Version 2.204 — Halo Release Notes

New feature — a capability that did not exist before
2.204.1#979569

Improvement — an existing feature extended, adjusted or polished
2.204.1#882737

Improvement — an existing feature extended, adjusted or polished
2.204.1#787185

Fixed an issue with importing licences from Entra ID

2.204.12.196.81#1005057

Fixed an issue with using lookup custom fields within approving an approval process

2.204.12.196.82#1004340

Fixed a validation issue when queueing a PowerShell script

2.204.72.196.93#1030356

Fixed an issue cloning services

2.204.1#1007677

Resolved an issue with the setting to mark recurring Prepay records as invoiced working incorrectly when it has not been set manually

2.204.12.196.91#1006492

Fixed an issue where Halo tabs wouldn't resize as new tabs are added

2.204.12.196.91#1005212

Fixed an error when setting the default value for single-select custom fields.

2.204.1#1005153

A setting has been added to Configuration > Advanced > Search that can be used to disable asynchronous search for the Search screen and Search bar

Needs configuration

2.204.1#1005031

Fixed an issue with Hubspot tax not setting when Halo tax rules were enabled in some cases

2.204.1#1005012

Fixed a rare error when updating agents

2.204.1#1004921

Resolved an error thrown when using the Edit Action Webhook

2.204.1#1004906

Fixed an issue when changing client/user on a ticket

2.204.1#1004895

When creating recurring invoices, the start date will copy to the "Day of the month to Invoice" field to ensure that the Invoice day stays consistent

2.204.1#1004852

Fixed an issue with the phone number on a ticket not updating when the user is changed

2.204.12.196.91#1004526

Resolved an issue with being unable to see Appointments after creation for your own Agent account when associated with a Customer you do not have access to

2.204.1#1004518

Resolved a time zone display issue when viewing holiday approvals

2.204.1#1004516

Fixed an issue with the 'Next Review Date' field in specific cases

2.204.12.196.91#1004429

Fixed an issue where mandatory feedback comment wouldn't apply to surveys

2.204.12.196.91#1004367

When mapping Category using Custom Tags it is now possible to specify the Category record by its ID or by replacing the ">" character with "~" in the N-Central configuration

2.204.1#1004123

Contract/Agreement changes on Tickets are now audited

2.204.1#1003956

Added a column on the task scheduler to indicate which run handled the daily tasks

2.204.1#1003906

Hidden the option to add unlogged time if agents aren't able to log time

2.204.1#1003873

Changes to the AI client profiling daily task

2.204.12.196.91#1003863

Fixed an issue with the workflow progress bar not being visible in the main tab

2.204.12.196.91#1003861

Fixed an issue with loading/saving third party mappings on Custom Fields

2.204.1#1003831

Updated descriptions for user, site and client ID dollar variables used in Reports

2.204.1#1003823

Fixed an issue with validating device XLS imports

2.204.12.196.91#1003797

Resolved an issue with updating tickets in bulk from a list view when only one ticket was selected for editing

2.204.12.196.91#1003708

Resolved an issue with Admin Agents being unable to edit some Agents when the setting "Give Admins additional privileges" is not enabled

2.204.1#1003184

Fixed the Quote Viewed notification not opening the quote when clicked

2.204.1#1003142

Fix for import/update a recurring invoice line via XLS import

2.204.12.196.91#1003137

Fixed an issue where API agents images could sometimes be replaced with a "?"

2.204.1#1003125

Fixed an issue with null values in boolean report includes/does not include filters

2.204.1#1003055

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.204.1#1003051

Fixed a display issue with the alignment of report pagination controls

2.204.1#1003050

Fixed an issue with page navigation when configuring a data source

2.204.1#1003047

New feature — a capability that did not exist before
2.204.1#1003042

Fixed an issue with quotation approvals

2.204.1#1003012

Fixed an issue with asset fields not displaying when editing a Ticket-Asset relationship if configured to do so

2.204.12.196.91#1002984

Optimised saving of lookup values

Performance

2.204.1#1002864

Context will now be included when exporting Language Translations

2.204.1#1002859

Add a field hint to user mandatory field checks to confirm functionality

2.204.1#1002804

Resolved an issue with rolling back recurring invoices failing to correctly set the meter quantity when using the periodic meter type

2.204.12.196.91#1002775

Improvement — an existing feature extended, adjusted or polished
2.204.1#1002605

Invoice Change History will now track when Meter Type is changed

2.204.1#1002578

A column for "Use" has been added to the View List Group configuration list

2.204.1#1002419

Fixed an issue where the entities dropdown was no longer visible if the editing of config tracked entities had been disabled in production

