Version 2.248 — Halo Release Notes

New feature — a capability that did not exist before
2.248.1#1385189

New feature — a capability that did not exist before
2.248.1#1170636

Added a new Runbook Webhook response challenge type - Validate-Token header

2.248.12.236.91#1429877

Fixed an issue with the $-CUSTOMERSIGNATURE and $-AGENTSIGNATURE $-variables not being set in Tickets and PDF templates

2.248.12.236.91#1424683

Resolved an isssue with Agent Cost being removed/reset to zero when the Agent configuration is updated by a non-admin Agent. Agent cost should only be able to be viewed or updated when an Agent has the related permission.

Security

2.248.12.236.91#1421444

Fixed an issue where Users and Agent could not be imported from Okta groups

2.248.12.236.91#1421422

Fixed an issue with Ticket variables in runbooks when using Organisation Ticket Type Restrictions

2.248.32.236.92#1432252

Fixed an issue with sequencing in recurring invoices line merging

2.248.52.236.95#1434677

Fixed an issue with sending Quotations linked to a Ticket

2.248.82.236.102#1436561

Fixed an issue with Intacct class not loading in some cases

2.248.92.236.104#1442834

Fixed an issue with Knowledge Base negative votes being submitted before the user could fill in the feedback form

2.248.12.236.101#1430626

Fixed a minor language pack issue

2.248.12.236.101#1430398

Fixed an issue with populating the Total Price value on the Items Issued table

2.248.12.236.101#1430393

Fixed an issue with ticket types showing on the ticket type tile selection incorrectly

2.248.12.236.101#1429824

Fixed an issue with adding a Criteria Group to a Ticket Rule

2.248.1#1429806

Fixed a 500 error that occurred when fetching tickets through the Zapier integration

2.248.12.236.101#1429792

Fixed an issue with selecting from the user's previously selected assets

2.248.12.236.101#1429730

Added Atera RMM Bearer authorisation type

2.248.1#1429433

Fixed an issue with attachment names when syncing to Jira

2.248.12.236.101#1429389

Fixed an issue with the password expiry setting not working

2.248.12.236.101#1428602

Fixed an issue with $ variables in the summary and details not working when logged by a user

2.248.12.236.101#1428550

Fixed an issue when adding items to Sales orders

2.248.1#1428397

Fixed an issue with QuickBooks Online multi-tenanted items failing to use the correct tenant item id with bundles in some cases

2.248.12.236.101#1428292

Fixed an issue with Microsoft CSP not showing in the reconciliation module

2.248.1#1428270

A link to the appointment master for recurring appointments will now show at the top of the appointment

2.248.12.236.101#1428231

Fixed a minor issue with the Dynatrace configuration page

2.248.12.236.101#1427794

Fixed an issue where the email address field would not appear mandatory on the new ticket screen

2.248.1#1427775

Fixed an issue with configuring CSS for multiple portals

2.248.12.236.101#1427732

Fixed an issue with the note remaining after clearing an approval result

2.248.12.236.101#1427673

Fixed an issue with the target hours for OLAs when using days as the units

2.248.12.236.101#1427575

Fixed an issue with importing OID data from Halo Asset Discovery

2.248.12.236.101#1427507

It is now possible to raise credit notes from invoices that have a status that does not allow editing of the invoice

2.248.12.236.101#1427361

Fixed an issue with config tracking runbooks

2.248.12.236.101#1427320

Fixed an issue with user matching when creating a ticket

2.248.12.236.101#1426803

Fixed an issue with "reply to last user" on actions

2.248.12.236.101#1426763

Additional logging has been added to return an error when tickets fail to be correctly related to each other

2.248.12.236.101#1426736

Fixed an issue with retrieving action outcomes

2.248.12.236.101#1426596

The Authority option has been added to the CSP integration

2.248.1#1426530

Fixed an issue where uploading larger attachments could be incorrectly rejected as quarantined.

