Version 2.198 — Halo Release Notes

Fixed an issue authorizing sales mailboxes

2.198.12.196.252.184.111#970409

Fixed an issue where markup would auto-generate instead of price when changing cost on Items

2.198.12.196.412.184.112#976840

Fixed an issue downloading attachments in the ServiceNow migration

2.198.32.196.512.184.113#983799

Fixed an issue with Price/Cost auto-calculation on Items

2.198.22.196.512.184.121#982157

Fixed issues with Price/Cost auto-calculation on Items

2.198.32.196.512.184.122#983791

Resolved a customer specific logging issue

2.198.32.196.522.184.123#985862

Removed Beta icon from some settings

2.198.12.196.21#969436

Fixed a display issue with the error column in the schedule occurrence list

2.198.12.196.21#969424

Fixed issues with changing asset types when using assets linked to services

2.198.12.196.21#969251

Fixed an issue where in certain cases the 'Phone Number' field would not be populated on the 'Call Log' tab

2.198.12.196.21#969170

Fixed an issue with not being able to restrict editing of the SLA and priority fields

2.198.12.196.21#969082

Fixed an issue where attempting to use nested values on user-defined runbook variables would return the full root object

2.198.12.196.222.184.111#967739

New feature — a capability that did not exist before
2.198.12.196.22#949475

Fixed an issue generating metadata for ADFS implementations

2.198.12.196.232.184.111#971003

Fixed an issue with generating PDFs using the reporting service

2.198.12.196.23#970994

Minor language pack improvement

2.198.12.196.23#969425

Fixed an "undefined" is not valid JSON error when closing a Halo tab

2.198.12.196.24#972037

Fixed an issue loading swagger

2.198.12.196.24#971355

Fixed a refresh issue when bulk updating agents

2.198.12.196.24#971087

Fixed an issue with generating sample XML templates in specific cases

2.198.12.196.24#971035

Fixed an issue when using the "includes" criteria with "additional agents" filter in Filter Profiles

2.198.12.196.24#971018

Fixed an issue importing Microsoft Teams Shifts

2.198.12.196.25#974166

Fixed a few issues with PDFs using the v2 billing calculation method

2.198.12.196.26#974966

Fixed an issue with generating PDFs when using the v2 billing entity calculation method

2.198.12.196.26#974879

Fixed an issue with using the search for Articles

2.198.12.196.27#975865

Fixed an issue with some variable calculations on purchase orders

2.198.12.196.27#975059

Modified Item cost and price auto-generation to only calculate markup when changing price or cost

2.198.12.196.272.184.112#971866

Fixed an issue with Halo tabs not showing after opening a modal

2.198.12.196.27#969410

Fixed an issue where Widgets could error

2.198.12.196.28#976766

Resolved an issue with the Milestone Invoicing list failing to load

2.198.12.196.29#977536

Fixed an issue with tax values storing in the incorrect number of decimal places in some cases

2.198.12.196.29#977008

Fixed a minor issue with contacts accepting quotes

2.198.12.196.41#977177

Removed an additional licence location check that is related to moving devices

2.198.12.196.412.184.121#977038

Runbooks that start from a public endpoint can now handle application/x-www-form-urlencoded content

2.198.12.196.41#977001

When using variables in the long description of a generated invoice line, and the result of the variables is blank, it will no longer copy the short description

2.198.12.196.41#976922

Fixed an issue where FAQ lists set on a ticket could get cleared out if a template is applied

2.198.12.196.41#976748

Fixed an issue with the default entityfield for the report builder

2.198.12.196.41#976258

Fixed an issue matching users to licences in the Azure AD import

2.198.12.196.412.184.121#976244

Fixed an issue with using the setting "Sign AuthnRequests" for the SAML integration

2.198.12.196.41#976179

Open tickets will now be prioritised when matching incoming emails to existing tickets based on Supplier Reference

2.198.12.196.41#976153

Fixed an issue with importing accounts from Dynamics 365 CRM via the integrator

2.198.12.196.41#976070

Correcting minor spelling mistake in the variables list

2.198.12.196.41#975804

Fixed an issue with area navigation not restoring the previous details screen if showing the details screen full screen

2.198.12.196.41#975803

Fixed minor language pack issue

2.198.12.196.41#975780

Fixed an issue where new actions in a modal screen may not display in some cases (e.g after refreshing the page when it's already open)

2.198.12.196.41#975779

Fixed an issue where invoices synced to MYOB would not show on the portal when 'Only show Invoices after being synced to a third party system' is enabled

