Version 2.186 — Halo Release Notes

New feature — a capability that did not exist before
2.186.1#808140

Improvement — an existing feature extended, adjusted or polished
2.186.1#798529

New feature — a capability that did not exist before
2.186.1#764942

New feature — a capability that did not exist before
2.186.1#446952

Resolved an issue with the Total Price for Invoices created using Composite Tax Rates showing the amount for Tax doubled on the Invoice PDF generation when sending from the Invoice List

2.186.12.184.222.174.92#832222

Fixed an issue with the webhook endpoint for the LogMeIn Rescue integration

2.186.22.184.232.174.94#836977

Fix an issue with updating ticket level custom fields via the actions endpoint of the API

2.186.22.184.322.174.102#839768

Resolved an issue relating to Contract Signing that exposed Contracts to Agents that are logged in but do not have Contract Access

Security

2.186.22.184.342.174.112#842786

Fixed an issue with the daily delete scan of WebhookEvent

2.186.32.184.452.174.113#856019

Resolved an issue with MYOB Invoice Numbers being updated when Invoices are updated from Halo

2.186.72.184.482.174.114#854920

Fixed a HTML5 Backend error that can occur when adding items to a quote in specific configurations

2.186.12.184.7#834458

New feature — a capability that did not exist before
2.186.12.184.21#831583

Resolved an issue with non-custom fields failing to load on the correct tab of a ticket on the self-service portal

2.186.12.184.22#835606

Fixed an issue creating mailbox credentials in UAT environments when change tracking is disabled

2.186.12.184.22#835399

Ignored additional properties in mailbox change tracking

2.186.12.184.22#835397

Fix date format issue on asset field based criteria on automated tickets

2.186.12.184.222.174.101#834800

Fixed a display issue on the incoming tab of mailboxes

2.186.12.184.22#834580

Fixed an issue with Stripe not saving data in some cases

2.186.12.184.22#834430

Fixed an issue with loading of SQL report syntax highlighting files from Halo CDN's

2.186.12.184.22#834384

Resolved an issue that caused an error when a user is confirming closure of a Ticket in pending closure

2.186.12.184.222.174.94#833722

Fixed an issue clearing the latest Halo Integrator error for the Entra integration

2.186.12.184.222.174.101#833268

Fixed an issue with updating Google appointments

2.186.12.184.222.174.101#830738

Fixed an issue with viewing a service in a new tab from the search screen on the Self Service Portal

2.186.12.184.22#792531

Fixed an issue with notification text overflowing if there are long words in the notification message

2.186.22.184.31#838343

Minor UI improvement to the display of attachments in the Progress tab

2.186.22.184.31#838307

Fixed a display issue with Freshdesk priority mappings

2.186.22.184.31#837886

Fixed very rare issue where new sites and consingments would fail to save

2.186.22.184.31#837770

Push Service - set badge in firebase messages

2.186.22.184.31#837576

Fixed an issue with the webhook endpoint for the SnelStart integration

2.186.22.184.312.174.111#837501

Fixed an issue with resolved tickets showing incorrect SLA information in ticket lists

2.186.22.184.31#837332

Improved clarity of the ticket type setting "Only add the note to the child"

2.186.22.184.31#836965

Fixed a display issue with API application page titles

2.186.22.184.31#836753

Resolved an issue where the mandatory 'asset' field on an action could be bypassed.

2.186.22.184.31#836746

Fixed a minor display issue in AI configuration

2.186.22.184.31#836700

Improvements in error handling for Adobe Acrobat integration when entering credentials.

2.186.22.184.31#836661

Added redirect information to the Google mailbox credentials screen

2.186.22.184.31#836636

Resolved an issue that deleting Composite Reports leaves orphaned records for the related Scheduled Emails

2.186.22.184.312.174.111#836585

Fixed an issue with the asset tag column in ticket lists not updating when renaming assets

2.186.22.184.31#836561

Fixed visual issue with forgotten password screen

2.186.22.184.31#836560

Fixed an issue with the ticket type used for logging time being hidden

2.186.22.184.31#836525

Fixed an issue with the bulk Add to Sprint option not respecting the sprint ticket type for the selected tickets

2.186.22.184.31#836481

Fixed an issue with using actions to assign a ticket to a different team's leader

2.186.22.184.31#835741

Fixed a rare UI issue when logging a new ticket in the agent app

2.186.22.184.312.174.111#835694

Fixed multiple display issues with users/assets having long usernames

2.186.22.184.31#835663

Fixed an issue where the 'Last Login Date' column header was not visible when viewing a list of agents

2.186.22.184.31#835619

Fixed an issue where Azure DevOps work items could duplicate when closing Tickets

2.186.22.184.31#835595

Fixed an issue preventing some software from being imported from Intune

2.186.22.184.31#835585

Fixed an issue with the self-service portal my tickets area occasionally not loading

2.186.22.184.31#835483

Added debug logging for Jira Service Management

2.186.22.184.31#835460

Fixed issue with the ticket type settings "Show new attachments on child/related tickets" not working correctly

2.186.22.184.31#835100

Fixed an issue with custom single select fields not copying to child tickets

2.186.22.184.31#834879

Fixed an issue with editing optional services

2.186.22.184.31#834861

Fixed an issue with Connectwise Control not making assets inactive not working as intended

