Version 2.214 — Halo Release Notes

New feature — a capability that did not exist before
2.214.1#769329

Fixed an issue where Addigy configuration wouldn't be migrated into multi-tenancy format

2.214.12.208.68#1077365

Fixed an issue migrating mailbox sender restrictions

2.214.32.208.69#1080112

Fixed the URL used for the "Open in Tanium" button on assets

2.214.32.208.73#1083831

Minor entra sync performance improvement to unamerequesttype caching

Performance

2.214.32.208.74#1086073

Improved redis caching distribution hosting option

2.214.32.208.75#1087795

Access control caching performance improvement

Performance

2.214.32.208.75#1087136

Fixed an issue migrating mailbox sender restrictions

2.214.32.208.77#1086704

Fixed an issue where Dynamics Business Central invoices would sync without invoice lines

2.214.32.208.77#1086334

Added a backend setting to help with syncing config commits in certain scenarios

Needs configuration

2.214.32.208.77#1085852

Fixed a rare issue with dynamic field value visibility

2.214.32.208.77#1082576

Fixed an issue with setting suppliers and supplier references against existing tickets

2.214.42.208.78#1089998

Fixed the Zendesk migration failing to retrieve all tickets

2.214.42.208.78#1087825

Bug fix — something was broken and now works
2.214.42.208.78#1084237

Fixed an issue with Dynamics Business central sequencing not working as intended in some cases

2.214.52.208.78#1080552

Fixed an issue when publishing an knowledge base article

2.214.52.208.79#1075737

Input Chat flow steps can now update Ticket Fields after a Ticket has been logged in the Chat Flow

2.214.1#1079338

Fixed a rare issue where Ticket Type field visibility wouldn't display correctly

2.214.12.208.91#1078912

Updated "Powered By Halo" Url

2.214.12.208.91#1078774

Fixed an error when searching issues for on-premise instances of Jira Software

2.214.12.208.91#1078686

AgentImage responses are now cached by the browser

Performance

2.214.1#1078387

Resolved an issue with recognising partial deferred revenue when downpayment have been made on a sales order line with quantity of 1

2.214.12.208.91#1078329

Fixed an issue where load balance / round robin could assign tickets to agents who don't have access to the ticket's client

2.214.1#1078142

It is no longer possible to delete a Top Level if it contains Customers

Breaking change

2.214.1#1078032

Bug fix — something was broken and now works
2.214.12.208.91#1078027

Timesheet submission/revert can now be performed from the Timesheet side panel

2.214.1#1077825

AI reports disabled when AI module disabled

2.214.12.208.91#1077819

Fixed a visual issue on the status history asset tab

2.214.1#1077543

Fixed an issue where some invoices did not open due to missing integration details

2.214.12.208.91#1077469

Resolved an issue where agent images imported from Entra were too large.

2.214.1#1077384

Fixed an issue with assets not being able to be saved when the services field is mandatory

2.214.12.208.91#1077359

Prevented being able to add ad-hoc agent approvers who are already part of the approval step

2.214.1#1077222

Fixed an issue creating tickets via the v1 Slack app

2.214.1#1077157

Fixed a display issue with the article type field on article details

2.214.1#1077142

Fixed workflow automations not triggering via parent status updates configured on child templates

2.214.1#1077120

Resolved an issue with the "Attach quotation PDF when sending email" setting failing to function for Actions that send Quote emails

2.214.1#1077103

Fixed some issues with attaching documents to an action

2.214.12.208.91#1076921

Actions with system use 'Email Quotation' now follow the Quote setting 'Attach quotation PDF when sending email'

2.214.1#1076914

Fixed an issue where attachments would not correctly migrate when migrating Tickets with the Zendesk Migration

2.214.12.208.91#1076333

Fixed an issue with the setting 'Copy values to parent Tickets on new Ticket screen'

2.214.1#1076324

Recurring Billing Profiles can now be used from the Recurring Invoice screen using the List context menu

2.214.1#1076256

Fixed issues with mandatory KB comments

2.214.1#1076170

Fixed the KB link icon showing next to product bundle names

2.214.1#1076146

Fixed an issue where in certain cases the other open tickets filter would not display correctly

2.214.1#1076031

Fixed an issue with updating the markup of values on all lines of a quotation or sales order

2.214.1#1075810

Fixed counter widgets not loading when based off of a report that uses a system data source

