Version 2.206 — Halo Release Notes

New feature — a capability that did not exist before
2.206.1#794180

Fixed an issue with Sage Intacct failing to post invoices in rare cases

2.206.12.196.92#1022095

Fixed an issue with WhatsApp responses

2.206.52.196.101#1031939

Resolved an issue present when using Quickbooks with Automated Sales Tax at the same time as Composite Tax calculated after rounding which can cause an incorrect tax total in some cases

2.206.52.196.101#1031837

Updated QuickBooks language packs

2.206.52.196.101#1030864

Resolved an issue with adding periodic meter readings failing to allow the quantity to go below last invoiced quantity

2.206.52.196.101#1030532

Resolved an issue with the quantity of meter reading lines being set to 0 when there are not meter tiers associated with the meter.

2.206.112.196.103#1040867

Fix for tax issue on meter with no tier

2.206.122.196.104#1041391

Resolved an issue with rolling back periodic meters when there are no previous meter readings that have been invoiced

2.206.132.196.105#1042023

Resolved an issue with incorrect Tax Rate calculated when using AST and Composite Tax is calculated at invoice level

2.206.142.196.106#1042684

Fixed an issue with QuickBooks Online AST applying to new invoice PDFs in error in some cases

2.206.12.196.101#1023415

Fixed an issue where the root service category filter appears to not apply once you click off all services

2.206.1#1023381

Fixed an issue with the new 'Membership level to all Departments' permission

2.206.1#1022755

Fixed several issues with the newly added dimensions in the Dynamics Business Central Integration alongside a minor tax issue

2.206.1#1022736

Fixed an issue with syncing changes to the "SLA Override" setting between instances

2.206.12.196.101#1022560

Sage Intacct now has a setting for Line Level Simple Tax if using order entry transactions

Needs configuration

2.206.1#1022547

Resolved a rare issue with Primary Key errors on Invoice creation

2.206.12.196.101#1021969

Fixed an issue with cloning workflows that have steps with status restrictions

2.206.12.196.101#1021843

Altered the phrasing of the options under the agent permission 'Password Fields'

2.206.1#1021824

Resolved an issue with Accent Insensitive search failing to work for User search

2.206.1#1021707

Deletion of Invoice Payments will now be audited

2.206.1#1021701

Fixed issue with category names not getting translated

2.206.12.196.101#1021676

Fixed issue with Site level folders not showing on the End-User Portal

2.206.1#1021373

Fixed a language pack issue with the New User Account Request email

2.206.1#1021171

Fixed an issue with deleting invoices in Halo that are already deleted in Myob

2.206.12.196.101#1021012

Resolved an issue with the refresh token failing to refresh at the correct time when using the Exact Online integration

2.206.1#1019725

Resolved an issue with License/Subscription failing to show when using the new Configuration storage method enabled in Advanced Settings

2.206.1#1019671

Hidden a beta setting related to how projects are invoiced based on the project hierarchy

Needs configuration

2.206.12.196.101#1019646

Fixed a minor display issue with the workflow stages chevron view when showing the workflow stage start dates

2.206.1#1019528

Resolved an issue with the wrong currency showing up on the Item/Product selection when not using multi-currency

2.206.1#1019442

Fixed an issue with ticket driven service statuses incorrectly showing services as having a fault

2.206.1#1019429

Fixed a minor issue with allowed child ticket types

2.206.1#1019322

Fixed an issue with invoice region being overriden by the site region in some cases in Avalara

2.206.12.196.101#1019308

End User updates that are marked as Auto Replies will no longer progress workflows

2.206.1#1019260

Fixed an issue where the generic agent name was not used on the portal activity feed when set

2.206.1#1019210

Reduced batch size for token clean up for performance reasons

Performance

2.206.12.196.101#1019188

Fixed PDF formatting issue with $-invaddress when some address lines are empty

2.206.1#1018948

Fixed an issue that caused mentions to be included when syncing tickets or actions between linked instances, which could cause it to notify the wrong agent

2.206.1#1018579

Updated Labour and Travel and Invoice Creation module Guide Links

2.206.1#1018397

Fixed an issue with translating custom email templates

2.206.12.196.101#1018181

Fixed an issue with bulk updating attachments

2.206.1#1018151

Fixed an issue with the asset endpoint not applying the default limit of 50 if not using pagination

