Version 2.170 — Halo Release Notes

The Next Creation Period for an invoice created from a recurring invoice will now contain the current invoice period

2.170.72.162.72#762799

Fixed an error when searching ticket IDs while using the new search method

2.170.72.162.72#754947

Fixed an issue saving Avalara records

2.170.102.162.74#770230

Fixed an issue with using Azure Deltas when filtering site mappings using extension attributes

2.170.102.162.74#757558

It is now possible for Admin Agents to change the Item related to Invoice/Recurring Invoice lines after they are saved

2.170.1#754708

Fixed an error when importing Appointments

2.170.12.162.71#754184

Azure Tenants will now be ordered alphabetically in select/drop-down fields

2.170.1#754098

Fixed a visual issue with the Zabbix integration asset matching field

2.170.12.162.71#753831

Fixed an issue displaying the correct error message

2.170.12.162.71#753584

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.170.1#753292

All Account options will now show for Products/Items when using Quickbooks Online and editing the Item that is configured as the Deferred Revenue/Prepay Item

2.170.12.162.71#753210

Fixed an issue with the permission to manually override billing time on actions

2.170.12.162.71#753136

AI insights will now be batched when dealing with tickets with large details fields, to prevent hitting OpenAIs token limit

Performance

2.170.12.162.71#753005

Fixed an issue with the notification for when a User uploads a Document on the Self Service Portal

2.170.1#752932

Resolved actions with zero hours for charge, non-charge, and pre-pay from appearing in Ready For Invoicing

2.170.1#752922

Fixed charge rates being applied to the action when using the Send button on quotes

2.170.12.162.71#752914

Added custom fields per table option to help with performance of large custom field tables

PerformanceNeeds configuration

2.170.1#752852

Fixed an issue with integrator error logging for Microsoft CSP and Entra ID

2.170.12.162.71#752651

Fixed an issue with customer/agent signature variable

2.170.1#752560

Fixed an error when creating invoices with no lines

2.170.12.162.71#752559

Fixed issue with status after approver update option under ticket types

2.170.1#752553

NinjaOne webhooks will now create tickets for all Status Codes

2.170.1#752475

Fixed an issue with Avalara and non-taxable halo items still getting Tax applied in some cases

2.170.1#752452

Fixed a rare error when the incoming service attempts to create a new user

2.170.1#752426

Resolved an issue with Username and User_ID failing to populate correctly for appointments that are linked to Tickets

2.170.12.162.71#752410

Fixed a display issue with Services on the end-user portal when using dark mode

2.170.12.162.71#752204

Contract Type and Contract Sub Type have been added to the Billing Plan Template configuration table

2.170.1#752025

Fixed mandatory custom fields not being validated when creating invoices

2.170.1#751901

Fixed an issue with some Meraki Webhooks assets failing to appear in the manual import screen in some cases

2.170.12.162.71#751782

Additional fields have been added to the audit for Item/Product records

2.170.1#751755

Fixed an issue with starting from the correct step when using 'Start a New Chat Flow' on a workflow step

2.170.12.162.71#751652

Audit records and Config Commit records will now be stored with the impersonating Agents ID (if applicable) and will be set to negative IDs to denote a Halo Support session

2.170.1#751634

New feature — a capability that did not exist before
2.170.1#751566

Fixed the error message displayed when attempting to close a ticket at the default client/site

2.170.12.162.71#751442

Fixed an issue with the application of charge rate start dates

2.170.12.162.71#751219

Fixed the Ticket Statuses module not showing in configuration search results

2.170.12.162.71#751196

Feedback IP address and Date can now be overridden if an agent is importing feedback records

2.170.1#751180

Resolved an issue with using Teams Meeting appointments created from Halo whereby any updates made to the appointment would wipe out the Teams meeting information

2.170.12.162.71#750837

Customer Relationship changes will now be audited

2.170.1#750801

Fixed a rare issue with money fields on the portal

2.170.12.162.71#750753

Fixed an issue with custom iframe tabs using secure URL parameter

2.170.12.162.71#750628

New feature — a capability that did not exist before
2.170.1#750599

Fixed issues with dynamic field value visibility and dynamic field visibility

2.170.1#750583

Fixed an issue with the order of syncing if applying a custom sort in the instances area