2.214.12.208.91#1075805

Resolved an issue with Pax8 products failing to import correctly

2.214.12.208.91#1075789

Fixed an issue with using "Transfer timed out" multiple times on chat flows

2.214.12.208.91#1075749

API Key authentication method changed from requiring "X-Api-Key" header to "X-Halo-Api-Key"

Breaking change

2.214.1#1075726

Fixed an issue when adding a new field group to a new action or new ticket type

2.214.1#1075702

Fixed multiple issues with RAG chart dashboard widgets

2.214.1#1075652

Updated Pre-pay recalculation langpack

2.214.1#1075457

Fixed an issue where Fortnox customers would have their country set incorrectly on outbound requests

2.214.12.208.91#1075421

Quote variables can now be used on Ticket actions

2.214.1#1075404

Fixed the Create Bill button on Purchase Orders sometimes failing with a "no lines to invoice" error despite lines being available

2.214.12.208.91#1075318

Fixed priority being set incorrectly on Zabbix alert tickets

2.214.1#1075291

Enabling the Business Central integration will no longer clear tax rates from Customer and Item records

2.214.12.208.91#1075248

Resolved an issue with incorrect Users showing when creating a Ticket and adding approvals from the self service portal

2.214.12.208.91#1075118

Fixed an issue when searching an email address and using the relevance order by

2.214.1#1075094

Improved accuracy of approval timeouts within 10 minutes

2.214.1#1075039

Fixed an issue where the Estimated Time field could not be set when creating a new ticket

2.214.1#1075020

Fixed the "User must be covered by the contract" option on Billing Plans not filtering by the specific contract

2.214.12.208.91#1074891

Purchase Orders will no longer show in the "Awaiting Stock" list if the only items are not to be received on Purchase Orders

2.214.1#1074879

Added "Show on Related?" to the attachments table in the attachments tab within tickets

2.214.1#1074874

Fixed an issue when importing assets when the customer was not specified

2.214.12.208.91#1074758

Item/Product Updated has been added as a runbook trigger

2.214.1#1074755

Minor changes to the layout of deferred revenue configuration

2.214.12.208.91#1074628

Fixed an issue where the field would not show when setting dynamic field visibility for actions based on the charge type

2.214.12.208.91#1074624

Bug fix — something was broken and now works
2.214.12.208.91#1074609

Resolved an issue with updating Agent Roles when the Cost value is 0

2.214.1#1074054

Sales Order runbooks can now be triggered using a Custom Button

2.214.12.208.91#1073932

Fixed an issue with adding multiple rows at once to a custom table

2.214.12.208.91#1073914

Added 'Rich' as a type of field for asset fields

2.214.1#1073877

Fixed an issue where some Ninja devices may not be imported when "only import assets from mapped organisations" is enabled

2.214.12.208.91#1073831

Fixed an issue with dynamic assignment of agents through ticket rules

2.214.1#1073771

Fixed an issue where some Workflow criteria would not show all options for fields using the "Includes" criteria type

2.214.12.208.91#1073764

Fixed an issue with adding Client/Site/User list filters with criteria on the Client/Site/User fields not loading

2.214.12.208.91#1073758

Fixed an issue with field mappings not using third party values for the Dynamics 365 CRM Integration

2.214.12.208.91#1073731

Fixed an issue with the OnlineStatus endpoint

2.214.1#1073624

Fixed incorrect column header names when exporting a custom SQL report

2.214.1#1073605

Fixed a minor issue with report deletions not showing the report name in change tracking

2.214.1#1073595

When using Email to SMS functionality, the email sent will no longer use Email Threading

2.214.12.208.91#1073537

Fixed an issue with the software releases API endpoint

2.214.1#1073399

Fixed imported runbook steps not linking to imported custom integration methods

2.214.1#1073387

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.214.1#1073377

Fixed an issue with the password expiry feature

Security

2.214.1#1073352

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.214.1#1073347

Fixed an issue with updating rich text fields for KB articles and templates

2.214.1#1073330

Fixed an issue where Attachments on Templates wouldn't apply to Tickets

2.214.1#1072863

Fixed a minor issue when deleting attachments

2.214.1#1072545

Fixed an issue with saving Risk Score values on custom fields

2.214.12.208.91#1072542

Resovled an issue with Action level Charge Rate restrictions from failing to apply correctly

2.214.12.208.91#1072408

Fixed an issue creating tickets via the Slack v1 app

2.214.1#1072390

Fixed PO approvals not being auto-approved when created by an approver, and the approval being incorrectly reset in some cases

