Version 2.158 — Halo Release Notes

New feature — a capability that did not exist before
2.158.1#496128

New feature — a capability that did not exist before
2.158.1#398683

Ticket Category can now be updated using the API with the following fields - categoryid_1, categoryid_2, categoryid_3 and categoryid_4

2.158.1#693061

Fixed an issue updating line price from linked subscriptions

2.158.1#692470

Resolved an issue with the "Create Contract" button that shows on the drop-down menu on Sales Order Lines failing to show the Contract screen

2.158.1#692462

The value "datesearch=last_update" can now be used when calling the Tickets endpoint

2.158.1#692372

Fixed an issue with item names too long for Sage Intacct

2.158.1#692346

Fixed an issue with bad error emails from the integrator appearing in some cases

2.158.1#692314

Invoice Lines synced to Exact Online will now pass over the Invoice Line Notes if applicable

2.158.1#692249

Fixed an issue with the service detail level option 'New Ticket screen hint' not displaying HTML correctly

2.158.1#692223

The variables $_DELIVERYADDRESS{X} will now display the Delivery Address on the Quote and Sales Order if set, rather than using the Site's Delivery Address. This behaviour is now consistent across all Quotes, Sales Order and Purchase Orders

2.158.1#692171

Fixed an issue with email rule field mappings

2.158.1#692161

Language pack improvement for the Email configuration page

2.158.1#692088

Fixed an issue with $_APPROVERNAMES not populating in some situations

2.158.1#692060

Improvement — an existing feature extended, adjusted or polished
2.158.1#692018

HTML content used in popup notifications will have HTML content changed to plain text

2.158.1#692015

Resolved an issue with Tickets closed via integrations when unassigned failing to be marked as read when using the setting to enforce this

2.158.1#692013

Improved the client search dropdown when logging a ticket via the timesheet

2.158.1#691657

Fixed very rare issue with saving new tickets

2.158.1#691622

Improved the hint regarding $-variables in the reporting module

2.158.1#691602

Fixed an issue where the 'Child Tickets' column was formatted incorrectly on the Self-Service Portal

2.158.1#691469

Improved the accurancy of AI thank you detection

2.158.1#691455

When Tickets are created from Connectwise Automate Alerts the Category will be set if a "Category 1" exists in Halo that matches this.

2.158.1#691317

Resolved a rare issue with Tech Data/TD Synnex reseller catalog information not displaying on the item search screen

2.158.1#691151

When a Ticket has the Appointment Type set and the Ticket is dragged onto the Calendar to create an Appointment the Appointment will use the Appointment Type from the Ticket

2.158.1#690642

Prevented accidental deactivation of the event service and scheduling service settings

2.158.1#690418

Fixed an issue with pop-ups for important contacts set by user role

2.158.1#690408

Resolved a false positive error message given by the Integrator when importing Agent accounts through Azure Active Directory

2.158.1#690317

Bug fix — something was broken and now works
2.158.1#690308

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.158.1#690230

Fixed an issue with searching in the self-service portal when using the new search method

2.158.1#689881

Fixed an error when cloning approval processes with notification rules

2.158.1#689772

Fixed a performance issue with the outgoing service where control would be queried more frequently than needed

Performance

2.158.1#689727

Minor performance improvements to the incoming service

Performance

2.158.1#689692

Improvement — an existing feature extended, adjusted or polished
2.158.1#689585

Fixed an error when importing assets with software from Connectwise Automate

2.158.1#689580

Fixed validation and permission issues with Distribution Lists

2.158.1#689564

Added $-INVOICETYPEID to the variables list

2.158.1#689558

Fixed an issue where deleted Screen Layouts would remain selected in agent preferences

2.158.1#689372

Resolved an issue with NAble Passportal devices being imported to the incorrect Sites when no Site is matched

2.158.1#689294

The Site Contact table can now be double clicked to open the User and Email Address has also been added to the Site Contacts table

2.158.1#689232

Language pack improvement

2.158.1#689065

Fixed a language pack issue with the Microsoft Entra ID configuration page

2.158.1#689059

Fixed an issue with invoice period $-periodstart and end date variables not working as intended

2.158.1#689052

Performance enhancements to configuration tracking for custom tables

Performance

2.158.1#688958

Resolved an issue where consolidating Purchase Orders does not work when Purchase Order approvals are not enabled

