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Halo

Release notes

Current stable release
2.250.79
Latest beta
2.258.10

2.262.1

Unreleased

125 updates

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

Minor performance improvements to Assets

Also in 2.262.1 · 2.250.101

#1560503

Fixed an issue with cloning tickets

Also in 2.262.1 · 2.250.101

#1544514

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

Also in 2.262.1 · 2.250.101

#1502122

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

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

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

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

Added support for KEDA apps to version management

#1557093

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

Also in 2.262.1 · 2.250.101

#1579050

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

Also in 2.262.1 · 2.250.101

#1578706

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

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

Also in 2.262.1 · 2.250.101

#1567514

Fixed an issue with bulk editing related Assets

Also in 2.262.1 · 2.250.101

#1567414

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 conversion rates when a discount is applied

Also in 2.262.1 · 2.250.101

#1566306

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

Also in 2.262.1 · 2.250.101

#1566147

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

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

Fixed an issue with processing Juniper Mist webhooks

Also in 2.262.1 · 2.250.101

#1564691

Fixed an issue with item bundles when generating a PDF

Also in 2.262.1 · 2.250.101

#1564651

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

Also in 2.262.1 · 2.250.101

#1564568

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 where editing the role on an existing field restrictions

Also in 2.262.1 · 2.250.101

#1563557

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 with $-CHATTRANSCRIPT not populating

Also in 2.262.1 · 2.250.101

#1563013

Fixed an issue with the asset business owner approval type

Also in 2.262.1 · 2.250.101

#1562787

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 an issue where some outgoing email logs could not be viewed

Also in 2.262.1 · 2.250.101

#1562230

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 display issue with the tree view

Also in 2.262.1 · 2.250.101

#1561666

Improved Invoice generation performance

Also in 2.262.1 · 2.250.101

#1561640

Fixed an issue with holiday approvals

Also in 2.262.1 · 2.250.101

#1561255

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

Also in 2.262.1 · 2.250.101

#1560483

Fixed an issue where some FAQ lists could not be saved

Also in 2.262.1 · 2.250.101

#1559036

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 importing Virima assets with related assets

Also in 2.262.1 · 2.250.101

#1558564

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

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

Fixed an issue with end date on contracts

Also in 2.262.1 · 2.250.101

#1546161

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

Also in 2.262.1 · 2.250.101

#1543400

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 linking KB articles to new tickets

Also in 2.262.1 · 2.250.101

#1542346

Fixed an issue when invoicing from a recurring invoice

Also in 2.262.1 · 2.250.101

#1538492

Fixed an issue with screen layout profiles for new prospects

Also in 2.262.1 · 2.250.101

#1485691

Fixed an issue with importing Quotes from StreamOne Stellr

Also in 2.262.1 · 2.250.101

#1464034

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

Also in 2.262.1 · 2.250.101

#1425171

Improved performance when loading translations

Also in 2.262.1 · 2.250.92

#1545190

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 with menu routing when opening ticket areas

Also in 2.262.1 · 2.250.101

#1522027

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

Also in 2.262.1 · 2.250.101

#1520523

Fixed an issue where Invoice Date paid wouldn't populate

#1562781

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

#1562777

Fixed a bug with invoice detail

#1562104

Added an index for Asset Relationships

#1560502

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

#1558784

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

#1558758

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

#1558599

Fixed an issue when deleting actions from a workflow

#1558497

Fixed an issue with using categories to filter ticket search

#1557703

Fixed issue with Asset lookups not triggering

#1543097

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

#1522899

Fixed an issue where a sales mailbox could send duplicates

#1509334

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

#1362036

Fixed ticket event triggers not working when triggered by event management

#1125053

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

#1567353

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


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.

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.

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.

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

#1557807

Resolved an issue with quote tax being calculated incorrectly

#1557669

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

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

#1543888

Added custom bulk action lists for invoices

#1508994

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.

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

#1491517

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 a Related Ticket Count column to Ticket Column Profiles

#1443505

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 alternative text to more icons on the End-User Portal

#1185747

Fixed an issue with chart filters

#1580069

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

#1578813

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

#1578453

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

#1568005

Fixed an issue with downloading Asset Discovery configuration files

#1567178

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

#1566265

Fixed an issue with child tickets on column profiles

#1566058

Fixed a minor UI issue with Parent Stock Bins on Sites

#1563250

Fixed an issue with the $-EMAILHISTORY variables

#1563008

Fixed an issue with Agent display names in Live Chat

#1563007

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

#1562768

Fixed various issues with asset discovery

#1562692

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

#1562143

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

#1562140

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

#1561699

Fixed a number of minor issues across the application

#1561647

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

#1561582

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

#1561161

Resolved an issue with setting Release Note Group as mandatory

#1561045

Fixed an issue where cloning Agents with approval delegations would fail

#1560701

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

#1560535

Fixed an issue with Attendee questions in Event Planning module

#1560404

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

#1560284

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

#1558962

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

#1558743

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

#1557745

Fixed issues with report drilldown for charts using frequency

#1545401

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

#1544717

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

#1542796

Fixed an issue with printing knowledge base articles

#1507124

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

#1497126

Added the ability to edit Gantt card HTML

#1488376

Added the ability to resend Countersign emails

#1487507

Added $ CLIENTPORTALLOGO, $ CLIENTPORTALCOLOUR, and $ CLIENTPORTALTEXTCOLOUR

#1417714

Minor language pack improvement

#1250126

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

#1480894

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.

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.

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

#1535384

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 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

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

#1172805

Minor improvements to the performance of the Intune import

#1542854

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.