Version 2.180 — Halo Release Notes

Fixed an issue with approval process CAB member role requirements

2.180.22.174.64#804918

Fixed a primary key error when importing assets with linked users that are inactive

2.180.42.174.65#802315

Improved performance relating to Tag Management

Performance

2.180.42.174.66#805457

Fixed an issue with links in action notes

2.180.62.174.71#809164

Fixed an issue with some users being unable to login using SAML when "Accept login requests that are initiated via the identity provider" is enabled

2.180.62.174.71#808545

Fixed a performance issue with loading assets on contracts when ticket-level rounding is enabled

Performance

2.180.62.174.71#800075

Fixed an issue with the permission to manually adjust billable time when timesheet approvals are on

2.180.82.174.74#812531

Resolved an issue with Tax showing as zero for Invoice PDFs when using Quickbooks Online with Automatic Sales Tax

2.180.92.174.76#815267

Fixed a compilation issue

2.180.12.174.71#803714

Fixed an issue with the indentation of the password field on the login screen on v2.178

2.180.1#803704

The Site listing response will now include "isinvoicesite" which was previously only available when a single Site was requested

2.180.1#803610

Fixed a display issue with the table loader on v2.178

2.180.1#803561

Fixed a display issue with list checkboxes not being in line with the table content

2.180.1#803552

Resolved an issue with Invoices created for Prepay hours failing to use the correct Item record for Account and Item references.

2.180.12.174.71#803437

Fixed an issue where the Agent Status Change Reassign Mappings table would not show in some circumstances

2.180.1#803370

Fixed an issue with not all lookup values being included when exporting custom translations

2.180.12.174.71#803018

Fixed an issue adding attachments to a recurring invoice line

2.180.12.174.71#802880

Fixed an issue with the built in AI Insights automation

2.180.12.174.71#802846

Fixed an issue with Cisco Meraki integrator imports and improved the logging of the integrator run

2.180.12.174.71#802808

Fixed an issue where the owner of an article is not set when using article drafts

2.180.12.174.71#802640

Optimised the /Item endpoint

Performance

2.180.1#802626

Fixed a display issue with the some incoming emails

2.180.1#802531

Improvement — an existing feature extended, adjusted or polished
2.180.1#802523

Fixed an issue in certain scenarios with the first tickets 'Summary' field being a slightly different colour in ticket lists

2.180.1#802022

Fixed an issue with the trial sign up page

2.180.1#801891

Fixed an issue with Hubspot webhooks not working as intended in all cases

2.180.12.174.71#801742

When linking a ticket to another ticket that you do not have permission to update an error will now be returned in the API response

2.180.1#801735

Minor language pack improvement

2.180.1#801703

Fixed an issue with the 'Event Management' webhook method via Zabbix

2.180.1#801619

Fixed an issue with sending out bulk emails from services

2.180.12.174.71#801465

Fixed an issue with the incorrect service category being shown at the end of the list in the service catalogue

2.180.12.174.71#801197

Fixed a setting name in the ALSO integration

2.180.1#801082

Resolved an issue with "Dont send acknowledgement" setting incorrectly marked during the Autotask Contact/User import

2.180.1#800987

Fixed an issue with the Search SQL not being replaced correctly for SQL select custom fields

2.180.12.174.71#800973

Fixed an issue with removing report logs

2.180.12.174.71#800820

Clarified 'price' label on quotations, sales order and invoices.

2.180.1#800756

Resolved an issue with the incorrect Xero tenant applying to Bills in a rare occurrence when not created in the Halo UI

2.180.1#800752

Resolved an issue with using $ USEREMAILADDRESS2/3 in Ticket fields such as To/CC override

2.180.1#800741

Fixed an issue with bulk updating asset types timing out

Performance

2.180.12.174.71#800656

Fixed a language issue with 'key field 2' and 'key field 3' on purchase orders

2.180.12.174.71#800635

Fixed issue with loading additional services in the self-service portal

2.180.12.174.71#800088

Fix issue with creating recurring invoices from sales orders with multiple groups