2.158.1#688879

Resolved an issue with the Exchange Calendar integration failing to update when using the option for a single appointment organizer

2.158.1#688867

Resolved an issue with Tax Rules only showing the first 20 Suppliers in the Rules list

2.158.1#688846

Wide modal screens will now take 98% of the width and height

2.158.1#688712

Fixed an issue where acknowledgement emails would be sent to addresses that match the Dynamic Email Exclusions

2.158.1#688544

Fixed an issue where IT Glue would fail to sync when updating Users

2.158.1#688312

Resolved an issue where deleting an Invoice will incorrectly update a Sales Order Status when the Sales Order lines were used to create a Recurring Invoice

2.158.1#688254

Fixed an issue where the $-USERPHONENUMBER variable would not populate

2.158.1#688237

Fixed issues with the Intune integration deactivating assets in Halo

2.158.1#688119

Added a count limit to 1000 tickets when doing a Get on the Tickets endpoint

2.158.1#688057

Fixed the IT Glue integration always making assets active when importing Configurations

2.158.1#688035

Fixed minor language pack issue with Dato RMM integration

2.158.1#687995

Fixed a language pack issue with Xero and Quickbooks Online webhook error notifications

2.158.1#687969

Fixed an issue where invoices were generated without any line items when zero-value invoice lines were wrongly excluded

2.158.1#687835

Resolved an issue with retrieving Microsoft CSP user assigned licenses during user import

2.158.1#687422

The asset type field on assets will be clickable and navigate to the asset type config page for agents with permissions to access it

2.158.1#687392

New feature — a capability that did not exist before
Needs configuration
2.158.1#687244

Fixed a language pack issue with the Quotation configuration page

2.158.1#687198

Fixed an issue with the 'hidden if empty' setting on custom fields

2.158.1#687047

Sales Order Notes will be moved to Invoice Internal Notes on creation

2.158.1#686910

The following variables will now populate from either an Opportunity or the Site related to the Opportunity - $ DELIVERYADDRESS, $ INVOICEADDRESS, $ REGION, $ COUNTRY

2.158.1#686903

Revising a Quote will now maintain the prefix used regardless of if the Quote as related to an Opportunity or not

2.158.1#686881

Resolved an issue where Azure B2C single sign-on could fail if the token did not contain certain claims

2.158.1#686707

Money Custom Fields will now display in read mode with money formatting

2.158.1#686675

Fixed an issue where in some cases the Self Service Portal Welcome Message would not display

2.158.1#686543

Resolved an issue with Integrations/Services failing to add notes to tickets that have open appointments/to-do lists

2.158.1#686383

Fixed an issue with some Product Group defaults not being applied

2.158.1#686187

Performance improvements for appointments and attachments

Performance

2.158.1#686136

Resolved an issue with Invoice Totals incorrectly not including tax when using the API to return multiple Invoices including Lines and Quickbooks Automated Sales Tax is enabled

2.158.1#685917

Added 'Asset ID' and 'Asset Tag' as options for the Asset Matching Field for the SQL Import integration

2.158.1#685663

Fixed an issue when saving events for notifications and webhooks if required fields were not defined

2.158.1#685645

Added missing tables to the clear all ticket data function

2.158.1#685606

Fixed a problem with generating pdfs for assets with multi select fields

2.158.1#685570

Fixed an issue where Field Hints for Custom Fields in Tables wouldn't display correctly

2.158.1#685554

Resolved a rare issue with loading tickets with AI module enabled for European on-premise API's

2.158.1#685549

New feature — a capability that did not exist before
2.158.1#685355

Fixed an issue where the Invoice ID column wouldn't hide when the relevant option was selected

2.158.1#685348

Fixed an issue where ticket areas wouldn't be displayed for Sales agents using a custom navigation layout

2.158.1#685276

Fixed a problem with exporting assets with multi select fields to csv

2.158.1#685234

Improved the logging for failed Xero webhooks

2.158.1#685191

Resolved an issue with the ALSO integration failing to retrieve Quantity for specific Adobe Subscriptions

2.158.1#685107

Resolved an issue with Custom Field Lists using a SQL Lookup failing to populate from $ LINKTOUSERACTION forms

