Version 2.256 — Halo Release Notes

New feature — a capability that did not exist before
2.256.1#1440618

New feature — a capability that did not exist before
2.256.1#316938

Removed unnecessary data from /clientcache

2.256.42.236.134#1502126

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.256.12.254.22.250.43#1493712

Fixed an issue with asset type permissions not allowing assets to be edited

2.256.32.250.45#1504734

Fixed an issue opening Chats on a Ticket

2.256.32.250.45#1503726

Improved performance during agent syncs

Performance

2.256.32.250.46#1504600

Resolved an issue with PriceAdjustmentDescription change to JSON response causing an error during CSP Invoice import

2.256.32.250.47#1506240

Improved performance when loading contracts with a long billing history

Performance

2.256.32.250.47#1502661

Fix performance issues loading tickets in the portal

Performance

2.256.32.250.47#1496822

Fixed an error when searching for customers

2.256.42.250.48#1509609

Fixed an issue where lookups would not trigger correctly

2.256.52.250.49#1504771

Resolved an issue with being unable to edit customer/organisation custom tables

2.256.52.250.49#1489264

Fixed an issue with viewing list of Microsoft Teams chats on a ticket

2.256.52.250.50#1507018

Fixed an issue with using actions not on workflows

2.256.62.250.51#1522339

Resolved an issue with deleting of invoices with a creation date on the day of a daylight saving change causing the next invoice date to incorrectly reset

2.256.52.250.51#1522311

Fixed an issue with mapping devices from N-Central when using the SOAP method

2.256.62.250.51#1521704

Fixed an issue with time zone offset on the timesheet

2.256.62.250.51#1519753

Fixes for minor issues with saving Groups

2.256.12.254.2#1494751

Fixed an issue with applying & clearing ticket templates on the self-service portal

2.256.12.250.61#1500533

Fixed an issue with actions not displaying content when expanded

2.256.12.250.61#1500530

Bug fix — something was broken and now works
2.256.1#1499675

Fixed an issue accessing tickets from the change calendar

2.256.12.250.61#1499322

Fixed an issue where searching for invoice numbers in the column profile would not return the expected results

2.256.12.250.61#1499244

Asset batch update fields are now shown according to their respective permissions

2.256.1#1498869

Fixed an issue with dollar variables when previewing an email template

2.256.12.250.61#1498654

Resolved an issue with the 3 dots (overflow menu) showing on the ticket screen when no other buttons are showing

2.256.12.250.61#1498506

Resolved an issue with deferred revenue failing to match to the correct contract when recognising prepay revenue

2.256.12.250.61#1498500

Fixed an issue with Migrating runbook step criteria

2.256.1#1498438

Ticket Tags set as required on an action is now enforced

2.256.1#1498216

Fixed an issue with importing the blueprint name field from Virima

2.256.12.250.61#1498144

Fixed an issue with reclaculating prepay and billing on clients and contracts failing silently in rare cases

2.256.12.250.61#1498061

Fixed an issue with the setting to hide Service Request Details from the self-service portal

2.256.12.250.61#1497714

Fixed an issue with actions and the workflow sometimes not loading when initially opening a ticket

2.256.12.250.61#1497510

Added an option on Sales Orders to generate a PDF using a selected template

2.256.1#1497361

Fixed an issue with suppliers order email address

2.256.12.250.61#1497342

Purchase Order Due Date can now be used in email templates with the variable $_PODUEDATE

2.256.12.250.61#1497302

Resolved an issue with being unable to remove Custom Fields from the quote approval form fields

2.256.12.250.61#1497144

Fixed an issue where longer-running automations in the new automation service would time out after only 5 minutes instead of 15

Performance

2.256.1#1496642

Fixed issues with asset relationships updating incorrectly

2.256.12.250.61#1496552

Fixed an issue where Ninja custom field mappings could not be used to determine an assets type

2.256.12.250.61#1496542

Resolved an issue with device cost missing from stock movements

2.256.1#1496495

Fixed an issue with setting dynamic field value visibility against categories

2.256.12.250.61#1496156

Fixed an issue with PO number defaulting to 0 on revised quotes

2.256.12.250.61#1495928

Fixed an issue where canned text could not be inserted in rich custom fields

2.256.12.250.61#1495901

Fixed an issue with filtering a Kanban view by Ticket Type on the End-User Portal