2.204.12.196.91#1002339

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.204.1#1002257

Resolved an issue with the appointment clash functionality causing appointments to show a warning when using the Scheduler functionality

2.204.12.196.91#1002250

Fixed an issue with clearing a Users phone number(s) when using numeric phone number matching

2.204.1#1002159

Fixed an issue with dynamic field visibility on asset fields not loading correctly

2.204.1#1002017

Fixed an issue with AI Surveys creating negative feedback tickets unnecessarily

2.204.1#1001973

Fixed an issue with using the client field for dynamic field visibility

2.204.1#1001967

Fixed an issue where the item dropdown fields in Quotations -> General Settings would only show the first 1000 items

2.204.1#1001942

Fixed an issue with dashboard widgets of type 'report chart' not showing the top X values when configured to do so

2.204.1#1001913

Fixed an issue with AI survey fields not showing in ticket details

2.204.1#1001727

Fixed an issue with Hubspot field mappings not always overwriting

2.204.12.196.91#1001567

Resolved an issue with the NinjaOne Device Field Mappings that allowed only one NinjaOne Custom Field to be mapped

2.204.12.196.91#1001487

Fixed an issue with appointments getting erroneous errors when saving in rare cases

2.204.12.196.91#1000979

Fixed an issue with the v2 line totals calculation method that rarely caused bundled lines to be hidden in error on pdfs

2.204.12.196.91#1000893

A setting has been added to the IT Glue integration so that Location changes in Halo can update the Location of Configurations in IT Glue

Needs configuration

2.204.1#1000835

Resolved an issue with rounding errors when using more than 2 decimal places on Invoice lines

2.204.12.196.91#1000821

Ticket Sources can be disabled so that they do not show in the list

Needs configuration

2.204.1#1000775

Fixed an issue with upgrading directly from a version less than 2.196 to one after 2.196

2.204.1#1000748

Fixed an e.preventDefault is not a function exception when linking an article to a ticket via an action

2.204.1#1000716

Improvement — an existing feature extended, adjusted or polished
2.204.1#1000603

Fixed an issue with automated tickets criteria for contracts

2.204.1#1000438

Resolved an issue with the values failing to load for Dynamic Custom Fields on Billing Criteria

2.204.12.196.91#1000409

Improvement — an existing feature extended, adjusted or polished
2.204.1#1000311

Resolved an issue with creating invoices that use the variable $_AZUREENTITLEMENTNAME when there is no entitlement

2.204.1#1000193

Resolved an issue with Milestone links remaining in place for Tasks when they are moved to a different Project

2.204.12.196.91#1000139

Fixed an issue with the Avalara customer entity code type "E - Charitable/Exempt Organization" causing issues when syncing to Avalara in some cases

2.204.12.196.91#1000086

Fixed an issue with using supplier contract custom fields in column profiles

2.204.12.196.91#999856

Quotes and Orders will default to order by ID Descending by default

2.204.1#999825

Fixed an issue with the "show/hide standard users" button on user lists

2.204.12.196.91#999806

Resolved an issue with adding Sales Order lines to Recurring Invoices failing to mark the Sales Order as completed

2.204.1#999615

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.204.1#999609

Resolved an issue with using Dynamic Lookups that utilize $_userid on the Chat function

2.204.1#999594

The deleted Ticket list will now include the date the Ticket was deleted

2.204.1#999556

Fixed an issue with HubSpot Deal webhooks

2.204.12.196.91#999440

Fixed an issue with items issued tab only adding the first item selected in the tab in some instances

2.204.12.196.91#999431

Fixed an issue which could cause a false error to be thrown when uploading an inline image

2.204.1#999366

A setting has been added to Configuration > Calendar and Appointments > General named "When creating new Appointments add the Additional Agents as Attendees" that can be used to add Additional Agents from Tickets to the Attendees for new appointments

Needs configuration

2.204.1#999225

Resolved an issue with the fields available when using Quick Time failing to load when changing the Ticket Type

2.204.12.196.91#998990

Updated Currency and Tax Settings Guide Links

2.204.1#998891

Rich Text Custom Fields will now populate the $ variables when used on PDFs and Emails

2.204.1#998883

Fixed an issue with setting 'Owning Service' on a Service

2.204.12.196.91#998811

Fixed an issue trying to view reports built by the query builder

2.204.12.196.91#998740

Fixed an issue where Sequence field wouldn't display on PDF templates

2.204.12.196.91#998620

Fixed an issue with importing Recurring Invoice Lines

2.204.12.196.91#998571

Fixed invoices in the portal sometimes displaying the Halo invoice number instead of the third-party invoice number when using MYOB

