Version 2.164 — Halo Release Notes

Improvement — an existing feature extended, adjusted or polished
2.164.1#693906

Fixed an issue with searching Tickets using the new search method

2.164.32.162.7#718838

Fixed an issue with Redis connection duplication

2.164.32.162.12#720019

Resolved an issue with the Ready For Invoicing screen when using billing categories

2.164.32.162.13#721174

Resolved a rare issue with zero rate labour lines appearing on invoices when the setting to show zero rate actions is off

2.164.32.162.13#720594

Fixed issue when trying to save large attachment names on email rules

2.164.32.162.21#721859

Fixed an error when viewing page 2 of assets if the column profile includes a memo custom field

2.164.32.162.21#721718

Allow setting action visibility for the 'NinjaOne System Tray Email' rule

2.164.32.162.21#721626

Fixed Quick Actions not logging responses if Response Behaviour is set to "when the action is saved"

2.164.32.162.21#721572

Fixed an email truncation issue that could occur on some emails

2.164.32.162.21#721570

Fixed a rare issue where invalid Attachments could cause Emails to not send

2.164.32.162.21#720951

Fixed a visual issue with approval delegation in agent configuration

2.164.32.162.21#720830

Improved credential validation for the ServiceNow migration module

2.164.32.162.21#720819

Fixed an issue where mandatory custom date fields could be bypassed by typing a string

2.164.32.162.21#720779

Fixed custom field options sometimes not showing on anonymous action forms

2.164.32.162.21#720748

Language pack update

2.164.32.162.21#720661

Minor error message improvement for when Item ID for Accounting Integration isn't populated on an item

2.164.32.162.21#720382

Added API validation when creating / updating recurring invoice schedules

2.164.32.162.21#720175

Fixed a minor visual issue with the quick search field

2.164.32.162.21#719389

Fixed a rare issue where Alerts wouldn't match against Asset matching fields

2.164.32.162.21#719323

Fixed an issue where scheduled tickets wouldn't be created for General Users if "Show General User in lists" is disabled

2.164.32.162.21#719252

Fixed an issue with setting a new primary asset on tickets created from Icinga

2.164.32.162.21#719203

Added outbound request logging to the Exact Online and Sage Business Cloud integrations

2.164.32.162.21#718821

Resolved an error with using datesearch=last_modified as a URL parameter with the appointment endpoint

2.164.32.162.21#718638

Fixed an issue with SQL custom fields not populating on actions correctly

2.164.32.162.21#718623

AI Insights will no longer run on tickets that are imported, this includes tickets imported from integrations

2.164.32.162.21#718535

Resolved an issue with the Xero rate limit being hit when sending invoices using Xero

2.164.32.162.21#718408

Resolved an issue with Customer restrictions incorrectly showing for To-Do List Groups

2.164.32.162.21#718378

Appointment completion notes now supports ticket $-variables

2.164.32.162.21#718336

Unused regions/locales have been removed from the Etilize integration configuration

2.164.32.162.21#718298

Fixed an UI issue with the horizontal scrollbar in the Firefox browser

2.164.32.162.21#718292

Removed an error that is incorrectly shown when saving a recurring invoice and using the setting to only send invoice emails once invoices are posted to 3rd party accounting tools

2.164.32.162.21#718239

Resolved an issue with voiding an invoice failing to make Sales Orders appear in Ready for Invoicing again

2.164.32.162.21#718225

Fixed an issue which could cause the lookup code cache to only contain lookup id 67

2.164.32.162.21#718045

Fixed an issue with the day and week views on calendars

2.164.32.162.21#718005

Fixed an error on the Config > Sales > General Settings page

2.164.22.162.21#717707

Fixed an issue with Xero webhooks and multicurrency

2.164.32.162.21#717674

Fixed an issue where renaming a Team may not update filter criteria correctly

2.164.32.162.21#717562

Resolved cost and price not being set on items added when searching both the TD Synnex and Ingram Micro catalog