2.198.12.196.41#975689

Fixed an issue where you couldn't update items issued to a ticket

2.198.12.196.41#975577

Fixed an issue resizing columns on quotes/orders/invoices whilst in edit mode

2.198.12.196.41#975419

Fixed an issue where $-AREA & $-USERNAME wouldn't work for PO creation emails

2.198.12.196.41#975387

Fixed an issue where $-QUOTESIGNATURE variable wouldn't populate on PDFs

2.198.12.196.412.184.121#975236

Fixed an issue where Customer Screen Layout Profile configuration would show Customer Areas

2.198.12.196.41#975223

Fixed an issue where custom fields with 'Only show this field to Agents' enabled would not get populated by rules when logged from NinjaOne

2.198.12.196.41#975182

Fixed an issue with secure message links

Security

2.198.12.196.41#975181

Fixed an issue with adding teams and priorities to an OLA from the workflow configuration

2.198.12.196.41#975170

Fixed an issue with using immediate action responses alongside action groups

2.198.12.196.41#974975

Fixed an issue where non-admin Agents couldn't import Quotation Lines

2.198.12.196.41#974517

Fixed issues with available runbook variables not updating whilst configuring a runbook

2.198.12.196.41#974400

Fixed a display issue with the Connection value in read mode on the Virtual Agent configuration screen

2.198.12.196.41#974394

Fixed an issue with viewing allowed canned texts for agents, teams, and departments

2.198.12.196.41#974347

Fixed an issue where the user subscription count for a service in the service catalogue was displaying an incorrect value

2.198.12.196.41#974328

Resolved an issue with billing multiple pages of milestones when billing based on milestone value

2.198.12.196.41#974313

Fixed an issue with using the OOTB field 'CFhardwareRequired' for child ticket creation criteria

2.198.12.196.41#974251

Resolved a rare issue with merged actions appearing in awaiting review

2.198.12.196.41#974214

Fixed an issue with project level rounding when using the stored project loading method

2.198.12.196.41#974134

Fixed an issue with agents being unable to see their own activity

2.198.12.196.41#973898

Updated Custom Object Language Pack

2.198.12.196.41#973895

Added option to allow site domain matching when a new user is created when signing in via SAML/Azure login

Needs configuration

2.198.12.196.41#973848

Fixed a language pack relating to bulk updating agent licenses

2.198.12.196.41#973826

Minor logging improvement for when Microsoft CSP Subscription Pricing is imported on the integrator

2.198.12.196.41#973810

Fixed an issue with to-do tasks not appearing correctly in the side view

2.198.12.196.41#973769

Fixed an issue with totals on recurring invoice lists not accounting for inactive lines

2.198.12.196.41#973472

Fixed an issue with visibility conditions not applying correctly.

2.198.12.196.41#973349

Fixed an issue with using 'All Tickets' as the default filter profile for ticket areas

2.198.12.196.41#973310

Fixed issue with replies to outbound sms messages not threading into the original ticket

2.198.12.196.41#973289

Fixed an issue with adding items to Item Bundles

2.198.12.196.41#973269

Fixed an issue with using the 'owning service' in dynamic field visibility

2.198.12.196.41#973253

Fixed an issue where cloning a scheduled ticket could throw an error

2.198.12.196.41#973227

Fixed an causing new shifts to be assigned to “unassigned” rather than the selected agent

2.198.12.196.41#973225

Fixed radio fields sometimes displaying incorrectly in read mode

2.198.12.196.41#973212

Fixed an issue with user action buttons not loading correctly on portal

2.198.12.196.41#973142

Fixed an issue where change collision checks did not work correctly when logging new actions during change freeze periods

2.198.12.196.41#973135

Fix a potential issue with an SLA response excuse being requested when clicking on a ticket.

2.198.12.196.41#973045

Admins can now open Custom Field details from the Action field list

2.198.12.196.41#973030

Fixed dynamic field value visibility issue on category fields

2.198.12.196.41#972968

Fixed an issue where printing a ticket wouldn't show all actions

2.198.12.196.41#972856

Fixed an error logging new tickets when a rule is configured to change the ticket type

2.198.12.196.41#972844

Fixed the Estimated Time field being cleared when removing a start/target date despite automatic adjustments being disabled

2.198.12.196.41#972841

Fixed an issue with Azure Sentinel webhooks not creating alerts in Halo

2.198.12.196.41#972814

Fixed an issue where renaming a User could incorrectly update the username field on tickets if another User exists with the same name at the same site

2.198.12.196.41#972778

Customer specific logging

2.198.12.196.412.184.121#972694

Fixed duplicate invoice records appearing in the portal when the user has Top Level access

2.198.12.196.412.184.121#972342

Improved the field hint for automatic sales tax in Xero

2.198.12.196.41#972329

Fixed and issue with issuing items on tickets

2.198.12.196.412.184.121#972291

Fixed a minor issue in the recalculation of billing for actions that no longer match any billing rules after previously matching one

2.198.12.196.41#972232

Fixed a rare error when using a Create Child Ticket action with no ticket type selected