2.214.12.208.91#1072382

Appointment records and related Tickets will no longer be updated if there are not relevant changes from webhooks or the background appointment import for the Graph/Exchange Integration

2.214.1#1072315

Resolved an issue related to adding followers to tickets for API only agents

2.214.12.208.91#1072232

A setting has been added to Self Service Portal configuration so that the "Log in to agent application" option will not show for the self service portal login form

Needs configuration

2.214.1#1072163

The option to order/sequence all Lookup Codes has been added

2.214.1#1072076

Adding knowledge base links for Product Bundles

2.214.12.208.91#1072068

Fixed tickets created from other tickets not being included in the "my submitted tickets" filter

2.214.1#1072061

Fixed a display issue with large ticket ids on search screens

2.214.1#1072014

Fixed an issue where Price and Cost wouldn't be set when importing Licences from Rhipe

2.214.12.208.91#1071919

Added $ SUPPLIERSORDERREFERENCE to the list of dollar variables

2.214.12.208.91#1071859

Fix some rare period date DST issues with invoice generation

2.214.12.208.91#1071765

Resolved an issue with failed CSP Consumption imports failing to restart completely

2.214.12.208.91#1071354

Fixed an issue with some Live Chat JWT subject claim mappings

2.214.12.208.91#1069923

Fixed an issue where tickets closed by ticket rules did not set a closure date

2.214.12.208.91#1069908

Fixed an issue with display of radio customer custom fields on tickets

2.214.1#1069776

Resolved an issue with using a custom field to limit a dataset generated with AI prompts failing to construct correctly

2.214.12.208.91#1069731

Changes made to the Halo trial signup form

2.214.12.208.91#1069625

Fixed a visual issue with action group title text in certain cases

2.214.1#1069575

Added a target date field to software releases

2.214.1#1069542

Fixed an issue with some service fields being reset after saving when the service is linked to an asset

2.214.12.208.91#1068991

Fixed an issue with discarding an action containing default attachments.

2.214.12.208.91#1068865

Fixed an issue where action restrictions would remain cached after an action is deleted

Needs configuration

2.214.1#1068756

Fixed an issue with the report builder restricting queries too much.

2.214.12.208.91#1068724

A UserGuiding container can now be added to the application and portal in Config > Advanced Settings

2.214.1#1068717

Improved the performance when configuring workflows

Needs configuration

2.214.1#1068700

Consignment line note property has been added

2.214.1#1068640

Fixed an issue with invoice creation failing in rare cases

2.214.12.208.91#1068617

Fixed an Asset Type's default template not applying correctly for existing Assets in the API

2.214.1#1068568

The Xero ID field for Items will no longer show when cloning and not using Items in the Integration (i.e. have the following setting enabled "Show Xero fields on the Billing tab of Items")

2.214.12.208.91#1068562

Using the escape key on a modal Ticket/Task window will only close the Ticket/Task and not the parent window

2.214.1#1068561

Fixed issue when creating Asset Templates

2.214.1#1068400

Fix a stock issue with the 'Create Remaining Assets' button

2.214.12.208.91#1068389

Added a field hint to advise the use of API field when editing the Kanban layout

2.214.1#1068351

Fixed an issue where the user matching field was not saving in Virima integration

2.214.12.208.91#1067976

Improvements made to the errors returned when using the OpenAI completions and vector functions

2.214.1#1067842

Fixed an issue with loading the WhatsApp Integration configuration

2.214.1#1067839

Resolved an issue with the default setting to show inactive recurring invoices

2.214.1#1067828

An option has been added to Agent and Role configuration to show all Teams for all departments in the "by team" view/tree. This will only show if "Membership level to all Departments" is used.

Needs configuration

2.214.1#1067771

Fixed an issue where the 'Ticket Items are billable' field was not visible on the new ticket screen, even when field visibility settings allowed it

2.214.1#1067622

Fixed an issue with AI suggested categories not returning exact category values

2.214.1#1067604

Fixed an issue where you couldn't select a charge rate when logging unlogged time on a timesheet

2.214.12.208.91#1067584

The UserWay widget can now be enabled withing Advanced Settings for the main application (previously only available for the self-service portal)

Needs configuration

2.214.1#1067551

Fixed Ticket Reference column not populating data on the portal

2.214.1#1067524

Fixed an issue where grouping by a single select field using the query builder would not display results if null