2.164.32.162.21#717409

Minor improvements to the logging for the PowerShell integration

2.164.32.162.21#717309

Fixed an issue with users imported form integrations matching incorrectly to existing records

2.164.32.162.21#717306

Fixed an error when saving Invoices in rare situations

2.164.32.162.21#717245

Performance improvements when loading Customer Details

Performance

2.164.32.162.21#716862

Fixed issue with validating credentials for Tenable integration

2.164.32.162.21#716775

Improved the empty list label for the Ready For Purchasing screen

2.164.32.162.21#716468

Bug fix — something was broken and now works
2.164.32.162.21#716068

Added the option to use Client Credentials for authentication in the Intune integration

Needs configuration

2.164.32.162.21#715974

Resolved date sent not updating on invoices when sent from Xero

2.164.32.162.21#715511

Fixed an issue where users could be created with acknowledgements disabled, but the setting appears enabled in the UI

2.164.32.162.21#714932

Fixed an issue with using Azure Actions as automations

2.164.32.162.21#714253

Fixed an issue with client/site/user custom field $-variables not working on actions

2.164.32.162.21#712674

Fixed an issue with the Halo Asset Discovery integration failing to import due to hitting the rate limit

2.164.32.162.21#711810

Fixed an issue where AI insights automation runs when the AI module is turned off

2.164.32.162.21#708398

Prevented editing KB articles imported from Confluence

2.164.32.162.21#708230

Added approval and rejection threshold information to the approval process tab on tickets

2.164.32.162.21#706598

Fixed a rare issue with the ServiceNow ticket sync

2.164.32.162.21#705731

Bug fix — something was broken and now works
2.164.32.162.21#705617

Fixed issue with custom URL menu buttons not working correctly when put in the Navigation Menu overflow

2.164.32.162.21#703424

Fixed issues when try saving large notes on runbook and workflow step note fields

2.164.32.162.21#693860

Fixed an issue where $-quotenote would not populate

2.164.32.162.21#689827

Fix Xero webhooks possibly causing duplicate invoice lines

2.164.32.162.21#689360

Fixed an issue with the SLA widgets on ticket dashboards

2.164.32.162.21#678091

Fixed an issue with values not being set from ticket templates when logging tickets via email

2.164.32.162.21#668463

Resolved a rare issue with Datto Commerce/Quoter quote imports when creating multiple new items

2.164.32.162.21#663571

The Dicker Data integration will now correctly set the Expiry/End Date of a subscription when importing using the UI

2.164.32.162.21#654090

Fixed an issue with some integrations erroring in some cases

2.164.32.162.22#724654

Fixed an issue configuring chat input suggestions

2.164.32.162.22#724603

Fixed an issue with approval and rejection threshold information on tickets

2.164.32.162.22#724494

Relocated "Use '[ID ]' as an additional subject tag check for Ticket matching" setting to email settings

2.164.32.162.22#724400

Fixed an issue with missing Language Pack references

2.164.32.162.22#724324

Added an index to improve performance with reference tokens

Performance

2.164.32.162.22#721771

Fixed an issue with Jira issue type mappings not working

2.164.32.162.22#721200

Fixed an issue using Ctrl + F5 to hard reload

2.164.32.162.22#720909

Fixed an issue with options for selection fields not displaying in the self-service portal

2.164.32.162.22#715902

Fixed issues with the ServiceNow integration and Migration modules

2.164.32.162.22#712854

Changed MYOB Invoice status to set as to be emailed rather than printed in error

2.164.32.162.22#711621

Adjusted the billing tab to prevent overwriting additional saves

2.164.32.162.22#704709

Fixed an issue merging users

2.164.32.162.22#687485

Resolved an issue with Invoice Groups failing to be pushed to Xero Invoices

2.164.32.162.23#726585

Fixed an issue with using the new storage method for custom fields.

