using a field to determine the type for assets imported from Asset Discovery

#1578453

Fixed an issue where the New Ticket screen would fail to load when logging a ticket from the Service Catalogue

Also in 2.262.1 · 2.250.101

#1578549

Resolved an issue with an incorrect label for "Ninja One" used in Asset reconciliation

Also in 2.262.1 · 2.250.101

#1578706

Resolved an issue with superfluous queries being run when using the notifications endpoint

#1578813

Fixed an issue with 'pin details to top of ticket' functionality

Also in 2.262.1 · 2.250.101

#1579050

Fixed an issue with chart filters

#1580069