2.206.1#1018124

Fixed an issue with pagination on the site endpoint

2.206.1#1018055

Allowed decimal values to be inputted into target uptime

2.206.1#1017622

Resolved an issue with Action time rounding not showing correctly when using Ticket level rounding when there are actions with zero time but charge rates applied on the same Ticket

2.206.12.196.101#1017289

Added risk level as a configurable lookup code

2.206.1#1017021

Fixed a display issue causing team leaders to appear multiple times when linked to the team through different roles

2.206.1#1016896

You can now set a default Ticket Status for updates in the Jira Software and Jira Service Management integrations

Needs configuration

2.206.1#1016865

Hint amended for agent preference notification setting

2.206.12.196.101#1016852

Fixed an issue with 'ticket changed' notifications not triggering when changing certain fields

2.206.1#1016842

Fixed an issue causing Google mail errors from showing correctly

2.206.12.196.101#1016481

Fixed an issue with asset type rule mappings for the Jamf integration

2.206.1#1016352

Resolved an issue with the option for overriding pro rata showing in the Ready For Invoicing area failing to save correctly

2.206.12.196.101#1016335

Fixed an issue where $-COUNTERSIGNAPPROVE and $-COUNTERSIGNREJECT wouldn't populate in some cases

2.206.1#1016301

Fixed an issue with clearing the source instance for syncing config

2.206.12.196.101#1016144

Item/Product Groups can now be set as Meters by default and Items/Product records can also be set as Meters

2.206.1#1015992

Fixed some mappings issued with the Sage Intacct integration

2.206.12.196.101#1015473

Fixed an issue where team leader approvals included inactive agents

2.206.1#1015453

Fixed an issue where the default status would not get applied when revising a quote

2.206.1#1015380

The setting to lock a User from having the "Service User" property changed by integrations has now been exposed below the Service User setting so that it can be corrected more easily.

2.206.1#1015278

Added an option to the Dynamics 365 CRM Integration to enable/disable Customer imports matching on Customer Name if not matched on GUID

Needs configuration

2.206.1#1015264

Fixed an issue with some new users matching incorrectly when imported via the Google Workspace integration

2.206.12.196.101#1015194

Fixed an issue with the service level setting 'Screen after a ticket has been logged' not applying in certain cases

2.206.12.196.101#1015082

Fixed an issue with using custom SQL fields on anonymous actions

2.206.12.196.101#1014860

Updated the wording for the agent co-managed IT permission

2.206.1#1014520

Additional logging added to track when the Microsoft CSP Invoice import fails.

2.206.1#1014504

Allowed completion of other agents appointments, if you have permission to, when the appointment is private.

2.206.1#1014391

Resolved an issue with User changes made from Agent changes failing to save when more than 20 Teams or Agents are updated at a time

2.206.1#1014301

Fixed an issue runbook steps becoming uneditable in some cases

2.206.12.196.101#1014295

Fixed an issue where setting trace level reset to -1 would cause a trace level reset on the next check.

2.206.12.196.101#1014204

Fixed an issue with the asset tag not being set on IT Glue imports

2.206.1#1014018

Fixed an issue where Department Assets access level wouldn't display Assets against other Users

2.206.1#1014009

Resolved an issue with Custom Fields failing to load on Column Profiles for Invoices

2.206.12.196.101#1013750

Improvement — an existing feature extended, adjusted or polished
2.206.1#1013180

Fixed an issue with adding service subscribers

2.206.1#1013154

Improved the logging for Microsoft Sentinel webhooks

2.206.12.196.101#1013102

Fixed an issue where a 500 error would be thrown when loading a contract when having the settings enabled to have multiple clients per site

2.206.12.196.101#1013072

Fixed an issue where top level charge rate restrictions would apply when top levels are disabled

2.206.1#1012924

Minor fix to resolve an incorrect label on the Title of the Pax8 Integration

2.206.1#1012419

Minor fix to a mislabelled title on the Pax8 Integration

2.206.12.196.101#1012417

Fix an issue with incoming Twilio WhatsApp webhooks not receiving a response message.