2.198.12.196.41#972230

Fixed an issue with using custom fields in the query builder

2.198.12.196.41#972221

Fixed an issue with using asset $-variables on automated tickets

2.198.12.196.41#972191

Fixed an issue with starting a new chat flow during a chat

2.198.12.196.41#972182

Fixed an issue with parent tickets not having their status updated on closure of all children

2.198.12.196.41#972175

Fixed an issue loading new ticket fields on the portal

2.198.12.196.41#972096

Fixed an issue with using lookups which return multiple results

2.198.12.196.41#972086

Fixed an issue with not being able to set the user when serialising assets

2.198.12.196.412.184.124#972016

Fixed Exchange Scheduler appointments being included in Next Activity Date on tickets

2.198.12.196.41#972006

Fixed an issue where Potential Value fields wouldn't display on actions

2.198.12.196.41#971992

Fixed an issue with the 'new' button not displaying when viewing asset lists

2.198.12.196.41#971881

Fixed an issue with importing shifts in Microsoft Teams integration

2.198.12.196.41#971849

Fixed an issue with some translations not applying

2.198.12.196.41#971830

Fixed an issue where the Customer criteria would never match on User Created/Updated/Deleted events

2.198.12.196.41#971828

Fixed an issue with being able to add email addresses to actions when not allowed

2.198.12.196.41#971815

Added a new security check for the endpoint used for SAML authentication

Security

2.198.12.196.41#971799

Fixed an issue with loading the hosted integrator schedule

2.198.12.196.41#971600

Fixed an issue where Pre-pay amounts on Contracts wouldn't auto top-up correctly

2.198.12.196.41#971414

Fixed an issue with using client credentials with Azure Actions

2.198.12.196.41#971182

Minor Language pack improvements

2.198.12.196.41#971131

Fixed prospects not showing on the Members tab of Distribution Lists

2.198.12.196.41#971104

Ticket type default details are no longer loaded unless they contain visible characters.

2.198.12.196.412.184.121#971058

Fixed an error when attempting to close tabs

2.198.12.196.41#971004

Fixed a rare "value cannot be null" error when importing users from Microsoft CSP

2.198.12.196.41#970988

Fixed a visual issue with grouped actions

2.198.12.196.41#970961

Fixed an issue with alertTargetIds and configurationItems not importing correctly from Azure Monitor

2.198.12.196.41#970871

Fixed an issue with importing assets from Prometheus

2.198.12.196.41#970697

Fixed an issue with data source permissions not applying correctly

2.198.12.196.41#970511

Improved the message when trying to send a webhook that is not enabled in the current instance

2.198.12.196.41#970478

Bug fix — something was broken and now works
2.198.12.196.41#970412

Fixed an issue when creating a new ticket using ServiceNow Webhooks

2.198.12.196.41#970381

Fixed an issue where returning an asset to it's original stock location could add it back in to stock, even if that site is no longer a stock location.

2.198.12.196.412.184.121#970340

Fixed an issue with setting the CC List using a template

2.198.12.196.41#970269

Fixed an issue with value visibility conditions on ticket details

2.198.12.196.41#970246

Fixed an issue where runbook variables wouldn't paste into the Query Params and Headers tables

2.198.12.196.41#970239

Fixed an issue with manager's manager approvals

2.198.12.196.41#970196

Fixed an issue with uploading link attachments to clients/sites/users

2.198.12.196.41#970169

Fixed an issue with using the setting "Select a Ticket Type before searching Tickets"

2.198.12.196.41#970096

Fixed a display issue with the service subscriber count

2.198.12.196.41#970078

Fixed a minor issue with displaying category values on the portal

2.198.12.196.41#970071

Fixed an issue sending asset business owner notifications on approval process steps

2.198.12.196.41#970059

Added Agent ID Mapping to Freshdesk migration

2.198.12.196.41#970052

Fixed a minor issue with posting existing tickets with insufficient permissions

2.198.12.196.41#970039

Fixed a caching issue with workflow allowed statuses

2.198.12.196.41#969985

Fixed an issue where clicking Sales Order notifications would not open the Sales Order

2.198.12.196.41#969982

Minor update to the Halo Microsoft Teams bot

2.198.12.196.412.184.121#969917

Fixed an issue with creating invoices for customers with 'invoice due date' set to none

2.198.12.196.41#969875

Fixed an issue with existing attachments not showing after enabling document management for clients

2.198.12.196.41#969480

Fixed an issue with the "Reply To Address" in Distribution Lists

2.198.12.196.41#969459

Fixed a very minor issue with generating PDFs using the reporting service

2.198.12.196.41#969332

Fixed a Minor UI issue with User-Asset relationships

2.198.12.196.41#969314

Fixed an issue with filtering on the warranty dates on assets

2.198.12.196.41#969264

Fixed an issue with auto-replies from approvers updating ticket status when configured not to

2.198.12.196.41#969148

Stream One ION subscriptions with a "working" status are now imported as active.

