PBJ CRM 8.66 suite update — the closing item keeps a job’s whole conversation, and one Communication thread per profile

Today’s update to the PBJ CRM suite is out for every licensed site: PBJ CRM 8.66, PBJ Helpdesk 7.41.23, PBJ Invoicing 7.59 and PBJ RingCentral 7.40. Updates arrive through the usual plugin update screen and nothing needs reconfiguring. PBJ CRM 8.66 adds one database table (version 39), created automatically on the first page load after the update.

The closing item: a job keeps its whole conversation

• When a conversation is added to a ticket, event, task or project with Item+ or Convert+, it is copied onto that record one entry per message — its own time, side, sender, files and channel (iMessage, Text, Call, Chat or Email) — and that record becomes the job’s closing item.
• Converting onward moves the thread to the new record. The earlier record keeps its own replies and shows a staff-only “Closing item” link and Job history. Invoices and estimates show only the link and Job history, and Convert+ to an invoice or estimate no longer writes the conversation into Notes, so nothing of it prints on a PDF or a pay page.
• Help desk tickets show each replayed text, call, iMessage or chat under its real channel, sender and time, and messages you sent read as staff replies. Adding an email to an event copies the whole email, body and files.
• RingCentral texts and calls added to an event arrive one entry per text, or one per call with its result, duration, voicemail transcript and recording; the text, call and email readers show which event or ticket a conversation is attached to.

Profiles, search and records

• A contact’s or business’s Communication tab reads as one conversation thread, newest first, including every text, call and reply on their tickets, with one Filters button.
• Work opens on All work with a Filters button.
• Jump to ranks the best match first (businesses, then people, then other records in a tie) and now finds team members.
• A text sent from a record’s composer shows once in its thread, customer records use two rails on desktop, and a team member’s record offers View as employee while View as client opens the read-only client portal straight away.
• Compact list rows no longer cut an amount short.

Full details are in each changelog: PBJ CRM, PBJ Helpdesk, PBJ Invoicing and PBJ RingCentral.