2.186.22.184.31#834680

Creating a supplier will give owner access when using access control for suppliers

2.186.22.184.31#834541

Fixed a display issue with product bundle categories

2.186.22.184.31#834418

Fixed an issue loading email rules in some circumstances

2.186.22.184.31#834382

Fixed an issue with categroy dropdowns occassionally being empty

2.186.22.184.31#834191

Fixed an issue where agents list wouldn't load on the mobile applications

2.186.22.184.31#834012

Fixed an issue with loading users

2.186.22.184.31#833982

Fixed an issue with the chat popup bubble text colour not adjusting for the background colour

2.186.22.184.31#833938

Prevented recurring invoice lines from syncing to Avalara during XLS import

2.186.22.184.31#833921

Minor language pack improvements

2.186.22.184.31#833893

Fixed an issue with Actions on the Mobile App being ordered in reverse

2.186.22.184.31#833855

Fixed an issue with adding "not equal to" visibility conditions not saving correctly initially

2.186.22.184.31#833805

Fixed an issue with Reporting Periods when start and end dates were in different Timezones

2.186.22.184.31#833771

Added checking to several Fortnox fields to prevent invalid characters from being sent

2.186.22.184.31#833712

Resolved an issue preventing the removal of users from assets in runbooks when using the Halo API 'Edit Asset' action

2.186.22.184.31#833700

Improved AI thank you detection prompt

2.186.22.184.31#833566

Fixed a rare issue where the action history would disappear when doing an action

2.186.22.184.31#833514

Fixed a minor display issue with recurring invoice list and ticket list sub-tables

2.186.22.184.31#833498

Resolved a minor issue with the linked item field on charge rates

2.186.22.184.31#833482

Resolved an issue with the 'Has a value' and 'Does not have a value' rule types for notification and runbook criteria.

2.186.22.184.31#833467

Fixed a minor display issue with database lookups

2.186.22.184.31#833375

Fixed an issue with project tickets switching to the wrong tab when adding a product

2.186.22.184.31#832880

Fixed an issue with submitting negative comments for KB articles on the portal

2.186.22.184.31#832851

Fixed issues with sorting and filtering the Additional Agents column on Tickets

2.186.22.184.31#832813

Fixed an issue with the Last Login Date column header in the Agent List

2.186.22.184.31#832614

Resolved a minor issue with Avalara tax rules

2.186.22.184.31#832588

Fixed an issue with supplier API access when the Halo version is different between the customer and the supplier

2.186.22.184.31#832525

The portal logo override preview in client details will now use the correct portal colour for the client

2.186.22.184.31#832254

Fixed a time zone related issue with Invoice Due Date at the client level

2.186.22.184.31#832233

Fixed an issue with using SQL select fields as $ variables in other SQL select custom fields

2.186.22.184.31#832067

Fixed an issue where assets could be created with empty inventory numbers

2.186.22.184.31#832013

Fixed an issue with pre-pay threshold notifications not triggering when pre-pay is used from the client not agreement

2.186.22.184.31#832003

No longer use the customer API if an action is hidden from the user (e.g. internal emails).

2.186.22.184.312.174.111#831726

Fixed a minor issue with the language translations configuration screen

2.186.22.184.312.174.111#831508

Fixed an issue where users may not be able to log into the portal if they have a role with no web access, despite having another role that does grant web access

2.186.22.184.31#831393

Fixed a minor issue with account mappings on Item groups with multiple Xero tenants

2.186.22.184.312.174.111#831376

Fixed an issue with automatic linked user management

2.186.22.184.312.174.111#831079

Fixed an error when cloning agent roles that include team memberships.

2.186.22.184.31#830503

Stopped adding licences to service users from adding pro rata, which could cause pro rata to duplicate.

2.186.22.184.312.174.111#830399

Fixed the open ticket count on customer lists using the wrong filter profile in some configurations

2.186.22.184.31#830295

Fixed an issue where "Delay starting SLA until the next working day after a particular time" option on SLA priorities could sometimes apply incorrectly

2.186.22.184.31#829828

Fixed a visual issue with suggested articles on the Self Service Portal

2.186.22.184.31#829764

Fixed an error when attempting to add CRM Notes with Survey Custom Fields

2.186.22.184.312.174.111#829734

Fixed an issue with category fields appearing in the incorrect location on the ticket details screen

2.186.22.184.31#829629

Fixed an issue where you would get an API error when syncing a ticket to Jira

2.186.22.184.31#829506

Fixed issue with adding primary service subsribers as followers of a ticket

2.186.22.184.31#829164

Fixed an issue where 'Auto-generate an Accounts ID for new Customers' Billing option could uncheck when syncing to Xero

2.186.22.184.31#829065

Fixed an issue where Travel charge rates wouldn't update on Actions fields dependent on dynamic field visibility conditions

2.186.22.184.31#828999

Fixed an issue with Recurring invoice pro-rata created when adding new lines not working correct on next period in some cases

2.186.22.184.31#828947

Fixed various minor issues with agent role configuration

2.186.22.184.31#828867

Resolved an issue where editing the language pack would unexpectedly switch from edit mode to read mode

2.186.22.184.31#828772

Fixed an issue with tickets no longer needing approval showing in lists with the filter "include my approvals only"