2.180.1#800038

A setting has been added to Billing > Prepay configuration so that the default used for marking recurring and automatic Pre-Pay as already invoiced can be adjusted

Needs configuration

2.180.1#799999

Improvement — an existing feature extended, adjusted or polished
2.180.1#799987

Fixed an issue printing .pdfs

2.180.1#799917

Fixed an issue with Virima returning null results

2.180.12.174.71#799848

Fixed an issue with floating point errors in Item Stock

2.180.1#799845

Fixed an issue with syncing bills to Xero when invoice approvals are enabled

2.180.12.174.71#799556

Adjusted the Dynamics 365 parent id mapping on sub-table mappings to be a fully customisable filter

2.180.12.174.71#799309

New feature — a capability that did not exist before
2.180.1#799197

Fixed an issue with ordering by calculated Custom Fields in ticket lists

2.180.1#799192

Added the ability to exclude partial word matched from Ticket Rule 'Contains' criteria

2.180.1#799169

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.180.1#799063

Improvement — an existing feature extended, adjusted or polished
2.180.1#799004

Fixed an issue where $-ID / $-FAULTID / $-DEVICEID variables in Dynamic SQL lookup fields in Custom Tables would return incorrect values

2.180.1#798934

Fixed issue with OLAs not being created when a Ticket Workflows is changed

2.180.1#798901

Fixed an issue where selected Users wouldn't link to Assets when receiving Stock

2.180.1#798897

Resolved an issue whereby creating new Action options using the API was not correctly setting a default value for the System Use

2.180.1#798554

Fixed an issue clearing an agent's default Client/Supplier List when the list is deleted

2.180.12.174.71#798350

Fixed an issue where user search included prospects too

2.180.12.174.71#798319

Fixed an issue with the "Receive Stock" button not working without a stock location selected

2.180.12.174.71#798223

It is now possible to use the "Create New User" action on a Ticket when using the setting to force a Ticket to be moved from the default User before it can be actioned.

2.180.1#798183

Added a new setting for project labour billing such that it can behave like projects or labour as needed

Needs configuration

2.180.1#798132

Fixed the client name appearing on Purchase Order delivery addresses despite "Deliver to user" being disabled

2.180.12.174.71#797764

Fixed an appointment linking issue when creating scheduled tickets

2.180.12.174.71#797435

Fixed a visual issue when grouping multiple column headers on column profiles

2.180.12.174.71#797381

Resolved an issue with using ACCS payment methods with the Stripe Integration when using an existing Payment Method

2.180.1#797354

Resolved an issue with using Actions to complete Appointments failing to save the completed status

2.180.1#797234

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.180.1#797158

Fixed an issue with SQL single select custom fields that use an order by

2.180.12.174.71#797126

Changed "Service Management Software by HaloITSM" label to "Powered by Halo"

2.180.1#797017

Fixed an error when searching for similar tickets using terms containing quotation characters

2.180.12.174.71#796978

Fixed an issue with cloning Assets

2.180.12.174.71#796961

Added ticket list filter criteria for additional Agents

2.180.1#796478

Fixed an issue when cloning a child ticket template would clone the parent template in certain cases

2.180.12.174.71#796386

Fix 'Has a value' and 'Does not have a value' conditions for multi select fields on approval process rule criteria.

2.180.12.174.71#796202

Fixed the behaviour of the Sales Order Line action buttons

2.180.1#796177

The time taken on the opening action of a ticket will no longer be copied when cloning without history

2.180.1#796097

Minor language pack improvement

2.180.12.174.71#796089

Fixed issue with On Hold widget displaying a different count to the ticket list

2.180.1#796052

Fixed an issue formatting when importing rich text Custom Fields

2.180.1#796050

Fixed an issue with the 'Assigned To' field mapping in Azure DevOps

2.180.1#795850

Fixed an issue with the layout of horizontal radio fields

2.180.12.174.71#795749

Resolved an issue with using Labour tax rates from Items/Products when integrated with Xero and Business Central