2.164.32.162.31#726910

Fixed an display issue with the service description in dark theme

2.164.32.162.31#726788

Fix for Froala Editor Cross-site Scripting vulnerability CVE-2023-41592

Security

2.164.32.162.31#726329

Fixed an issue with dynamic custom fields that only load the top 100 rows not triggering database lookups

2.164.32.162.31#726090

Fixed issue with actions not updating after changing workflow

2.164.32.162.31#725980

Fixed an issue with matching supplier updates to tickets when the email also matches an email rule

2.164.32.162.31#725551

Spelling fix in Google Calendar integration

2.164.32.162.31#725500

Small adjustment to the automation loop detection

2.164.32.162.31#725487

Improved the detection of the "AI 'Thank you' " functionality

2.164.32.162.31#725442

Mail Campaigns module incorrect order

2.164.32.162.31#725385

Fixed a casing issue when creating Azure AI Search indexes

2.164.32.162.31#725338

Fixed an issue with using "reply directly to me" with Azure and Google mailboxes

2.164.32.162.31#725293

Minor notification delivery performance improvements

Performance

2.164.32.162.31#725247

Resolved an issue where in same cases a "Decryption check failed" warning could incorrectly show in HaloDBIntegrator.

2.164.32.162.31#725243

Fixed an exception that could occur when saving new webhook records

2.164.32.162.31#725233

The datefullyclosed field is now used for the custom field data auto-deletion scan rather than the datecleared field

2.164.32.162.31#725211

Audit records will now be cleared when deleting custom field data after x days

2.164.32.162.31#725207

Fixed an issue where the appointment complete action wouldn't open on appointment details when clicked on ticket details

2.164.32.162.31#725196

Added hint to explain different monitored service functionality

2.164.32.162.31#725183

Fixed an issue with $-variables in email signatures not populating correctly

2.164.32.162.31#724859

Fixed an issue with Email Template config commits not syncing between instances correctly

2.164.32.162.31#724776

Fixed an issue with applying default agents from a template applied from a rule

2.164.32.162.31#724647

Fixed an issue where values wouldn't copy from Parent Tickets to Child Tickets when automatically created from Templates while the corresponding option was enabled

2.164.32.162.31#724519

Fixed an issue with credit note creation in the Sage Intacct integration

2.164.32.162.31#724518

Fixed issue saving notification with the trigger 'Ticket Date field in past by X hours'

2.164.32.162.31#724430

Send option for KBs now hidden when viewing tickets

2.164.32.162.31#724368

Fixed an issue where the setting 'Allow users to search KB articles' would incorrectly affect the agent application

2.164.32.162.31#724318

Fixed issue with Ticket Rules not setting Ticket List colours

2.164.32.162.31#724264

Hidden top right search from kb screen

2.164.32.162.31#724215

Fixed a minor issue with naming scheduled tickets

2.164.32.162.31#723832

Fixed UI issue on the self-service portal for the Mobile web application

2.164.32.162.31#723769

Fixed issue with default SLA applying incorrectly when changing a ticket's type

2.164.32.162.31#723763

Resolved an issue with dynamic lookup custom fields failing to use $ FAULTID when using an authenticated session on the user portal

2.164.32.162.31#723605

Improvement — an existing feature extended, adjusted or polished
2.164.32.162.31#723500

Fixed an issue where fields would clear when creating a new Item on a Quote and viewing the Change History tab

2.164.32.162.31#723472

Fixed an issue with bulk updating custom table rows

2.164.32.162.31#723390

Tickets that are automatically closed by the SLA or Pending Closure reminders will close regardless of the To-Do Lists and Appointments left on the Ticket

Breaking change

2.164.32.162.31#722987

Resolved an issue with logging a new ticket clearing a Users notes field when the option to show User/Site/Client notes on new tickets is enabled

2.164.32.162.31#722779

Fixed the Category 3 field on Billing Plan Combinations showing an incorrect label when "Partial match" is enabled

