CRM
Here you can find all updates in the CRM area – such as customer communication, messenger integration, and contact management.
-
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
Weiterlesen → -
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
Weiterlesen → -
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
Weiterlesen → -
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
Weiterlesen → -
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
Weiterlesen → -
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
Weiterlesen → -
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
Weiterlesen → -
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 →