Version 2.246 — Halo Release Notes

New feature — a capability that did not exist before
2.246.1#982218

Fixed an issue with Stripe integration

2.246.82.236.93#1434486

Resolved an issue with Hubspot Deals lines linking to old quotes from Halo that are not related

2.246.12.236.91#1419972

Resolved an issue with blank thousand and decimal separator options in variables failing to work as expected on Invoice XML attachments

2.246.12.236.91#1419760

It is now possible to specifiy language/culture formatting for Date variables using the following format - $_DATEOCURRED{dddd MMMM YYYY|language:de-DE}

Needs configuration

2.246.1#1419728

Fixed issue with using grouped actions after prompt to acknowledge ticket

2.246.1#1419715

Quotation Approval forms will now allow Custom Fields that use $_faultid as part of the data population

2.246.1#1419705

Resolved an issue with the "Has a value" and "Does not have a value" options failing to work for the Supplier field in Ticket lists

2.246.1#1418942

Fixed an issue with 'Filter by Project' on the project ready for invoicing screen

2.246.1#1418808

Fixed an issue where asset date fields would convert to the wrong date when formatting

2.246.1#1418798

Fixed an issue with editing Facebook integration

2.246.1#1418770

Resolved an issue with discount on Invoices and Quotes using the rounded amount after discount per unit instead of applying the discount to the line total

2.246.12.236.91#1418702

It is now possible to update the Item Code property for a Purchase Order line even once the line has been marked as delivered

2.246.12.236.91#1418130

Fixed an issue with incoming emails from Google Mailboxes not truncating to the unique body

2.246.1#1418021

Added the ability to display funnel chart layer sizes as cumulative value

2.246.1#1417859

An additional system use option has been added to Action configuration so that Runbooks/Webhooks can be sent after the Action has been saved

Needs configuration

2.246.1#1417817

When rounding labour amounts for invoice lines the associated billing properties for the time entry will also be rounded when adding the time entry

2.246.1#1417801

Fixed an issue where if the setting 'Generate a unique system ID per document type (Invoice, Bill etc)' is enable, the unique ID would not sync to QuickBooks Online

2.246.1#1417635

Fixed an issue where Autotask migration imports would fail

2.246.12.236.91#1417607

Fixed an issue with importing dashboard from JSON

2.246.12.236.91#1417259

Fixed an issue with editing maintenance windows

2.246.1#1417181

Fixed an issue where Ticket views wouldn't filter on multiselect fields when using translations

2.246.1#1417041

The Halo Accounts Integrator will now store the API Secret using the User level Windows Data Protection API and once you save or connect it can be removed from the .ini file for existing installations.

Security

2.246.1#1417002

Fixed an issue submitting a ticket that had a template applied

2.246.12.236.91#1416730

Fixed an issue when searching for specific terms

2.246.1#1416723

Fixed display issue with attachments added to actions.

2.246.1#1416610

Fixed an issue where Quotation Approvals could error when including custom fields

2.246.12.236.91#1416512

Fixed an issue with viewing opportunities on the portal

2.246.1#1416473

Fixed an issue with scheduled and automated appointments syncing to exchange

2.246.12.236.91#1416416

Resolved an issue with importing some CSP Consumption data when the CSV data contains cells with more than 500 characters

2.246.12.236.91#1415785

Fixed a minor issue with bulk action menu screen layout profiles

2.246.12.236.91#1415730

Fixed an issue where contracts opened in a modal could error

2.246.1#1415728

Fixed an issue with Asset Matching in Email Rules

2.246.12.236.91#1415689

Fixed an issue with the no action for X days notifications queuing incorrectly

2.246.12.236.91#1415670

Updated the Action outcome/name used when Connectwise Automate resolved a ticket to "Connectwise Automate Closure"

2.246.12.236.91#1415350

Resolved an issue with a duplicate action being added to tickets when a booking appointment is added and the Exchange integration is using the scheduler functionality

2.246.1#1415346

Fixed an issue where dashboard creation would be restricted whilst not configuration tracked

2.246.1#1415303

Fixed a rare issue with some FAQ Lists not showing in the FAQ List filter

2.246.12.236.91#1414779

Fixed an issue with images not correctly saving when importing knowledge base articles with the ServiceNow Migration