2.164.32.162.31#722764

Last_update can now be used as an order parameter for the Tickets API endpoint

2.164.32.162.31#722532

Fixed an issue with scheduled reports processing multiple times

2.164.32.162.31#722473

Fixed an issue with the DB integrator not being able to set custom fields hidden from users

2.164.32.162.31#722433

Fixed an issue with the 'send with next action' button on KB articles

2.164.32.162.31#722409

Resolved an issue with the config option for making deleted Connectwise RMM devices inactive in Halo failing to save correctly

2.164.32.162.31#722389

SLA Hold and Pending Closure procedures will now be started for tickets with no email address associated so that tickets are not left in Pending Closure/SLA Hold state.

2.164.32.162.31#722318

Deleting Xero invoices/credit notes from Halo will now delete using the ID and not the Invoice/Credit Number

2.164.32.162.31#722317

Fixed a minor visual issue on the new ticket screen

2.164.32.162.31#722312

Fixed an issue where in certain scenarios forwarding an action would not provide the full subject

2.164.32.162.31#722297

Fixed an issue where the ID of the ticket was not displayed when viewing the tickets in the calendar view

2.164.32.162.31#722211

Fixed an issue with assets imported form ConnectWise Control not matching sites correctly

2.164.32.162.31#722144

Resolved a composite tax calculation error relating to rounding mid-point decimals

2.164.32.162.31#722139

Etilize Items will no longer move Item Groups once they are already created in Halo

2.164.32.162.31#722127

Fix SLA warnings going out on tickets on hold/excluded from SLA

2.164.32.162.31#721939

When listing out appointments in the API the ticket user will now be included if there isn't an explicit user on the appointment

2.164.32.162.31#721812

Invoices with "creation_source" values will no longer generate a new PDF and instead use the existing PDF as it is assumed that this was provided by the 3rd party that created the invoice

2.164.32.162.31#721802

Fixed minor UI issues on users and sites

2.164.32.162.31#721641

Improved the performance of adding assets to knowledge base articles

Performance

2.164.32.162.31#721625

Fixed issue with documents module not showing on portal

2.164.32.162.31#721473

Added searching to the PagerDuty service field

2.164.32.162.31#721072

Performance improvements to the ServiceNow migration

Performance

2.164.32.162.31#721028

Fixed an "Invoice not sent" warning showing when saving Recurring Invoices

2.164.32.162.31#721017

Fixed various issues with the rule-triggered database lookups

2.164.32.162.31#720921

Fix primary key error updating custom fields

2.164.32.162.31#720833

Fixed an issue with generating password fields on the Device42 integration configuration

2.164.32.162.31#720803

Preferential support email for supplier email address on log to supplier actions.

2.164.32.162.31#720536

Fixed an occasional issue with logging tickets from the user details screens

2.164.32.162.31#720535

Fixed an issue processing some attachments when using Google, IMAP, and POP3 mailboxes

2.164.32.162.31#720523

Fixed an issue where email updates on tickets would be added in the wrong order to a ticket when sent closely together

2.164.32.162.31#720329

Fixed an issue with syncing existing items to MYOB

2.164.32.162.31#720318

Added matching on 'Network Login' User field when importing Assets from N-Able N-Central

2.164.32.162.31#720151

Prevented undeliverable email bounce backs from sending further emails to prevent email loops

2.164.32.162.31#719433

Fixed an issue where emails are sent to users who are set to never receive emails

2.164.32.162.31#719298

Fixed some issues with addresses in the Avalara integration

2.164.32.162.31#717541

Improved the variable description for $-APPROVERNAMES

2.164.32.162.31#717449

Fixed non-administrators being unable to delete consignments despite having Sales Order modify permissions