2.180.1#795644

Fixed an issue with avatar initials

2.180.1#795606

Fixed an issue with mandatory signature fields not validating correctly

2.180.12.174.65#795333

Added the option for Notes/Emails added to child Tickets via System Use Actions to count as an SLA Response

Needs configuration

2.180.1#794756

Fixed an issue preventing custom email templates from being previewed

2.180.1#794732

Fixed an issue with appointments not displaying location field when marked mandatory

2.180.12.174.71#792451

Fixed an issue where Column Profiles wouldn't include children on Dashboard Widgets

2.180.1#792091

Fixed an issue with feedback band calculation when feedback comments are mandatory

2.180.12.174.71#792049

Fixed issue where attachments uploaded by users did not default to being visible to users.

2.180.12.174.71#790670

Fixed an issue with Minimum Invoice Total

2.180.1#788748

Fixed an issue causing recurring appointments to be linked to the wrong ticket ID

2.180.12.174.71#787688

Fixed user lookup appearing behind modal window in service subscribers area

2.180.12.174.71#786942

Improvements to asset circular dependency detection

2.180.1#784706

Improvement — an existing feature extended, adjusted or polished
2.180.1#784396

Added the ability to set response email templates at the mailbox level when the mailbox is configured to disallow new tickets via email

Needs configuration

2.180.1#784347

Added client-specific branding to not-logged-in portal pages when using a client specific portal URL

2.180.12.174.71#784150

Added option to include the opening ticket note in full text search results without having to search all ticket actions.

Needs configuration

2.180.1#783554

Fixed an issue where User emails and phone numbers wouldn't import via IT Glue

2.180.12.174.71#783480

Amended pdf support for Zugferd xml metadata compliance

2.180.1#783289

Fixed an issue where quotations sent via an email quotation system action on a ticket could use the wrong quotation template

2.180.12.174.71#783282

Updated screen label on Ticket merge screen

2.180.1#782704

Adjusted the composite tax hint on invoices

2.180.1#782645

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.180.1#781517

Amended the Read Only timesheet permission so that agents can still modify their own timesheet

2.180.1#781309

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.180.1#781153

Fixed Internal Notes failing to load on quotes

2.180.12.174.71#779982

Added the option to always exclude the Sales Order's Customer PO Number from the Invoice Reference field

Needs configuration

2.180.1#779590

Fixed blank emails being sent when an SMS notification is combined with an email notification

2.180.12.174.71#778176

Optimise billing recalculation

Performance

2.180.12.174.71#778169

Data Sources will now download alongside their respective report when using the Online Repository

2.180.1#775528

Fixed an issue where Scheduled Tickets wouldn't generate for some months when using 'Day of the month and repeat interval' schedule type

2.180.1#774663

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.180.1#773485

New feature — a capability that did not exist before
2.180.1#772186

Fixed an error when generating PDF Templates with an HTML Footer of height 0

2.180.1#771861

Users' second and third email addresses will now be checked on incoming approver emails

2.180.1#770978

Improvement — an existing feature extended, adjusted or polished
2.180.1#770584

Added auditing for KB article creation and key field updates

2.180.1#768997

Fix ticket list column profile issue after loading a quote on a ticket

2.180.12.174.71#768821

New feature — a capability that did not exist before
2.180.1#767683

New feature — a capability that did not exist before
Needs configuration
2.180.1#767220

Added the ability to filter tickets by Integration Module ID (integration_module_id), Integration Third Party ID (integration_third_party_id) and Integration Tenant ID (integration_tenant_id) via the /tickets endpoint

2.180.1#737626

New feature — a capability that did not exist before
2.180.1#736671

Fixed an issue with using the back button when viewing user settings on the portal

2.180.12.174.71#723850

New feature — a capability that did not exist before
2.180.1#722456

When using an action with system use of "Add CRM Note", the satisfaction field will only show if configured to show in Configuration > Users > General Settings

Needs configuration

2.180.1#718248

Added the option to import Opportunities to the default Customer/Site set in Configuration>Sales>General Settings