2.186.22.184.31#828685

Fixed a visual issue with the cookies consent screen

2.186.22.184.31#828336

Fixed a minor issue with surcharge when applying billing templates

2.186.22.184.31#828299

Fixed an issue with the SLA timer displaying incorrectly when there is no target

2.186.22.184.312.174.111#828263

Fixed an issue where invoice due date would not be consistently set when created from Sales Orders with some setups

2.186.22.184.31#828226

Fixed an issue with adding showfieldnames=true to the URL not working for some fields in config

2.186.22.184.31#828015

Fixed an issue with the workflow not moving when using a modal action to edit the workflow stage

2.186.22.184.31#827980

Fixed an issue where dynamic SQL reports were able to be selected for dashboard widgets that configure a new chart

2.186.22.184.312.174.111#826994

Removed ConnectWise Automate last alert sync date from config change tracking

2.186.22.184.312.174.111#825436

Fixed an issue with incorrect fields displaying against assets in the self-service portal

2.186.22.184.31#825110

Resolved a rare issue where revenue displayed incorrectly when viewing invoices in lists

2.186.22.184.31#824962

Fixed an issue where the asset type field was incorrectly limited to specific asset types when creating a new asset.

2.186.22.184.31#824212

Fixed an issue with importing Multiselect Asset and Site Fields

2.186.22.184.31#823631

Fixed an issue with the Powershell integration where file paths contain special characters

2.186.22.184.31#822438

Fixed a rare issue with accessing departments when using multi-tenancy

2.186.22.184.31#821196

Fixed an issue with customer/supplier API Access failing to match tickets in some cases

2.186.22.184.31#818855

Fixed an issue with bookmarking assets while in an asset list

2.186.22.184.31#818058

Fixed an issue where you could not use a custom colour palette on report charts

2.186.22.184.31#817812

Minor error logging improverment to the Cisco Meraki integration

2.186.22.184.31#815997

Fixed an issue with the CSP consumption billing save failing for some rows rarely.

2.186.22.184.31#815081

Improvement — an existing feature extended, adjusted or polished
2.186.22.184.31#812991

Fixed a very minor issue with contracts

2.186.22.184.312.174.111#812604

Fixed an issue where a ticket's first time fix metric would not be cleared when it was re-opened

2.186.22.184.31#811130

Fixed an issue with enabling "use numeric phone number searching" for users

2.186.22.184.31#811128

Improved Consignment error logging

2.186.22.184.31#809800

Fixed an issue with canned text on kb article drafting not loading properly.

2.186.22.184.31#806071

Fixed an issue with Tiered Pricing displaying incorrectly pre-save

2.186.22.184.31#805520

Performance improvements when managing consignments

Performance

2.186.22.184.31#805430

Fixed an issue with the automatic Due Date calculations in some situations

2.186.22.184.31#800563

Added a hint for the 'Halo database' option for SQL Provider in SQL imports

2.186.22.184.31#784218

Fixed an issue that prevented bulk deletion of templates.

2.186.22.184.31#767131

Fixed an issue with appointment clashes preventing recurring appointments from creating

2.186.22.184.31#766769

Improved search performance when searching for IP addresses

Performance

2.186.22.184.31#745044

Fixed a rare issue when adding CC'd users as ticket followers

2.186.22.184.31#737591

Fixed an issue with asset key field names not translating correctly through column profiles

2.186.22.184.31#707462

Fixed an issue where you could not add a CAB when changing the technical owner in bulk

2.186.22.184.31#670458

Fixed issue with LASTAGENTACTIONWHO variable

2.186.22.184.31#589935

Workflow Rules will now be cloned when cloning Workflows

2.186.22.184.31#521073

Fixed an issue with the image editor not displaying when viewing the rich text editor in full screen

2.186.22.184.31#422398

Fixed an issue with the related Assets right-click menu when on a ticket in the call screen disappearing very quickly in some cases

2.186.22.184.31#373620

Fixed an issue with Canned Text additions failing in rare cases on the ticket details screen

2.186.22.184.32#840204

Fixed issue with supplier API connection not matching to the correct ticket IDs

2.186.22.184.32#839851

Fixed issue with custom SQL select fields not loading properly

2.186.22.184.32#839656

Fixed an issue with configuration change tracking when making bulk deletions

2.186.22.184.32#839596

Fixed an issue with manually setting asset tags

2.186.22.184.32#839536

Fixed an issue with action notes

2.186.22.184.41#842455

Fixed an issue with Agent follower displays

2.186.22.184.41#842227

Fixed the Intune integration sometimes not filtering by tenant when deactivating devices

2.186.22.184.41#842215

Fixed an issue with supplier dropdown fields searches in purchase orders

2.186.22.184.41#841812

Improved look of category field placeholders

2.186.22.184.41#841796

Fixed an issue with dismissing appointment alerts in certain cases

2.186.22.184.41#841668

Fixed an issue with fields hidden from end-users displaying when walking through logging a ticket from a service

2.186.22.184.41#841655

Fixed an incorrect setting label on the Forethought Integration configuration page

2.186.22.184.41#841599

Customer specific change

2.186.22.184.41#841533

Added Scroller to Trial Sign-Up Page

2.186.22.184.41#841523

Minor amendment to licence change check for recurring billing

2.186.22.184.41#841361

Removed an incorrect hint on the setting to enable ticket merge permissions

2.186.22.184.41#841335

Resolved an error given when using the Context Menu "Open report data source" option on Reports