2.170.1#750548

Minor language pack improvements

2.170.1#750487

Language pack improvement

2.170.12.162.71#750482

Fix a possible conflict between windows authentication and user impersonation

Security

2.170.12.162.71#750471

A new setting has been added to email rules so that when the User Matching is used the original email address in the From part of the email is still used on the ticket after matching a user

Needs configuration

2.170.1#750411

Fixed a minor visual bug in the chat tile view on tickets

2.170.1#750380

Additional customer data (UID) will now be pulled in from the StreamOne ION API and used as a second matching criteria if the customer is not matched using the ID

2.170.1#749989

Loading a composite report will return an error instead of timing out

2.170.1#749960

When Invoice/Credit ID is displayed in a list/selection field it will now use the Invoice Type ID if enabled (instead of the System ID)

2.170.1#749951

Bug fix — something was broken and now works
2.170.12.162.71#749811

Fixed an issue where a ticket type's default quote pdf template would not be used

2.170.12.162.71#749642

Fixed an issue where Product Group-level Accounts Codes and Tax Codes would take priority over Product-level Accounts Codes and Tax Codes

2.170.1#749423

Fixed an issue with software release fields not updating when changing the product on the new ticket screen

2.170.1#749371

Resolved an issue where shift start and end date were incorrectly used to populate the "hours logged" in a timesheet

2.170.1#749360

Fixed a truncation error when processing incoming emails with many To addresses

2.170.1#749311

Fixed an issue with automatically creating projects from sales orders when manually editing order status

2.170.12.162.71#749235

Fixed an issue where the 'Active' column on recurring invoice lines incorrectly displayed 'Date not in range'

2.170.12.162.71#749216

Prevention of automation/runbook loops triggered from the same entity and event type

2.170.1#748920

Improvement — an existing feature extended, adjusted or polished
2.170.1#748905

Changes have been made to ensure Quote and Invoice data is only exposed when explicitly required by the self service portal

Security

2.170.1#748787

Fixed an issue with the SQL import integration removing software incorrectly

2.170.12.162.71#748737

Fixed an issue where ticket types that are hidden from selection for agents would display their name as "Unknown" throughout the application

2.170.1#748735

Fixed an issue where shift time fields couldn't be edited under certain conditions

2.170.1#748685

Added a setting to override the organisation's reply address at customer level

Needs configuration

2.170.1#748638

Fixed an error when importing Ninja devices

2.170.1#748607

Fixed an error when autogenerating references for customers with numbers in their name

2.170.1#748593

Update to label for "Update email lists after each technician or user email" to better explain the function it performs

2.170.1#748268

Fixed issue where $-HMAC was not URL-encoded in custom iframe tabs

2.170.12.162.71#748157

Sales Order variables will now show in the "All variables" list

2.170.1#748117

Fixed an issue where fields would autofocus when editing an asset

2.170.1#747756

The red cross symbol will no longer show for unmapped Quickbooks Online clients when the client is excluded from the import/export

2.170.1#747743

Fixed an issue with multicurrency

2.170.12.162.71#747727

Fixed an issue with syncing updates from ServiceNow to update tickets in Halo

2.170.12.162.71#747544

When linking VAR accounts to Clients in BarracudaRMM Integration configuration it is now possible to link a VAR to "All" which allows a VAR Sites/Assets to be linked to any customers sites in Halo

Needs configuration

2.170.1#747354

Fixed the "Invoice credited from" field showing the system ID rather than the ID per document type on Credit Notes

2.170.1#747352

Tax deletion is now prevented if in use in active places in the application and must be removed first.