2.214.12.208.91#1067498

Clarify time zone in UI, fix UTC issue when saving, and remove clear button from time picker when editing a schedule

2.214.12.208.91#1067425

Resolved an issue with some system fields showing up multiple time in field list selection

2.214.12.208.91#1067407

Fixed an issue with determining CAB approvers using a custom field

2.214.12.208.91#1067385

Fixed an issue with setting a delegated approver as a user on the portal

2.214.12.208.91#1067349

Fixed an issue with accounts codes not showing against item groups for Sage Intacct in some cases

2.214.12.208.91#1067325

Resolved an error when using "Action is reviewed" on a new ticket form throws an error in validation

2.214.12.208.91#1067321

Fixed an issue with Sales Order Updated notification trigger not sending notifications

2.214.12.208.91#1067266

Asset type relationship restrictions now only allow relationships with the types specified, unless none are set

2.214.12.208.91#1067229

Fixed an issue with full text searching

2.214.1#1067127

Enabling the 'Show a button to raise a Ticket if a search returns no results' now applies to all entities on the self-service portal

2.214.1#1067103

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.214.1#1066844

Fixed some issues with a new beta setting for multiple QuickBooks Online items linked to 1 Halo item

2.214.12.208.91#1066821

Action Billing Plan ID has been exposed to the API for the Actions endpoint

2.214.1#1066754

The Item selection used in Automation Criteria will now allow searching

2.214.1#1066435

Fixed issues with Asset List Groups

2.214.12.208.91#1066400

Choosing a User on the call screen will now follow the settings relating to a Ticket User's Client/Site relationship

2.214.1#1066332

Original Sales Order reference is now populated for Credit lines that were generated from Sales Order Invoices

2.214.1#1066311

Fixed an issue with the owning CI field on assets not defaulting correctly in the UI

2.214.12.208.91#1066208

Fixed an issue with importing date values

2.214.12.208.91#1066114

Improvement — an existing feature extended, adjusted or polished
2.214.1#1066113

Fixed an issue with mapping barcodes in the Jamf integration

2.214.12.208.91#1065688

An Advanced Configuration setting has been added to change the way that the primary key value is generated for Invoices and Invoice Lines

Needs configuration

2.214.1#1065645

Fixed a visibility issue with the Entra SSO Tenant Sign-In scope setting

2.214.12.208.91#1065599

Fixed an issue with dynamic field visibility on actions

2.214.12.208.91#1065440

Now inferring ContentType of incoming email attachments from file extension where ContentType is application/octet-stream.

2.214.1#1065402

Removed visibility of "Exclude from $ALLFIELDS and $ALLFIELDSQA variables" setting on Table Custom Fields

2.214.12.208.91#1065279

Fixed issue with editing Client and Agent Runbook criteria

2.214.1#1065269

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.214.1#1065228

Fixed an issue with non-taxable items contributing tax to tax total amounts on invoice PDFs (v2 billing totals calculation)

2.214.12.208.91#1065105

Fixed language issues in Advanced Settings

2.214.12.208.91#1065072

Fixed an issue with filtering field values on orders and quotes

2.214.1#1064872

Fixed an issue with Azure AI searching

2.214.12.208.91#1064710

Fixed an issue where licence deletions linked to recurring invoice lines were not handled correctly

2.214.12.208.91#1064706

Fixed an issue where ticket rules did not change the End User field on the New Ticket screen

2.214.1#1064665

Fixed an issue with searching Ingram Micro Reseller quotes

2.214.12.208.91#1064654

Added Quantity column to PO Line Column Profiles

2.214.12.208.91#1064600

Start and end email subject matching tags have been added to the site "Email Matching" configuration that allows an alternate matching ID to be used.

Needs configuration

2.214.1#1064486

Fixed an issue with the back button on the self-service portal

2.214.1#1064309

Resolved an issue with Users being allocated CSP licenses from the incorrect tenant when there are more than one tenants mapped to the Customer

2.214.12.208.91#1064251

Fixed an issue with importing subscriptions from Google Workspace

2.214.12.208.91#1064095

Resolved an issue with background task failing to return error messages to the UI when the error is large

2.214.12.208.91#1063598

New feature — a capability that did not exist before
2.214.1#1063514

Fixed an issue where an error would be thrown when trying to view Ready for Invoicing in full screen

2.214.12.208.91#1063405

Added ALLFIELDSCFQA dollar variable

2.214.1#1063336

Fixed an issue with recall to supplier actions not using the "runbook to use instead of email when contacting the supplier"

2.214.12.208.91#1063218

Fixing issue with Canned Text Favourites displaying in folder

2.214.12.208.91#1063064

Fixed an issue where Dynamic SQL reports wouldn't display columns in some cases

2.214.12.208.91#1062918

Fixed an issue where agent approval reminders, after the initial one, send out accept and reject links using the portal URL instead of the agent URL.