Needs configuration

2.180.1#707715

Improvement — an existing feature extended, adjusted or polished
2.180.1#702288

New feature — a capability that did not exist before
2.180.1#693133

Resolved an issue with feedback links being stripped when shown on the email preview screen

2.180.1#683739

Added the option to show/hide inactive Recurring Invoices when viewing Customers/Sites/Users

2.180.1#671203

Fix action amendment after timesheet submitted setting

2.180.12.174.71#648263

Improvement — an existing feature extended, adjusted or polished
2.180.1#623634

Added the ability to adjust Knowledge Base Article sequencing in the FAQ List configuration menu

2.180.1#623530

Fixed an issue with the 'Team Leader' action agent default setting

2.180.12.174.71#591064

Added "Quote Status Changed" as a notification/runbook trigger

2.180.1#513911

Added 'Assigned to Me' and 'Assigned to My Teams' options to the 'Action Added by Agent' Notification event

2.180.1#476875

Improvement — an existing feature extended, adjusted or polished
2.180.1#445503

New feature — a capability that did not exist before
2.180.1#199577

Fixed an issue with the /Item endpoint

2.180.2#805835

Fixed an issue syncing fields in the DevOps integration

2.180.2#805701

Fixed an issue with Knowledge Base sorting in the FAQ Lists Configuration screen

2.180.2#805608

Fixed an issue fetching licences in the Microsoft CSP integration

2.180.2#805595

Fixed an issue with email preview screen

2.180.2#804424

Fixed an issue with outgoing email importance

2.180.2#804352

Fixed an issue using $-PASSWORDRESETLINK in templates in rare scenarios

2.180.32.174.71#807181

Fixed issue with default visibility of attachments added by users.

2.180.3#806453

Fixed an issue where some IT Glue fields wouldn't import or sync

2.180.32.174.71#806381

Fixed an issue with the Cisco Meraki integrator import failing in some cases

2.180.32.174.71#806376

Fixed issues with new report builder

2.180.3#805631

Fixed an issue with Quote Status Changed notification messages

2.180.3#805622

Fixed an issue with the Sales Order Line Actions

2.180.3#805616

Fixed issues with new report builder

2.180.4#807585

Fixed an issue with the 'When linking a recurring appointment to a ticket, link all appointments in the series' setting.

2.180.42.174.71#807562

Fixed an issue with IT Glue mobile number imports

2.180.4#807519

Fixed an error when receiving payment webhooks for QuickBooks Online sub-customers

2.180.42.174.71#807402

Fixed an issue with money dollar variables sometimes failing in weird cases.

2.180.4#807336

Fixed an issue with DevOps integration fields

2.180.4#807207

Fixed a minor issue with actions matching travel billing plan combinations when ticket-level rounding enabled

2.180.42.174.71#806729

Fixed issue with stock bin not showing as selected in tree view

2.180.4#806299

Fixed issues with the report builder when joining certain tables

2.180.5#808994

Fixed issue with the assets by stock location view

2.180.5#808547

Fixed an upgrader issue relating to chat

2.180.6#809201

Fixed issue with view and canned text access control showing too many values

2.180.6#809200

Fixed an issue with links in action notes on v2.180

2.180.6#809139

Resolved an error given when adding Items to a Quote/Invoice and multiple Accounting Tenants are in use

2.180.7#810997

Fixed an issue with adding fields on a report

2.180.7#810798

Fixed an error when loading agents

2.180.8#814094

2.180

Improvement — an existing feature extended, adjusted or polishedAdditional query parameter options have been added to the Invoice endpoint to return Invoices using the Quickbooks and Xero IDIntegrations & sync·QuickBooks·Xero2.180.1#802523

Improvement — an existing feature extended, adjusted or polishedAdditional parameter options have been added to the Ticket endpoint to allow Ticket search using the Third Party ID and Third Party ID StringIntegrations & sync·Tickets2.180.1#799987

New feature — a capability that did not exist beforeAdded the option to restrict service access based on the organisation linked to the portalService catalogue·Users & customers2.180.1#799197