2.170.1#747224

Improvement to performance of large requests and responses in runbooks and webhooks

Performance

2.170.1#747166

Fixed an issue with Sage Intacct multicurrency and rare line duplication issue when invoice approvals are enabled

2.170.1#747141

Fixed a matching issue when the sender address is overridden

2.170.1#747024

Fixed the setting "invoice tickets separately for this customer" not being applied

2.170.1#747006

Fixed an issue with the Halo API Action 'Edit asset' not working correctly due to permissions applied incorrectly

2.170.12.162.71#746988

Fixed an issue with logging anonymous tickets in rare situations

2.170.1#746945

Fixed a minor issue with the $-variable list

2.170.1#746916

Fixed an issue where database lookups would not work when using optional services on the self-service portal

2.170.12.162.71#746350

Fixed an issue with the automation type for days after a certain date field

2.170.1#746338

The setting "Allow input when adding rows to the linked entity" for custom table fields can now be used even if the field is not shown in the table

2.170.1#746337

Fixed an issue where service users would appear within user lists on the self-service portal

2.170.1#746143

Fixed an issue where creating a Purchase Order from a Sales Order and choosing "Deliver to us" would set the delivery address incorrectly in some situations

2.170.1#746125

Fixed an issue loading knowledge base dropdown

2.170.1#746091

Fixed an issue with supplier email search

2.170.1#745364

Added a setting to Organisation settings to allow overriding of the Chat Profile for a Self Service Portal linked to an Organisation

Needs configuration

2.170.1#744986

Resolved an issue when using $ SALESDESCRIPTION and $ NAME on the same line of a PDF template causing duplicate data for Group/Bundles

2.170.1#744936

Fix issue where agents would still receive notifications based on role membership after being remove from the role.

2.170.12.162.71#744813

Allowed agents to transfer stock away from non stock locations to resolve stock issues.

2.170.1#744752

Added custom layout profiles for Sites

2.170.1#744742

Fixed an issue with the Cisco Meraki integration device import through the integrator

2.170.12.162.71#744431

Fixed an issue with loading opportunities on the client/site 'overview' tab

2.170.12.162.71#744428

Fixed an issue processing signed attachments via the incoming service

2.170.12.162.71#744218

Internal or maintenance work with no directly usable change
2.170.1#743940

Fixed an issue with the Google Workspace Device and Mobile sync

2.170.12.162.71#743929

Fixed tracking issue with CSP import

2.170.12.162.91#743799

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.170.1#743748

Fixed a rare issue with emails sent from Apple Mail not displaying correctly on a ticket in some situations

2.170.12.162.71#743493

Fixed an issue with extracting email from forwarded email under certain conditions

2.170.1#742912

Improvement — an existing feature extended, adjusted or polished
2.170.1#742089

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.170.1#742025

Bug fix — something was broken and now works
2.170.12.162.71#741282

New feature — a capability that did not exist before
Needs configuration
2.170.1#741136

Fixed an issue with impersonating users when using a different self-service portal URL

2.170.12.162.71#741074

Improvement — an existing feature extended, adjusted or polished
2.170.1#740931

Fixed an issue with adding new Recurring Products onto Recurring Invoices not correctly populating recurring price

2.170.1#740631

New feature — a capability that did not exist before
2.170.1#740571

New feature — a capability that did not exist before
2.170.1#740553

Contract Type and Subtype have been moved to appear before the "Generate Reference" button so that they can be set before generating the reference

2.170.1#739654

Adjusted the contents of the Anonymous Cache

2.170.1#739432

Improvement — an existing feature extended, adjusted or polished
2.170.1#739146

New feature — a capability that did not exist before
2.170.1#738810

Fixed an issue where agents and users with the same email address could both be added to the same change advice board/advisory group via EntraID user sync.