2.198.12.196.41#969146

Increase size of canned text folder imports via Freshdesk migration

2.198.12.196.41#969034

Adjusted visibility on chatbot settings

2.198.12.196.41#969022

Minor Improvements to ServiceNow Webhooks

2.198.12.196.41#968957

Fixed an issue with appointment locations not displaying in Outlook

2.198.12.196.41#968793

Fixed an issue where the $-QUOTESIGNATUREIPADDRESS variable would not be removed from PDFs when no signature is found

2.198.12.196.41#968602

When using multi-currency the Purchase Order currency will now be pushed to Bills created for that Purchase Order

2.198.12.196.41#968523

Fixed an issue with multiple runbooks starting from the same trigger causing issues

2.198.12.196.41#967418

Fixed an issue with the setting 'The button 'Create Microsoft Teams Chat' will use the End-User of the Ticket'

2.198.12.196.41#967364

Fixed an issue with invoice column profiles loading incorrectly in sub views in some cases

2.198.12.196.41#966191

Added a limit to the number of child tickets to which you can add actions to from the parent ticket.

2.198.12.196.41#966064

Fixed issues with syncing Invoices to Xero when using multi-currency and discounts

2.198.12.196.41#966011

Resolved a minor issue with billing recalculation on tickets when custom fields are used in the billing rule criteria

2.198.12.196.41#965898

Fixed an issue with workflow step action restrictions not applying correctly

2.198.12.196.41#965567

Fixed tax being calculated incorrectly when allocating credit using the Excludes Tax option

2.198.12.196.41#964888

Revising a quote with a customised PDF template now resets to the default template

2.198.12.196.41#963739

Fixed an issue with the Halo Integrator not being able to set encrypted custom fields

2.198.12.196.41#962758

Fixed issue with email rules not matching tags correctly

2.198.12.196.41#962751

Fixed an issue where cloned Recurring Invoices would remain linked to Sales Order lines

2.198.12.196.41#962362

Fixed a minor issue with importing yearly prepaid ALSO/Westcoast Cloud subscriptions

2.198.12.196.41#962262

Fixed issue with document breadcrumbs not updating

2.198.12.196.41#961146

Fixed appointments being synced to Google Calendars for agents with appointment syncing disabled

2.198.12.196.41#959995

Fixed an error attempting to save items when "Exclude from accounting integration" is checked and the MYOB integration is enabled

2.198.12.196.41#959966

Fixed a rare issue with charge type visibility conditions on actions

2.198.12.196.41#959200

Fixed a display issue with the allowed instances setting on various entities

2.198.12.196.41#959124

Added hints to the AI setting 'Enable AI Search by default on search screens'

2.198.12.196.41#958601

Resolved an issue where FAQ lists within FAQ groups containing both FAQ lists and articles were not displaying

2.198.12.196.41#958092

Fixed an issue with the client secret not getting set when using a custom connection in Adobe Sign

2.198.12.196.41#957315

Fixed an issue with the date displayed when editing workflow stage dates on a ticket

2.198.12.196.41#956863

Fixed an issue with creating new prospects from the prospects area

2.198.12.196.41#956564

Fixed an issue where variables may not populate on approval emails when previous step was completed in the portal.

2.198.12.196.41#955072

Fixed an issue where the client-specific override for the quotation PDF template was not applied when created from a ticket

2.198.12.196.41#954880

Fixed a minor visual issue with the asset tab on the N-Able N-Central configuration screen

2.198.12.196.41#953825

Fixed an issue with $-AREA in composite reports generated by users on the self-service portal

2.198.12.196.41#951699

Fixed an issue with using supplier contract $-variables on tickets

2.198.12.196.41#951453

Fixed an issue with sorting by the column 'Created By'

2.198.12.196.41#950446

Fixed an issue with some fields dispalying incorrectly on the new ticket screen when in read mode.

2.198.12.196.41#950400

Fixed a minor issue with the Zabbix integration

2.198.12.196.41#950242

Fixed an issue with retrieving multipel pages of assets from Snow

2.198.12.196.41#948599

Fixed a timezone issue with the QuickBooks Online service date on invoice lines

2.198.12.196.41#948055

Fixed an issue where Invoice line price could be calculated incorrectly when syncing from Xero and using multicurrency

2.198.12.196.41#947901

Fixed issues with event management not matching rules and creating new tickets incorrectly

2.198.12.196.41#934442

Fixed an issue where Bi-Weekly Schedules would generate every week

2.198.12.196.41#922981

Fixed an issue with merging tickets via a dashboard widget

2.198.12.196.41#922839

Allowed approvals with interactive first steps to be started from the quote and purchase order screens.

