PBJ CRM 8.21 suite update — a reading pane, Manage boards for tasks and notes, and new Insight reports

Today’s update to the PBJ CRM suite is out for every licensed site: PBJ CRM 8.21, PBJ Helpdesk 7.39, PBJ Events 7.25 and PBJ Invoicing 7.46. Updates arrive through the usual plugin update screen; nothing needs reconfiguring and there is no database change.

Read without leaving the list

• Click a task or a ticket and it opens in a reading pane beside the list. Edit, close or Convert+ it there, then pick the next one. “Open record” still takes you to its own page.
• A note is now a record of its own: open it from Notes to see its customer, its full text and its history, and use Edit to change its words.

Manage boards for tasks and notes

• Tasks › Manage and Notes › Manage work like Tickets › Manage: tick rows, then Assign, Merge, Convert+ or Move. Tasks can also get a due date, be marked done or be archived in bulk.
• Notes can be converted with Convert+ (managers and up). The note stays on the timeline and keeps its photos.

Insight reports

• Every report now has one date menu in the footer, labelled with the dates it covers, a view menu that remembers your choice, Export (CSV or print) and a button back to the matching tab. Empty sections collapse to one line.
• Events & miles: filters for person, customer, mode, status, miles and category; views by event, person, customer, week or month; average and missing-miles figures; miles by week.
• Tickets: agent, customer, status, category, channel and priority filters narrow every figure.
• Money owed: search, owner, age and late / not-due filters, by customer or by age.
• Customers & work: owner, kind, tag, source and marketing filters. Ledger and Closed item chains use the same footer.

Fixes

• Help Desk: a ticket converted from a single text no longer shows the customer’s message twice.

Full details are in each plugin’s changelog: PBJ CRM, PBJ Helpdesk, PBJ Events and PBJ Invoicing.

See every PBJ plugin