2.204.1#998548

Fixed the device name not being included in the summary of Datto RMM alert tickets

2.204.12.196.91#998545

Fixed an issue where multiple Ninja Custom field mappings couldn't be added

2.204.12.196.91#998329

Fixed a caching issue with criteria groups

Performance

2.204.1#998158

A Timezone option has been added to Agent details which initially will only be used to ensure that the Holiday allowance calculations are correct

Needs configuration

2.204.1#998146

Fixed the "Add clones to the same milestone as the original Ticket" checkbox not appearing when cloning via the ticket list

2.204.1#997876

Fixed an issue with setting agent approval delegation in certain scenarios

2.204.1#997823

Fixed an issue where updating email fields on Users would always display a merge prompt

2.204.12.196.91#997709

Fixed an issue where existing Salesforce client mappings could be modified by syncing new clients from Salesforce

2.204.1#997705

Fixed an issue where Tickets would be set to the incorrect User when converting Opportunities to Prospects

2.204.12.196.91#997585

Resolved an issue with remaining holiday allowance being incorrectly calculated due to time zone issues

2.204.12.196.91#997328

Asset tag is now mandatory if the asset is a service and asset tags are not automatically generated

Needs configuration

2.204.1#996560

Allowed child ticket types will now be checked whenever the parent of the child or the child's ticket type is changed

2.204.1#995701

Fixed incoming payment webhooks failing to match QuickBooks Online sub-customers

2.204.12.196.91#995648

Fixed an issue where mandatory fields on asset types are not enforced

2.204.1#995589

Fixed an issue where related service would sometimes not get set correctly

2.204.1#995109

Improvement — an existing feature extended, adjusted or polished
2.204.1#993194

Fixed an issue with field values copying to the parent ticket under certain conditions

2.204.1#992976

Fixed an issue preventing imports of multiple customers with the same name from Salesforce

2.204.1#992953

Resolved an issue where device change records were not being created when a technical owner CAB was added or modified

2.204.1#992812

API Access changes for Customers and Suppliers are now audited

2.204.1#992273

Fixed issue where agent updates with SLA status changes did not trigger notifications

2.204.1#992091

Fixed an issue saving tickets as templates

2.204.1#988609

Fixed an issue where the Billable Time Recorded column on a column profile was not sortable

2.204.1#987951

Improvement — an existing feature extended, adjusted or polished
2.204.1#987889

Improvement — an existing feature extended, adjusted or polished
2.204.1#987605

Fixed an issue with $-LINKTOUSERACTION not populating when triggered from a successful approval process

2.204.1#985433

Fixed certain field visibility conditions with using the ticket type setting 'Agent Emails on closed Tickets'

2.204.12.196.91#984366

Fixed an issue with Resource Booking when submitting an anonymous Ticket while logged in

2.204.12.196.91#983551

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.204.1#983485

Fixed an issue where follow up dates on Appointments wouldn't use defaults

2.204.1#983374

The FAQ list now shows in the portal URL when navigating through the Knowledge Base

2.204.1#983353

Fixed an API error when updating Billing Rules

2.204.1#982618

Slack notifications can now be triggered by CRM Note updates, Site updates and specific Agent Actions

Needs configuration

2.204.1#982479

New feature — a capability that did not exist before
2.204.1#979667

When "VS:" is contained in the subject of an incoming email, it will no longer be detected as a forwarded message unless Norwegian or Danish is selected as the primary language in the email configuration

2.204.1#978578

Fixed default travel rate not being set correctly on actions

2.204.12.196.91#978468

Fixed an issue with 'Primary Service' option in dynamic field visibility

2.204.12.196.121#978229

Removed the ability to scroll on a number field when updating table values on a quote

2.204.1#975425

Improvement — an existing feature extended, adjusted or polished
2.204.1#975163

Added a general Ticket setting that when enabled, the Can Edit Advanced Ticket Details permission is required to bulk change Ticket Priority

Needs configuration

2.204.1#971319

Charge Rates/Types can now be ordered by a sequence number set on the Charge Rate/Type setup

2.204.1#969791

Improvement — an existing feature extended, adjusted or polished
2.204.1#969514

Fixed an entity tracking error when importing Assets on the integrator

2.204.1#969026

You can now use Client, Site and User Custom Fields as criteria for Ticket List filters

2.204.1#965190

Added option to send an Email to a specified Agent when a Runbook fails

Needs configuration

2.204.1#957580

Added a notification trigger for when a User Uploads a document to a specific folder

2.204.1#955651

New feature — a capability that did not exist before
2.204.1#955650

Fixed an issue where Attachments couldn't be submitted on Anonymous Tickets

2.204.12.196.91#935802

'Top Level' field now available when creating an Account/Prospect from the new Opportunity screen