2.256.12.250.61#1495659

Fixed an issue where Items wouldn't use the correct default Dynamics Business Central company

2.256.12.250.61#1495353

It is now possible to use Consumed Quantity/Count for Microsoft CSP licences instead of using the Assigned option (which uses Halo's user licences)

2.256.1#1495275

Resolved an issue with the Date input showing with a scroll bar when used on small input forms

2.256.12.250.61#1495184

Bug fix — something was broken and now works
2.256.12.250.61#1494940

Fixed an issue processing scripts in the PowerShell integration

2.256.12.250.61#1494930

Fixed an issue with document uploads

2.256.1#1494901

Fixed an issue with related services not displaying correctly on the asset diagram

2.256.12.250.61#1494621

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

2.256.12.250.61#1494576

Fixed an issue with subscriptions not importing from Google Workspace

2.256.12.250.61#1494516

Fixed an issue with the User field on Asset Actions

2.256.12.250.61#1494079

Variables in action notes now resolve consistently whether or not the email preview is shown

2.256.1#1494060

Resolved an issue with creating custom fields with hints over 4000 characters long

2.256.1#1494037

Fixed an issue where removing Departments from Agents could error

2.256.12.250.61#1494010

Fixed an action visibility issue on the Supplier Portal

2.256.12.250.61#1493995

Fixes for minor issues with User/Agent Groups

2.256.1#1493988

Fixed an issue when the Organisation name contains quotes

2.256.12.250.61#1493981

Fixed an issue where the ScanTicketDelete daily task could error

2.256.1#1493926

Resolved an issue with the wrong text option used for the new Reserved Instance and Consumption billing method

2.256.1#1493858

You can now filter on primary and secondary agent in client list views

2.256.1#1493847

Improvement — an existing feature extended, adjusted or polished
2.256.12.250.61#1493846

Added Fit Type PDF template appearance option

2.256.1#1493575

Improved load times for invoices that use CSP Consumption data for cost/price

Performance

2.256.12.250.61#1493330

Fixed an issue with colour palettes on charts

2.256.12.250.61#1493153

Fixed an issue with deleting Departments from an Agent

2.256.12.250.61#1493121

Fixed a small UI bug where 'Show Details at the top of the Ticket' would display Opportunity details even when the ticket type 'Use' was set to projects

2.256.12.250.61#1492968

Fixed an issue where Tickets could incorrectly display on the Self-Service Portal when using "Allow access based on Users assigned Roles" Ticket Type level option

2.256.12.250.61#1492874

Fixed an issue where moving Customer A's main site to Customer B replaced Customer B's existing main site; it is now added as a standard site

Breaking change

2.256.12.250.61#1492851

When sending emails using the Graph API, the request-id will now be logged for easier diagnoses of email/routing issues

2.256.12.250.61#1492590

Fixed an issue with using an attachment custom field when not logged in

2.256.12.250.61#1492476

Fixed a rare issue when creating an Asset

2.256.12.250.61#1492316

Fixed an issue authenticating the Google Business integration

2.256.12.250.61#1492308

Fixed an issue with using Contract time from future periods

2.256.12.250.61#1492303

Fixed an issue with Halo tabs disappearing

2.256.12.250.61#1492205

Fixed an issue with emails containing white spaces

2.256.12.250.61#1492139

Language pack improvements

2.256.12.250.61#1491607

Service subscriber notifications now send when configured on a ticket event

2.256.1#1491567

Column filters on lists now apply when you stop typing, and large lists filter more quickly

Performance

2.256.1#1491340

Fixed an issue with scheduled reports

2.256.12.250.61#1491298

Fixed an issue with the Additional Agents field not updating when the team was changed

2.256.12.250.61#1491275

A configuration option has been added to the QuickBooks Online integration so that invoice-level tax is always set on invoices pushed to QuickBooks Online. This option is only applicable to US instances that are not using AST.