Improvement — an existing feature extended, adjusted or polishedIt is now possible to set the characters used for thousand and decimal separators with $ variablesCustom fields2.180.1#799004

Improvement — an existing feature extended, adjusted or polishedAdded a setting to output matched values to a custom field from a "Contains (comma separated value)" Ticket Rule matching criteria on text fieldsWorkflows & automation·Custom fieldsNeeds configuration2.180.1#797158

Improvement — an existing feature extended, adjusted or polishedAdded additional fields to Article DraftsKnowledge base2.180.1#784396

Improvement — an existing feature extended, adjusted or polishedNon administrators can now restore Tickets they have deleted within a configurable time periodTickets·Permissions & accessNeeds configuration2.180.1#781517

Improvement — an existing feature extended, adjusted or polishedAdded the option to change the tabs of some more contract system fields using screen layout profilesContracts·User interfaceNeeds configuration2.180.1#781153

Improvement — an existing feature extended, adjusted or polishedAdding a setting to exclude mapped Liongard asset fields when adding new mappingsIntegrations & sync·Assets & CMDB·LiongardNeeds configuration2.180.1#773485

New feature — a capability that did not exist beforeAdded the ability to set various fields using URI parameters on the portal new ticket screenTickets2.180.1#772186

Improvement — an existing feature extended, adjusted or polishedAdded HTML classes to table rows when generating Quote/SO/PO/Invoice PDFs2.180.1#770584

New feature — a capability that did not exist beforeAdded the ability to re-assign an agent's access control to another agent or rolePermissions & access·Agents & teams2.180.1#767683

New feature — a capability that did not exist beforeAdded configurable "Wait Messages" which can be sent on an interval when a User is waiting to connect to a Live Chat AgentChatNeeds configuration2.180.1#767220

New feature — a capability that did not exist beforeAdded the "Within Range (IP Address)" rule type and partial user matching functionality for Halo Asset Discovery integration.Integrations & sync·Assets & CMDB·Halo Asset Discovery2.180.1#736671

New feature — a capability that did not exist beforeAdded the ability to have layers of stock bins and added a stock location view for assetsStock & inventory·Assets & CMDB2.180.1#722456

Improvement — an existing feature extended, adjusted or polishedImprovements to the Freshdesk MigrationIntegrations & sync·Freshdesk2.180.1#702288

New feature — a capability that did not exist beforeAlemba Migration is now availableIntegrations & sync·Alemba2.180.1#693133

Improvement — an existing feature extended, adjusted or polishedVarious improvements to the report builderDashboards & reporting2.180.1#623634

Improvement — an existing feature extended, adjusted or polishedAdded Timezone selector to Agent Resource BookingsCalendars & scheduling2.180.1#445503

New feature — a capability that did not exist beforeAdded email priority functionality to incoming and outgoing emailsEmail processing2.180.1#199577

Improvement — an existing feature extended, adjusted or polished
2.180.1#802523

Improvement — an existing feature extended, adjusted or polished
2.180.1#799987

New feature — a capability that did not exist before
2.180.1#799197

Improvement — an existing feature extended, adjusted or polished
2.180.1#799004

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.180.1#797158

Improvement — an existing feature extended, adjusted or polished
2.180.1#784396

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.180.1#781517

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.180.1#781153

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.180.1#773485

New feature — a capability that did not exist before
2.180.1#772186

Improvement — an existing feature extended, adjusted or polished
2.180.1#770584

New feature — a capability that did not exist before
2.180.1#767683

New feature — a capability that did not exist before
Needs configuration
2.180.1#767220

New feature — a capability that did not exist before
2.180.1#736671

New feature — a capability that did not exist before
2.180.1#722456

Improvement — an existing feature extended, adjusted or polished
2.180.1#702288

New feature — a capability that did not exist before
2.180.1#693133

Improvement — an existing feature extended, adjusted or polished
2.180.1#623634

Improvement — an existing feature extended, adjusted or polished
2.180.1#445503

New feature — a capability that did not exist before
2.180.1#199577