2.206.12.196.101#1012283

Incoming check for forwarded email will now include TR: and TR : to better capture French forwarded emails

2.206.12.196.101#1012242

Fixed Automated Tickets not being generated when a licence end date is moved forward and a ticket has already been generated for that licence previously

2.206.12.196.101#1012189

Improvement — an existing feature extended, adjusted or polished
2.206.1#1012110

When adding an appointment to a Ticket with other Agents as attendees the webhooks for the other Agents will no longer update the Ticket to avoid status updates etc

2.206.1#1012105

Resolved an issue with the Microsoft CSP Integration failing to remove licenses for Users that were made inactive and then deleted from Entra at a later date

2.206.1#1011918

Licenses imported using the CSP integration will now include the Consumed Count property

2.206.1#1011912

Added performance improvements for syncing with Salesforce on the integrator

Performance

2.206.1#1011896

Fix related to language pack for forecasting

2.206.1#1011855

A setting has been added to Advanced Configuration to include Automation Actions to populate the dollar variables starting with SLAHOLDACTION

Needs configuration

2.206.1#1011801

Fixed an issue with field mapping options not being visible on Sage Intacct field mappings

2.206.12.196.101#1011778

$ PRODUCTCODE can now be used on the Bill PDF lines

2.206.1#1011633

Fixed an issue with the dashboard online repository not working

2.206.12.196.101#1011527

Fixed an issue where Completed Appointments would add an action to Tickets when cloned

2.206.12.196.101#1011517

When the setting to enable search on enter key/submit only is enabled the function to search all entities will have the timeout between search increased to one second

2.206.1#1011091

Fixed a performance issue related to loading Contracts without any Schedule Plan records

Performance

2.206.1#1011059

Fixed variables sometimes not populating in appointment notes

2.206.1#1010964

Resolved an issue with authenticating the SnelStart connection

2.206.1#1010953

Fixed an issue with mapping the Warranty End field for Halo Asset Discovery

2.206.1#1010682

Resolved an issue with Time Entries becoming locked from billing recalculation when the charge rate is updated but not the billable time allocation

2.206.1#1010262

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.206.1#1010247

Resolved an issue with updating License Quantity via the CSP API failing to function from the Customer record

2.206.1#1010077

Delayed Exchange appointment series update webhook processing to avoid an appointment series occurrence duplication issue.

2.206.12.196.101#1009841

Fixed an issue with incorrect records showing in the ticket event log tab

2.206.12.196.101#1009731

Fixed custom fields sometimes not being returned when retrieving a list of customers via the API with the include_custom_fields parameter

2.206.1#1009576

Resolved an issue with the drag and drop function to re-order Project Tasks failing to work as expected

2.206.1#1009439

Resolved an issue with updating Ticket Tags failing to trigger the Ticket Changed event

2.206.1#1009438

Sales Opportunities will show in the Review and Periodic History lists if the setting to allow Invoicing for Sales is enabled

2.206.1#1009421

Fixed issue with $ variables not populating from money custom fields in regions using comma decimal separators

2.206.1#1009402

Fixed issue preventing item cloning when 'Match newly created Items using the API on Manufacturer SKU of existing Items' setting is enabled

2.206.12.196.101#1009274

Fixed an issue with backend service monitoring filtering on the incoming email logs

2.206.12.196.101#1009255

Resolved an issue with Total Invoice amount showing incorrectly for PDF generation when using AST with Quickbooks and the first line on an invoice is marked as "Bundled/Cost Only line"

2.206.12.196.101#1008738

Removing 'Included Hours' from the Ready for Invoicing screen, as it is intended only for the pending review screen

2.206.1#1008646

Fixed the Revise button on quotes not resetting the internal approval status

2.206.1#1008490

Fixed an issue with value mappings not working for event management

2.206.1#1008310

Resolved an issue with template defaults failing to be set when using an Action to apply the template

2.206.12.196.101#1008300

Fixed an issue with using multi-select filters on dashboards

2.206.1#1008200

Performance improvements when loading attachments on tickets

Performance

2.206.1#1008144

Fixed an issue with approval processes using delegate approvers

2.206.1#1008101

Resolved an issue with new Charge Rates failing to set the Weekend Multiplier to 1 by default

2.206.1#1008023

Fixed an issue with Sales Orders and Quotes not calculating year one totals correctly in some cases

2.206.1#1007951

Resolved an issue with using the Appointment Scheduler function with Resource Booking for unassigned tickets failing to create the appointment for the chosen Agent

2.206.1#1007898

Resolved an issue with Ninja Site mappings being removed when following the specific process of adding a new mapping, importing the Organization for the new mapping and then adding more mappings after the import is complete.