2.198.12.196.41#922374

Adjusted the styling of category value checkboxes

2.198.12.196.41#921638

Fixed rounding issue on money dashboard widgets

2.198.12.196.41#920849

Fixed an issue with default email when sending out purchase orders that are linked to tickets

2.198.12.196.41#895496

Fixed an issue where the SLA and the assigned agent could be incorrect set when an alert is created from Zabbix

2.198.12.196.41#894791

Fixed an issue with using special characters in KB search

2.198.12.196.41#883847

Fixed an issue with read-only custom fields in actions displaying as "Not Set"

2.198.12.196.41#806220

Fixed an issue where the asset type would not get correctly set for devices imported from Domotz

2.198.12.196.41#468207

Fixed a rare issue where changes to visibility conditions would not apply immediately

2.198.12.196.41#322875

Fixed an issue with invoice totals on PDFs when using "," thousands separator

2.198.12.196.42#979346

Fixed an issue with $-INVOICEPAIDTOTAL and $-INVOICEDUETOTOAL

2.198.12.196.42#979059

A warning has been added to the Giacom API to make it clear that the V2 API is not ready for use in production

2.198.12.196.422.184.121#978963

Fixed an issue with selecting results from a lookup that returns multiple results

2.198.12.196.42#978941

Updating the User property "azure_last_login_date" will no longer trigger a "User Updated" event

2.198.12.196.422.184.121#978922

Fixed a rare issue where a notification may be unable to load

2.198.12.196.422.184.121#978823

Fixed the "Required" column on the Qualification Matching list not displaying correctly

2.198.12.196.42#978662

Fixed an issue where filtering Pax8 subscriptions by client would display incorrectly

2.198.12.196.42#978546

Fixed the field hint for Milestone Billing Type on the Ticket Type configuration

2.198.12.196.42#978475

Fixed cancellation issue with the end chat warning pop-up

2.198.12.196.42#977803

Resolved an issue with loading Tickets or Ticket Types resulting in a 500 response code

2.198.12.196.422.184.121#977721

Fixed the $-ITEM_GROUP variable displaying the wrong description on the variables list

2.198.12.196.42#977248

Fixed an API error when attempting to save a new item without a group selected

2.198.12.196.42#976934

Added GUIDs on child template creation rules for config tracking.

2.198.12.196.42#976759

Fixed an issue with the 'Does not contain' criteria in runbooks

2.198.12.196.42#976033

Reset template ID on ticket rules when the template is deleted

2.198.12.196.42#973398

Fixed an issue with clearing datetime custom field values from templates

2.198.12.196.42#973306

Fixed issue with Resolved status mapping in Freshdesk migration

2.198.12.196.42#973166

Fix Freshdesk migrations team mappings issue

2.198.12.196.42#971046

Fixed an issue with restricting article auggestion FAQ lists for ticket types

2.198.12.196.42#969946

Fixed an issue where creating new Licences when using the "Open in a new Halo Tab" list mode would error

2.198.12.196.42#962880

Bug fix — something was broken and now works
2.198.12.196.42#919992

Fixed inactive agents showing in the agent filter when multi-select filtering is enabled

2.198.12.196.42#776896

Fixed an issue where a Chat could end when an Agent joins a Live Chat session

2.198.22.196.43#981202

Fixed a rare issue where you couldn't create a mailbox credential due to the instance not loading

2.198.22.196.432.184.121#980717

Fixed an issue with Admin elevation option being available (but not working) when it shouldn't show

2.198.22.196.43#980303

Fixed issues with chat starting a new chat flow

2.198.22.196.43#979499

Fixed an error when importing Datto devices with user matching enabled

2.198.32.196.512.184.131#984061

Fixed an issue with automatically creating an appointment when a ticket has been approved

2.198.32.196.51#983933

Fixed an issue with the action setting 'Hide from Ticket header' incorrectly impacting action groups

2.198.32.196.51#983605

Fixed an issue with table fields not copying to clones of ticket templates

2.198.32.196.51#983518

Fixed an issue with the site mappings not matching for Atera RMM

2.198.32.196.51#983507

Fixed a value conversion error importing SentinelOne devices

2.198.32.196.51#982681

Fixed an issue with custom field changes being audited when no changes occurred

2.198.32.196.51#982496

Fixed an issue with the date filter on Freshdesk Tickets migration when using the Halo Integrator

2.198.32.196.51#982325

Fixed an issue with Action variables in Runbooks started from an Action system use of "Send Webhook/Queue Integration Runbook" sometimes not resolving

2.198.32.196.51#982156

Fixed an issue when viewing tickets per type will show the same count value for all ticket types