2.158.1#685029

Resolved an issue where an error is given after Approving a Quote using the Self Service Portal when using the new HTML layout

2.158.1#684930

Improvements to N-Able N-Central to reduce timeouts when deactivating assets

Performance

2.158.1#684751

Performance improvements for agent roles and user roles

Performance

2.158.1#684734

Fixed an error when syncing Suppliers to Xero

2.158.1#684602

Fixed an exception on the Instance list screen - primary key violation

2.158.1#684525

An option has been added to the Invoice list to mark invoices as sent in bulk

Needs configuration

2.158.1#684455

Dynamic custom fields can now use "ORDER BY" in the SQL code to allow for custom sorting of dropdown options

2.158.1#684308

Next review date will now be populated for new article drafts

2.158.1#684074

Fixed the variable description for $-ACTIONWHEN

2.158.1#684042

Language pack improvement

2.158.1#683996

Fixed an issue where you could not see the ticket type form on the self-service portal when using Log a new Ticket with a preset Ticket Type.

2.158.1#683911

Improved field hint for the Zabbix integration page

2.158.1#683907

Ticket type default for Send Acknowledgement Emails no longer affects tickets created via email, bringing in to line with previous NHServer behaviour.

Breaking change

2.158.1#683839

Subscriptions imported from Giacom will now populate the End Date and Term Duration fields

2.158.1#683772

Fixed an issue where the Periodic History table would incorrectly truncate the earliest records of prepay in rare situations

2.158.1#683719

Fixed an issue where you could save a Jamf integration record with empty mandatory fields.

2.158.1#683688

Fixed an issue where the Time Actual of a Project Ticket would not correctly update when adding time to a Child Ticket in some situations

2.158.1#683663

A change has been made so that the correct VM dashboard URLs are used for Links and Remote

2.158.1#683480

Azure incoming email attachment optimizations

Performance

2.158.1#683151

Fixed a display issue when using inverted ticket history

2.158.1#682458

Adjusted automation loop detection

2.158.1#681936

Data Sources can now be created using the Query Builder

2.158.1#681147

Resolved an issue where AST would not always populate in $-INVOICETAXTOTAL on Invoice PDFs

2.158.1#680996

Fix issue with datetimes importing from ServiceNow

2.158.1#680796

Fixed an issue with Exact Online imports failing after 10 minutes in some situations

2.158.1#680761

Resolved an issue on the new ticket screen when changing ticket types that have template milestones

2.158.1#679726

Client-side cache optimizations for larger Halo instances

Performance

2.158.1#679663

Fixed an issue where changing a ticket's status via a rule would not update the SLA hold procedure

2.158.1#679169

Fixed issues caused by 'No Tax' option not being imported when using the Australian version of Xero

2.158.1#678019

Fixed an issue where start dates would update incorrectly when changing the end date for new Holidays

2.158.1#677975

Added Net Total (Exc Tax) column and Total Tax to Quotation screen

2.158.1#677268

Resolved an issue with IT Glue contacts sometimes not matching with users in Halo

2.158.1#677253

Fixed an issue where the stock location would show in error in some cases

2.158.1#676924

Added a services general setting for the placement of the "Favourite Services" category within the service catalogue

Needs configuration

2.158.1#675441

Added a setting at ticket type level for the screen to redirect to after logging a ticket on the portal

Needs configuration

2.158.1#675386

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.158.1#674528

Fixed an issue with the Confluence Create Webhook button not working as intended

2.158.1#674246

When logging tickets changing the Ticket Type will clear already specified service and template values

Breaking change

2.158.1#673472

A setting has been added to Project Configuration so that the Project Budget field can be updated automatically to the total of the Budget table for the project

Needs configuration

2.158.1#672931

Adjusted how signature variables are scaled

2.158.1#670344

Added validation to Ticket Templates to ensure the selected status is compatible with the Ticket Type's allowed values

2.158.1#668216

Fixed an issue where Agents could bypass the permission "Can change whether Suppliers/Customers/Sites/Users are active or inactive"

Security

2.158.1#666686

Fix an issue when attaching files using the client side upload functionality.

2.158.1#666474

Fixed issue with adding data to Custom Tables containing more than 10,000 rows

2.158.1#665830

Adjusted the import values of subscriptions from the Dicker Data integration

2.158.1#663639

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.158.1#658519

Fixed an issue with action buttons on the portal not inheriting the default settings for child ticket creation

2.158.1#653786

Added a new column to recurring invoices that displays the ID of its most recently created invoice.