Needs configuration

2.256.1#1491257

Fixed an issue where importing a runbook removed the schedule from the original runbook

2.256.12.250.61#1491142

Fixed a minor issue with $-SERVICE_NAME

2.256.12.250.61#1491141

Fixed an issue where an agent's details could not be opened, reporting that the agent was not found, when more than one login record existed for that agent

2.256.12.250.61#1490975

Added a small fix to allow for restrictions to be added to the final step of the workflow

Needs configuration

2.256.12.250.61#1490967

HTMLTABLE has been added to the variable list for report variables

2.256.12.250.61#1490959

Added further logging when processing KBs via the Integrator

2.256.12.250.61#1490570

Fixed an issue where fields added to more than one field group printed multiple times in the All Fields variables

2.256.12.250.61#1490362

Fixed an issue with the end user out of office banner

2.256.12.250.61#1490295

Fixed a UI issue regarding periodic history

2.256.12.250.61#1490294

Custom fields set to default to the first value now populate on tickets created by a schedule, including when the lookup uses variables such as $userid

2.256.12.250.61#1490160

Improvement — an existing feature extended, adjusted or polished
2.256.1#1490130

Resolved an issue with XML Template generation removing part of the XML tag when the content contains an ampersand character

2.256.12.250.61#1490055

Resolved an issue with the Ingram Micro/Cloud Blue integration failing to deactive licences that are removed/delete from Ingram Micro/Cloud Blue

2.256.1#1489980

Fixed an issue with $-TAXDESCRIPTION not displaying a value

2.256.12.250.61#1489940

Fixed a small issue with the global default 'Travel Time Charge Type (Default)' not applying as expected

2.256.12.250.61#1489889

Added Credit Note links to the Invoice Details pane

2.256.1#1489863

Fixed a minor issue with client next call date field on ticket list filters

2.256.1#1489758

Fixed an issue with status when creating a new appointment

2.256.12.250.61#1489457

The setting to control stock synchronisation with QuickBooks Online has been updated to a selection with options of "Never", "User quantity on hand" and "Use current stock totals"

Needs configuration

2.256.1#1488781

Resolved an issue with slow loading recurring invoices when there are a large number of existing pro rata records

Performance

2.256.1#1488515

The property for "Show to end user" is now audited for Tickets

2.256.12.250.61#1488335

Fixed an issue with the portal redirection link when signing into the agent app as a user

2.256.12.250.61#1487780

Further optimised the performance of periodic history loading

Performance

2.256.12.250.61#1487685

Fixed issue with custom table data not getting transfered when merging Clients and Users

2.256.12.250.61#1487594

Access control set on a canned text group now applies to every canned text in that group

2.256.12.250.61#1486628

Fixed an issue with asset matching during asset imports

2.256.12.250.61#1482919

Fix an issue where viewing logs could time out

Performance

2.256.12.250.61#1482086

Fixed an issue where ticket workflow progress would sometimes not load correctly on tickets.

2.256.12.250.61#1481899

Fixed an issue with ticket calendar dashboard widgets

2.256.12.250.61#1481169

CSP markup behaviour change

Breaking changeSecurity

2.256.12.250.61#1480927

Improved logging for Datto RMM token request failures.

2.256.12.250.61#1479529

Asset database lookups can now be triggered on new assets and while editing existing assets

2.256.1#1478159

New feature — a capability that did not exist before
2.256.1#1476944

Resolved an issue with Halo instances installed on premise with specific locale showing invoice percentages incorrectly as 100%

2.256.12.250.61#1475260

Improvement — an existing feature extended, adjusted or polished
2.256.1#1463566

Deleting consignments now returns item stock to it's original stock bin.

2.256.12.254.22.250.61#1462706

Issue with linking/unlinking related tickets and related ticket list/counts

2.256.12.250.61#1450762

Performance improvements for searching KB articles

Performance

2.256.12.250.61#1449315

Added KB Entry event triggers for Notifications/Webhooks

2.256.1#1448249

Existing assets applied to tickets via templates will now be removed when applying a new ticket template.