2.214.12.208.91#1062363

Fixed an issue with applying custom table config commits via API

2.214.12.208.91#1061969

Fixed issue with Ticket Type options on actions not updating based on Team restrictions

2.214.12.208.91#1061531

Customer specific change

2.214.12.208.91#1060967

Fixed an issue where Date fields could display incorrectly in some timezones

2.214.1#1060894

Fixed an issue with navigating to the search screen from the side menu search

2.214.1#1060268

Removed the link to the AI configuration when setting up an AI connection and already on the AI settings page

2.214.1#1060012

Fixed the "edit columns" button incorrectly showing on the product bundle configuration

2.214.12.208.91#1059974

Fixed issue with re-assigning new Tickets that are qualification matched

2.214.12.208.79#1059387

Fixed issue with Available Agent condition on Live Chat

2.214.12.208.91#1059249

Fixed an issue where syncing roles between instances could silently fail.

2.214.12.208.91#1058659

Fixed issues with not being able to save changes to tax rates on group lines on invoices, and group line tax not showing up on PDFs.

2.214.12.208.91#1058419

Added More Asset System Fields to Device Change Tracking

2.214.1#1057703

Fixed an issue where service update SMS messages may not send.

2.214.12.208.91#1057200

Allowed agents to use actions that change the ticket type to one that the agent cannot access

2.214.12.208.91#1056526

Added new periodic meter reading options allowing quantity to be the last reading, the highest unbilled reading, or the reading the last time the meter was billed.

2.214.12.208.91#1054414

New feature — a capability that did not exist before
2.214.1#1054124

Improvement — an existing feature extended, adjusted or polished
2.214.1#1054111

Added a setting to prevent configuration changes being pushed into an instance

Needs configuration

2.214.1#1052480

Fixed attachment counts for child/related tickets when deleting attachments on parent tickets

2.214.1#1049336

Changed the display of next creation and period dates on recurring invoices to show date only, and always in the system time zone

2.214.12.208.91#1048772

Improved the accuracy of popup notification displays when multiple rules match at once

2.214.1#1048194

Fixed some issues with decimal and thousand separators

2.214.12.208.116#1047957

Added Ticket Source to the Query Builder

2.214.1#1047023

Fixed an issue when bulk creating tickets where one error would cause the following tickets to also error

2.214.1#1046483

Fixed saving issue with Mailbox sender restrictions

2.214.12.208.79#1044899

Added the setting 'Prevent editing of permissions at Agent level' to advanced settings

Needs configuration

2.214.1#1044519

Added validation when setting email start and end tags in Email Configuration

2.214.1#1043864

Fixed an issue with saving values in dynamic lookups using the 'Load only the top 100 rows' feature.

2.214.12.208.91#1041915

Distribution Lists can now be configured to send emails to all email addresses associated with a user

2.214.1#1040191

The Microsoft CSP licence list to check against for user imports is now more extensive

2.214.12.208.91#1039830

Transactions in Avalara will now be created with the customer name as the customer code

2.214.1#1038916

Fixed name not populating when adding an ad-hoc agent approver

2.214.12.208.91#1038888

The quantity column has been added to sales order line column profiles

2.214.12.208.91#1038867

Migrated the field AI Insights Context to allow for larger text limits

2.214.1#1037512

Fixed an issue where contract references were not generating correctly

2.214.12.208.91#1036988

You can now hide user action on the customer portal

Needs configuration

2.214.1#1034684

Fixed an issue where automated closure emails would fail to change the status to Closed when using workflow status restrictions, causing repeated emails to send

2.214.12.208.91#1033116

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.214.1#1032938

You can now use the status field on an asset for dynamic field visibility on assets

2.214.1#1032001

Added option to make Asset Tag mandatory when creating serialised assets during consignment or adding stock

Needs configuration

2.214.1#1031510

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.214.1#1027858

Added the ability to set the default score on Satisfaction Survey

Needs configuration

2.214.1#1027560

The Prorating date will now show when adding Products from a Sales Order to a Recurring Invoice