2.198.32.196.51#981406

Fixed an issue with deleting OLA templates

2.198.32.196.51#981350

Fixed a rare display issue with user details stating they were also an agent

2.198.32.196.51#981161

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.198.32.196.51#980746

Fixed an issue with the integrator not being able to update some custom fields

2.198.32.196.51#980632

Resolved an issue where an email could be sent to a user despite having 'never send emails' enabled

2.198.32.196.51#980379

Bug fix — something was broken and now works
2.198.32.196.51#980306

Fixed an issue where Assets would erroneously link to existing Contracts

2.198.32.196.512.184.131#980257

The Dicker Data integration will no longer deactivate clients during a manual import, bringing the behaviour in line with the integrator

2.198.32.196.51#980226

Resolved an issue with the Bank Transfer and Credit Card settings for Quickbooks Online checkboxes being incorrectly labelled

2.198.32.196.51#979937

Fixed a UI issue deleting Software Licences when using multiple Halo tabs

2.198.32.196.51#979761

Fixed a minor issue with applying a billing template with contract hours per period

2.198.32.196.51#979711

Fixed an issue with the "Please select a valid User" message not showing on the action bar if the ticket was awaiting the logged in agents approval

2.198.32.196.51#979375

Fixed an issue with enabling the Halo integrator for Myob not automatically creating a scheduled integrator run for hosted customers

2.198.32.196.51#979193

Fixed an error deleting Exchange appointments when the integration is configured to use a non-global authority

2.198.32.196.51#979155

Optimization of appointment query

Performance

2.198.32.196.51#978590

Fixed an issue where the loading screen could remain visible indefinitely after deleting a canned text

2.198.32.196.51#978552

Fixed sales order invoiced percentage when partially invoicing the sales order lines based on quantity

2.198.32.196.51#978486

Fixed an issue with invoice duplication in Ready for Invoicing if multiple Halo tabs are open

2.198.32.196.51#978129

Resolved an issue with a Charge Rate override used for Prepay is only applied on the time entry that uses the remaining balance from the Prepay

2.198.32.196.51#977906

Fixed an issue with merging customers

2.198.32.196.51#977783

Resolved selecting all actions in awaiting review or ready for invoicing when ordered by charge type

2.198.32.196.51#977211

Bug fix — something was broken and now works
2.198.32.196.512.184.131#976970

Added a hint to the TechData reseller password field

2.198.32.196.51#976059

Fixed an issue where old attachments wouldn't be visible when document management functionality is enabled

2.198.32.196.51#975812

Fixed an issue with quote updated runbook condition criteria

2.198.32.196.51#972071

Bug fix — something was broken and now works
2.198.32.196.51#972011

Bug fix — something was broken and now works
2.198.32.196.51#953856

Fixed several miscellaneous issues with Sage Intacct

2.198.32.196.51#952619

Adjusted ticket full text searching when a number is in the string value

2.198.32.196.51#881029

When evaluating Ticket Rules when a Ticket is created the Ticket Subject will be temporarily populated before checking the rules

2.198.22.196.51#831840

Fixed an issue where it wasn't possible to add multiple Purchase Orders to Sales Order lines

2.198.32.196.51#801878

Minor improvement on ticket locking during an action

2.198.32.196.51#773100

Bug fix — something was broken and now works
2.198.32.196.52#980882

Fixed an issue with using the asset field in the self-service portal

2.198.32.196.52#980304

Resolved an issue with Dynamic Value Visibility for Categories failing to function correctly on the Self Service Portal

2.198.32.196.53#982606

Resolved an error thrown when adding Dynamic Value restrictions for Categories to Field Groups

2.198.42.196.54#988899

Fixed an issue using the cache in the Halo DB integrator

2.198.52.196.552.184.125#975810

Fixed a minor issue with a SQL where statement referenced when a site can belong to multiple clients.

2.198.1#975414

Fixed an issue where column details wouldn't load

2.198.1#971219

Fixed a minor issue with upgrading to 2.198

2.198.1#971151

Fixed an issue with global settings on earlier builds of v2.198

2.198.1#971145

Fixed a null reference exception when updating global settings on earlier builds of v2.198

2.198.1#970375

Fixed an issue with upgrading to 2.198

2.198.1#969482

Fixed an issue with non-admins deleting custom field single select values

2.198.1#969127

New feature — a capability that did not exist before
2.198.1#967928

New feature — a capability that did not exist before
2.198.1#967725

Resolved an issue with Pro Rata added from a Sales Order line only adding the partial period and not additional periods.