2.164.32.162.31#717281

Increased limit on inline image sizes for actions created from images

2.164.32.162.31#717159

Fixed issue with updating dynamic SQL custom fields

2.164.32.162.31#716744

Improved Eventlog error logging

2.164.32.162.31#716437

Fixed an issue with using the $-CHILDTICKETSTABLE variable in automations

2.164.32.162.31#715949

Fixed issue where custom field condition checks would not work for ticket updated notification/webhook triggers

2.164.32.162.31#715853

No longer include cancelled Pax8 subscriptions in recurring invoice subscription counts

2.164.32.162.31#715759

Fixed issue with SMS replies opening tickets instead of updating existing ones

2.164.32.162.31#715106

Fixed an issue where non-admins were unable to adjust Subscription quantities

2.164.32.162.31#715028

Fixed issues when editing dynamic field visibility on ticket types

2.164.32.162.31#712726

Fixed an issue with Ticket Approval submissions from the Self-Service Portal not correctly recalculating SLA Targets in some situations

2.164.32.162.31#711939

Invoice ID per type will now show on linked SOs, Credit Notes, etc. rather than the system ID

2.164.32.162.31#708267

Devices imported form Jamf can now match on users using their email address

2.164.32.162.31#707640

Stopped resolution date from visually moving forward on tickets that have already breached, but are on hold.

2.164.32.162.31#704598

Fixed untranslated text on the asset dependency chart

2.164.32.162.31#704379

Fixed an issue with billing cut off times for ready for invoicing and recurring invoices

2.164.32.162.31#703585

Fixed webhooks received from Azure DevOps sometimes adding audit records for fields where the value stayed the same

2.164.32.162.31#698295

Fixed an issue with asset group access control

2.164.32.162.31#697277

Fixed an issue where the Session ID field wouldn't import from ConnectWise Control

2.164.32.162.31#696637

Fixed an issue with various text titles in different locations

2.164.32.162.31#695801

Fixed an issue where service rule criteria would always fail to match for new tickets logged on the self service portal.

2.164.32.162.31#695751

Fixed issue with the SLA when cloning tickets

2.164.32.162.31#695180

Added a warning message if you save an email rule with no criteria

2.164.32.162.31#694911

Fixed an issue with using portal background images when the image URL has a space in it

2.164.32.162.31#693894

Fixed an issue with the right-click context menu for projects

2.164.32.162.31#687926

When updating the email address lists for a ticket after receiving an email there will now be a check to ensure that email addresses are not on both the To and CC lists

2.164.32.162.31#670270

Fixed a minor issue with exporting to csv

2.164.32.162.31#663170

Added better error handling to SolarWinds Orion integration

2.164.32.162.31#626251

Fixed an issue with user and client custom fields not being restricted when shown on the ticket details screen

2.164.32.162.31#593618

Added a hint to an action configuration setting

2.164.32.162.31#368974

Fixed an issue with exporting reports when the name contains an ampersand (&)

2.164.32.162.31#198340

Fixed a possible exception with attachments in a migration

2.164.32.162.32#730303

Fixed issue stopping Google Calendars from syncing via the Halo DB Integrator.

2.164.32.162.32#729816

Fixed an issue with using the $-displaycf variables in SQL lookups

2.164.32.162.32#729732

Fixed an issue with not being able to bulk update custom table rows

2.164.32.162.32#729714

Fixed a rare issue with syncing tax to Avalara

2.164.32.162.32#729076

Fixed an issue with using 'Asset Change Calendar' in conjunction with 'Assets' on a ticket type

2.164.32.162.32#729039

Fixed an issue when the UI would crash when viewing a ticket

2.164.32.162.32#728919

Fixed a minor product version number issue

2.164.32.162.32#728918

Fixed an issue where trying to bulk delete Invoices would return a 500 error

2.164.32.162.32#728682

Fixed an issue with saving Sales Orders

2.164.32.162.32#728511

Minor trial email improvements

2.164.32.162.32#727849

Fixed an issue where Budget edit audit records were not linked to the ticket

2.164.32.162.33#651735

Fixed an issue with canned text suggestions in v2.162.33

2.164.42.162.34#733482

Fixed an issue where custom integration input variables can be lost when switching AI integration methods.