2.186.22.184.41#840748

Fixed an issue with the field mappings on the Virima integration

2.186.22.184.41#840526

Minor display improvements for the Liongard integration

2.186.22.184.41#840504

Fixed an issue using authorization tokens in runbooks when using some external APIs

2.186.22.184.41#840470

Fixed an issue with the "sync to Ingram Micro" button not appearing on purchase orders

2.186.22.184.41#840447

Fixed an issue with the article details tab not showing on tickets with linked articles

2.186.22.184.41#840421

Fixed an issue with Agent Resource Booking when using the booking type "Team if unassigned, otherwise Agent"

2.186.22.184.41#840220

Fixed an issue with tags not saving when creating article drafts

2.186.22.184.41#840045

Fixed an issue with Jamf field mappings not working

2.186.22.184.41#840020

Handled error with AI insights

2.186.22.184.41#840013

Fixed an issue with not being able to set event rule template

2.186.22.184.41#839916

Fixed an incorrect setting label in action configuration

2.186.22.184.41#839863

Fixed an error when using the "open report data source" button

2.186.22.184.41#839838

Resolved an issue with imported Pax8 Usage Lines using the Subscription price instead of the Usage Unit Price

2.186.22.184.41#839746

Fixed an issue with deleting products

2.186.22.184.41#839702

Fixed an issue with the report builder when using the dark theme

2.186.22.184.41#839664

Fixed consignments always using the Site address instead of the overridden address on the Sales Order

2.186.22.184.41#839644

Minor accessibility improvement for 2025 UI buttons

2.186.22.184.41#839554

Fixed issue with Google Workspace not refreshing tokens correctly

2.186.22.184.41#839452

Fixed a display issue that allowed the delete button to appear for notification templates

2.186.22.184.41#839372

Fixed issue with AI setting still showing when no connection is configured

2.186.22.184.41#839073

Fixed an issue with an incorrect $ variable description on the variables screen

2.186.22.184.41#838583

Fixed an issue with the default settings not applying for some self-service portal menu buttons

2.186.22.184.41#838579

Fixed an issue where the haloChat_outboundEvent_chatEnded may not fire when ending a chat via the Bubble

2.186.22.184.41#838537

Fixed an issue with editing assets

2.186.22.184.41#838526

Fixed issues with Google Workspace imports failing

2.186.22.184.41#838505

Fixed an issue with creating new items from the Etilize integration when using advanced search parameters

2.186.22.184.41#838475

Fixed an issue where you would encounter an error when using the 'Save as new' button on a report that has a chart

2.186.22.184.41#838430

Fixed an issue with the agenda view of the change calendar

2.186.22.184.41#838408

Fixed a minor issue with importing Xero tracking categories for multiple tenants

2.186.22.184.41#838189

Fixed a minor issue with syncing new customers to Xero when no default tenant is set

2.186.22.184.41#837916

Fixed an issue with the accept/reject buttons showing on ticket details for agents when the approval process has been rejected

2.186.22.184.41#837797

Agents with the permissions to create new global templates can create new To-Do groups on templates

2.186.22.184.41#837773

Updated email rule field mappings table

2.186.22.184.41#837654

Fixed a caching issue with custom tabs and screen layout profiles

2.186.22.184.41#837642

Updated alert method for Addigy integration

2.186.22.184.41#837631

Fixed an issue with overlapping buttons on the side menu search

2.186.22.184.41#837582

Fixed an error when cloning reports with multi-series charts

2.186.22.184.41#837531

Fixed an issue where assets on a new ticket are removed when a template is applied by a rule

2.186.22.184.41#837528

Fixed an issue with migrating Freshdesk Tickets with tags

2.186.22.184.41#837479

Fixed an issue with the custom portal footer

2.186.22.184.41#837258

Fixed an issue where ServiceNow category and status mappings wouldn't apply to Tickets created via webhooks

2.186.22.184.41#837190

Fixed a permission issue preventing non-admins from deleting agent holidays

2.186.22.184.41#836980

Fixed a display issue with user details overlapping other text on assets

2.186.22.184.41#836914

Fixed an issue deactivating users in the Microsoft Entra integration

2.186.22.184.41#836873

Fixed an issue with agent resource booking with anonymous tickets

2.186.22.184.41#836852

Asset dependency diagrams won't show inactive assets

2.186.22.184.41#835780

Fixed an issue where Tax could round incorrectly

2.186.22.184.41#834264

Fixed an issue with fields not clearing on the new ticket form after creating a child ticket

2.186.22.184.41#834019

Adjusted visibility of appointment invite button based on configuration

2.186.22.184.41#833386

Fixed an issue where Contract Charge Rate multipliers wouldn't be applied until recalculating actions

2.186.22.184.41#832770

Additional field changes have been added to the Appointment Audit history

2.186.22.184.41#832187

Fixed certain fields being removed from Ticket Type and Action field lists when using Co-Managed IT

2.186.22.184.41#832041

Improved performance of AI ticket indexing

Performance

2.186.22.184.41#830761

Resolved an issue with incorrect charge rates on actions copied from a parent ticket