2.248.12.236.101#1426440

Fixed an issue with group filters oni tickets

2.248.12.236.101#1426201

Fixed a UI issue when creating a new customer or user from the call screen

2.248.1#1426188

Fixed an issue with Dynamics Business Central Bills not carrying over multicurrency in some cases

2.248.12.236.101#1426083

Resolved issue with missing labels for new settings in Sales Order configuration

2.248.1#1426079

Resolved an issue with Access Control options missing from Report Groups

2.248.1#1426074

Fixed a rare issue when approving by responding to an email

2.248.12.236.101#1426007

Fixed an issue with adding roles to agents via bulk edits

2.248.1#1426000

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.248.1#1425900

Fixed an issue with matching rules when using time zone input for start and target dates

2.248.12.236.101#1425812

Fixed an issue with adding actions to new tickets

2.248.1#1425797

Improved performance of loading automation lists

Performance

2.248.1#1425788

Added improved logging to the Lansweeper integration

2.248.12.236.101#1425784

Keeping Hubspot scopes in line on stable with new additions to beta

2.248.12.236.101#1425753

Resolved an issue with Asset Fields using regex validation failing to be validated when created by the Item stock process

2.248.1#1425712

The opening action for a ticket created by email can now have the undeliverable flag set correctly to avoid emails from being sent to invalid email addresses

2.248.1#1425691

Fixed an issue where category fields could not be cleared

2.248.1#1425518

Fixed an issue with creating appointments with schedules

2.248.12.236.101#1425084

Fixed an issue with adding service access to new customers

2.248.12.236.101#1424969

Fixed an issue with "Read only" invoice permissions

2.248.1#1424825

Resolved an issue with Custom Field filters for "Not Includes" failing to function correctly for Checkbox type fields

2.248.12.236.94#1424778

Fixed an issue with ticket dashboards when removing the ticket's workflow

2.248.12.236.101#1424760

Resolved an issue with non-group invoice lines, created when multiple recurring invoices are combined, appearing below grouped invoice lines

2.248.12.236.101#1424743

Fixed an issue with creating a new prospect whilst raising an opportunity ticket

2.248.12.236.101#1424739

Fixed an issue with viewing certain notifications

2.248.1#1424656

Fixed an issue where N-Central sites could not be mapped with the REST API method

2.248.12.236.101#1424182

Resolved an issue with Halo being unable to match Hubspot Deal/Quote lines to Halo Items

2.248.12.236.101#1424106

Ingram Micro subscriptions with no products associated will now be imported but without price/quantity data as it is not provided by the API

2.248.12.236.101#1424081

Fixed an issue where the mail campaigns module would always appear enabled

2.248.1#1423930

Fixed issue with homepage search on the End User Portal triggering automatically when "search as you type" was disabled

2.248.12.236.101#1423929

Resolved an issue with webhooks from Hubspot deals failing to update existing Opportunites in Halo with an error of "Please select a valid Client"

2.248.12.236.101#1423892

The field for the value of global variables used in Custom Integrations has been changed from a single line to a multi-line input

2.248.1#1423838

Fixed an issue with using Dynamic SQL Single-Select Asset Fields within Notification Criteria

2.248.12.236.101#1423781

When configuring Asset reconciliation settings the Intune option will now be included if the Microsoft CSP integration is enabled

2.248.1#1423756

Supplier Start/End and Reference have been added as options to Recurring Invoice line column profiles

2.248.1#1423748

Fixed an issue with applying recurring invoice due date types

2.248.12.236.101#1423566

Fixed an issue affecting the Activity Feed, Timesheets and Recently Viewed Tickets

2.248.12.236.101#1423475

Fixed a UI issue with dates on CRM Notes

2.248.12.236.101#1423334

Configuration options to add iframes to tabs in Quotes, Sales Orders, Purchase Orders and Invoices has been added

Needs configuration

2.248.1#1423315

Fixed an issue where rejected Quotes could send Countersign Emails

2.248.12.236.101#1423314

The MCP functions to log a ticket or action with a field list will now use Custom Field names as parameter names instead of Custom Field IDs

2.248.1#1423038

Improvement — an existing feature extended, adjusted or polished
2.248.1#1422963

Added more configuration settings to search

Needs configuration

2.248.1#1422959

Fixed an issue with errors surfacing from appointment time clashes

2.248.12.236.101#1422905

Resolved an issue with the contract links generated for a report failing to resolve correctly to the contract