2.170.1#738569

New feature — a capability that did not exist before
2.170.1#738537

New feature — a capability that did not exist before
Needs configuration
2.170.1#738426

Fixed an issue with checkbox custom field syncing from salesforce to Halo wouldn't always update

2.170.1#736655

Fixed N-Able N-Central inbound webhooks sometimes failing to reopen tickets

2.170.1#735984

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.170.1#735502

Fixed the secondary currency Price field not showing on recurring invoice lines when there is a linked contract

2.170.1#734382

Improvement — an existing feature extended, adjusted or polished
2.170.12.162.71#734015

Added Horizontal Bar Chart as a new chart type for reports/dashboards

2.170.1#733932

Fixed an issue with Product defaults not being applied to items imported via Etilize

2.170.1#730183

Fixed an issue with auto expanding category options setting

2.170.12.162.71#729167

New feature — a capability that did not exist before
Needs configuration
2.170.1#727739

Expired deltas will now be removed at the start of a Microsoft Entra integration sync

2.170.12.162.71#727724

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.170.1#726789

Fixed an issue with custom fields not displaying a hint in ticket details

2.170.1#725434

Improvement — an existing feature extended, adjusted or polished
2.170.1#725192

Added Activity Feed to Top Levels

2.170.1#722563

Fixed an issue with float custom field outcomes when a rule is matched

2.170.1#720823

Added a warning when configuring a mailbox with an email address that matches an existing mailbox

2.170.1#720153

Already mapped Cisco Meraki clients will no longer show in the mapping list

2.170.1#717494

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.170.1#716948

Added webhook subscription renewal for Azure mailboxes to daily tasks

2.170.12.162.71#715068

When deleting recurring invoices, there is now a text prompt to confirm the action

2.170.1#714806

Added the setting 'Days until welcome emails expire' to email settings

Needs configuration

2.170.1#707814

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.170.1#703853

Added User Role as an option for User List criteria

Needs configuration

2.170.1#691687

The back button has been removed from the one-click feedback page on the self-service portal

2.170.1#686197

Resolved an issue with Time Entries failing to be marked as Ready For Processing when using Ticket Level rounding and automation to close the ticket

2.170.1#682657

Allowed inline styles in action notes to display on Ticket details if rendering notes in an iframe

2.170.1#676213

Added new 'Ticket Deleted' notifications and webhooks

2.170.1#668434

Fixed an issue with parent tickets closing when there are still children left to be created from the closure of a child ticket

2.170.1#667815

Added the Summary field as a field that can be set from a Call Script

2.170.1#643440

Improvement — an existing feature extended, adjusted or polished
2.170.1#641249

Added the setting 'Use Opportunity/Ticket approval rather than simple approval for Purchase Order approvals' to Purchase Order configuration

Needs configuration

2.170.1#641245

New feature — a capability that did not exist before
2.170.1#639261

Improvement — an existing feature extended, adjusted or polished
2.170.1#634391

Added an option to 'Send the Agent an email after a Quote is Rejected' in quotation configuration

Needs configuration

2.170.1#627136

Improvement — an existing feature extended, adjusted or polished
2.170.1#624191

Improvement — an existing feature extended, adjusted or polished
2.170.1#624088

Improvement — an existing feature extended, adjusted or polished
2.170.1#540854

New feature — a capability that did not exist before
2.170.1#522875

Update PDF creation component to fix vulnerability with specific images.

Security

2.170.1#522268

Fixed "Unassigned" not being translated in ticket lists on the end-user portal

2.170.1#455347

Fixed an issue with viewing quotations on the self service portal

2.170.2#758013

Fixed an issue with ticket deleted notifications not sending

2.170.2#757953

Fixed minor issue with the close button on the new chat bot header

2.170.2#757846

Fixed minor language issue on Site-level custom navigation layouts

2.170.2#757811

Fixed advanced config validation

2.170.2#757191

Fixed a display issue in the Exchange Calendars integration setup screen

2.170.2#757133

Fixed an issue with request header logging

2.170.32.162.71#760288

Quote rejected notifications will now send for internal approvals

2.170.3#759632

Fixed an issue with Avalara syncs erroring when address is not set in some cases

2.170.3#759629

Fixed an error that could occur when importing Recurring Invoice Lines

2.170.32.162.71#759529

Fixed the X/Y axis field labels when configuring a horizontal bar chart

2.170.3#757762

Fixed an issue with not being able to open knowledge base articles after searching

2.170.4#761009

Fixed an issue searching for tickets in the portal

2.170.42.162.71#759353

Fixed an issue where the font size of the rich editor would different units (px instead of pt) in v2.162, resulting in text appearing smaller than usual than the equivalent sizes in previous versions