2.158.1#653699

The Customer Restrictions table at Ticket Type and Template To-do List-level can now be bulk deleted from

2.158.1#652868

Improvement — an existing feature extended, adjusted or polished
2.158.1#648288

New action level setting 'Set Team to the Agents default' when using *Agent Logging/Doing* to set the Agent

Needs configuration

2.158.1#647689

Transactions pushed to Sage Intacct will use the Invoice Date as the Transaction Date instead of the Invoice Created Date

2.158.1#647378

Quotation Group Headers will now show profit %

2.158.1#645665

Searching on the 'Quotes & Orders' module will now ignore sub filters

2.158.1#639269

New feature — a capability that did not exist before
2.158.1#623773

Added the option to hide email chains for Sales Mailbox Actions

Needs configuration

2.158.1#618694

Fixed the chat bot "Walk Through Logging a Ticket" option not accounting for field visibility

2.158.1#613162

New feature — a capability that did not exist before
2.158.1#611184

Additional options have been added to the Sales Order Configuration "Projects to show when linking Sales Order lines" so that Project Tasks can be excluded

Needs configuration

2.158.1#610619

Improvement — an existing feature extended, adjusted or polished
2.158.1#595273

Added Charge Rate names to events on Timesheets

2.158.1#593572

The Jamf integration can now import values into the part and labour warranty date fields

2.158.1#575939

Added an option in agent statuses to show a warning message when mentioning an agent with that status

Needs configuration

2.158.1#562616

New feature — a capability that did not exist before
2.158.1#541904

New feature — a capability that did not exist before
2.158.1#510305

Resolved an issue with Hubspot Archive staying as archived when making a user active in Halo

2.158.1#501822

Improvement — an existing feature extended, adjusted or polished
2.158.1#491858

The N-Able N-Central integration will no longer process devices for customers marked as inactive in Halo

2.158.1#486003

Added 'Has a value' and 'Does not have a value' criteria type options to Single Select, Multi-Select, Memo, and Rich text custom fields

2.158.1#481407

Added a global setting to prevent receiving more stock than the purchase order line quantity

Needs configuration

2.158.1#299966

Added a setting in user details to allow the user to receive the same emails as the accounts manager for their client

Needs configuration

2.158.1#290918

New feature — a capability that did not exist before
2.158.1#268693

Resolved an error thrown when importing a user using CSP for the first time and the setting to set users to service accounts based on license assignment is enabled

2.158.2#695520

Fixed an issue with adding iframe tabs to assets

2.158.2#695131

Fixed an issue with chosen users not receiving accounts manager emails when enabled

2.158.2#695117

Language pack fix

2.158.2#695099

Fixed an issue with redirecting to the new ticket screen after logging tickets on the portal

2.158.2#695085

Fixed an issue with editing multiple custom table rows at once

2.158.2#694975

Fixed an issue where in some cases approval vote actions wouldn't show the names of the person who voted

2.158.2#694920

Resolved an issue with Sales Order status failing to change when associated Invoices are deleted

2.158.2#694852

Fixed an issue where email notifications would not be sent in some situations

2.158.2#694249

Fixed an error when processing emails

2.158.2#694087

Fixed an issue where assets could not be created

2.158.2#693872

Resolved an error given when listing out pages of the Recurring Invoice lists

2.158.2#693623

Fixed issue with editing custom tables immediately after saving them

2.158.3#697310

Fixed an issue with the "we are signing you in screen"

2.158.3#695838

Fixed issues with report chart widgets

2.158.3#695676

Resolved an issue with Sales Order Configuration "Projects to show when linking Sales Order lines" whereby Project Tasks would never show

2.158.3#695149

Fixed an issue with primary key violations in email scans which in rare scenarios can cause the first action from being missed when a new ticket is created

2.158.4#697492

Fixed an issue with queuing automations

2.158.4#694799

Fixed an issue where scheduled reports would be missing attachments on earlier builds of v2.158.

2.158.5#698162

Fixed an issue with the DB integrator failing to check permissions correctly.

2.158.5#696909

A warning will now show during tax calculations if tax rules are enabled and no tax rules are configured.

