Today’s update to the PBJ CRM suite is out for every licensed site: PBJ CRM 8.15, PBJ Events (Dispatch & Appointments) 7.23, PBJ Helpdesk 7.38.5 and PBJ RingCentral 7.27. Updates arrive through the usual plugin update screen; nothing needs reconfiguring. Convert+ and Item+ Assign to starts on you. Converting a conversation or record fills in the person doing the converting; Change or Clear picks someone else. Item+ has a Type choice — All, Tickets, Events, Tasks, Projects and Invoices. Adding a text, chat, iMessage or email to a task, project or invoice copies its photos and...

Current release: 7.20 (October 2026) 7.20 — 15 October 2026 Fixed: webhook messages are no longer lost. A webhook line that could not be saved used to be counted as a duplicate and dropped. Now the error is logged and Omada is asked to send it again; lines already saved are recognised as duplicates on that retry. 7.19 — 9 October 2026 Client business and module permissions now narrow private device lists, while existing provider membership and staff access are kept. Needs PBJ CRM 7.82 or newer. 7.18 — 6 October 2026 PBJ Omada only connects to public controller...

Every work record in the PBJ CRM suite now opens in the same place, drawn the same way. This release covers PBJ CRM 7.35, PBJ Helpdesk 7.18, PBJ Dispatch & Appointments 7.08, PBJ Invoicing 7.17 and PBJ RingCentral 7.13. Update PBJ CRM first — the four modules need it. Before you update: take a database backup PBJ CRM 7.35 carries a database change. The CRM database goes from version 27 to 28 and adds one new table, pbj_crm_binned — the table that makes the new restorable bin possible. The step only creates the table, it runs once, and it does not alter or move any of your...

Current release: 1.13.7 (September 2026) 1.13.7 — 28 September 2026 The CRM descriptors load the built .min script when PBJ CRM can resolve it (code review 2026-09-28, speed); an older CRM keeps the readable file. No other change. DB stays at 2. 1.13.6 — 10 September 2026 Carries every change from 1.13.3 through 1.13.6. Needs PBJ CRM 7.34 or newer. The template library is a row list, matching every other work list in the CRM, with each template’s sketch drawn by the CRM itself. Delete moved from the tile to the selection bar at the foot of the screen: tick the ones you...

All six PBJ CRM Suite plugins move together today. PBJ CRM 1.63.21, PBJ Helpdesk 2.50.12, PBJ Invoicing 1.38.0, PBJ Dispatch & Appointments 1.29.0, PBJ RingCentral 1.10.0 and PBJ Vault 1.17.0 are available now through the usual update channel. They ship as one set on purpose. The modules were built against new seams in the hub, so shipping them apart is the only combination that can leave you with a module ahead of the CRM it runs on. This one came out of using it Most of what is below was found by running a real business day through the suite — writing invoices, answering tickets,...

Current release: 7.23 (October 2026) 7.23 — 22 October 2026 New: Convert+ from a To-them event takes the miles typed in the Convert+ dialog when the customer’s record has none, and records them as the event closes; the record’s miles still win. 7.22 — 22 October 2026 New: Insight › Events & miles — every event in the period, who has it, and the round-trip miles recorded when it closed, with totals and miles by person, scoped to what each viewer may see. Fixed: closing an event no longer asks for miles when the customer’s record already carries them...

Current release: 7.09 (October 2026) 7.09 — 15 October 2026 New: set a new passphrase with your recovery code. After opening the Vault with the recovery code, the Vault tab offers “Set a new passphrase”, so you can choose a new one without knowing the old one. It works only while the Vault is unlocked, nothing is re-encrypted, and every other session is signed out. 7.08 — 13 October 2026 The Vault popup no longer errors after you type the passphrase. The revealed value now stays on screen. The popup’s 30-minute auto-lock had the same fault and is fixed...

Current release: 7.44 (October 2026) 7.44 — 12 October 2026 Money › Recurring › Create recurring invoice opens again. The new-profile line-item row was missing one declared field, so PBJ CRM 7.84 refused to show the form (“Recurring did not load”). Editing an existing profile was not affected. No database change. 7.43 — 12 October 2026 The “Finish setting up PBJ Invoicing” notice now appears only on PBJ Invoicing’s own admin screens. It no longer shows on other plugins’ screens, such as PBJ Forms & Products. No database...

Current release: 7.38.5 (October 2026) 7.38.5 — 22 October 2026 New: Item+ can add an email to a task, project or invoice with its attachments (tagged Email). 7.38.4 — 22 October 2026 Fixed: Convert+ to a ticket starts “Assign to” on the person doing the converting instead of empty; it can still be changed or cleared. 7.38.3 — 21 October 2026 Changed: Tickets › Manage › Handoff offers Me and No one beside a team member or group. 7.38.2 — 20 October 2026 Changed: the Inbox no longer shows the old standalone ticket view. Clicking a...

Current release: 8.15 (October 2026) 8.15 — 22 October 2026 New: Item+ offers All, Tickets, Events, Tasks, Projects and Invoices. Adding a text, chat, iMessage or email to a task, project or invoice copies its files and photos onto the record, adds the conversation’s history as a note unless “Only media and attachments” is ticked, and files the conversation. A project with no customer takes media only. A conversation holding a file that cannot be copied stays in the inbox and is reported. Fixed: Convert+ from an inbox conversation to a task, note or other non-ticket...