CRM
Here you can find all updates in the CRM area – such as customer communication, messenger integration, and contact management.
-
Fix: Contacts: Unused contacts removed even when linked as suppliers
In Setup » Settings » Hosting » Cleansing, when you configured unused contacts to be deleted after a certain period, they were removed even if they were linked as suppliers in Stock » Incoming items. This behaviour has been fixed.VersionAvailable frombeta25. August 2025early27. August 2025stable03. September 2025
Weiterlesen → -
Fix: Messenger: Case insensitive search for conversations email addresses
In Messenger the email address search filter only worked in case sensitive mode. This behaviour has been fixed.VersionAvailable frombeta22. August 2025early22. August 2025stable22. August 2025
Weiterlesen → -
Fix: Messenger: User email addresses not displayed in search
In Messenger, when searching for recipients, the email addresses of invited users (plentysystems accounts) were not displayed in the dropdown list. This behaviour has been fixed.VersionAvailable frombeta18. August 2025early18. August 2025stable20. August 2025
Weiterlesen → -
Fix: Contact classes: Validation error when selecting payment methods in the discount portlet
In contact classes (Setup » CRM » Classes), selecting a long list of payment methods resulted in a validation error. This behaviour has been fixed.VersionAvailable frombeta19. August 2025early20. August 2025stable27. August 2025
Weiterlesen → -
Fix: CRM: Address layout fields partially not translated
The naming of the fields in the address layout partly contained cryptic, uninformative labels. This behaviour has been fixed. From now on, the fields in the address layout are labeled correctly.VersionAvailable frombeta12. August 2025early13. August 2025stable20. August 2025
Weiterlesen → -
Fix: Email service: Faulty email dispatch for clients with Store ID > 0
Changes made as part of email optimisation led to an error that prevented emails from being sent in some cases. The problem only affected systems with more than one client (Store ID > 0) and only impacted email dispatch for these webshops.This behaviour has been fixed.VersionAvailable frombeta08. August 2025early08. August 2025stable08. August 2025
Weiterlesen → -
Fix: E-Mail-Service: Previously opened folders close automatically
In the email service, previously opened folders were automatically closed upon reload.This behaviour has been fixed. From now on, previously opened folders remain open after reloading.VersionAvailable frombeta06. August 2025early13. August 2025stable20. August 2025
Weiterlesen → -
Fix: EmailBuilder: Email templates failed to send in some cases
In some cases, email templates could not be sent. This affected templates created in expert mode, templates containing the order items widget, and templates using barcode variables. Additionally, orders with coupons or item bundles were occasionally affected. This behaviour has been fixed.VersionAvailable frombeta06. August 2025early06. August 2025stable06. August 2025
Weiterlesen → -
New: EmailBuilder: Barcode variables added
Added new EmailBuilder variables for barcodes.For each barcode type, three variables are now available: The barcode numberThe generated barcode imageThe generated barcode image with the barcode number includedVersionAvailable frombeta29. July 2025early30. July 2025stable06. August 2025
Weiterlesen → -
Fix: Newsletter: Searching for email addresses doesn't work
Previously, it was not possible to search for email addresses in the newsletter recipient list. This behaviour has been fixed.VersionAvailable frombeta30. July 2025early06. August 2025stable13. August 2025
Weiterlesen → -
New: Messenger: Order referrer displayed at recipient selection
In Messenger, the order referrer ID is now also displayed when the recipient is selected.VersionAvailable frombeta22. July 2025early23. July 2025stable30. July 2025
Weiterlesen → -
New: Messenger: Warning for missing email address
If none of the recipients contain an email address when sending messages in Messenger, and thus no email can be sent, a warning will now appear. In this case, the message can only be sent as a whispered message.VersionAvailable frombeta23. July 2025early30. July 2025stable06. August 2025
Weiterlesen → -
Fix: Messenger: Conversation settings collapse automatically
Closing the conversation details section also caused the conversation settings to collapse, requiring them to be manually reopened for each subsequent conversation. This behaviour has been fixed.VersionAvailable frombeta23. July 2025early23. July 2025stable30. July 2025
Weiterlesen → -
Fix: Messenger: Group function not working
In some cases, the group function dialog for setting the priority/type and status of a conversation was not displayed properly and no actions could be performed. This behaviour has been fixed.VersionAvailable frombeta22. July 2025early22. July 2025stable23. July 2025
Weiterlesen → -
Fix: Email Service: Fallback template not used when language is missing
Previously, when an event procedure triggered an email and the related order or contact used a language not available in the selected template, the email was not sent and an error was logged. This behaviour has been fixed. From now on, if the required language version is missing, the system now correctly falls back to a default template and proceeds with sending the email. VersionAvailable frombeta21. July 2025early23. July 2025stable30. July 2025
Weiterlesen → -
New: Messenger: Added operators for filter options
