CRM
Here you can find all updates in the CRM area – such as customer communication, messenger integration, and contact management.
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New: EmailBuilder: Purchase price variables added
Two new variables were added in EmailBuilder:Purchase price in order currencyGroup: Order -> Order items -> General variablesVariable path: orderItem.formattedAmounts.purchasePriceOrderCurrencyPurchase price in system currencyGroup: Order -> Order items -> General variablesVariable path: orderItem.formattedAmounts.purchasePriceSystemCurrencyVersionAvailable frombeta27. October 2025early29. October 2025stable05. November 2025
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Change: Email service: Preselected client filter
When opening the email service, if only one client can be assigned to the recipients, the system will now automatically filter for that client.When filtering templates by client, templates that are not assigned to any client will now always appear in the results.VersionAvailable frombeta23. October 2025early29. October 2025stable05. November 2025
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Fix: Messenger: Spaces disappear in rendered templates
In some cases, previewing a template in Messenger caused spaces between some words to be removed. This behaviour has been fixed.VersionAvailable frombeta21. October 2025early22. October 2025stable29. October 2025
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Fix: CRM: Error when checking for duplicate addresses
When creating an order address, a rare issue occurred where the duplicate address check caused an error, preventing the address from being created. This behaviour has been fixed.VersionAvailable frombeta21. October 2025early22. October 2025stable29. October 2025
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Fix: EmailBuilder: Line breaks are missing in Amazon Message center when using address widget
When sending emails to Amazon, if the template contained an address widget, the line breaks between the address lines would be missing in Amazon Message Center. This behaviour has been fixed. To fix the error, you need to delete the address widget from the template and add it again for any templates that use the address widget.VersionAvailable frombeta17. October 2025early22. October 2025stable29. October 2025
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New: EmailBuilder: Send preview directly via email
You now have the option to send a preview of your email templates directly via email.In addition, the preview user interface has generally been improved.VersionAvailable frombeta16. October 2025early22. October 2025stable29. October 2025
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New: EmailBuilder: Restrictions for widgets
In EmailBuilder, some widgets now include a Restriction option, allowing you to control when widget content is displayed in a template based on variable-driven conditions.Conditions are created by selecting values from three dropdowns: restriction type, operator, and value (the value format may vary depending on the operator, and in some cases, can be left empty).A restriction can include one or more conditions, which can be combined using AND and OR operators.Widgets with restriction option:TextImageOrder ItemsContact AddressOrder AddressTwo ColumnThree ColumnVersionAvailable frombeta15. October 2025early22. October 2025stable29. October 2025
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Fix: EmailService: Wrong height in preview editor
The EmailService editor height previously changed based on the rendered template, and in some cases, the template content could not be scrolled. This behaviour has been fixed.VersionAvailable frombeta16. October 2025early22. October 2025stable29. October 2025
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Fix: Addresses: Region/County value does not belong to selected country
Previously, it was possible to create or update an address with a region/county that didn’t belong to the selected country, without any error being triggered. This behaviour has been fixed. From now on, if an invalid region/county is entered, the value will be reset (set to null), and a warning will be recorded in the log.VersionAvailable frombeta14. October 2025early15. October 2025stable22. October 2025
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Fix: Messenger: Done status changed in conversation history by inactive user
In the conversation history, changes made by the automatic import were previously shown as if performed by an inactive user (User ID 1). From now on, the “Changed by” field will clearly display “Automatic import” in these cases.Additionally, when two replies were received within a short time, the second reply could sometimes override changes made by configured automations.This behaviour has been fixed.VersionAvailable frombeta13. October 2025early13. October 2025stable13. October 2025
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New: Messenger: Amazon API integration
When creating a message in Messenger, if at least one recipient is an order with an Amazon referrer, you now have the option to retrieve and select the available Amazon messaging actions.If a messaging action is selected, the message will be sent to Amazon message center via the Amazon API and the buyer will be able to see the message in their Amazon account. If no actions are available for the selected order, this message will be displayed: Note: The list of available actions is determined by Amazon and is based on different criteria like the status of the conversation, order/claim context and Amazon’s business rules for that marketplace.VersionAvailable frombeta10. October 2025early15. October 2025stable22. October 2025
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New: Messenger: Added order matching for additional marketplaces
The order matching for incoming messages was expanded to these new marketplaces:VölknerConradManoManoVersionAvailable frombeta10. October 2025early10. October 2025stable10. October 2025
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Fix: Messenger: Missing line breaks in eBay templates
In Messenger, when using a template to reply to an eBay recipient, the text was displayed without line breaks in the editor. This behaviour has been fixed.VersionAvailable frombeta09. October 2025early15. October 2025stable22. October 2025
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Fix: Messenger: Incoming amazon replies are not matched to the previous conversation
In messenger, the replies from amazon customers (email@marketplace.amazon) were grouped into the same conversation, if the channel was set to use the built-in Amazon group. This behaviour has been fixed. Matching can now be done based solely on the email address, regardless of the group used.VersionAvailable frombeta08. October 2025early08. October 2025stable08. October 2025