2.164.42.162.34#731680

Resolved an issue relating to the markup/margin being used from the global settings for new items added to quotations

2.164.42.162.35#735221

Minor backend change to the Exchange Calendars integration when using EWS

2.164.42.162.36#735822

Fixed an issue images pasted into rich text fields would shrink after each keystroke

2.164.42.162.36#733805

Fixed an issue with ncentral causing slow ticket load times in some cases

Performance

2.164.42.162.36#731199

Fixed a rare issue with purchase order tax doubling when generating a PDF and using $-POTAXTOTAL

2.164.42.162.36#731101

Fixed an issue with clicking on dashboard widgets

2.164.42.162.36#724720

Fixed an issue with opening portal dashboard reports in a new tab

2.164.42.162.37#736284

Added custom integrations module to the custom objects config area

2.164.1#714972

Resolved an issue with Quickbooks Online payments being created with extra decimal places that is caused by a float-type issue in the API

2.164.1#712723

New feature — a capability that did not exist before
Needs configuration
2.164.1#712556

When creating pro-rata lines for recurring invoices the Recurring Invoice ID and Line ID will now be saved to the new pro-rata invoice line to help with reporting

2.164.1#711970

Delete custom field data x days after closure feature is now available to all custom field types except custom tables

Needs configuration

2.164.1#711896

Fixed some styling issues with ticket dashboards

2.164.1#710405

Additional prompt text has been added to the AI Thank You Detection so that any questions will be treated as such and not be picked up as a thank you email

2.164.1#710318

A change record will now be added for new Invoice Payments to help with tracking which integrations are adding the Payments

2.164.1#709794

Improvement — an existing feature extended, adjusted or polished
2.164.1#709639

Can now use Ticket/Customer/Site custom fields for qualification matching

2.164.1#706758

Added the settings 'Include Open/Closed/All Tickets' and 'Tickets Opened/Closed within the last X days' to AI Suggestions

Needs configuration

2.164.1#702808

Minor language improvements

2.164.1#702546

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.164.1#702484

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.164.1#702457

Added field value restrictions for the 'Resource Booking' field at ticket type level

Needs configuration

2.164.1#702329

Added the bulk edit option 'Add Access Control' to assets

2.164.1#702238

Added the setting 'Apply template when linked to a Ticket' at Knowledge Base level

Needs configuration

2.164.1#700054

Added the setting 'Ticket Type for negative feedback' to Knowledge Base configuration

Needs configuration

2.164.1#700039

Added an option to automatically sync Avalara Taxes when updating entities

Needs configuration

2.164.1#694451

Added the ability to use tags for services

2.164.1#694173

Added the ability to override the 'preview screen when logging' portal screen setting at service level

Needs configuration

2.164.1#693450

Added an override for sending Quotes from an Agent's Sales Mailbox

Needs configuration

2.164.1#681594

Improvement — an existing feature extended, adjusted or polished
2.164.1#671316

Improvement — an existing feature extended, adjusted or polished
2.164.1#667701

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.164.1#665956

Added a new setting to Email Rules for whether to scan the full email chain in the body

Needs configuration

2.164.1#659687

A new setting has been added to the Calendar configuration so that the time before an appointment releases a ticket from SLA Hold can be configured

Needs configuration

2.164.1#655073

Improvement — an existing feature extended, adjusted or polished
2.164.1#652182

When Quotes are revised they will now have an alphabetical character appended to the end from A to Z

2.164.1#645661

Improvement — an existing feature extended, adjusted or polished
2.164.1#644272

Added Ticket Type settings to inherit category fields 1 to 4 from the parent upon creation

Needs configuration

2.164.1#639030

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.164.1#637839

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.164.1#619488

Added "Important Customer" as an option for rule criteria

2.164.1#568237

The Self Service Portal Report list will now order by Report Title in ascending order instead of by ID

2.164.1#567979

Improvement — an existing feature extended, adjusted or polished
2.164.1#545300

Added a new variable $-AGENTQUOTESIGNATURE. This will use the signature of the quotation's assigned agent, which can be set in their preferences.