2.158.5#696388

Resolved an error shown when updating an existing custom field

2.158.6#699478

Fixed an issue with Exchange Calendars when a certain connection type is configured

2.158.7#692761

Fixed an Exchange Calendars issue

2.158.8#699807

Resolved an error given when importing appointments using the Exchange Integration

2.158.8#699739

Fixed an issue with the Halo Integrator when it fails to retrieve tenants for the Microsoft CSP integration

2.158.9#692090

2.158

New feature — a capability that did not exist beforeAdded the PandaDoc IntegrationIntegrations & sync·Quotes & opportunities·Pandadoc2.158.1#496128

New feature — a capability that did not exist beforeAdded the Datadog IntegrationIntegrations & sync·Datadog2.158.1#398683

Improvement — an existing feature extended, adjusted or polishedAdmins can now change the Invoice linked to a Sales Order line.Billing & invoicing·Sales & purchasing2.158.1#692018

Bug fix — something was broken and now worksThe Icon to show that an action is hidden from the User will show even if the Ticket is hidden from the User.Tickets·User interface2.158.1#690308

Improvement — an existing feature extended, adjusted or polishedItem/Product Cost/Price can be set from the Component Items/Products using a setting on the Item Components tabStock & inventoryNeeds configuration2.158.1#690230

Improvement — an existing feature extended, adjusted or polishedAutomated Tickets for assets will now be logged against the asset's linked user when using the Scheduling ServiceAssets & CMDB·Workflows & automation2.158.1#689585

New feature — a capability that did not exist beforeAdded the option to use iFrame custom tabs for assetsAssets & CMDBNeeds configuration2.158.1#687244

New feature — a capability that did not exist beforeAdded the import assets option to the CMDB options menuAssets & CMDB2.158.1#685355

Improvement — an existing feature extended, adjusted or polishedAdded the option to configure new charts directly for chart widgetsDashboards & reportingNeeds configuration2.158.1#674528

Improvement — an existing feature extended, adjusted or polishedAdded a global setting for whether invoices can be deleted after they have been sentBilling & invoicingNeeds configuration2.158.1#658519

Improvement — an existing feature extended, adjusted or polishedAdded User's Department view scopeUsers & customers·Permissions & access2.158.1#648288

New feature — a capability that did not exist beforeAdded the functionality to bulk print assetsAssets & CMDB2.158.1#623773

New feature — a capability that did not exist beforeAdded Dashboard tabs to Clients/Sites/UsersDashboards & reporting·Users & customers2.158.1#611184

Improvement — an existing feature extended, adjusted or polishedVarious improvements to the Nagios integrationIntegrations & sync·Nagios2.158.1#595273

New feature — a capability that did not exist beforeAdded the ability to update child tickets of a project from the parent ticket through the table viewProjects·Tickets2.158.1#541904

New feature — a capability that did not exist beforeAdded new Notification TypesNotifications2.158.1#510305

Improvement — an existing feature extended, adjusted or polishedAdded the option to move the Other Open Tickets side menu to its own tabTickets·User interface2.158.1#491858

New feature — a capability that did not exist beforeAdded the option to import Site Address and Invoice Address separately via spreadsheetUsers & customers·Integrations & sync2.158.1#268693

New feature — a capability that did not exist before
2.158.1#496128

New feature — a capability that did not exist before
2.158.1#398683

Improvement — an existing feature extended, adjusted or polished
2.158.1#692018

Bug fix — something was broken and now works
2.158.1#690308

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.158.1#690230

Improvement — an existing feature extended, adjusted or polished
2.158.1#689585

New feature — a capability that did not exist before
Needs configuration
2.158.1#687244

New feature — a capability that did not exist before
2.158.1#685355

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.158.1#674528

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.158.1#658519

Improvement — an existing feature extended, adjusted or polished
2.158.1#648288

New feature — a capability that did not exist before
2.158.1#623773

New feature — a capability that did not exist before
2.158.1#611184

Improvement — an existing feature extended, adjusted or polished
2.158.1#595273

New feature — a capability that did not exist before
2.158.1#541904

New feature — a capability that did not exist before
2.158.1#510305

Improvement — an existing feature extended, adjusted or polished
2.158.1#491858

New feature — a capability that did not exist before
2.158.1#268693