2.186.22.184.41#830143

Fixed the Date Paid field showing incorrectly in invoice lists

2.186.22.184.41#829186

Fixed an issue with dynamic field visibility set up for a certain field

2.186.22.184.41#828265

Fixed an issue with Sales Mailboxes when using a default mailbox of a different connection type

2.186.22.184.41#828176

Fixed an issue with "has a value" ticket rule criteria for certain system fields

2.186.22.184.41#827363

Fixed an issue with the approval threshold not being met when selecting CAB members from a CAB in which all must approve

2.186.22.184.41#827235

Fixed an issue with hosted Halo Integrator schedules displaying "ALL" rather than a specific list of entities in some cases

2.186.22.184.41#825065

Bug fix — something was broken and now works
2.186.22.184.41#822219

Fixed an issue with default assignment group under ServiceNow supplier set up screen

2.186.22.184.41#817941

Improved error logging for Endpoint Central integration

2.186.22.184.41#817565

Resolved a minor issue with applying ticket templates that have multiple child templates assigned to a milestone

2.186.22.184.41#817562

Fixed an issue with system action notes showing in 'my approvals'

2.186.22.184.41#816492

Fixed an issue with inconsistencies in the Billing Details permission which was not working as intended to hide or make some fields not editable in some cases

2.186.22.184.41#813425

Fixed an issue with agent selection options when creating a new child template

2.186.22.184.41#807620

Fixed an issue where Article and News Article drafts could be inadvertently bypassed

2.186.22.184.41#799812

Fixed issue with agents with access control to approval processes not being able to edit the step rules

2.186.22.184.41#791946

Fixed an issue with text titles on Self Service Portal article fields

2.186.22.184.41#774840

Fixed an issue with mapping Followers from an Email Rule

2.186.22.184.41#774545

Fixed the settings to hide organisation details in the portal footer not applying to the login screen

2.186.22.184.41#766123

Fixed an issue that occurs when clearing tree dropdown input fields

2.186.22.184.41#753343

Fixed the date shown on Teams webhooks not being converted to local time

2.186.22.184.41#751483

Added scope for Business Management when authorizing the Facebook integration

Needs configuration

2.186.22.184.41#695010

Minor language pack improvement

2.186.22.184.41#684871

Fixed an issue with adjacent pie/doughnut chart segments having the same colour

2.186.22.184.41#571489

Removed the context menu when using custom report HTML

2.186.22.184.41#440559

Fixed an issue with deleting holidays

2.186.22.184.42#844407

Fixed the $-NETAMOUNT variable on invoice lines showing total price instead of unit price

2.186.22.184.42#844086

Fixed an issue where Article and News Article drafts could be selected incorrectly

2.186.22.184.42#843769

Fixed 2 minor visual issues relating to Sales Mailbox configuration

2.186.22.184.42#843503

Fixed an issue with assigning assets to a ticket via a template

2.186.22.184.42#843387

Fixed an issue with charts not loading on dashboards

2.186.22.184.42#843311

Fixed an issue with widgets

2.186.22.184.43#854983

Fixed an issue with submitting a ticket with assets from the portal when matching a ticket rule

2.186.22.184.44#855202

Fixed an error processing emails via the DB Integrator after they have already been processed via webhook

2.186.52.184.46#857530

Fixed an issue where SLA Release prompts wouldn't display when performing actions on tickets in modals

2.186.72.184.47#879887

Fixed an issue with Fortnox posts stripping more characters than intended from some Invoice posts

2.186.92.184.50#882322

Further fix to a fortnox posting issue with specific characters breaking invoice lines in some cases

2.186.102.184.51#883967

Fixed an error on the new call screen when numeric phone number searching is enabled

2.186.102.184.51#882224

Fixed an issue with duplicate appointments when importing Google appointments

2.186.102.184.51#826088

Fixed an issue processing Jira Service management webhooks

2.186.112.184.52#894836

Fixed issue with filters not applying on report builder

2.186.112.184.52#894815

Fixed an issue processing Addigy/Datto webhooks

2.186.112.184.52#894756

Fixed an issue with using the report builder to query custom tables

2.186.112.184.52#883832

Fixed an error where KB Articles would fail to load

2.186.1#834523

The Authentication URL used in Custom Integrations will now allow a URL that already contains URL parameters

2.186.1#832094

Date filters have been added as Automated Ticket Criteria so that creation can use a date cut-off to ensure old entities do not have Tickets created for them

Needs configuration

2.186.1#830461

A setting has been added to Configuration > Users > General so that Email Addresses are enforced as unique and an error is given when attempting to create a duplicate

Needs configuration

2.186.1#829650

Fixed a minor issue with removing API applications

2.186.1#829317

Annual, Monthly and One-Off Opportunity values have been added as available $ variables

2.186.1#828897

CRM Notes with HTML content will now display the HTML content without requiring the expand button to be used

2.186.1#828433

Allowed setting of AI Suggestion Information when automatically applying the suggestion

2.186.1#828050

Reference tokens is now activated by default for on-premise customers

2.186.1#828005

Custom Tab order for Ticket Types will now be used on the Self Service Portal when Tickets are viewed in Tile Mode

2.186.1#827547

Performance enhancements when loading sales orders

Performance

2.186.1#826126

Item variables can now be used when generating Invoice lines from Recurring Invoices

2.186.1#826089

New feature — a capability that did not exist before
2.186.1#825954

Added a 10 year schedule period option

2.186.1#824329

The Ticket subject will now show in the Browser Tab Title when Tickets are opened in their own Tab

2.186.1#824114

Improvement — an existing feature extended, adjusted or polished
2.186.1#823592

Improvement — an existing feature extended, adjusted or polished
2.186.1#822550

Changes to User Roles are now audited and added to the User Change History tab

2.186.1#822152

Added an order invoiced status mapping for the Ingram Micro Reseller integration

2.186.1#821133

Fixed an issue where cloning Purchase Orders wouldn't create a new Purchase Order in Xero

2.186.1#820114

Added option for how to handle Halo acknowledgments from external Halo instances.