2.164.1#532074

New feature — a capability that did not exist before
2.164.1#513210

Improvement — an existing feature extended, adjusted or polished
2.164.1#470524

Improvement — an existing feature extended, adjusted or polished
2.164.1#459060

Improvement — an existing feature extended, adjusted or polished
2.164.1#453280

A setting has been added to the Incoming Email Configuration so that Co-Managed Agents emails are always processed as End Users

Needs configuration

2.164.1#448828

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.164.1#401865

Resolved an issue when receiving stock and Stock Bins are enabled. When the default location is not changed on the Stock location selection form the incorrect Site is used for serialization of assets/devices

2.164.3#726237

Fixed an issue with not chat profile configuration not displaying correctly when using access control

2.164.3#726195

Fixed an issue where the price of items would change slightly when added on a quote occasionally

2.164.3#725600

Fixed an issue where the default quotation markup/margin would apply to a purchase order item's cost

2.164.3#725025

Fixed an issue where agents imported from Microsoft Entra via the integrator would use User mappings instead of Agent mappings

2.164.3#724191

Fixed an issue with using dynamic SQL custom fields with load type "Load only the top 100 rows and filter on the server (>10,000 rows)"

2.164.3#722635

When importing devices from Addigy and the Addigy device does not have a location set we will use the first policy in the list for mapping to a Halo Client/Site instead

2.164.3#722146

Performance enhancement loading inline images

Performance

2.164.3#720141

Fixed an issue when converting Contacts to Customers

2.164.3#718228

Fixed an issue where raising multiple Bills on a PO would update the first Bill instead of creating separate Bills

2.164.3#718186

Mention search now normalises the search string, allowing special characters to be more easily searched

2.164.3#717587

Added additional request headers to the JAMF integration

2.164.3#711716

Site Email matching prefix and wildcard matching are now checked for uniqueness when creating/updating

2.164.3#699005

Added the Field Types 'IP Location' and 'Mobile Device Management' to the Halo Asset Discovery field mappings

2.164.3#690579

Custom Buttons have been added to the Quote/Sales Order/Purchase Order and Invoices entities

2.164.3#459748

Fixed a minor issue with the Exchange Calendars setup screen

2.164.4#736596

Fixed an issue with the field mapping 'IP Location' in Halo Asset Discovery

2.164.4#734112

Fixed an issue with editing Avalara Configuration

2.164.42.162.40#733925

Fixed an issue where quotations would not load when using an action with system use of Create Quotation.

2.164.52.162.51#735723

2.164

Improvement — an existing feature extended, adjusted or polishedImprovements to the Exchange Calendars integrationIntegrations & sync·Calendars & scheduling·Microsoft 3652.164.1#693906

Bug fix — something was broken and now worksFixed an issue with the AI knowledge base search not working in the user portalAI features·Knowledge base2.164.32.162.21#716068

Bug fix — something was broken and now worksFixed various issues with Avalara and ordersIntegrations & sync·Sales & purchasing·Avalara2.164.32.162.21#705617

Improvement — an existing feature extended, adjusted or polishedAdded variable to use the display value for SQL select custom fields in the queries for SQL select custom fieldsCustom fields2.164.32.162.31#723500

New feature — a capability that did not exist beforeAdded option to batch outbound webhooksIntegrations & syncNeeds configuration2.164.1#712556

Improvement — an existing feature extended, adjusted or polishedAgents with approval override permission can now clear previous approval process resultsApprovals·Permissions & access2.164.1#709639