2.248.12.236.101#1422897

Fixed an issue with including asset fields in query builder reports

2.248.12.236.101#1422849

Fixed an issue where appearance configuration and prepended PDFs wouldn't be applied for Product PDFs

2.248.1#1422815

Bug fix — something was broken and now works
2.248.12.236.101#1422803

Fixed an issue with integration asset deactivation

2.248.12.236.101#1422775

Fixed an issue where a ticket lists open list button would not work on a dashboard widget

2.248.1#1422458

Fixed an issue with attachments when unmerging tickets

2.248.12.236.101#1422335

Fixed a rare issue where generating PDFs could error

2.248.1#1422240

Fixed an issue with the additional agents field on tickets

2.248.1#1422206

Fixed an issue with importing N-Central clients

2.248.1#1422182

Fixed an issue where the Timezone option on booking calendars could default incorrectly

2.248.1#1422065

Fixed an issue with the Related Services field on Templates

2.248.12.236.101#1422045

When using Appointment creation to assign a Ticket, any warnings or errors will now be shown

2.248.12.236.101#1421987

Resolved an issue with tax showing incorrectly in Halo when and Invoice is pushed to Quickbooks that initially has Tax but it is then removed by changing AST configuration in Quickbooks

2.248.12.236.101#1421974

Resolved an issue with Automated Tickets failing to be created when an invalid Client is referenced by the Automated entity

2.248.12.236.101#1421886

Fixed an issue with importing asset using the DB integrator

2.248.12.236.101#1421866

Audit/Change History will now be paginate on the Customer/Site forms

2.248.1#1421836

Fixed an issue with scheduled load balancing not working after a day

2.248.1#1421755

Fixed an issue with QuickBooks Online multicurrency not sending exchange rate as intended in all cases

2.248.12.236.101#1421738

Fixed an issue which could prevent dynamic list SQL field values from saving

2.248.1#1421707

Resovled an issue with dynamic field visibility on custom tables failing to apply to the table display

2.248.12.236.101#1421572

Fixed an issue with some User $-variables not populating within Email Template previews

2.248.12.236.101#1421183

Fixed a rare issue with switching between Asset and Site fields

2.248.12.236.101#1421095

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

2.248.12.236.101#1420948

Additional error reporting has been added to the Integrator for the case where induvidual Tenants licences cannot be retrieved

2.248.12.236.101#1420937

Resolved an issue with CPS Consumption Data imports failing when the Reference ID value is a JSON object and not a GUID value

2.248.12.236.101#1420869

Fixed a rare issue with Optional Services on the End-User portal

2.248.12.236.101#1420864

Fixed a minor language issue with Site Fields

2.248.12.236.101#1420829

Resolved an issue with Private Notes added to Actions failing to save when a mention used in the Private Note references an out of office Agent

2.248.12.236.101#1420656

Fixed a rare issue with searching for customers/sites/users

2.248.12.236.101#1420635

Fixed an issue where Budget Calculation Type configuration was showing an incorrect value

2.248.1#1420127

Fixed an issue with subscriptions not importing from Google Workspace

2.248.12.236.101#1419753

Fixed an issue with using attachment custom fields

2.248.1#1419680

Fixed an issue where the "Requires Consigning" page could display incorrectly

2.248.1#1418967

Fixed an issue where money fields could be editable for group headers on quotes

2.248.1#1418852

Resovled an issue with Email Rule start and end matching tags failing to work when using a space character

2.248.1#1418495

New feature — a capability that did not exist before
2.248.1#1418172

Fixed an issue with the add/edit/delete data access level for custom tables

2.248.12.236.101#1417794

Fixed an issue on the portal with reloading the page when there is an open live chat

2.248.1#1417540

Fixed an issue where due dates on Invoices could adjust incorrectly when using Xero webhooks

2.248.12.236.101#1417380

Fixed an issue where Client/Site/User custom fields wouldn't display correctly on new tickets when grouped

2.248.1#1416632

Fixed issues with discounts on meter lines when new meter readings are added.