Needs configuration

2.186.1#817116

Improvement — an existing feature extended, adjusted or polished
2.186.1#816153

Settings have been added to the Azure/Entra Integration so that Agents can be made inactive in Halo when they are no longer found by the Integration Import (or when Deleted if using the Delta functionality)

Needs configuration

2.186.1#815066

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.186.1#814435

Added separate Self Service Portal Portal settings for displaying creation, edit and tag information on Knowledge Base Articles

Needs configuration

2.186.1#814231

Moved the setting 'Show timer instead of SLA bar on Tickets' from SLA general to per SLA settings

Needs configuration

2.186.1#812451

The action system use 'Open URL' can now be used by users

2.186.1#808543

Added the option 'Logged in Agent' to the query builder condition 'Agent Name'

2.186.1#808315

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.186.1#808150

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.186.1#807696

New feature — a capability that did not exist before
2.186.1#807675

New feature — a capability that did not exist before
2.186.1#807473

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.186.1#807185

Added the option to customise the content shown in the End-User Details field

Needs configuration

2.186.1#806687

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.186.1#805437

Improvement — an existing feature extended, adjusted or polished
2.186.1#805373

Added the System SKU as a mappable property in Halo Asset Discovery

2.186.1#803914

Improvement — an existing feature extended, adjusted or polished
Performance
2.186.1#803750

Improvement — an existing feature extended, adjusted or polished
2.186.1#801856

Improvement — an existing feature extended, adjusted or polished
2.186.1#801250

Improvement — an existing feature extended, adjusted or polished
2.186.1#800815

Support has been added to the Accounts Integrator application for Sage50 UK V31

2.186.1#794116

Added option to show Workflow step notes on Workflow diagrams

Needs configuration

2.186.1#785859

Split the settings 'Emails on closed Tickets' and 'Emails on Tickets pending closure' at ticket type level into user and agent specific settings

Needs configuration

2.186.1#779323

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.186.1#776722

Improvement — an existing feature extended, adjusted or polished
2.186.1#775327

The Activity Type field on NinjaOne webhooks can now be mapped to a Halo category or single-select custom field

2.186.1#774215

Added the option to use client credentials for the Sharepoint Integration

Needs configuration

2.186.1#771686

Added User and User role permissions for Quote access

Needs configuration

2.186.1#765838

When clicking a child ticket on a column profile that includes children, the child ticket will now be opened instead of the parent

2.186.1#757998

A Currency History table has been added to each Currency in Configuration which will be used when the document (Invoice, Order etc) date is before the End Date of the historic Currency record

2.186.1#757008

New feature — a capability that did not exist before
Needs configuration
2.186.1#746954

Improvement — an existing feature extended, adjusted or polished
2.186.1#741453

A setting has been added to the Device import in the Auvik Integration so that Devices with no Serial Number can be ignored from the Import

Needs configuration

2.186.1#740110

Improvement — an existing feature extended, adjusted or polished
2.186.1#733490

Added filters to the appointment tab when viewing a client

2.186.1#720591

Improved performance of Google Workspace and Okta user imports

Performance

2.186.1#692864

New feature — a capability that did not exist before
2.186.12.184.91#676380

Added change tracking to the N-Able N-Central integration

2.186.1#674601

Improvement — an existing feature extended, adjusted or polished
2.186.1#660108

Improvement — an existing feature extended, adjusted or polished
2.186.1#639035

New feature — a capability that did not exist before
2.186.1#583603

Improvement — an existing feature extended, adjusted or polished
2.186.1#562680

Improvement — an existing feature extended, adjusted or polished
2.186.1#552971

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.186.1#525549

New feature — a capability that did not exist before
2.186.1#449475

A setting has been added to Ticket Configuration so that the Ticket User's Site Main Contract can be shown on the User Details section of a Ticket

Needs configuration

2.186.1#359979

The custom field filters available when searching articles are now limited to custom fields that appear in an FAQ List

2.186.1#293678

Fixed an issue with adding appointments via the calendar and the exchange integration on earlier builds of v2.186

2.186.2#843642

When linking a knowledge base article to a new ticket, the setting "Apply template when linked to a Ticket" will now apply

2.186.2#832566

When using the setting 'Enable Template Suggestions on the Summary Field' it will now match the template if the text appears anywhere in the template's name

2.186.2#808126

Fixed issues with event management asset matching not working

2.186.3#857338

Fix for Email Reminder template being used for Email Invoice action

2.186.3#857335

Resolved an issue with the Halo Integrator application removing Agent and User field mappings after an import has completed