Improvement — an existing feature extended, adjusted or polishedNew setting to extend the email matching functionality for replies and forwardsEmail processingNeeds configuration2.164.1#702484

Improvement — an existing feature extended, adjusted or polishedAdded an option to FAQ Lists which will hide them from showing on the Self Service Portal Knowledge Base, even if they are available to the UserKnowledge baseNeeds configuration2.164.1#702457

Improvement — an existing feature extended, adjusted or polishedAdded the option for additional payload fields via Datto RMM webhooksIntegrations & sync·Datto RMM2.164.1#671316

Improvement — an existing feature extended, adjusted or polishedAdded the 'CPU Processor' field mapping to the InTune integrationIntegrations & sync·Intune2.164.1#667701

Improvement — an existing feature extended, adjusted or polishedAdded a setting to 'not create new records (update only)' for devices in the Google Workspace integration Integrations & sync·Google WorkspaceNeeds configuration2.164.1#665956

Improvement — an existing feature extended, adjusted or polishedAdded the option to apply additional filters to the Azure DevOps integrator syncIntegrations & sync·Azure DevOps2.164.1#652182

Improvement — an existing feature extended, adjusted or polishedAdded secondary matching fields for CSV asset importAssets & CMDB·Integrations & sync2.164.1#644272

Improvement — an existing feature extended, adjusted or polishedAdded a new option to calculate recurring invoice line quantity based on a custom SQL queryBilling & invoicing·Custom fieldsNeeds configuration2.164.1#637839

Improvement — an existing feature extended, adjusted or polishedAdded an option to use OAuth 2 Client Credentials for the ServiceNow IntegrationIntegrations & sync·ServiceNowNeeds configuration2.164.1#619488

Improvement — an existing feature extended, adjusted or polishedImproved user phone number search functionalitySearch·Users & customers2.164.1#545300

New feature — a capability that did not exist beforeAdded filtering on device change history Assets & CMDB·Configuration management2.164.1#513210

Improvement — an existing feature extended, adjusted or polishedReport chart label improvements for pie/doughnut chartsDashboards & reporting2.164.1#470524

Improvement — an existing feature extended, adjusted or polishedAdded Travel Charge rates to Billing Plan CombinationsBilling & invoicing2.164.1#459060

Improvement — an existing feature extended, adjusted or polishedImprovements have been made to the Twilio WhatsApp Business IntegrationIntegrations & sync·Twilio2.164.1#453280

Improvement — an existing feature extended, adjusted or polishedAdded new time management setting to show a warning if the time taken on a new action/new ticket exceeds a set amount of timeTimesheets & shifts·TicketsNeeds configuration2.164.1#401865

Improvement — an existing feature extended, adjusted or polished
2.164.1#693906

Bug fix — something was broken and now works
2.164.32.162.21#716068

Bug fix — something was broken and now works
2.164.32.162.21#705617

Improvement — an existing feature extended, adjusted or polished
2.164.32.162.31#723500

New feature — a capability that did not exist before
Needs configuration
2.164.1#712556

Improvement — an existing feature extended, adjusted or polished
2.164.1#709639

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.164.1#702484

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.164.1#702457

Improvement — an existing feature extended, adjusted or polished
2.164.1#671316

Improvement — an existing feature extended, adjusted or polished
2.164.1#667701

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.164.1#665956

Improvement — an existing feature extended, adjusted or polished
2.164.1#652182

Improvement — an existing feature extended, adjusted or polished
2.164.1#644272

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.164.1#637839

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.164.1#619488

Improvement — an existing feature extended, adjusted or polished
2.164.1#545300

New feature — a capability that did not exist before
2.164.1#513210

Improvement — an existing feature extended, adjusted or polished
2.164.1#470524

Improvement — an existing feature extended, adjusted or polished
2.164.1#459060

Improvement — an existing feature extended, adjusted or polished
2.164.1#453280

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.164.1#401865