2.206.1#1006959

Improved error handling for report Excel exports

2.206.1#1006857

Fixed an issue with quote tax updating after a Sales order is created and the lines cannot be updated

2.206.12.196.101#1006566

Fixed an issue with an internal change

2.206.1#1006534

Fixed an issue with quote column profiles displaying incorrect column names when adding new profiles

2.206.12.196.101#1006417

Fixed an issue with the authorisation of the Endpoint Central integration

2.206.1#1006386

Fixed an issue with travel time not being affected by the date range fields in awaiting review in some cases

2.206.12.196.101#1006164

Fixed an issue with invoicing filters on recurring invoices very rarely causing no invoices to display in error

2.206.12.196.101#1006162

You can now exclude agents from being auto-assigned tickets at the team level. This prevents selected agents from receiving tickets via load balancing or round-robin

Needs configuration

2.206.1#1006134

Runbook auto-disabled messages now include names and allow clearing of auto-disabled date

2.206.1#1006115

Negative feedback tickets created from KB articles will now be linked to the article

2.206.1#1005517

Fixed an issue where sending a quotation would not queue a 'Quotation Updated' event

2.206.1#1005232

Fixed an issue where the Create PO button could show on sales order lines when the full quantity has already been ordered.

2.206.12.196.101#1004826

Bug fix — something was broken and now works
2.206.12.196.101#1004632

Fixed an minor issue with milestone value billing

2.206.12.196.101#1004206

Fixed an issue with some changes not showing in the instances config area

2.206.12.196.101#1004108

Fixed an issue with ArrowSphere integration where "Customer Subscriptions to Import" filter wouldn't work

2.206.1#1003963

Improvement — an existing feature extended, adjusted or polished
2.206.1#1003959

Payment Method and Reference have been added as options when creating Payments

2.206.1#1003949

Tiered Pricing set against Items will now be used for Recurring Invoice lines and will update when adding new lines or when the quantity changes on the line

2.206.1#1003580

Fixed an issue where POs created from Sales Orders couldn't be added to other POs on that Sales Order

2.206.12.196.101#1003418

When an Invoice is created for a Recurring Invoice line that has a quantity of zero but will include pro-rated lines the zero quantity line will now be excluded

2.206.1#1003297

Improved the error handling for the Google Business Integration

2.206.12.196.101#1002981

Profit will now show in the Totals area of Invoices and Recurring Invoices

2.206.1#1002932

Fixed an issue with the "Asset Site Allocation" setting for Intune being bypassed when managing user assignment from Entra

2.206.1#1002924

New feature — a capability that did not exist before
2.206.1#1002472

Fixed an issue with category names translating incorrectly in certain conditions

2.206.12.196.101#1001825

Delete button available in config change details screen for the instance you are within

2.206.1#1001031

Fixed an issue where the agent permission 'Can Create Notifications' would not allow you to create personal notifications

2.206.1#1000583

Fixed an issue where using *Agent Logging/Doing* on an action, which is copied onto child tickets, would not populate when processed via the background service

2.206.1#1000401

A setting has been introduced (Configuration > Tickets > General) so that when using the Ticket Type settings for Scheduled Load Balance, new Tickets will no longer be Load Balanced when there are unassigned open Tickets with the same Ticket Type

Needs configuration

2.206.1#1000142

Fixed spelling mistake on custom field settings

2.206.1#1000010

Fixed formatting issue affecting ticket details from formatted emails

2.206.1#999984

Fixed a rare issue with linking Tickets to Jira

2.206.12.196.101#999891

Fixed issue with adding approval action to ticket

2.206.1#999668

You can now show/hide the User system 'Title' field in Screen Layout Profiles for the User entity

Needs configuration

2.206.1#999579

Fixed an issue in ticket rules where timezone criteria would be incorrectly cleared/changed

2.206.1#997573

Fixed an issue with the 'Exclude this entity' option on a service user access restriction after automatic migration to criteria groups.