2.186.3#857196

Fixed issues with SharePoint client credentials

Security

2.186.3#857098

Fixed an issue with the new customer quotes access level

2.186.3#857084

Fixed an issue with the knowledge base comparison not working correctly

2.186.3#856605

Fixed issues with SharePoint client credentials

Security

2.186.3#856589

Fixed an issue where Notes wouldn't display on Workflow steps when enabled

2.186.3#856541

Fixed a null reference exception when opening workflows on earlier builds of v2.186

2.186.3#856190

Removed a setting from runbook config that shouldn't have shown

2.186.3#856147

Fixed a navigation issue with using multiple tabs if the menu is hidden when on client/site/user details

2.186.3#838323

Fixed an error when adding filters to Reports

2.186.3#833747

Fixed some minor language issues with custom tables

2.186.42.184.61#858088

Fixed an issue with SharePoint mappings not allowing every site

2.186.4#858069

Fixed an issue with billing plan extra filters not saving as intended in all cases

2.186.4#857994

Resolved an issue with loading projects in the ready for invoicing section

2.186.4#857586

Changes to User Roles are now audited and added to the User Change History tab

2.186.4#857496

Resolved UI issue for Invoices and Quotes when using Composite Tax appears to set Tax to 0 but is actually set correctly once saved

2.186.4#857390

Fixed a language pack issue regarding Milestone Billing

2.186.4#857207

Fixed Invoice Paid notification events not being triggered for Stripe payments

2.186.4#857092

Configuration for CSS used on the Self Service Portal will now display a CSS editor

2.186.5#858461

Minor language pack improvements

2.186.52.184.61#858403

Resolved an issue with the "Update Currency" button on an invoice failing to update the converted amounts for the Invoice lines

2.186.5#858357

Resolved an issue with milestone billing based on milestone value

2.186.5#858323

Fixed incorrect label in event rule configuration

2.186.5#858127

Fixed an issue upgrading to 2.186

2.186.6#859317

Fixed an issue where end user actions would not load on the Self Service Portal

2.186.7#879905

Fixed an error in API when creating Invoices

2.186.7#869680

Fixed an issue with the upgrader

2.186.72.184.61#858900

Fixed an issue with logging tickets in a specific scenario

2.186.8#880865

Fixed an error when manually importing Exchange Calendar appointments

2.186.10#882926

Fixed an issue when saving runbooks

2.186.10#882668

2.186

New feature — a capability that did not exist beforeAdded the ability to compare article amendment drafts to the existing articleKnowledge base2.186.1#808140

Improvement — an existing feature extended, adjusted or polishedVarious improvements to event managementWorkflows & automation2.186.1#798529

New feature — a capability that did not exist beforeChat area addedChat2.186.1#764942

New feature — a capability that did not exist beforeNew Tab FunctionalityUser interface2.186.1#446952

New feature — a capability that did not exist beforeAgents can now be awarded a trophy which shows next to their nameAgents & teams·User interface2.186.12.184.21#831583

Improvement — an existing feature extended, adjusted or polishedMinor improvements to the Salesforce integrationIntegrations & sync·Salesforce2.186.22.184.31#812991

Bug fix — something was broken and now worksFixed a few issues with the Dynamics 365 CRM integrationIntegrations & sync·Dynamics Business Central2.186.22.184.41#822219

New feature — a capability that did not exist beforeAdded new notification/runbook triggers for Quotes and InvoicesNotifications·Workflows & automation·Quotes & opportunities2.186.1#825954

Improvement — an existing feature extended, adjusted or polishedEmail Reminders can now be sent from Invoices and the Invoice ListBilling & invoicing·Notifications2.186.1#823592

Improvement — an existing feature extended, adjusted or polishedAttachments can now be stored against Licenses/SubscriptionsAssets & CMDB2.186.1#822550

Improvement — an existing feature extended, adjusted or polishedAdded the 'Other Uses' tab to custom fieldsCustom fields2.186.1#816153

Improvement — an existing feature extended, adjusted or polishedPreference added to customise the colour of the navigation side-menuUser interfaceNeeds configuration2.186.1#814435

Improvement — an existing feature extended, adjusted or polishedAdded the option to use a runbook when communicating with a supplierWorkflows & automation·Sales & purchasingNeeds configuration2.186.1#808150

Improvement — an existing feature extended, adjusted or polishedAdded the setting 'The button 'Create Microsoft Teams Chat' will use the end-user of the ticket' to ticket type settingsTickets·Integrations & sync·Microsoft TeamsNeeds configuration2.186.1#807696

New feature — a capability that did not exist beforeAdded new API properties for modifying advanced Microsoft Entra ID mappingsIntegrations & sync·Microsoft Entra2.186.1#807675

New feature — a capability that did not exist beforeAdded the ability to restrict service access based on country and regionService catalogue·Users & customers2.186.1#807473

Improvement — an existing feature extended, adjusted or polishedAdded option to use lightweight Webhook logsIntegrations & syncNeeds configuration2.186.1#807185

Improvement — an existing feature extended, adjusted or polishedAdded the option to allow rich text custom fields to populate dollar variables in the valueCustom fieldsNeeds configuration2.186.1#805437

Improvement — an existing feature extended, adjusted or polishedDashboard Reporting Period can now apply to Ticket Lists, Ticket List Counters, Ticket Kanban, Ticket Gantt and Ticket Calendar WidgetsDashboards & reporting·Tickets2.186.1#805373