2.248.1#1416631

Fixed issue where the "Show For Users" selection wasn't saving on new document uploads when client-side uploads are enabled

2.248.12.236.101#1416533

Fixed an issue where drop-down custom fields my not load the correct options when creating a new ticket.

2.248.1#1415591

Custom table date fields can now be validated against system ticket date fields.

2.248.1#1415458

Fixed an issue with processing Exchange webhooks on a background service.

2.248.12.236.101#1415444

Fixed an issue where the wrong column profile was used when viewing tickets through Top Level

2.248.1#1415312

Fixed an issue which could occur when adding MCP tools

2.248.12.236.101#1415091

Changed AI Agents to use gpt-5.4-mini when using the built-in Halo connection

2.248.1#1414491

Added a third_party_id parameter to the /faqlists endpoint

2.248.1#1403620

Improvement — an existing feature extended, adjusted or polished
2.248.1#1402401

Improved PDF generation performance when sending a notification email to the user

Performance

2.248.1#1402159

New feature — a capability that did not exist before
2.248.1#1390318

Fixed an issue with searching for IP addresses

2.248.1#1388749

Language pack improvements

2.248.12.236.101#1387852

Fixed an issue with retrieving services on the portal

2.248.12.236.101#1387817

Add TICKETREF as a $ variable

2.248.1#1385936

Fixed an issue where the "has/does not have value" filter was not working on Ticket List dynamic filters.

2.248.12.236.101#1384968

Fixed a minor UI issue with the new call screen

2.248.1#1384158

Fixed an issue with creating Custom Fields from within a Field Group

2.248.12.236.101#1383798

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.248.1#1382596

New feature — a capability that did not exist before
2.248.1#1382092

Fixed an issue where the client list would show the incorrect column profile

2.248.1#1382012

Fixed issues with leaving feedback on knowledge base articles

2.248.1#1381980

Fixed an issue where the 'Items are billable' field would not show the default value on the new ticket screen

2.248.1#1379413

Added Asset Relationships Updated as a criterion for asset notifications

2.248.1#1379302

You can now set new tab locations in Agent preferences

2.248.1#1376128

Fixed a ticket access issue with a specific legacy search configuration

2.248.1#1374855

Fixed an issue where a quote approvals would throw an unhandled error in the UI

2.248.1#1369551

Fixed using the MTLS authentication type for custom integrations

Security

2.248.1#1365870

Asset notifications can now use users as a criterion

2.248.1#1365185

New feature — a capability that did not exist before
2.248.1#1352624

New feature — a capability that did not exist before
2.248.1#1352447

Supplier Address will now show on Supplier Hover Widget

2.248.1#1351736

Improvement — an existing feature extended, adjusted or polished
2.248.1#1350902

Fixed a minor issue with using the enter key when searching for articles

2.248.1#1333850

Posting date is now synced to Business Central for invoices and bills

2.248.1#1331882

Improvement — an existing feature extended, adjusted or polished
2.248.1#1331708

New feature — a capability that did not exist before
2.248.1#1329632

Fixed an issue where some dashboard widgets could load intermittently

2.248.12.236.101#1324878

New feature — a capability that did not exist before
2.248.1#1311980

Fixed an issue with Etilize updating Item Group in error in some cases

2.248.12.236.101#1238311

New feature — a capability that did not exist before
2.248.1#1222188

Fixed an issue where the 'Supplier' outcome on a rule would not apply

2.248.1#1206979

Improvement — an existing feature extended, adjusted or polished
2.248.1#1204385

Fixed an issue with using a field to determine asset type for AWS imports

2.248.1#1191320

Added database transaction support to ticket type field save

2.248.1#1184206

Fixed an issue with duplicate language pack translations

2.248.1#1095393

New feature — a capability that did not exist before
Needs configuration
2.248.1#1080572

