2025 Release Notes

February

February 26th - New Release

  • Resolved issue with Sections appearing in incorrect order in certain circumstances

February 25th - New Release

  • Improved clarity of wording in CW integration

February 20th - New Release

  • SupplierSync infrastructure

February 12th - New Release

  • Flexible integration push for CRMs and PSAs - Kaseya and Zoho added 
  • Assign Quote Owner as Halo Agent

February 11th - New Release

  • Flexible integration push for CRMs and PSAs

January

January 29th - New Release

  • Added support for another Kaseya subdomain
  • Quote Editor: improved responsiveness for small devices
  • Quote Editor: add unit cost and price modifier to the details drawer

January 23rd - New Release

  • New Quotes List: add international currency symbols

January 20th - New Release

  • New Quotes List UX improvement: move date-related filters under their own section
  • New Quotes List UX improvement: add submit button at the top of the sort/filter sidebar

January 17th - New Release

  • New Quotes List supports filtering for unassigned quotes

January 15th - New Release

  • New Quotes List supports Quote Export to CSV with (added taxes and recurring frequency, improved over legacy quotes list)
  • Bug Fixes:
    • Product Cloud - Read More should show more content from Etilize
    • Business Merge Tokens should properly work on Quote Reminders

January 13th - New Release

  • Increased file upload from 2MB to 5MB
  • Bug Fixes:
    • Now if build_product_customer_description is empty, we replace the ConnectWise customer_description with the line item name

January 10th - New Release

  • Logging improvements
  • Bug Fixes:
    • Single Select not selectable on mobile

January 7th - New Release

  • New Quotes List support for Bulk Updates
  • Now pushing quote number to Halo’s Quote Reference
  • Logo-updates

January 6th - New Release

  • Bug Fixes:
    • Fix Contract UTC Date UI
    • Required Custom Fields on Item in Bundle don’t have to be selected when Quote is Published

January 2nd - New Release

  • Bug Fixes:
    • Product Cloud on Template - not showing Synnex logo or pulling updated pricing