2.206.1#997161

Fixed an issue where data sources would not save correctly in certain scenarios

2.206.12.196.101#996736

Improved the handling of consumption data being saved in Microsoft CSP

2.206.12.196.101#996357

Fixed an issue with certain suggestion type in AI insights

2.206.12.196.101#994952

Improved the hint for runbook workflow sleep duration

2.206.1#994337

Fixed an issue with the v2 line totals calculation method replacing variables in the incorrect order in some cases, leading to slightly incorrect calculation

2.206.1#993537

Added related assets tab to child templates

2.206.1#993027

Fixed N-Central alerts failing to match customers when the alert description doesn't include line breaks

2.206.1#992984

It is now possible to link Quote lines to Customers directly so that when Sales Orders are created they are split by customer.

2.206.1#992459

You can now use the 'Configure a new chart' option in dashboard widgets to create multi-series charts from a single data source

2.206.1#990930

Fixed an issue where the 'Open in N-Central' button would fail if your N-Central URL had a custom port number

2.206.12.196.101#990464

Fixed an issue where emails with emoji at the start of the subject would match to incorrect sites due to site prefix matching

2.206.1#990161

New feature — a capability that did not exist before
2.206.1#989129

You can now set grouped rows on Column Profiles to be collapsed by default

Needs configuration

2.206.1#987019

Fixed an issue with opening suggested articles from the chatbot

2.206.1#986075

Fixed an issue with access control on services and service categories incorrectly showing the delete button

2.206.12.196.101#986068

Improved login error when trying to log in to the portal via EntraID SSO for the first time, but the user does not have access to the portal.

2.206.12.196.101#985891

When importing Devices using the NinjaOne Integration it is now possible to choose only one Organization or All Organizations

2.206.1#985878

Fixed page title and page description overrides for search pages and the news article page

2.206.1#982630

Fixed an issue with $-SLAHOLDRICHACTIONNOTEPRIVATE not resolving correctly

2.206.12.196.101#982523

Improvement — an existing feature extended, adjusted or polished
2.206.1#982214

Fixed an issue with the loading of dynamic lookup custom fields on invoice lines and quotation lines

2.206.12.196.101#981339

Fixed an issue with rewinding merged invoices not working correctly in some cases

2.206.12.196.101#979854

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.206.1#979706

Improvement — an existing feature extended, adjusted or polished
Needs configurationSecurity
2.206.1#977591

You can now set defaults for Custom Tables in Ticket Templates

Needs configuration

2.206.1#975276

Added Access Control to Qualifications Added a permission to allow creation of new Qualifications

Needs configuration

2.206.1#971200

Added a Chat flow step to update linked Ticket Custom Fields with preset values

2.206.1#968961

Added the setting 'Disable automatic loading of all services upon accessing the Service Catalogue on the end user portal' to Services settings

Needs configuration

2.206.1#968377

Fixed an issue where sales order status changes would not trigger a notification or queue an event

2.206.12.196.101#962853

New feature — a capability that did not exist before
2.206.1#961858

Fixed an issue with new suppliers not inheriting the default Xero tenant

2.206.12.196.101#961660

Fixed an issue with dynamic SQL fields on actions not using the live field values on the portal

2.206.1#958900

New feature — a capability that did not exist before
Needs configuration
2.206.1#957609

Added a global setting to set a password expiry date for End-Users and Agents

Needs configurationSecurity

2.206.1#956854

Fixed an issue where Subscriptions could be split into multiple Licences when importing from Giacom

2.206.12.196.101#956786

Improvement — an existing feature extended, adjusted or polished
2.206.1#950383

New feature — a capability that did not exist before
2.206.1#949683

Fixed a minor issue with the shown list of agents when re-assigning and the agent cannot assign to agents in teams they are not a member of

2.206.1#949466

New feature — a capability that did not exist before
Needs configuration
2.206.1#947700

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.206.1#896529

Clicking into a report from a client dashboard will now retain the client filter on the report

2.206.1#855187

New feature — a capability that did not exist before
2.206.1#836506

New feature — a capability that did not exist before
2.206.1#831635

Improvement — an existing feature extended, adjusted or polished
2.206.1#811502

Improvement — an existing feature extended, adjusted or polished
2.206.1#810233

Fixed the prepay threshold popup appearing for customers whose prepay contract has expired