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.248.1#1079082

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.248.1#1067497

Added a warning explaining why duplicate Asset Relationships cannot be added

2.248.1#1064247

Improvement — an existing feature extended, adjusted or polished
2.248.1#1039968

New feature — a capability that did not exist before
2.248.1#1032788

Improvement — an existing feature extended, adjusted or polished
2.248.1#1031193

Fixed an issue where adding ticket tags in bulk would not apply the tags to the whole ticket selection

2.248.1#1010038

Fixed an issue with the report start and end dates displayed on report PDFs

2.248.1#996129

Improvement — an existing feature extended, adjusted or polished
2.248.1#798838

Fixed an issue where Grouped Custom Fields wouldn't display as grouped on additional tabs

2.248.1#726579

Added the ability to import Microsoft CSP Tenants via the Delegated Admin Relationships endpoint

2.248.1#533643

Updated Supplier Address field to use type address instead of memo

2.248.1#235897

Fixed various minor issues with action form custom buttons

2.248.3#1435376

Fixed an issue with SQL validation

2.248.3#1434836

Fixed an issue where repository endpoints would sometimes return data.

Security

2.248.32.236.101#1434512

Fixed an issue with saving Draft Tickets

2.248.3#1434418

Fixed an issue with adding site mappings for Tenable and Tanium

2.248.3#1433682

Fixed an issue with using custom integration method custom fields

2.248.3#1433552

Fixed an issue with creating Suppliers

2.248.3#1433507

Fixed a display issue with the side nav menu when using Spanish and German language packs

2.248.3#1433259

Fixed an issue with OLA targets after pausing them

2.248.32.236.101#1432845

Fixed an issue with creating Custom Fields from a Field Group on Beta

2.248.3#1431390

Fixed an error when cloning recurring invoices

2.248.4#1436748

Fixed an issue with pagination when using a dashboard column profile

2.248.4#1436411

Fixed an issue where End-User Countersign confirmations could be sent multiple times

2.248.4#1436363

Fixed an issue where updating Agents without the Agent cost permission would remove the Agent cost

2.248.42.236.101#1431377

Fixed an issue where Agents couldn't be imported from Atera RMM

2.248.42.236.101#1388546

Fixed an issue with the 'equal to invoice date' due date type

2.248.52.236.101#1438947

Resolved an issue with non-group invoice lines, created when multiple recurring invoices are combined, appearing below grouped invoice lines

2.248.52.236.101#1438367

Fixed an issue with HubSpot owner not syncing correctly in some cases

2.248.5#1438005

Fixed an issue with the "Can edit Agents details" permission

2.248.5#1437938

Resolved an error shown when dragging a ticket onto the calendar when an appointment is already open on the calendar

2.248.5#1435449

Resolved an issue with the incorrect options showing in the resource booking assignment type selection

2.248.5#1434473

Fixed a setting visibility issue

2.248.52.236.101#1429618

Fixed an issue viewing Outgoing logs if s3 html storage is enabled

2.248.6#1438112

Fixed an issue with the updatelines endpoint failing to update values already set on the matched lines in some cases

2.248.62.236.101#1431832

Fixed an issue where workflows would not be applied to tickets logged via the portal

2.248.7#1440533

2.248

New feature — a capability that did not exist beforeAdded the ability to use action forms on assetsAssets & CMDB2.248.1#1385189

New feature — a capability that did not exist beforeAdded the Juniper Mist Integration Integrations & sync·Juniper mist2.248.1#1170636

Improvement — an existing feature extended, adjusted or polishedA configuration option has been added to allow deferred revenue to have tax incuded or excluded when recognition invoices are createdBilling & invoicingNeeds configuration2.248.1#1425900

Improvement — an existing feature extended, adjusted or polishedMultiple improvements to resource booking functionalityCalendars & scheduling2.248.1#1422963

Bug fix — something was broken and now worksFixed several Issues with Sage IntacctIntegrations & sync·Sage Intacct2.248.12.236.101#1422803

New feature — a capability that did not exist beforeAdded the option of one-click approvals for approval email linksApprovals·Notifications2.248.1#1418172

Improvement — an existing feature extended, adjusted or polishedSimilar customer name search now also checks accountsSearch·Users & customers2.248.1#1402401