2.214.1#1024043

Fixed an issue with creating new users from SAML logins not using the correct name

2.214.12.208.91#1022379

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.214.1#1021351

Fixes to recurring invoice currency conversion

2.214.12.208.91#1019641

New feature — a capability that did not exist before
2.214.1#1019311

Added deletion of upcoming status email automations when the “inform user after X working hours (recurring)” setting is disabled in Ticket status settings

2.214.1#1018872

A setting has been added to View configuration to show custom lists above the Teams in the "By Team" view

Needs configuration

2.214.1#1015344

Added click-through to funnel charts

2.214.1#1015286

Added a string Ticket Type display value for Runbook Event Conditions

2.214.12.208.91#1011985

Added Asset Status variable for Asset Custom Buttons

2.214.1#1011860

Default column profiles against an entity now allows for changing the column profile view in lists

2.214.1#1009740

Added Sortable Date columns to the Query Builder

2.214.1#1000756

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.214.1#997636

New feature — a capability that did not exist before
2.214.1#996443

Added the ability to set upper and lower bounds for data in forecast outputs

2.214.1#995797

Fixed an issue with Fortnox not syncing clients in some cases

2.214.12.208.91#987149

fixed an issue with the RELATEDASSETSTABLE variable when the ticket has no primary asset

2.214.12.208.91#983606

Fixed an issue importing runbooks from the online repository not importing the relevant integrations/methods

2.214.1#982159

Improvement — an existing feature extended, adjusted or polished
2.214.1#982118

Closure details will now expand by default

2.214.1#982083

Internal or maintenance work with no directly usable change
Performance
2.214.1#979558

Fixed an issue with dynamic field visibility when the dependency field is read-only.

2.214.12.208.91#970374

Improvement — an existing feature extended, adjusted or polished
2.214.1#968048

Added a Ticket setting that allows users to retain their selected tickets after completing a bulk edit

Needs configuration

2.214.1#965079

You can now create Mail Campaign Groups

2.214.1#963652

Asset software imported from Intune will now match to existing records based on the software's name instead of the ID

2.214.1#951596

The Datto RMM integration is now multi-tenanted

2.214.1#950768

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.214.1#948587

Improved date type asset field display

2.214.12.208.91#923745

New feature — a capability that did not exist before
Needs configuration
2.214.1#898813

New feature — a capability that did not exist before
2.214.1#897912

Improvement — an existing feature extended, adjusted or polished
2.214.1#859017

Added the option to have the ticket timer be a ticket details widget

Needs configuration

2.214.1#832771

New feature — a capability that did not exist before
2.214.1#831614

Fixed an issue where runbooks or webhooks did not trigger when the criteria was set to 'User Role Value Changed'

2.214.12.208.91#815984

Added the ticket setting "Only allow admins to clone tickets"

Needs configuration

2.214.1#798650

Improvement — an existing feature extended, adjusted or polished
2.214.1#795061

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.214.1#793780

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.214.1#775657

Expanding runbook conditions to include: Equal to, not equal to, greater than, greater than or equal to, less than & less than or equal to

2.214.1#768899

New feature — a capability that did not exist before
2.214.1#759608

Update All Line Values on Quotations, Sales Orders & Purchase Orders now supports custom fields

2.214.1#731238

Fixed the back button incorrectly showing on dashboard reports when a widget is opened in a new tab

2.214.1#729738

Fixed ticket statuses not being ordered correctly when using the Kanban view on the portal

2.214.1#722475

Added the setting 'Asset type tree ordering' to asset setting

Needs configuration

2.214.1#713251

Added a Customer Mappings table to the N-Able N-Sight integration

2.214.1#710040

You can now use the Primary & Secondary agent as an option for the agent assigned on a ticket type, rule, template and scheduled ticket

2.214.1#703404

Improvement — an existing feature extended, adjusted or polished
2.214.1#701659

Quotes & Purchase Orders are now audited

2.214.1#656127

A tab has been added to Reporting Datasources so that you can see which reports are using the Datasource

2.214.1#579888

New feature — a capability that did not exist before
2.214.1#485469

Fixed an issue where asset type configuration would not load

2.214.2#1080055

Fixed an issue where Invoices wouldn't load when Xero was disabled

2.214.22.208.91#1079839

Fixed an issue with single and multi select input fields on a Chat flow

2.214.3#1087882

Fixed an issue with using Static Ticket Distribution Lists for Mail Campaigns

2.214.3#1087731

Fixed an issue with the limit size of the 'AI Insights Context' field

2.214.3#1087016

Fixed an issue with bulk SO field updates not setting an unchecked checkbox to false