2.206.1#800178

If the setting 'Merge recurring invoices into one invoice per client' is enabled, groups with the same name will now be merged together

Needs configuration

2.206.1#792645

New feature — a capability that did not exist before
Needs configuration
2.206.1#791985

Improvement — an existing feature extended, adjusted or polished
2.206.1#779747

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.206.1#778430

Added custom fields to Expenses

2.206.1#774083

New feature — a capability that did not exist before
2.206.1#770320

Fixed a minor issue with creating new recurring invoice lines that use calculated quantities

2.206.1#769089

You can now clone mail campaigns

2.206.1#768984

New feature — a capability that did not exist before
Needs configuration
2.206.1#767579

Adjusted the formatting of the note field when an email comes from Apple mail

2.206.1#720812

Improvement — an existing feature extended, adjusted or polished
2.206.1#635732

A setting has been added to Contract/Agreement Configuration so that new Contracts default to unlimited hours

Needs configuration

2.206.1#424162

Improvement — an existing feature extended, adjusted or polished
2.206.1#422926

Fixed an issue where saving Invoices would error

2.206.2#1026288

Fixed an issue authorizing the Dynamics Business Central integration

2.206.2#1025754

Fixed an issue with a custom table join

2.206.2#1025698

Fixed issues with call notifications

2.206.2#1025694

Fixed an issue with completing approval within 'my approvals'

2.206.2#1025643

Fixed an issue upgrading to 2.206

2.206.2#1025402

Fixed an issue with Card Number Redaction

Security

2.206.2#1025358

Fixed an issue with loading the modal search screen

2.206.2#1024657

Fixed an issue upgrading to 2.206

2.206.2#1024545

Fixed a minor issue with importing sites from the ServiceNow integration

2.206.22.196.93#1023632

Fixed an issue where you were unable to redeliver unsuccessful inbound webhooks for QuickBooks Online and Xero

2.206.22.196.101#1014642

Resolved an issue with the setting for stopping the schedule for assigning unassigned tickets when there is a backlog causing the background load balance failing to work

2.206.3#1027759

Tiered Pricing set against Items will now be used for Recurring Invoice lines and will update when adding new lines or when the quantity changes on the line

2.206.3#1027720

Fixed an issue with invoice profit total

2.206.3#1027714

Amendments to styling of KB Search and Search pages in the portal

2.206.3#1027604

Fixed an issue with dynamic SQL fields on approvals not using the live field values

2.206.3#1027413

Updated QuickBooks Accounts Integrator langpack

2.206.32.196.101#1027405

Fixed an issue with conditional workflow steps

2.206.3#1027021

Visual fix for asset fields

2.206.32.196.101#1025468

Fixed loading issue with multi-series charts from a single data source

2.206.3#1025428

Fixed an issue with formatted email handling

2.206.3#1025405

Fixed multiple issues with the SentinelOne integration

2.206.32.196.101#1024164

Resolved an error with adding new departments throwing an error on save

2.206.4#1029656

Resolved an issue with cloning Items that have Pricing Tiers

2.206.4#1029637

Fixed an error when adding new columns to quote column profiles

2.206.4#1029486

Fixed an issue with grouped tables always having their rows collapsed by default on earlier builds of v2.206

2.206.4#1028725

Fixed an issue when processing ticket imports and incoming events

2.206.4#1028652

Fixed issue when adding assets to related asset tab on child templates

2.206.4#1028596

Resolved an issue with Tax failing to show correctly on the totals for Invoices when using Quickbooks Online and the invoice contains lines with 0 price or "cost only" lines

2.206.42.196.101#1028589

Fixed an issue with currency conversion totals not working as intended as some cases

2.206.4#1028383

Fixed a minor display issue when syncing a quote to order purchase order to Ingram Micro Reseller

2.206.42.196.101#1028323

Updated QuickBooks Accounts Integrator image

2.206.42.196.101#1028160

Fixed an issue when changing teams with different timezones on Tickets excluded from SLAs

2.206.42.196.101#1027303

Fixed an issue where you couldn't clear a Canned Text shortcut

2.206.4#1024711

Fixed an issue where unsaved quotation lines could display a net total greater than the true value.