Improvement — an existing feature extended, adjusted or polishedA websocket connection can now be utilised to receive popup notifications fasterNotifications·Platform & databasePerformance2.186.1#803750

Improvement — an existing feature extended, adjusted or polishedAdded a default line level option for deliver to user/deliver to us/deliver to Sales order address on Quote and Sales Order line levelQuotes & opportunities·Sales & purchasing2.186.1#801856

Improvement — an existing feature extended, adjusted or polishedMultiple improvements made to the setting 'Include Children' at column profile levelUser interface·Tickets2.186.1#801250

Improvement — an existing feature extended, adjusted or polishedFurther improvements to the Twilio for WhatsApp Business IntegrationIntegrations & sync·Twilio·WhatsApp2.186.1#800815

Improvement — an existing feature extended, adjusted or polishedNew setting has been added to Billing Settings to display invoice numbers on actionsBilling & invoicing·TicketsNeeds configuration2.186.1#776722

Improvement — an existing feature extended, adjusted or polishedChange freeze periods are now checked on action submissionSLAs & targets·Tickets2.186.1#775327

New feature — a capability that did not exist beforeAdded a setting to allow agents to view the workflow diagram of a ticket in a modal windowTickets·Workflows & automationNeeds configuration2.186.1#746954

Improvement — an existing feature extended, adjusted or polishedExpanded the CAB mappings for Entra ID so that CAB roles can also be applied on importsIntegrations & sync·Permissions & access·Microsoft Entra2.186.1#741453

Improvement — an existing feature extended, adjusted or polishedFortnox has had several improvements to syncing and field mappingsIntegrations & sync·Fortnox2.186.1#733490

New feature — a capability that did not exist beforeAdded the option to determine restrictions on sensitive tickets for agentsTickets·Permissions & access2.186.12.184.91#676380

Improvement — an existing feature extended, adjusted or polishedAssets imported from Intune can now use different methods of site allocationAssets & CMDB·Intune2.186.1#660108

Improvement — an existing feature extended, adjusted or polishedAdded the ability to set milestone values based on sales order line prices and bill milestones based on their valuesProjects·Billing & invoicing2.186.1#639035

New feature — a capability that did not exist beforeAdded the option to runbook variables mappings to add to an array variable. Workflows & automation2.186.1#583603

Improvement — an existing feature extended, adjusted or polishedAdded Criteria to billing plan combinationsBilling & invoicing2.186.1#562680

Improvement — an existing feature extended, adjusted or polishedFormatting can now be applied to text type dollar variables to limit the length of the output - for example $_SUBJECT{MAXLENGTH:100|OVERFLOW:...}Notifications2.186.1#552971

Improvement — an existing feature extended, adjusted or polishedAdded ability to exclude specific Customers from Custom Field RestrictionsCustom fields·Users & customersNeeds configuration2.186.1#525549

New feature — a capability that did not exist beforeSupplier Contacts can now be granted permission to log into the Self Service Portal to view and update Tickets logged to their SupplierUsers & customers·Permissions & access2.186.1#449475

New feature — a capability that did not exist before
2.186.1#808140

Improvement — an existing feature extended, adjusted or polished
2.186.1#798529

New feature — a capability that did not exist before
2.186.1#764942

New feature — a capability that did not exist before
2.186.1#446952

New feature — a capability that did not exist before
2.186.12.184.21#831583

Improvement — an existing feature extended, adjusted or polished
2.186.22.184.31#812991

Bug fix — something was broken and now works
2.186.22.184.41#822219

New feature — a capability that did not exist before
2.186.1#825954

Improvement — an existing feature extended, adjusted or polished
2.186.1#823592

Improvement — an existing feature extended, adjusted or polished
2.186.1#822550

Improvement — an existing feature extended, adjusted or polished
2.186.1#816153

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.186.1#814435

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.186.1#808150

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.186.1#807696

New feature — a capability that did not exist before
2.186.1#807675

New feature — a capability that did not exist before
2.186.1#807473

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.186.1#807185

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.186.1#805437

Improvement — an existing feature extended, adjusted or polished
2.186.1#805373

Improvement — an existing feature extended, adjusted or polished
Performance
2.186.1#803750

Improvement — an existing feature extended, adjusted or polished
2.186.1#801856

Improvement — an existing feature extended, adjusted or polished
2.186.1#801250

Improvement — an existing feature extended, adjusted or polished
2.186.1#800815

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.186.1#776722

Improvement — an existing feature extended, adjusted or polished
2.186.1#775327

New feature — a capability that did not exist before
Needs configuration
2.186.1#746954

Improvement — an existing feature extended, adjusted or polished
2.186.1#741453

Improvement — an existing feature extended, adjusted or polished
2.186.1#733490

New feature — a capability that did not exist before
2.186.12.184.91#676380

Improvement — an existing feature extended, adjusted or polished
2.186.1#660108

Improvement — an existing feature extended, adjusted or polished
2.186.1#639035

New feature — a capability that did not exist before
2.186.1#583603

Improvement — an existing feature extended, adjusted or polished
2.186.1#562680

Improvement — an existing feature extended, adjusted or polished
2.186.1#552971

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.186.1#525549

New feature — a capability that did not exist before
2.186.1#449475