Enhanced the messenger search with advanced filter options: Added Is in and Exists operators for Contact ID and Order ID, and additionally a Contains operator for email addresses.VersionAvailable frombeta09. July 2025early16. July 2025stable23. July 2025
Weiterlesen → -
New: Messenger: MyView for conversation settings
You can now customise the conversation settings in Messenger, both in the New Conversation section and in the detailed view of existing conversations using MyView. Additionally, the following new settings are now available for existing conversations:Pin conversationMark as readSubscribeEdit relationsVersionAvailable frombeta02. July 2025early09. July 2025stable16. July 2025
Weiterlesen → -
New: Messenger: Enabled template autoload for replies
In Messenger, when a template is designated as a email template for replies for a channel, it will be automatically applied (pre-filling the subject and message content) whenever a reply is added to a conversation within that channel. VersionAvailable frombeta03. July 2025early03. July 2025stable03. July 2025
Weiterlesen → -
New: EmailBuilder: Added variables for custom order item properties
A new variable group was added to the Order » Order items (item list widget only) section: Order item properties.This group contains two variables for each custom order item property, one for the property name and one for the property value.VersionAvailable frombeta02. July 2025early09. July 2025stable16. July 2025
Weiterlesen → -
Change: Contact classes: Only show enabled payment methods
In the Contact classes section, the dropdown for allowed payment methods now only shows those that are searchable in the backend (Setup » Orders » Payment » Methods).VersionAvailable frombeta30. June 2025early02. July 2025stable09. July 2025
Weiterlesen → -
New: EmailBuilder: Variable for item property name added
A new variable called Order property name was added to the variables group Order » Order items (order item list widget only) » General variables.The variable path is orderItem.formattedOrderProperty.name.VersionAvailable frombeta26. June 2025early02. July 2025stable09. July 2025
Weiterlesen → -
Fix: EmailBuilder: Serial number not displayed in sent email
For emails sent using order events, the variable orderItem.serialNumbers did not output any value. This behaviour has been fixed.
Weiterlesen → -
Fix: Messenger: Tags in channel settings cannot be removed
In the channel settings it was previously not possible to remove all tags. This behaviour has been fixed.VersionAvailable frombeta26. June 2025early02. July 2025stable09. July 2025
Weiterlesen → -
New: EmailBuilder: Delivery date variable added
In EmailBuilder a new variable called Delivery date is available under Order » Order Items (item list widget only)» General. This new variable returns the value of the items delivery date and is only available in the item list widget.VersionAvailable frombeta20. June 2025early25. June 2025stable02. July 2025
Weiterlesen → -
Change: Email service: Added Subject in the email service history table
The 'Subject' column has been added to the Email services history table. Additionally, the table now allows configuration of which columns are displayed. All columns are shown by default.VersionAvailable frombeta18. June 2025early25. June 2025stable02. July 2025
Weiterlesen → -
New: Messenger: New eBay channel available
In the Setup » CRM » Messenger » Channels menu a new channel type (eBay) is available for configuration. In order to be able to set up an eBay channel, you must have connected an eBay account in Setup » Markets » eBay » Accounts. You can find further information about connecting eBay with the Messenger in the manual: https://knowledge.plentymarkets.com/en-gb/manual/main/crm/messenger-configure-messenger.html#manage-ebay-messages-in-messenger Version Available from beta 10. June 2025 early 11. June 2025 stable 18. June 2025
Weiterlesen → -
Change: EmailBuilder: Increase maximum allowed file size of static attachments
In EmailBuilder the maximum allowed file size of static attachments was increased from 10 MB to 25 MB.VersionAvailable frombeta13. June 2025early13. June 2025stable18. June 2025
Weiterlesen → -
New: Messenger automation: Sender email address filter allows wildcard *
In the Messenger automation, the Sender email address filter was extended to accept * as an wildcard. The wildcard can be used to filter by any sequence of characters within the email addresses. It can be placed anywhere inside the email address. You can find further information for using the wildcard in the corresponding tooltip. VersionAvailable frombeta17. June 2025early18. June 2025stable25. June 2025
Weiterlesen → -
New: Messenger automation: Order status filter
A new filter Order status was added to messenger automation. Additional comparative operators now allow filtering for conversations with specific order statuses.VersionAvailable frombeta17. June 2025early18. June 2025stable25. June 2025
Weiterlesen → -
New: Messenger automation: Action "Change read status" added
A new action was added in messenger automations: Change read status Behaviour:If action value is set to No, conversations will be marked as Unread for all users.If action value set to Yes:If Global read status is enabled, conversations will be marked as Read for all usersIf Global read status is disabled, no action will be performed You can activate or deactivate the Global read status in the Setup » CRM » General menu. VersionAvailable frombeta17. June 2025early18. June 2025stable25. June 2025
Weiterlesen →