2.206.42.196.101#1017209

Fixed an issue with scheduled ticket occurrences

2.206.4#1016366

Fixed an issue with Chat Conditions not being checked when using fields set by the Update Ticket Custom Fields action

2.206.5#1032043

Bug fix — something was broken and now works
2.206.5#1031456

Fixed an issue where Quote Countersigning could error

2.206.5#1030851

WhatsApp Messages from Users will now trigger the Ticket Updated by User event trigger

2.206.5#1030379

Fixed loading issue with dashboard multiseries widgets when 'Carry forward last value' is enabled

2.206.5#1030336

Fixed an issue where Load Balance limits per Agent may not be correctly applied

2.206.5#1027847

Fixed issues with using a custom developer app for NinjaOne authorisation

2.206.5#1018441

Fixed an issue authorizing the NinjaOne integration

2.206.6#1032670

Fixed an issue where a change conflict warning would not show when changing the period on an action

2.206.6#1031935

Fixed dynamic field value visibility for text custom fields

2.206.6#1028745

Fixed issue that prevented an asset to be edited when a user was required for that asset type

2.206.6#1026966

Fixed an issue with moving workflow steps

2.206.7#1033045

Resolved an issue with an error thrown when tax is calculated for Invoice lines and Quickbooks Automated Sales Tax is enabled

2.206.72.196.102#1032935

Resolved an issue with creating Invoices from ready for invoicing area when using the new method for storing Halo configuration is enabled

2.206.7#1032790

Fixed an issue with Chat Conditions

2.206.7#1032696

Fixed an issue where you couldn't sort recurring invoices by 'Next Creation Period' or 'Create invoices this many periods ahead'

2.206.72.196.102#1032594

Fixed issue with daily deletes

2.206.8#1029252

Fixed an issue which prevented agent collision detection from working

2.206.9#1034849

Fixed an error loading Assets when the N-Able N-Central module is enabled without a valid URL

2.206.102.196.111#1038485

Fixed billing entity PDFs generating incorrectly when using the V2 Totals Calculation Method

2.206.10#1037776

Fixed an issue when updating ticket details

2.206.10#1035108

2.206

New feature — a capability that did not exist beforeIncoming webhook service now availableIntegrations & sync2.206.1#794180

Improvement — an existing feature extended, adjusted or polishedParameters have been added to the Device endpoint to allow a smaller response object to be returnedAssets & CMDB2.206.1#1013180

Improvement — an existing feature extended, adjusted or polishedImproved accuracy of Mail Campaign open rate tracking/link click trackingNotifications2.206.1#1012110

Improvement — an existing feature extended, adjusted or polishedA setting has been added to Timesheet Management Configuration to control whether to include rounding/minimums etc as part of the Charge Hours calculationsTimesheets & shiftsNeeds configuration2.206.1#1010247

Bug fix — something was broken and now worksFixed an issue where creating an action though a runbook would not respond to the ticket if the action is set to do soWorkflows & automation·Tickets2.206.12.196.101#1004632

Improvement — an existing feature extended, adjusted or polishedAdded an alternative method to send User information when using JWT User matching for the Embeddable Chat WidgetChat·Authentication & SSO2.206.1#1003959

New feature — a capability that did not exist beforeAdded the option to automatically create a business application instance when creating a business applicationAssets & CMDB2.206.1#1002472

New feature — a capability that did not exist beforeIt is now possible to import Overriding Item/Price data during the XLS Item importStock & inventory2.206.1#989129

Improvement — an existing feature extended, adjusted or polishedDescriptions can now be added to FAQ lists and displayed on the tiles in the End-User PortalKnowledge base2.206.1#982214

Improvement — an existing feature extended, adjusted or polishedAdded Load Balance settings to Team levelAgents & teamsNeeds configuration2.206.1#979706

Improvement — an existing feature extended, adjusted or polishedAdded option to redact Social Security numbers from Ticket and Action fields Added option to use a context aware redaction methodTicketsNeeds configurationSecurity2.206.1#977591

New feature — a capability that did not exist beforeAdded a time zone field at ticket levelTickets·Localisation2.206.1#961858

New feature — a capability that did not exist beforeYou can now grant role-based read and modify access to custom fields on custom tablesCustom fields·Permissions & accessNeeds configuration2.206.1#957609