2.214.3#1087002

Fixed several issues with the new project setup wizard not erroring correctly when templates weren't set correctly

2.214.3#1086739

Fixed issues with the service portal display name

2.214.3#1085421

Fixed spelling mistake in dashboard area

2.214.32.208.91#1085411

Resolved an issue with a primary key error the first time an invoice is created after enabling the auto-increment option in Advanced configuration

2.214.3#1084713

Fixed searching issues with entity types all and service

2.214.3#1083388

Fixed the "Save as new" button on reports failing to create a new report

2.214.3#1079297

Fixed an issue with the Datto RMM multi-tenancy changes

2.214.4#1089912

Resolved an issue with Continuous meter readings failing to save correctly

2.214.42.208.91#1089002

Fix recurring invoice next creation and period dates UTC display issue when using server time zone as the system time zone.

2.214.4#1088780

Fixed an issue with asset type relationship restrictions not always applying

2.214.4#1088728

Fixed an issue where Rhipe subscriptions wouldn't include price when importing from the integrator

2.214.4#1088429

Fix visibility of recurring invoice automatic increase configuration.

2.214.4#1088088

Fixed an issue with showing all Teams for all departments in the "by team" view/tree

2.214.4#1088019

Resolved an issue with the Discard button failing to function on an Action

2.214.4#1081913

Fixed a minor issue with Azure Delta sync method setting

2.214.5#1092496

Fix continuous meter reading invoice quantity calculation

2.214.5#1092324

Fixed an issue with continuous meter reading calculations

2.214.5#1092302

Fix automatic invoice config not showing on recurring invoices

2.214.52.208.111#1091679

Fixed several further issues with the new Project Setup Wizard functionality

2.214.5#1091226

Fixed an issue where dynamic agent assignment would not apply on the new ticket/action screens

2.214.5#1088859

Fixed an issue loading tickets in some scenarios

2.214.62.208.92#1094160

Fixed an issue with Datto Rmm mappings not saving as intended in some cases

2.214.6#1093881

Fixed an issue matching users to devices in the Datto RMM integration

2.214.6#1093880

2.214

New feature — a capability that did not exist beforeAdded the Project Setup WizardProjects2.214.1#769329

Bug fix — something was broken and now worksFixed issues with the Addigy integrationIntegrations & sync·Addigy2.214.42.208.78#1084237

Bug fix — something was broken and now worksFixed an issue where composite PDF generation would throw an error despite having permissions to do soDashboards & reporting2.214.12.208.91#1078027

Bug fix — something was broken and now worksResolved an issue with Primary Service restrictions failing to apply when using an Action.Tickets·Service catalogue2.214.12.208.91#1074609

Improvement — an existing feature extended, adjusted or polishedOption added to add approval votes to the FeedApprovals·TicketsNeeds configuration2.214.1#1073347

Improvement — an existing feature extended, adjusted or polishedA setting has been added to add a column for the last invoiced value when viewing recurring invoices in the ready for invoicing areaBilling & invoicingNeeds configuration2.214.1#1066844

Improvement — an existing feature extended, adjusted or polishedAdded $ TIMESHEETAPPROVALDATE variableNotifications·Timesheets & shifts2.214.1#1066113

Improvement — an existing feature extended, adjusted or polishedAdded option to specify Application identity roles when "Agent to log in as" is not set to an Agent on a Halo API applicationAuthentication & SSONeeds configuration2.214.1#1065228

New feature — a capability that did not exist beforeAdded the ability to an apply a template to an Asset via the APIAssets & CMDB2.214.1#1063514

New feature — a capability that did not exist beforeAdded new $-POUSEREMAILADDRESS variableTickets2.214.1#1054124

Improvement — an existing feature extended, adjusted or polishedVarious improvements to searching in the self-service portalSearch2.214.1#1054111

Improvement — an existing feature extended, adjusted or polishedIn User settings, you can now hide the Top Level field on Account records. Additionally, you can set a default Top Level value for Account recordsUsers & customers·User interfaceNeeds configuration2.214.1#1032938

Improvement — an existing feature extended, adjusted or polishedYou can now choose which entities get committed when syncing to AvalaraIntegrations & sync·Billing & invoicing·AvalaraNeeds configuration2.214.1#1027858