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Fix: EmailService: Overlay stays open after sending an email
The Email Service dialog now closes automatically after the email dispatch process has successfully started. VersionAvailable frombeta07. October 2025early08. October 2025stable15. October 2025
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Changed: Newsletter: Removal of Integrated newsletter / CleverReach menus
As already announced, we removed the integration with the newsletter provider CleverReach from PlentyONE and removed the menu Setup » CRM » Newsletter » CleverReach for all customers. In addition, the menu CRM » Newsletter has also been removed. All newsletter settings can now be found in the Setup » CRM » Newsletter menu.VersionAvailable frombeta01. October 2025early08. October 2025stable15. October 2025
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New: Messenger: Match sender email to corresponding order
A new setting has been added in Messenger channels: Match email addresses.When enabled, the sender’s email address will be compared with the email addresses linked to an order (invoice, delivery) or contact. If none of these match the sender’s email, the order will not be linked as a relation.In addition, automatic order matching now also supports Shopware orders.VersionAvailable frombeta29. September 2025early01. October 2025stable08. October 2025
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New: Newsletter: Newsletter settings UI reworked
The newsletter settings have been reworked to make them clearer and easier to use. What were previously called Email folders are now named Recipient Lists, providing a more intuitive understanding of how newsletter recipients are organised and managed. Alongside this change, the entire newsletter settings UI has been redesigned, making it more intuitive and easier to work with. The new menu can be found under Setup » CRM » Newsletter » Recipient Lists.VersionAvailable frombeta24. September 2025early01. October 2025stable08. October 2025
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Fix: EmailBuilder: Including multipurpose coupons in subtotals calculations
In the order items widget and corresponding variables (Value of items (gross), Value of items (net)), including the multi-purpose coupon value led to some wrong calculations. This behaviour has been fixed.VersionAvailable frombeta19. September 2025early24. September 2025stable01. October 2025
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Fix: Messenger automations: Several automations are assigned to ID 1.
When creating new automations in Messenger, the ID 1 was assigned multiple times in some cases. This behaviour has been fixed.VersionAvailable frombeta19. September 2025early19. September 2025stable19. September 2025
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Fix: EmailBuilder: Email styling partially not applied in Firefox
In Firefox, the styling of email templates was previously not fully applied when opening the email preview. This behaviour has been fixed.VersionAvailable frombeta18. September 2025early24. September 2025stable01. October 2025
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Fix: Email Service: Outgoing emails are not displayed in Messenger portlet
If Messenger integration was enabled in the email accounts settings and a template was previewed and sent via Email Service, the message displayed in Messenger was not linked to the corresponding order and therefore not displayed in the Messenger portlet in the Orders UI.Additionally, when opening the standalone Messenger from the orders details section, the order ID filter was not applied correctly.This behaviour has been fixed.VersionAvailable frombeta17. September 2025early24. September 2025stable01. October 2025
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New: Contacts UI: Added filtering via query parameters
You can now filter the contact overview by adding parameters to the URL. Example:/crm/contacts-beta/overview?followUp={"operator":"between","value":["2025-01-01","2025-06-30"]}&isGuest={"value":false,"operator":"eq"} VersionAvailable frombeta15. September 2025early17. September 2025stable24. September 2025
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New: EmailBuilder: Added variable for cancelled order items of reorders
A new variable has been added in EmailBuilder: Order > Invoice Data > Reorder cancelled amount. This variable returns the total value of items that were cancelled and not delivered as part of a reorder.VersionAvailable frombeta15. September 2025early17. September 2025stable24. September 2025
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Fix: Messenger: Automatically sent emails are not displayed
On some systems, automatically sent emails were no longer displayed in messenger. This behaviour has been fixed.VersionAvailable frombeta03. September 2025early10. September 2025stable17. September 2025
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Fix: Email service: Broken layout
Previously, templates in the EmailService displayed the wrong cursor.The padding was also incorrect, causing icons to be misaligned with folder icons.This behaviour has been fixed.VersionAvailable frombeta12. September 2025early17. September 2025stable24. September 2025
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Fix: Messenger: Reply template overwrites message when forwarding
Previously, when a message was forwarded, the channels email template for replies (if configured) would overwrite the forwarded content. This behaviour has been fixed.VersionAvailable frombeta05. September 2025early10. September 2025stable17. September 2025
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Change: Messenger automation: Table configuration
The overview table for messenger automations now uses the latest table configurations component.VersionAvailable frombeta03. September 2025early10. September 2025stable17. September 2025
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New: EmailBuilder: Language specific custom CSS
In EmailBuilder, when editing or creating a template, in the General Settings a field called "Custom template styles" was added. Here you can enter your custom CSS for your template and it will be applied to all language variants of the template. The old field called "Custom styles" was renamed to "Custom language specific styles" and now only applies to the selected language.VersionAvailable frombeta21. August 2025early27. August 2025stable03. September 2025
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Fix: Contacts: Search in Tags portlet does not work
Within the contact details, it was no longer possible to search for tags in the Tags portlet. This behaviour has been fixed.VersionAvailable frombeta28. August 2025early03. September 2025stable10. September 2025
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