Improvement — an existing feature extended, adjusted or polishedAdded a use field for asset typesAssets & CMDB2.206.1#950383

New feature — a capability that did not exist beforeAdded Canned Text ShortcutsTickets2.206.1#949683

New feature — a capability that did not exist beforeIntroduced new settings to enable user out-of-officeUsers & customers·Calendars & schedulingNeeds configuration2.206.1#947700

Improvement — an existing feature extended, adjusted or polishedThe OLA template selection field at workflow configuration level is now a multiple selection fieldWorkflows & automation·SLAs & targetsNeeds configuration2.206.1#896529

New feature — a capability that did not exist beforeYou can now favourite canned text items for quicker access. Favourited items are stored in a dedicated "My Favourites" listTickets2.206.1#836506

New feature — a capability that did not exist beforeAdded Line Column Profiles for invoices, quotes, purchase orders and sales ordersBilling & invoicing·Quotes & opportunities·Sales & purchasing2.206.1#831635

Improvement — an existing feature extended, adjusted or polishedExpense are now auditedExpenses2.206.1#811502

Improvement — an existing feature extended, adjusted or polishedWhen creating an appointment linked to a ticket, the ticket’s additional agents can be automatically populated from the appointment’s agentsCalendars & scheduling·Tickets2.206.1#810233

New feature — a capability that did not exist beforeThere is now an option to automatically reapply billing templates when you add a contract for a clientBilling & invoicing·ContractsNeeds configuration2.206.1#791985

Improvement — an existing feature extended, adjusted or polishedImprovements to Chat Canned TextChat2.206.1#779747

Improvement — an existing feature extended, adjusted or polishedChange freezes can now be restricted by customerSLAs & targets·Users & customersNeeds configuration2.206.1#778430

New feature — a capability that did not exist beforeAdded the ability to add Azure/Entra distribution groups as followersTickets·Integrations & sync·Microsoft Entra2.206.1#770320

Improvement — an existing feature extended, adjusted or polishedWhen tickets have a Teams chat open, if the ticket is closed, a closure message will be sent to all chatsTickets·Notifications·Microsoft Teams2.206.1#635732

Improvement — an existing feature extended, adjusted or polishedVarious enhancements to notifications to support on-call notificationsNotifications2.206.1#422926

Bug fix — something was broken and now worksFixed the Customer column displaying incorrectly on the Expenses Awaiting Review listExpenses·Dashboards & reporting2.206.5#1031456

New feature — a capability that did not exist before
2.206.1#794180

Improvement — an existing feature extended, adjusted or polished
2.206.1#1013180

Improvement — an existing feature extended, adjusted or polished
2.206.1#1012110

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.206.1#1010247

Bug fix — something was broken and now works
2.206.12.196.101#1004632

Improvement — an existing feature extended, adjusted or polished
2.206.1#1003959

New feature — a capability that did not exist before
2.206.1#1002472

New feature — a capability that did not exist before
2.206.1#989129

Improvement — an existing feature extended, adjusted or polished
2.206.1#982214

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.206.1#979706

Improvement — an existing feature extended, adjusted or polished
Needs configurationSecurity
2.206.1#977591

New feature — a capability that did not exist before
2.206.1#961858

New feature — a capability that did not exist before
Needs configuration
2.206.1#957609

Improvement — an existing feature extended, adjusted or polished
2.206.1#950383

New feature — a capability that did not exist before
2.206.1#949683

New feature — a capability that did not exist before
Needs configuration
2.206.1#947700

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.206.1#896529

New feature — a capability that did not exist before
2.206.1#836506

New feature — a capability that did not exist before
2.206.1#831635

Improvement — an existing feature extended, adjusted or polished
2.206.1#811502

Improvement — an existing feature extended, adjusted or polished
2.206.1#810233

New feature — a capability that did not exist before
Needs configuration
2.206.1#791985

Improvement — an existing feature extended, adjusted or polished
2.206.1#779747

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.206.1#778430

New feature — a capability that did not exist before
2.206.1#770320

Improvement — an existing feature extended, adjusted or polished
2.206.1#635732

Improvement — an existing feature extended, adjusted or polished
2.206.1#422926

Bug fix — something was broken and now works
2.206.5#1031456