Improvement — an existing feature extended, adjusted or polishedA setting has been added to Sales Order Configuration so that when a Sales Order is created a Ticket is also created for the purpose of admin tasks and communicationSales & purchasing·TicketsNeeds configuration2.214.1#1021351

New feature — a capability that did not exist beforeYou can now set a default width for columns on column profilesUser interface2.214.1#1019311

Improvement — an existing feature extended, adjusted or polishedAdded the ability to set colours for custom buttonsUser interfaceNeeds configuration2.214.1#997636

New feature — a capability that did not exist beforeAdded a new type of Distribution Lists where its Members are made up of TicketsTickets2.214.1#996443

Improvement — an existing feature extended, adjusted or polishedAzure Delta improvementsIntegrations & sync·Azure2.214.1#982118

Internal or maintenance work with no directly usable changeMinor webhook performance improvementsIntegrations & syncPerformance2.214.1#979558

Improvement — an existing feature extended, adjusted or polishedImprovements to asset access controlAssets & CMDB·Permissions & access2.214.1#968048

Improvement — an existing feature extended, adjusted or polishedA setting has been added so that when sending an email from a Ticket that does not have a default mailbox set, the mailbox used will become the default.Email processing·TicketsNeeds configuration2.214.1#948587

New feature — a capability that did not exist beforeAdded the ability to determine the asset type for assets imported from Snow in via rules or from a field valueAssets & CMDB·Integrations & sync·Snow SoftwareNeeds configuration2.214.1#898813

New feature — a capability that did not exist beforeAdded a portal display name to servicesService catalogue2.214.1#897912

Improvement — an existing feature extended, adjusted or polishedAsset resource booking improvementsAssets & CMDB·Calendars & scheduling2.214.1#859017

New feature — a capability that did not exist beforeAdded cost field to Agent RolesAgents & teams2.214.1#831614

Improvement — an existing feature extended, adjusted or polishedFurther improvements to the new single sign-on functionalityAuthentication & SSO2.214.1#795061

Improvement — an existing feature extended, adjusted or polishedA setting has been added to allow Sales Order Invoices to be grouped/merged by the delivery addressBilling & invoicingNeeds configuration2.214.1#793780

Improvement — an existing feature extended, adjusted or polishedAdded the option to restrict categories by Category GroupTicketsNeeds configuration2.214.1#775657

New feature — a capability that did not exist beforeAdded the ability to set an agent's manager based on their manager in Microsoft Entra IDAgents & teams·Integrations & sync·Microsoft Entra2.214.1#759608

Improvement — an existing feature extended, adjusted or polishedImprovements to forecasting Dashboards & reporting2.214.1#701659

New feature — a capability that did not exist beforeKaseya VSA X integration is now availableIntegrations & sync·Kaseya2.214.1#485469

New feature — a capability that did not exist before
2.214.1#769329

Bug fix — something was broken and now works
2.214.42.208.78#1084237

Bug fix — something was broken and now works
2.214.12.208.91#1078027

Bug fix — something was broken and now works
2.214.12.208.91#1074609

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.214.1#1073347

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.214.1#1066844

Improvement — an existing feature extended, adjusted or polished
2.214.1#1066113

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.214.1#1065228

New feature — a capability that did not exist before
2.214.1#1063514

New feature — a capability that did not exist before
2.214.1#1054124

Improvement — an existing feature extended, adjusted or polished
2.214.1#1054111

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.214.1#1032938

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.214.1#1027858

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.214.1#1021351

New feature — a capability that did not exist before
2.214.1#1019311

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.214.1#997636

New feature — a capability that did not exist before
2.214.1#996443

Improvement — an existing feature extended, adjusted or polished
2.214.1#982118

Internal or maintenance work with no directly usable change
Performance
2.214.1#979558

Improvement — an existing feature extended, adjusted or polished
2.214.1#968048

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.214.1#948587

New feature — a capability that did not exist before
Needs configuration
2.214.1#898813

New feature — a capability that did not exist before
2.214.1#897912

Improvement — an existing feature extended, adjusted or polished
2.214.1#859017

New feature — a capability that did not exist before
2.214.1#831614

Improvement — an existing feature extended, adjusted or polished
2.214.1#795061

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.214.1#793780

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.214.1#775657

New feature — a capability that did not exist before
2.214.1#759608

Improvement — an existing feature extended, adjusted or polished
2.214.1#701659

New feature — a capability that did not exist before
2.214.1#485469