Breaking change

2.256.1#1446985

Fixed a minor issue with updating user/site/client custom fields on actions

2.256.12.250.61#1446721

Fixed an issue with mapping the warranty expiry date for devices in N-Central

2.256.12.250.61#1443504

Added a small fix so that Subscriptions imported with currency CAD have their price brought in correctly

2.256.12.250.61#1440846

Improved performance when updating team config

Performance

2.256.1#1440591

Fixed an issue with criteria checks on workflow automations

2.256.12.250.61#1439836

Fixed an issues that could occur when using multiple budget types linked to the same charge type

2.256.1#1439107

Fix delete button showing on sales mailbox emails when not an admin.

2.256.12.250.61#1435461

New feature — a capability that did not exist before
2.256.1#1431730

Fixed an issue where billing pro rata may not increase invoice line quantity

2.256.12.250.61#1430882

Fixed an issue where Travel Charge rate overrides wouldn't apply

2.256.12.250.61#1429470

Fixed an issue where the portal contact footer details could be hidden

2.256.12.250.61#1428669

Added 'Is Team Leader of Assigned Team' for action restrictions

2.256.1#1424091

Improvement — an existing feature extended, adjusted or polished
2.256.1#1420607

Improvement — an existing feature extended, adjusted or polished
2.256.1#1402114

Minor UI improvements to a couple of elements on the End-User Portal

2.256.1#1391440

Poppins is now bundled with the app rather than loaded from Google Fonts

Performance

2.256.1#1387375

Fixed an issue where ticket rules with Site and Client custom field criteria were checked against the user's default Site and Client instead of the Site and Client selected on the ticket

2.256.12.250.61#1383035

Fixed an issue where text typed into an action note could be cleared moments after opening the action, on ticket types with user mentions enabled

2.256.12.250.61#1371791

New feature — a capability that did not exist before
2.256.1#1367995

Improvement — an existing feature extended, adjusted or polished
2.256.1#1365343

Allowed mappings to Intacct custom fields against all Intacct entity field mapping tables

2.256.1#1363917

Added the ability for Report Data widgets to open in a new tab

2.256.1#1355889

New feature — a capability that did not exist before
2.256.1#1351716

Fixed an issue with emailing an agent when a quotation is accepted

2.256.1#1350446

Added a setting to restrict drag and drop ticket reassignment to the allowed teams configured on the ticket type

Needs configuration

2.256.1#1323334

New feature — a capability that did not exist before
2.256.1#1299192

Fixed an issue with selecting the user on the new ticket action page

2.256.1#1249552

Improvement — an existing feature extended, adjusted or polished
2.256.1#1248179

Fixed an issue with the user list display on the software licence and subscription details page

2.256.1#1247970

Bug fix — something was broken and now works
2.256.1#1238643

New feature — a capability that did not exist before
2.256.1#1207346

Improvement — an existing feature extended, adjusted or polished
2.256.1#1200812

Fixed an issue with the display of the appointment scheduler when accessed via a ticket

2.256.1#1191083

Various screens will now prompt if you try to leave the page when there are unsaved changes

2.256.1#1186199

WCAG 2.4.1 & WCAG 1.3.1 Accessibility improvements

2.256.1#1185728

Fixed an issue with applying supplier ticket email templates

2.256.1#1144886

New feature — a capability that did not exist before
2.256.1#1142458

Fixed an issue with creating users with the same email addresses

2.256.1#1136589

Added Site as an available column in invoice column profiles

2.256.1#1131688

Chatbot Accessibility Improvements

2.256.1#1125136

The System Asset field is now supported when the chatbot walks a user through logging a ticket

2.256.1#1103177

Added the Compare button to Internal Memo and rich text custom fields on Knowledge Base draft tickets

2.256.1#1102027

New feature — a capability that did not exist before
2.256.1#1001087

Improvement — an existing feature extended, adjusted or polished
2.256.1#993726

It is now possible to add attachments to new expenses

2.256.1#953750

Fixed an issue with the system use 'save as template' when used as an automation

2.256.1#818384

An option has been added to the Self Service Portal configuration so that both Services with issues show at the top and all services can show at the bottom of the home page