2.204.1#923428

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.204.1#920539

Added a global SLA setting to allow user updates to reset the response target regardless of whether the ticket is on hold

Needs configuration

2.204.1#920093

New feature — a capability that did not exist before
2.204.1#897671

Site changes on invoices are now audited in INVOICECHANGE

2.204.1#842525

New feature — a capability that did not exist before
2.204.1#841750

New feature — a capability that did not exist before
2.204.1#801201

Improvement — an existing feature extended, adjusted or polished
2.204.1#796046

Unapproved holidays now show with a dotted border

2.204.1#795392

New feature — a capability that did not exist before
2.204.1#762793

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.204.1#758980

Fixed an issue which would prevent the 'Convert Opportunity Contacts to Prospects' from running if a company name was not set

2.204.12.196.91#758743

You can now view the amount of hours invoiced so far on the billing tab of a ticket

2.204.1#749755

New feature — a capability that did not exist before
Needs configuration
2.204.1#747369

New feature — a capability that did not exist before
2.204.1#574826

Creating a Purchase Order from a Sales Order line will now set the Sales Order line Supplier field and updating the Purchase Order line price will update the Sales Order line cost

2.204.1#417125

Language pack improvement

2.204.2#1011743

Fixed an issue creating new Jira connections

2.204.2#1011725

Resolved an issue with Holiday remaining calculations incorrectly losing a day when starting on Monday or ending on Friday in specific timezones

2.204.2#1011455

Resolved an issue with the dates shown on the "My Approvals" screen showing as undefined when using Firefox

2.204.2#1011127

Fixed an issue with tax rules not working correctly in some cases

2.204.2#1011039

Fixed an incorrect hint in notification configuration

2.204.2#1010755

Resolved an issue with the setting to mark recurring and auto Prepay records as invoiced working incorrectly when it has not been set manually

2.204.22.196.91#1009976

Fixed the Tax Rules module failing to load

2.204.2#1009665

Fixed an issue where converting Opportunities to Prospects could cause Tickets with display issues

2.204.32.196.91#1016184

Fixed issue where prepay balance was not displayed correctly as amount when contract level setting is enabled

2.204.3#1015336

Fixed an issue with XLS asset imports

2.204.3#1015306

Fixed a visual issue in the Addigy integration

2.204.3#1015072

Fixed a minor issue with removing agent holiday allowances

2.204.3#1012843

Resolved an issue with the roll back of Meters failing to include the "Free Amount" in the calculation

2.204.3#1012832

Fixed some issues with the new additions to the Dynamics Business Central integration

2.204.3#1012113

Fixed an issue with scheduled imports not loading the spreadsheets correctly

2.204.32.196.91#1002888

Caching performance improvements for list filters and custom language pack translations

Performance

2.204.42.196.91#1018245

Fixed some minor visual issues in the Addigy integration

2.204.4#1017939

Fixed an issue where the redirect URI associated with some integrations can get updated incorrectly

Security

2.204.4#1017916

Fixed some minor issues when syncing invoices and credit notes to the DBC integration

2.204.5#1019337

Fixed an issue with $-NETAMOUNT not working as intended on invoices

2.204.52.196.91#1019236

Fixed several minor issues with Dynamics Business Central

2.204.6#1021683

2.204

New feature — a capability that did not exist beforeHalo Remote MCP Server for AI integrations now availableAI features·Integrations & sync2.204.1#979569

Improvement — an existing feature extended, adjusted or polishedImprovements to the Dynamics Business Central integrationIntegrations & sync·Dynamics Business Central2.204.1#882737

Improvement — an existing feature extended, adjusted or polishedImprovements to the Addigy integrationIntegrations & sync·Addigy2.204.1#787185

Improvement — an existing feature extended, adjusted or polishedChanges to the "Allow actions to be translated into the user's language before sending" setting at action levelNotifications·LocalisationNeeds configuration2.204.1#1003051

New feature — a capability that did not exist beforeNew "Get Report Data" custom function available for Virtual Agents and the MCP endpointDashboards & reporting·AI features2.204.1#1003042

Improvement — an existing feature extended, adjusted or polishedA few minor improvements for the Etilize integrationIntegrations & sync·Etilize2.204.1#1002605

Improvement — an existing feature extended, adjusted or polishedA setting has been added to Configuration > Billing > Labor to allow Sales Opportunities to be invoicedBilling & invoicing·Quotes & opportunitiesNeeds configuration2.204.1#1002257