2.198.12.196.51#965710

Added the option to recalculate Pre-pay periods on Clients and Contracts

2.198.1#963394

Increased the max length of the Halo Integrator Last Error field for the CSP and Entra integrations

2.198.1#962279

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.198.1#962014

Quote Settings and Quote Approvals have been split out onto separate Configuration lists

2.198.1#961971

A setting has been added to Quote Configuration "Show the Product list prices using converted rate" that will show the Item list on Quotes with Prices converted to the Quote currency

Needs configuration

2.198.1#960576

Fixed an issue when trying to save large payloads for Halo API actions

2.198.1#960467

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.198.1#959776

Improved Billing module configuration layout

2.198.1#959686

Bug fix — something was broken and now works
2.198.1#953832

Fixed an error when processing users on the integrator with Contract Rules enabled

2.198.1#953068

New feature — a capability that did not exist before
2.198.1#952417

Removed delete button from config change details screen when viewing other instances and prevented the disabling of change tracking when using linked instances.

2.198.1#951894

Fixed a rare issue with creating new ticket types

2.198.1#951103

CRM note custom fields can now be re-ordered using sequence values

2.198.1#947824

Improvement — an existing feature extended, adjusted or polished
2.198.1#935136

Added a customer level setting to exclude the customer from AI functionality

Needs configuration

2.198.1#921333

Minor backend improvements to Fortnox integration

2.198.1#897816

Improvement — an existing feature extended, adjusted or polished
2.198.1#855247

New feature — a capability that did not exist before
2.198.1#841829

New feature — a capability that did not exist before
2.198.1#839722

Added the ability to enforce that a service should always appear in the 'Favourite Services' on the portal when accessible to the user or prevent a service from appearing in the 'Favourite Services'

Needs configuration

2.198.1#838454

Improvement — an existing feature extended, adjusted or polished
2.198.1#826176

New feature — a capability that did not exist before
2.198.1#815397

Improvement — an existing feature extended, adjusted or polished
2.198.1#815195

Internal or maintenance work with no directly usable change
Performance
2.198.1#812830

Added the ability to restrict Mailbox senders to multiple Teams, Departments and Organisations

2.198.1#804411

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.198.1#803758

Added an option to include cloned tickets in the same Milestone as the original ticket

Needs configuration

2.198.1#781758

New feature — a capability that did not exist before
Needs configuration
2.198.1#770215

Added the ability to change an action's contract from the Awaiting Review list

2.198.1#767329

Improvement — an existing feature extended, adjusted or polished
2.198.1#744781

New feature — a capability that did not exist before
2.198.1#441082

A bulk option has been added to User lists to change Users into Service Users (or Non-Service Users)

2.198.1#383627

A Default Sequence/Order has been added to Product/Item Groups that will be used when adding Products/Items to Quotes/Orders/Invoices

2.198.1#357664

Fixed an issue where Prepay recalculation checkbox wouldn't clear on first save

2.198.2#982183

Fixed an issue with asset field column labels

2.198.2#981293

Fixed issues with service user access and visibility conditions

2.198.3#987279

Improvement — an existing feature extended, adjusted or polished
2.198.3#743902

Fixed an issue with dynamic field visibility when the parent field is not visible

2.198.5#991128

Fixed an issue with Field Group Visibility not applying on the New Action screen

2.198.6#993606

Fixed an issue with logging tickets containing custom field variables on the self service portal

2.198.7#994996

2.198

New feature — a capability that did not exist beforeAdded new method for line total calculations for Invoices, Quotes, Sales Orders and Purchase OrdersBilling & invoicing·Quotes & opportunities·Sales & purchasing2.198.12.196.22#949475

Bug fix — something was broken and now worksFixed an issue with action groups being added to the 'More options' dropdownTickets·User interface2.198.12.196.41#970412

Bug fix — something was broken and now worksFixed some minor issues with some billing fields and integrationsBilling & invoicing·Integrations & sync2.198.12.196.42#919992

Improvement — an existing feature extended, adjusted or polishedInstance difference counts no longer show by default within the instances tab of configuration and a new 'Show Difference Counts' toggle has been addedConfiguration managementNeeds configuration2.198.32.196.51#980746

Bug fix — something was broken and now worksFixed an issue where Knowledgebase Article Next Review Date would not show in local time Minor fixes/tweaks to the Freshdesk migration knowledge base migrationKnowledge base·Freshdesk2.198.32.196.51#980306

Bug fix — something was broken and now worksFixed some issues with the MYOB integrationIntegrations & sync·MYOB2.198.32.196.512.184.131#976970

Bug fix — something was broken and now worksFixed various issues regarding the Consumption and Reserved instance data imports and billingBilling & invoicing·Integrations & sync·Azure2.198.32.196.51#972011

Bug fix — something was broken and now worksFixed several issues with new Hubspot FunctionalityIntegrations & sync·HubSpot2.198.32.196.51#953856

Bug fix — something was broken and now worksFixed a combination of rounding and purchase currency related issuesBilling & invoicing·Sales & purchasing2.198.32.196.52#980882