New feature — a capability that did not exist beforeAdded the option to allow users to complete To-Do List itemsProjects2.248.1#1390318

Improvement — an existing feature extended, adjusted or polishedAdded the option to change which assets are checked for maintenance windows and change freeze periodsAssets & CMDB·SLAs & targetsNeeds configuration2.248.1#1382596

New feature — a capability that did not exist beforeAdded the ability to link existing assets to servicesAssets & CMDB·Service catalogue2.248.1#1382092

New feature — a capability that did not exist beforeAdded the ability to match on Assets within Problem MatchingTickets·Assets & CMDB2.248.1#1352624

New feature — a capability that did not exist beforeTimesheet Approval DelegationTimesheets & shifts·Approvals2.248.1#1352447

Improvement — an existing feature extended, adjusted or polishedSLA and OLA warning dates are now tracked once reachedSLAs & targets2.248.1#1350902

Improvement — an existing feature extended, adjusted or polishedEvent-based campaigns can now be created without assigning a distribution listNotifications2.248.1#1331708

New feature — a capability that did not exist beforeAdded the ability to prevent Appointments from being created outside of shift hours for agents using shiftsCalendars & scheduling·Timesheets & shifts2.248.1#1329632

New feature — a capability that did not exist beforeAdded a new Chat Message Received Notification event typeNotifications2.248.1#1311980

New feature — a capability that did not exist beforeAdded support for ticket dashboards in the self-service portalDashboards & reporting2.248.1#1222188

Improvement — an existing feature extended, adjusted or polishedAdded a 'Rejected' system use for Quote statusesQuotes & opportunities2.248.1#1204385

New feature — a capability that did not exist beforeScheduled recurring invoice automatic pricing increasesBilling & invoicingNeeds configuration2.248.1#1080572

Improvement — an existing feature extended, adjusted or polishedAdded the option to receive payment updates on invoices through webhooks for the Dynamics Business Central integrationIntegrations & sync·Billing & invoicing·Dynamics Business CentralNeeds configuration2.248.1#1067497

Improvement — an existing feature extended, adjusted or polishedReady for Invoicing Recurring Invoice filter profilesBilling & invoicing2.248.1#1039968

New feature — a capability that did not exist beforeAdded two new fields to contract types: Related services & Related service categoriesContracts·Service catalogue2.248.1#1032788

Improvement — an existing feature extended, adjusted or polishedBoth Agents and Users can now view saved Ticket draftsTickets2.248.1#1031193

Improvement — an existing feature extended, adjusted or polishedSeveral additions have been made to HubspotIntegrations & sync·HubSpot2.248.1#798838

New feature — a capability that did not exist before
2.248.1#1385189

New feature — a capability that did not exist before
2.248.1#1170636

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.248.1#1425900

Improvement — an existing feature extended, adjusted or polished
2.248.1#1422963

Bug fix — something was broken and now works
2.248.12.236.101#1422803

New feature — a capability that did not exist before
2.248.1#1418172

Improvement — an existing feature extended, adjusted or polished
2.248.1#1402401

New feature — a capability that did not exist before
2.248.1#1390318

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.248.1#1382596

New feature — a capability that did not exist before
2.248.1#1382092

New feature — a capability that did not exist before
2.248.1#1352624

New feature — a capability that did not exist before
2.248.1#1352447

Improvement — an existing feature extended, adjusted or polished
2.248.1#1350902

Improvement — an existing feature extended, adjusted or polished
2.248.1#1331708

New feature — a capability that did not exist before
2.248.1#1329632

New feature — a capability that did not exist before
2.248.1#1311980

New feature — a capability that did not exist before
2.248.1#1222188

Improvement — an existing feature extended, adjusted or polished
2.248.1#1204385

New feature — a capability that did not exist before
Needs configuration
2.248.1#1080572

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.248.1#1067497

Improvement — an existing feature extended, adjusted or polished
2.248.1#1039968

New feature — a capability that did not exist before
2.248.1#1032788

Improvement — an existing feature extended, adjusted or polished
2.248.1#1031193

Improvement — an existing feature extended, adjusted or polished
2.248.1#798838