2.170.42.162.71#743138

Fixed an issue with hosted portals not loading on earlier versions of v2.170

2.170.52.162.71#761304

Fixed an error when creating quotes

2.170.6#762033

Improvement — an existing feature extended, adjusted or polished
2.170.62.162.71#761629

Resolved an issue with the Creation Period and Start/End Period dates failing to be set for Invoices created from Recurring Invoices

2.170.62.162.71#761437

Fixed an issue where the Product column in column profiles would be replaced by "Ref"

2.170.7#763020

Fixed an issue with impersonating agents

2.170.82.162.73#763581

Fixed an issue with subject matching on incoming emails

2.170.9#765894

2.170

Improvement — an existing feature extended, adjusted or polishedA new setting has been added to Project Management > General named "The Budget Rate will come from the Charge Rate for the Customer"Projects·Billing & invoicingNeeds configuration2.170.1#753292

New feature — a capability that did not exist beforeAdded a Date of Birth field for UsersUsers & customers2.170.1#751566

New feature — a capability that did not exist beforeAdded a function to filter an array in RunbooksWorkflows & automation2.170.1#750599

Bug fix — something was broken and now worksFixed an issue where open tickets against a user profile may show 0 open tickets despite having opening tickets Users & customers2.170.12.162.71#749811

Improvement — an existing feature extended, adjusted or polished"Reference tokens" recommendation added into the Security & Performance pagePlatform & database2.170.1#748905

Internal or maintenance work with no directly usable changeAdded logging to see when an Agent views a Client, Site or User recordPlatform & database2.170.1#743940

Improvement — an existing feature extended, adjusted or polishedAdded Access Control for Database LookupsPermissions & access·Custom fieldsNeeds configuration2.170.1#743748

Improvement — an existing feature extended, adjusted or polishedThe "Instances" area can now be utilised by on-premise Halo customersConfiguration management2.170.1#742089

Improvement — an existing feature extended, adjusted or polishedAdded a setting to the Cisco Meraki integration to not update the site of an asset if it already exists within HaloIntegrations & sync·Assets & CMDB·Cisco MerakiNeeds configuration2.170.1#742025

Bug fix — something was broken and now worksFixed an error that could occur when trying to view periodic historyBilling & invoicing2.170.12.162.71#741282

New feature — a capability that did not exist beforeAdded the ability to set a default status for assets when consigningStock & inventoryNeeds configuration2.170.1#741136

Improvement — an existing feature extended, adjusted or polishedAssets imported from Virima will now have a tab to show the ViVID diagramAssets & CMDB·Virima2.170.1#740931

New feature — a capability that did not exist beforeAdded the $ WAITTIME variable for Tickets and Live ChatTickets·Chat2.170.1#740571

New feature — a capability that did not exist beforeAdded functionality for Tickets to be automatically locked when an Agent is performing an ActionTickets2.170.1#740553

Improvement — an existing feature extended, adjusted or polishedImproved webhook log retention policyIntegrations & sync2.170.1#739146

New feature — a capability that did not exist beforeAdded 'Failed - Don't retry' option to Runbook end steps and option to receive notifications when a Runbook failsWorkflows & automation·Notifications2.170.1#738810

New feature — a capability that did not exist beforeLinks can now be generated to view the latest version of a Knowledge Base articleKnowledge base2.170.1#738537

New feature — a capability that did not exist beforeAdded the ability to set the default dashboard per team to show on the home screenDashboards & reporting·Agents & teamsNeeds configuration2.170.1#738426

Improvement — an existing feature extended, adjusted or polishedAdded a new global chat setting that displays a close and minimise button in the chat bot headerChat·User interfaceNeeds configuration2.170.1#735502

Improvement — an existing feature extended, adjusted or polishedAdded user matching to the XSOAR integrationIntegrations & sync·Xsoar2.170.12.162.71#734015

New feature — a capability that did not exist beforeAdded a setting to allow searching for Suppliers to use a table view with the default Column ProfileSales & purchasing·User interfaceNeeds configuration2.170.1#727739