2.246.12.236.91#1414603

Fixed an issue where CSV exports would not respect field visibility and added a warning if a cell's data is too long to display in Excel

2.246.1#1414595

A change has been made to the AI reply and AI thank you detection functions so that the prompt uses the System role instead of the Assistant role

2.246.1#1414564

Added the "readOnlyHint" annotation to the Halo MCP server tools

2.246.1#1414508

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.246.1#1414389

Fixed an issue with the 'One Product must be picked from these optional Products' setting in Quote approvals

2.246.1#1403557

Fixed some minor issues with Dynamics Business Central Tax values being 1 penny off in some rare cases

2.246.12.236.91#1403553

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.246.1#1403547

Resolved an issue with the Asset List and User List variables used on recurring invoice lines failing to be removed when there are no records or they are not relavant

2.246.1#1403546

Fixed an issue where the PagerDuty Integration wouldn't sync custom fields

2.246.12.236.91#1403366

Fixed a rare error when updating roles during the Entra import

2.246.1#1403277

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.246.1#1403112

Fixed an issue with enabling some KB settings in self-service portal configuration

2.246.12.236.91#1403082

Resolved an issue with Addigy devices failing to be made inactive in Halo when they are removed from Addigy

2.246.12.236.91#1403059

Improved error logging for device custom field updates.

2.246.12.236.91#1402732

Fixed a rare issue with updating agents via Entra ID

2.246.1#1402696

Fixed an issue where creating Recurring Invoices from Sales Orders could error

2.246.12.236.91#1402693

Resolved an issue with the "Immediately Invoice pro-rated changes" failing to use the overriding Client/Site

2.246.12.236.91#1402655

Fixed an issue with N-able N-central customer/site import

2.246.12.236.91#1402565

Improved stability for larger configurations by reducing the amount of browser storage required to cache application data

Performance

2.246.12.236.111#1402445

An option has been added to the User Role Chat Profile Override for "No default" which will not override the Client or global default

Needs configuration

2.246.12.236.91#1402434

Fixed an issue with opening an existing chat record on a ticket

2.246.1#1402311

Bug fix — something was broken and now works
2.246.1#1402164

Fixed an issue with assigning tickets to agents via drag-and-drop on ticket lists

2.246.1#1402083

Fixed issue with ticket attachment display names not showing correctly when using S3 uploads

2.246.12.236.91#1391546

Fixed bulk editing on custom tables

2.246.1#1391533

Fixed an issue with child ticket dropdowns not displaying on Opportunity column profiles

2.246.12.236.91#1391331

Fixed an issue where you could submit anonymous agent booking tickets without entering name and email address

2.246.1#1391204

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.246.12.236.91#1391024

Fixed an issue where the default column profile would still be used on a ticket list widget when overridden

2.246.1#1390411

Fixed an issue where disabling the default memo field on CRM notes prevented users from updating memo values on existing notes

2.246.12.236.91#1390282

Resolved an issue with matching Ninja imported devices to exisiting devices

2.246.12.236.91#1390246

Fixed an inconsistency between follower permissions when viewing a list of tickets and an individual ticket

2.246.1#1390200

Fixed an issue with searching tickets and ordering by relevance

2.246.1#1389761

Fixed an issue where grouped Money columns could display incorrectly

2.246.1#1389189

Resolved an issue with the CSP Integration using the Group membership to assign the "Service User" property even when the option to not create users that do not match a licence is selected

2.246.12.236.91#1388761

Fixed an issue with ticket type restrictions

2.246.12.236.91#1387836

Fixed issue with Note fields on actions not displaying as read only

2.246.1#1386311

The Agent/Role permission for Document Management now includes a separate option for "Modify and Delete"

Needs configuration

2.246.1#1386093

Fixed an issue where the chat flow would not advance after a ticket was logged via a link

2.246.12.236.91#1384922

Fixed an issue with adding Asset type rules to Google Workspace

2.246.12.236.91#1384278

Fixed dollar ($) variable INVOICEPAIDANDCREDITTOTAL not working on v2 of the 'Billing Entity totals calculation method'

2.246.1#1381260

Fixed an issue where editing a custom table row and cancelling would still save the changes

2.246.12.236.91#1381010

Fixed an issue where client/site document uploads into a subfolder were incorrectly assigned to the uploading user's own client or site