Needs configuration

2.256.1#797922

Fixed an issue where you couldn't set a budget on a scheduled ticket

2.256.12.250.61#704087

It is now possible to minimise the Item selection screen from Quotes and maximise/minimise the panels in the Invoice creation area

2.256.1#302552

Fixed a compilation error on the Self Service Portal

2.256.2#1502099

Fixed a minor issue with the Halo DB integrator

2.256.2#1501066

Fixed an issue with licence and subscription counts on user lists

2.256.3#1505596

Fixed an issue with asset database lookups on the new asset screen

2.256.3#1504678

Bug fix — something was broken and now works
2.256.3#1504556

Fixed an issue with adding asset relationships for multiple assets of the same type

2.256.32.250.61#1503813

Fixed an issue with adding translations to knowledge base article drafts

2.256.3#1503388

Fixed an issue with creating workflow notifications

2.256.3#1503349

Bug fix — something was broken and now works
2.256.3#1502423

The "Recalculate Billing" button is now hidden on Customer profiles when billing is disabled

2.256.32.250.61#1493418

Bug fix — something was broken and now works
2.256.4#1509521

Fixed an issue with accounts and prospects on opportunities

2.256.4#1509354

Fixed an issue with being unable to hide related services on the asset dependency diagram

2.256.42.250.61#1509237

Fixed minor issues with allowing a user to be associated with many clients

2.256.4#1509231

Fixed an issue with notifications on asset workflows

2.256.4#1509198

Fixed an issue with the Unsaved Changes warning presenting when it did not need to

2.256.4#1506812

Fixed an issue with UAT environments failing to detect they were UAT in some cases

2.256.4#1506619

Resolved an issue with dragging tasks on the gantt view incorrectly moving other tasks on dependent milestones

2.256.5#1521842

Fixed an issue with setting Reply to Address on Mail Campaigns to not be From Address

2.256.52.250.61#1520746

Resolved an issue with recalculating time on a ticket or changing the client on a ticket causing billable amount/value to be incorrectly calculated when there are no customer level charge rates

2.256.52.250.61#1519831

Fixed an issue where the AI chatbot would fail to return some articles

2.256.52.250.61#1505772

Fixed an issue with account code names not showing

2.256.7#1522420

Fixed a UI error when attempting to resend a failed or paused email from the outbound log

2.256.7#1508181

2.256

New feature — a capability that did not exist beforeAccounting Ledgers are now availableBilling & invoicing2.256.1#1440618

New feature — a capability that did not exist beforeSCIM 2.0 Provisioning integration addedUsers & customers·Authentication & SSO2.256.1#316938

Improvement — an existing feature extended, adjusted or polishedAdded a setting to improve searching for IP addresses in ticketsTickets·SearchNeeds configuration2.256.12.254.22.250.43#1493712

Bug fix — something was broken and now worksFixed AI Abilities and Process Agents failing in runbooksWorkflows & automation·AI features2.256.1#1499675

Bug fix — something was broken and now worksFixed some minor issues with Sage IntacctIntegrations & sync·Sage Intacct2.256.12.250.61#1494940

Improvement — an existing feature extended, adjusted or polishedMinor improvement to the Service/Incident Catalogue on the Agent New Ticket screenUsers & customers·Sales & purchasing2.256.12.250.61#1493846

Improvement — an existing feature extended, adjusted or polishedMultiple changes to the Pax8 Distributor Invoices functionalityBilling & invoicing·Integrations & sync·Pax82.256.1#1490130

New feature — a capability that did not exist beforeQuickBooks Online accounts codes can now be stored in HaloBilling & invoicing·Integrations & sync·QuickBooks2.256.1#1476944

Improvement — an existing feature extended, adjusted or polishedUser phone numbers can now be automatically formatted into E.164Users & customers·Telephony2.256.1#1463566

New feature — a capability that did not exist beforeAdded new API endpoints to help manage Halo Chat integrationsChat2.256.1#1431730

Improvement — an existing feature extended, adjusted or polishedChat area improvements in Agent applicationChat2.256.1#1420607

Improvement — an existing feature extended, adjusted or polishedMinor improvements to campaign workflowsWorkflows & automation2.256.1#1402114