Improvement — an existing feature extended, adjusted or polishedIt is now possible to edit the Prepay time allocated to an action.Billing & invoicing2.204.1#1000603

Improvement — an existing feature extended, adjusted or polishedMultiple improvements made to the Expense review processExpenses2.204.1#1000311

Improvement — an existing feature extended, adjusted or polishedA setting has been added to Purchase Order Configuration to allow Items to be added to Approved Purchase Orders from Sales OrdersSales & purchasingNeeds configuration2.204.1#999609

Improvement — an existing feature extended, adjusted or polishedVarious Embeddable Chat Widget API improvementsChat2.204.1#993194

Improvement — an existing feature extended, adjusted or polishedVarious improvements to SAF managementAgents & teams2.204.1#987889

Improvement — an existing feature extended, adjusted or polishedImprovements to the Google Workspace integrationIntegrations & sync·Google Workspace2.204.1#987605

Improvement — an existing feature extended, adjusted or polishedAdded a ticket setting to show the department a team belongs to when assigning/re-assigningTickets·Agents & teamsNeeds configuration2.204.1#983485

New feature — a capability that did not exist beforeAdded Agent Team Mappings to Microsoft Entra IDAgents & teams·Integrations & sync·Microsoft Entra2.204.1#979667

Improvement — an existing feature extended, adjusted or polishedThe change management fields 'Impact' and 'Risk' can now be used in Risk Score calculationsTickets2.204.1#975163

Improvement — an existing feature extended, adjusted or polishedMinor report Chart filtering UX improvementsDashboards & reporting·User interface2.204.1#969514

New feature — a capability that did not exist beforeAdded Access Control to Folders when using Document ManagementPermissions & access2.204.1#955650

Improvement — an existing feature extended, adjusted or polishedCustomer & Site level custom fields now have the option to be displayed under the customer record when logging a ticketCustom fields·Users & customers·TicketsNeeds configuration2.204.1#920539

New feature — a capability that did not exist beforeAdded the ability to restrict the allowed relationship types when relating assetsAssets & CMDB2.204.1#897671

New feature — a capability that did not exist beforeYou can now import Service Level Agreements (SLAs) & Priorities using an XLS spreadsheetSLAs & targets·Integrations & sync2.204.1#841750

New feature — a capability that did not exist beforeAdded asset and service business and technical owners as notification recipientsNotifications·Assets & CMDB2.204.1#801201

Improvement — an existing feature extended, adjusted or polishedImprovements to the Jira Software integrationIntegrations & sync·Jira2.204.1#796046

New feature — a capability that did not exist beforeYou can now save emails from Mail Campaigns as email templatesNotifications2.204.1#762793

Improvement — an existing feature extended, adjusted or polishedPre-pay balance type can now be set per contractBilling & invoicing·ContractsNeeds configuration2.204.1#758980

New feature — a capability that did not exist beforeAdded a separate permission for impersonating usersPermissions & access·Users & customersNeeds configuration2.204.1#747369

New feature — a capability that did not exist beforeAdded option to select different email templates when sending out invoicesBilling & invoicing·Notifications2.204.1#574826

New feature — a capability that did not exist before
2.204.1#979569

Improvement — an existing feature extended, adjusted or polished
2.204.1#882737

Improvement — an existing feature extended, adjusted or polished
2.204.1#787185

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.204.1#1003051

New feature — a capability that did not exist before
2.204.1#1003042

Improvement — an existing feature extended, adjusted or polished
2.204.1#1002605

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.204.1#1002257

Improvement — an existing feature extended, adjusted or polished
2.204.1#1000603

Improvement — an existing feature extended, adjusted or polished
2.204.1#1000311

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.204.1#999609

Improvement — an existing feature extended, adjusted or polished
2.204.1#993194

Improvement — an existing feature extended, adjusted or polished
2.204.1#987889

Improvement — an existing feature extended, adjusted or polished
2.204.1#987605

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.204.1#983485

New feature — a capability that did not exist before
2.204.1#979667

Improvement — an existing feature extended, adjusted or polished
2.204.1#975163

Improvement — an existing feature extended, adjusted or polished
2.204.1#969514

New feature — a capability that did not exist before
2.204.1#955650

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.204.1#920539

New feature — a capability that did not exist before
2.204.1#897671

New feature — a capability that did not exist before
2.204.1#841750

New feature — a capability that did not exist before
2.204.1#801201

Improvement — an existing feature extended, adjusted or polished
2.204.1#796046

New feature — a capability that did not exist before
2.204.1#762793

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.204.1#758980

New feature — a capability that did not exist before
Needs configuration
2.204.1#747369

New feature — a capability that did not exist before
2.204.1#574826