2.246.12.236.91#1380768

Fixed an issue with loading of DB Lookup fields on the New Ticket screen

2.246.12.236.91#1380422

Resolved an issue with values from invoices, timesheets and other entities incorrectly being returned when Halo is running in a non culture invariant environment that uses the comma character for a decimal separator

2.246.12.236.91#1376149

Fixed the category value being set incorrectly when logging a ticket via chat using the "Walk through logging a ticket" step type

2.246.12.236.91#1374036

Drilling down into a contract report from the contract itself will retain the contract id in the query

2.246.1#1373417

Refactored the URL validator to allow redirects

2.246.12.236.91#1373110

Added to forwarded email prefixes - "ED:"

2.246.1#1371441

Fixed an issue with auto-replies affecting the closure procedure

2.246.1#1369027

Fixed an issue with recalculating billing on tickets

2.246.1#1366968

You can now use Screen Profile layouts to reorder and hide fields on the Details tab of Suppliers

Needs configuration

2.246.1#1366280

New feature — a capability that did not exist before
Needs configuration
2.246.1#1363170

Fixed an issue where some timed automations would not be cleared on workflow step change.

2.246.12.236.91#1361669

Fixed an issue syncing billing cycle and pricing data using the Sherweb integration

2.246.1#1355099

New feature — a capability that did not exist before
2.246.1#1327600

Fixed an issue where Credit remaining in Credit Note lists would display incorrectly

2.246.1#1325859

Changed Microsoft Teams chat members to be a multi-select field

2.246.1#1311978

Updated the MYOB integration to use a new scope format during authorisation

2.246.12.236.91#1285925

Added API asset relationship restrictions

2.246.1#1263994

Fixed an issue where the 'Switch to Agent application' side menu link was not visible on the self-service portal

2.246.1#1236478

Added simple validation preventing ad-hoc approvals being added without an agent, user or email address.

2.246.1#1208475

Approval Status can now be used as criteria for Ticket List filters and Ticket dynamic field visibility.

2.246.1#1206968

When using the "Enable sticky FAQ navigation menu on the portal" setting in Knowledge Base Configuration, child FAQ lists will now be shown if you are viewing an FAQ list which has child FAQ lists

2.246.1#1198601

Added a setting to prevent ticket closures from setting response data unless done via a response action

Needs configuration

2.246.1#1198596

Improvement — an existing feature extended, adjusted or polished
2.246.1#1197813

Improvement — an existing feature extended, adjusted or polished
2.246.1#1172810

Article Type can now be used as criteria for Ticket dynamic field visibility.

Needs configuration

2.246.1#1140028

Added a Time Management setting that enables time taken on actions to be rounded to seconds rather than minutes

Needs configuration

2.246.1#1133839

New feature — a capability that did not exist before
Needs configuration
2.246.1#1127170

The Invoice list on the portal now allows Users to confirm any automatic payments that hit 3ds security requirements

2.246.1#1091773

New feature — a capability that did not exist before
2.246.1#1089337

New feature — a capability that did not exist before
2.246.1#1088077

Minor UI improvements for the Accounts Interface

2.246.1#1046503

Customer specific debug logging

2.246.12.236.91#1014253

Improvement — an existing feature extended, adjusted or polished
2.246.1#971088

Fields populated by a template are now cleared when the template is removed

2.246.1#955789

Added a setting to display timesheets as a table from the main timesheets view

Needs configuration

2.246.1#805312

Pro-rata lines now show the date it is / will be made effective

2.246.1#793317

Resolved a UI error thrown by the new ticket screen when creating a ticket from the home screen

2.246.2#1421173

Fixed an issue with reports on the home screen causing issues in some cases

2.246.2#1421155

Fixed an issue where items wouldn't automatically group on Sales Orders

2.246.3#1422305

Fixed a minor UI issue during folder creation

2.246.32.236.91#1422218

Fixed an issue when adding folders and documents

2.246.3#1422217

Fixed a UI issue with the context menu in the Attachments table for Quotes, POs and SOs

2.246.3#1422205

Fixed an issue with setting label

2.246.3#1422029

Fixed an issue with accessing the knowledge base

2.246.32.236.111#1421760

Fixed UI error in PII Centre

2.246.3#1420034

Fixed an issue with using $-variables in custom table lookups

2.246.32.236.91#1418890

Fixed an issue when syncing unique invoice type ID's to QuickBooks Online

2.246.4#1424731

Fixed an issue with Stripe Off Session payments declining when they could be confirmed in some cases