Improvement — an existing feature extended, adjusted or polishedAdded option to add embedded XML Attachments to Invoice PDFsBilling & invoicingNeeds configuration2.170.1#726789

Improvement — an existing feature extended, adjusted or polishedEnhancements to the Ticket Changed eventWorkflows & automation·Tickets2.170.1#725192

Improvement — an existing feature extended, adjusted or polishedAdded a setting to automatically open all team members' calendars by default when viewing an agent calendar by team.Calendars & schedulingNeeds configuration2.170.1#716948

Improvement — an existing feature extended, adjusted or polishedAdded the custom field setting to simplify Rich text notesCustom fieldsNeeds configuration2.170.1#703853

Improvement — an existing feature extended, adjusted or polishedAdded sequencing for stock locationsStock & inventory2.170.1#641249

New feature — a capability that did not exist beforeAdded custom column profiles for Purchase OrdersSales & purchasing·User interface2.170.1#639261

Improvement — an existing feature extended, adjusted or polishedImprovements to the site/location matching in the Ninja RMM integrationIntegrations & sync·NinjaOne2.170.1#634391

Improvement — an existing feature extended, adjusted or polishedActions can now be added to the Calendar as completed Appointments or Tasks from the new Action screenCalendars & scheduling·Tickets2.170.1#624191

Improvement — an existing feature extended, adjusted or polishedSticky header added to report tables on the agent app report details screen and dashboard widgetsDashboards & reporting·User interface2.170.1#624088

Improvement — an existing feature extended, adjusted or polishedNew HTML has been added to $ EMAILHISTORY and $ EMAILHISTORY2 to prepend each section depending on if the email is user, agent or systemNotifications2.170.1#540854

New feature — a capability that did not exist beforeAdded Exchange Web Services via the API/Halo Integrator to the Exchange Calendars integrationIntegrations & sync·Calendars & scheduling·Microsoft 3652.170.1#522875

Improvement — an existing feature extended, adjusted or polishedA few improvements/fixes to the Azure delta functionalityIntegrations & sync·Azure2.170.62.162.71#761629

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.170.1#753292

New feature — a capability that did not exist before
2.170.1#751566

New feature — a capability that did not exist before
2.170.1#750599

Bug fix — something was broken and now works
2.170.12.162.71#749811

Improvement — an existing feature extended, adjusted or polished
2.170.1#748905

Internal or maintenance work with no directly usable change
2.170.1#743940

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.170.1#743748

Improvement — an existing feature extended, adjusted or polished
2.170.1#742089

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.170.1#742025

Bug fix — something was broken and now works
2.170.12.162.71#741282

New feature — a capability that did not exist before
Needs configuration
2.170.1#741136

Improvement — an existing feature extended, adjusted or polished
2.170.1#740931

New feature — a capability that did not exist before
2.170.1#740571

New feature — a capability that did not exist before
2.170.1#740553

Improvement — an existing feature extended, adjusted or polished
2.170.1#739146

New feature — a capability that did not exist before
2.170.1#738810

New feature — a capability that did not exist before
2.170.1#738537

New feature — a capability that did not exist before
Needs configuration
2.170.1#738426

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.170.1#735502

Improvement — an existing feature extended, adjusted or polished
2.170.12.162.71#734015

New feature — a capability that did not exist before
Needs configuration
2.170.1#727739

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.170.1#726789

Improvement — an existing feature extended, adjusted or polished
2.170.1#725192

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.170.1#716948

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.170.1#703853

Improvement — an existing feature extended, adjusted or polished
2.170.1#641249

New feature — a capability that did not exist before
2.170.1#639261

Improvement — an existing feature extended, adjusted or polished
2.170.1#634391

Improvement — an existing feature extended, adjusted or polished
2.170.1#624191

Improvement — an existing feature extended, adjusted or polished
2.170.1#624088

Improvement — an existing feature extended, adjusted or polished
2.170.1#540854

New feature — a capability that did not exist before
2.170.1#522875

Improvement — an existing feature extended, adjusted or polished
2.170.62.162.71#761629