Find out about all the exciting, up and coming developments in HaloITSM
SAML and OpenID Connect
Improvement to the ease of configuration with the general SAML and OpenID connectors.
Azure Sentinel Integration
Integration with Azure Sentinel
Enhancements to the agent home screen to provide dashboarding options.
Introduction of keyboard shortcuts.
New Mobile Apps
New Halo iOS and Android applications
Remote session tool to provide instant support to clients.
Transfer of Configuration Between Development and Production Environments
Enhancements to improve the ease of transferring configuration between development and production environments.
Expansion of ITIL Alignment
Enhancement of CI functionality, and Incident and Service Request management.
Introducing follower notifications on specific tickets or tickets assigned to a specific agent.
WhatsApp Business Integration
Integration with Whatsapp Business.
Introducing functionality to increase collective collaboration between agents via chat boxes and tags/mentions to add into the ticket pages.
Improvements to the Okta integration
The following features have been added to the Okta integration:
Map users in Okta to sites/agents in Halo. Filter options are available for Okta groups and Okta user statuses.
Map Okta user fields to Halo fields.
Manage agent roles and change advice board memberships with Okta groups.
Import users and agents both manually and on a recurring schedule.
Select which Okta statuses make a user/agent active in Halo.
Added Microsoft Graph as a connection option to the Exchange Calendar integration
You can now select Microsoft Graph as a connection option in the Exchange Calendars integration.
Appointments that are created/updated/deleted in Halo will be synced immediately to Exchange as the create/update/delete event happens in Halo.
Appointments and changes to appointments in Exchange can be imported manually in the Halo UI or via the Halo Integrator on a schedule. Recurring appointments cannot be created through Halo, but they can be imported and updated in Halo.
Appointment types now have an additional option to create appointments of that type as a Microsoft Teams meeting in Exchange.
If you have created a Teams meeting, the appointment will display an option to join the meeting next to the complete option:
Atera RMM integration now available
Import customers from Atera RMM
Import Agents, Generic, HTTP, SNMP, TCP and HTTP devices from Atera RMM
Process alerts from Atera RMM, including automatic closure of a ticket if the alert automatically resolves in Atera RMM
Deactivate devices in Halo if they are removed from Atera RMM
You can now process different billings items in different areas
On the left hand side menu in the billing area, you can now access different things for invoicing:
If you navigate to one of them, you will be able to see more items at once and just process items of a given kind:
Sales and Purchasing enhancements
Several improvements and new features have been introduced to enhance the Sales and Purchase orders;
Total stock count now shows on sales order lines
You can now choose lines and the quantity when creating a purchase order from a sales order
Indicator that a PO has been received from an SO
An option has been added to add a note and change the status of a ticket when a PO is received
You can now reserve stock and assets for orders (option in Item configuration)
Stock received from a PO can be auto reserved for the SO
When creating a PO from an SO you'll now get to choose whether the items are delivered to the user or into stock
Receiving a PO which is delivered to the user will now auto-consign the Sales order
You can now partially consign orders
The number consigned now shows on order lines
PO and SO statuses can now have system uses which allow them to be closed more easily
Bringing a PO into stock will close it
Additional views have been added within the Orders area to list Open or Closed orders
Line item notes now show on hover of a line
You can now partially invoice a Sales Order
You can now view Quotes and Orders from a client record
Items can now be marked as Contract items
Items can now be linked to a project template
Actioning of order lines - depending on the item configuration, a Contract, Recurring Invoice, and/or Project can be created for a line from the Sales order screen
Items can now be excluded from invoices from the item configuration
The cost now shows on stock history records
A link has been added to view stock details from the add line item screen
Sales Mailbox integration
Sales Mailbox Integration
This integration allows you to create actions on open opportunities from emails within specified sales mailboxes. The integration will scan the sales mailboxes and detect if the email can be added to an opportunity based on the opportunity email address and the subject.
It can be configured and enabled in Sales > Sales Mailbox.
A partner managed application can now be created in your own Azure tenant, and have its permissions elevated so that it can access user data from all of your partner's tenants.
Once connected to your partner managed application in Halo, you can import all of your customer records from CSP, along with any licenses associated with them.
Similar to the Azure Active Directory integration, site mappings can be created to import subsets of users from your partner's tenants. These site mappings can be created manually or automatically whenever a customer is assigned an Azure tenant id.
Users can then be imported into these sites. If the user is assigned licenses in Azure, and the license exists against the customer record, then the user will be associated with that license during the import.
Further improvements to this integration will be coming throughout 2021.
Composite pdf reports now available.
Added additional pdf template and report customisation options.
Within the reports menu, there is now an option for Composite Reports.
These allow you to create a pdf template that includes the data and/or charts from multiple reports and add other HTML content. This is done by adding the Report to the template, and then using the ReportData or ReportChart variable for that report within the pdf templates HTML.
PDF template enhancements have been made so that you can create multiple pages for a PDF report. You can also add a cover page that excludes headers and footers and can have its own background image. You can now use variables within HTML headers and footers.
Options have been added to Reports to override how the data table is shown. HTML can be specified for the table, and rows of the table to change the appearance of the data in both the report and ReportData variables. This can be done from the Appearance tab of a report.
Device42 integration now available
Import customers and devices from Device42 into Halo. Custom fields can be mapped to Halo fields for both customers and devices.
Webhooks can be configured in Device42 so whenever a customer or device is created/updated/deleted in Device42, they are created or updated in Halo. Deleting a customer or device will make the record inactive in Halo rather than fully deleting the record.
Splunk On Call integration now available
Incidents can be created in Splunk On Call at the same time as a ticket is raised in Halo. This can be achieved for manual tickets, or for tickets raised via email that match an email rule.
When raising a ticket, you can now choose a user or team/escalation policy to assign the incident to in Splunk On Call. A default value for this option can be configured at ticket type level.
When responding to or resolving a ticket that is linked to a Splunk On Call incident, the incident will be automatically acknowledged/resolved in Splunk On Call. Notes can also be pushed from a Halo ticket to a Splunk On Call incident.
New incidents and any updates to existing incidents in Splunk On Call can be synced back to Halo using outgoing webhooks.