2.246.4#1424099

Improved performance when mentioning agents

Performance

2.246.42.236.91#1423798

Fixed an issue with duplicate site contact notifications

2.246.4#1423647

Fixed an issue with a few of the available integrations for Reconciliation

2.246.4#1422982

Fixed an issue where retrieving tickets could fail in rare cases

2.246.4#1422914

Fixed an issue with migrating attachments to S3

2.246.4#1422607

Fixed an issue with saving the details tab config on Supplier Screen Profile layouts

2.246.5#1426889

Resolved an issue with discounts on Invoices failing to be pushed to Quickbooks Online when the unit price has more than 2 decimal places after the discounts is applied

2.246.52.236.91#1426561

Fixed an issue with auto-approvals not counting towards the total approval count

2.246.6#1429422

Fixed being unable to select a Company after authorising the MYOB integration

2.246.62.236.91#1428426

Fixed an error when authorising MYOB

2.246.7#1429696

2.246

New feature — a capability that did not exist beforeAdded a new Knowledge Base Tiles display type for the Self Service PortalKnowledge base2.246.1#982218

Improvement — an existing feature extended, adjusted or polishedA setting has been introduced to allow manually created Billing Plan lines to be retained when applying Billing TemplatesBilling & invoicingNeeds configuration2.246.1#1414389

Improvement — an existing feature extended, adjusted or polishedAn option has been added to Prepay Contracts that allows you to invoice for the prepay time without using deferred revenueContracts·Billing & invoicingNeeds configuration2.246.1#1403547

Improvement — an existing feature extended, adjusted or polishedA configuration option has been added that, when enabled, will create recognition invoice lines for all deferred revenue regardless of created invoicesBilling & invoicing·ContractsNeeds configuration2.246.1#1403112

Bug fix — something was broken and now worksFixed an issue where the calendar timeline view would not show just workday hours when enabledCalendars & scheduling2.246.1#1402164

Improvement — an existing feature extended, adjusted or polishedAdded a setting to Sanitise HTML when forwarding an email using the forward actionEmail processingNeeds configuration2.246.12.236.91#1391024

New feature — a capability that did not exist beforeAdded the option to display all service statuses in the self-service portalService catalogueNeeds configuration2.246.1#1363170

New feature — a capability that did not exist beforeSite contacts can now be configured on the user details page, and new API properties have been added to manage site contacts easily via the APIUsers & customers2.246.1#1327600

Improvement — an existing feature extended, adjusted or polishedAdded a Hover Widget when hovering a User's name in the Action History on a TicketTickets·User interface2.246.1#1197813

Improvement — an existing feature extended, adjusted or polishedYou can now add Actions to a custom Bulk Edit Menu LayoutTickets·User interface2.246.1#1172810

New feature — a capability that did not exist beforeYou can now enable advanced Ticket Type access which allowed ticket type access by User Role on the portalTickets·Permissions & accessNeeds configuration2.246.1#1127170

New feature — a capability that did not exist beforeAdded new options for adding Child Templates to a Template or Ticket TypeTickets2.246.1#1089337

New feature — a capability that did not exist beforeAdded the ability to automatically add Product Groups as groups on Sales OrdersSales & purchasing2.246.1#1088077

Improvement — an existing feature extended, adjusted or polishedAdded the option to paginate reports in the APIDashboards & reporting2.246.1#971088

New feature — a capability that did not exist before
2.246.1#982218

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.246.1#1414389

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.246.1#1403547

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.246.1#1403112

Bug fix — something was broken and now works
2.246.1#1402164

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.246.12.236.91#1391024

New feature — a capability that did not exist before
Needs configuration
2.246.1#1363170

New feature — a capability that did not exist before
2.246.1#1327600

Improvement — an existing feature extended, adjusted or polished
2.246.1#1197813

Improvement — an existing feature extended, adjusted or polished
2.246.1#1172810

New feature — a capability that did not exist before
Needs configuration
2.246.1#1127170

New feature — a capability that did not exist before
2.246.1#1089337

New feature — a capability that did not exist before
2.246.1#1088077

Improvement — an existing feature extended, adjusted or polished
2.246.1#971088