New feature — a capability that did not exist beforeAdded option at Ticket Area level to add an image to the page headerTickets·User interface2.198.1#967928

New feature — a capability that did not exist beforeReport Bar charts which include a sum or count of records can now be split by a field in a ReportDashboards & reporting2.198.1#967725

Improvement — an existing feature extended, adjusted or polishedA setting has been added to Project Management Configuration to enable ordering of Project Tasks by a Sequence Number by default.ProjectsNeeds configuration2.198.1#962014

Improvement — an existing feature extended, adjusted or polishedAdded a configurable timeout to the Halo Integrator Appsettings.json and an option to the Azure delta config to retry users.Integrations & sync·Halo Integrator·AzureNeeds configuration2.198.1#959776

Bug fix — something was broken and now worksFixed various issues with N-Able N-Central site mappingsIntegrations & sync·Users & customers·N-able2.198.1#953832

New feature — a capability that did not exist beforeRemote support functionality is now available with the ConnectWise Control integrationIntegrations & sync·ConnectWise2.198.1#952417

Improvement — an existing feature extended, adjusted or polishedDynamic field visibility conditions are now groupedCustom fields2.198.1#935136

Improvement — an existing feature extended, adjusted or polishedYou can now choose an asset column profile for the assets field on the new ticket screen on the self service portalAssets & CMDB·Tickets2.198.1#855247

New feature — a capability that did not exist beforeYou can now use AI insights to automatically assign assets to ticketsAI features·Assets & CMDB·Tickets2.198.1#841829

New feature — a capability that did not exist beforeYou can now search the Ingram Micro hardware catalogue directlySales & purchasing·Integrations & sync·Ingram Micro2.198.1#839722

Improvement — an existing feature extended, adjusted or polishedAdd various improvements to ticket Kanban viewsTickets·User interface2.198.1#826176

New feature — a capability that did not exist beforeAdded a permission to determine whether agents can push configuration changes between other environments/instancesConfiguration management·Permissions & access2.198.1#815397

Improvement — an existing feature extended, adjusted or polishedService and service category user access restrictions are now groupedService catalogue·Permissions & access2.198.1#815195

Internal or maintenance work with no directly usable changeNew storage method for global settings to improve performancePlatform & databasePerformance2.198.1#812830

Improvement — an existing feature extended, adjusted or polishedA setting has been added to Custom Field creation that allows non-integer values to be used for Single Select ID fields populated by Custom Integrations.Custom fields·Integrations & syncNeeds configuration2.198.1#803758

New feature — a capability that did not exist beforeAdded a new setting in the Billing configuration to apply credit using PaymentsBilling & invoicingNeeds configuration2.198.1#770215

Improvement — an existing feature extended, adjusted or polishedImprovements to the AWS integrationIntegrations & sync·AWS2.198.1#744781

New feature — a capability that did not exist beforeMulti-Page Ticket logging is now available for the Self Service PortalService catalogue2.198.1#441082

Improvement — an existing feature extended, adjusted or polishedAdded low / excessively high warnings when adding a new meter readingAssets & CMDB2.198.3#743902

New feature — a capability that did not exist before
2.198.12.196.22#949475

Bug fix — something was broken and now works
2.198.12.196.41#970412

Bug fix — something was broken and now works
2.198.12.196.42#919992

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.198.32.196.51#980746

Bug fix — something was broken and now works
2.198.32.196.51#980306

Bug fix — something was broken and now works
2.198.32.196.512.184.131#976970

Bug fix — something was broken and now works
2.198.32.196.51#972011

Bug fix — something was broken and now works
2.198.32.196.51#953856

Bug fix — something was broken and now works
2.198.32.196.52#980882

New feature — a capability that did not exist before
2.198.1#967928

New feature — a capability that did not exist before
2.198.1#967725

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.198.1#962014

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.198.1#959776

Bug fix — something was broken and now works
2.198.1#953832

New feature — a capability that did not exist before
2.198.1#952417

Improvement — an existing feature extended, adjusted or polished
2.198.1#935136

Improvement — an existing feature extended, adjusted or polished
2.198.1#855247

New feature — a capability that did not exist before
2.198.1#841829

New feature — a capability that did not exist before
2.198.1#839722

Improvement — an existing feature extended, adjusted or polished
2.198.1#826176

New feature — a capability that did not exist before
2.198.1#815397

Improvement — an existing feature extended, adjusted or polished
2.198.1#815195

Internal or maintenance work with no directly usable change
Performance
2.198.1#812830

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.198.1#803758

New feature — a capability that did not exist before
Needs configuration
2.198.1#770215

Improvement — an existing feature extended, adjusted or polished
2.198.1#744781

New feature — a capability that did not exist before
2.198.1#441082

Improvement — an existing feature extended, adjusted or polished
2.198.3#743902