New feature — a capability that did not exist beforeAdded a Client-Site-User relationship option to allow for a contact to be associated with many clientsUsers & customers2.256.1#1367995

Improvement — an existing feature extended, adjusted or polishedExpanded the set of user/site/customer system fields available for configuration on actions and ticketsCustom fields·Tickets·Users & customers2.256.1#1365343

New feature — a capability that did not exist beforeAn option has been added to the Action system use for "Return selected Assets" which will allow chosen assets that were consigned on the ticket to be returned to stock.Tickets·Assets & CMDB·Stock & inventory2.256.1#1351716

New feature — a capability that did not exist beforeAdded Organisation as a new Access Control level and added the ability to restrict Ticket Areas by OrganisationPermissions & access·Users & customers·Tickets2.256.1#1299192

Improvement — an existing feature extended, adjusted or polishedMultiple changes made to the Gantt chart function used when viewing tasks/child tickets and using date dependencies.Projects·Tickets2.256.1#1248179

Bug fix — something was broken and now worksFixed an issue with email threadingEmail processing2.256.1#1238643

New feature — a capability that did not exist beforeAdded Criteria Groups to Halo Asset DiscoveryAssets & CMDB·Halo Asset Discovery2.256.1#1207346

Improvement — an existing feature extended, adjusted or polishedAdded a new Custom Field display variable for single-select fields within DB Lookup SQLCustom fields2.256.1#1200812

New feature — a capability that did not exist beforeAdded Microsoft Entra as a system integration to use in custom integrationsIntegrations & sync·Authentication & SSO·Microsoft Entra2.256.1#1142458

New feature — a capability that did not exist beforeAdded an Event Planning and Management ModuleCalendars & scheduling2.256.1#1001087

Improvement — an existing feature extended, adjusted or polishedAdded the ability to create Sales Mailbox emails as any Ticket typeEmail processing·Tickets2.256.1#993726

Bug fix — something was broken and now worksFixed an issue with loading the Swagger UI.2.256.3#1504556

Bug fix — something was broken and now worksFixed an issue with ordering and pagination on the version history page.Configuration management2.256.3#1502423

Bug fix — something was broken and now worksMultiple fixes for the Gannt task view on projectsProjects2.256.4#1509521

Fixed an error for on-premise clients when accessing certain endpoints.2.256.8#1545705

New feature — a capability that did not exist before
2.256.1#1440618

New feature — a capability that did not exist before
2.256.1#316938

Improvement — an existing feature extended, adjusted or polished
Needs configuration
2.256.12.254.22.250.43#1493712

Bug fix — something was broken and now works
2.256.1#1499675

Bug fix — something was broken and now works
2.256.12.250.61#1494940

Improvement — an existing feature extended, adjusted or polished
2.256.12.250.61#1493846

Improvement — an existing feature extended, adjusted or polished
2.256.1#1490130

New feature — a capability that did not exist before
2.256.1#1476944

Improvement — an existing feature extended, adjusted or polished
2.256.1#1463566

New feature — a capability that did not exist before
2.256.1#1431730

Improvement — an existing feature extended, adjusted or polished
2.256.1#1420607

Improvement — an existing feature extended, adjusted or polished
2.256.1#1402114

New feature — a capability that did not exist before
2.256.1#1367995

Improvement — an existing feature extended, adjusted or polished
2.256.1#1365343

New feature — a capability that did not exist before
2.256.1#1351716

New feature — a capability that did not exist before
2.256.1#1299192

Improvement — an existing feature extended, adjusted or polished
2.256.1#1248179

Bug fix — something was broken and now works
2.256.1#1238643

New feature — a capability that did not exist before
2.256.1#1207346

Improvement — an existing feature extended, adjusted or polished
2.256.1#1200812

New feature — a capability that did not exist before
2.256.1#1142458

New feature — a capability that did not exist before
2.256.1#1001087

Improvement — an existing feature extended, adjusted or polished
2.256.1#993726

Bug fix — something was broken and now works
2.256.3#1504556

Bug fix — something was broken and now works
2.256.3#1502423

Bug fix — something was broken and now works
2.256.4#1509521

2.256.8#1545705