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PBJ CRM 8.75 suite update — agenda emails, send times, splitting a conversation, and buttons in the bar

Today’s update to the PBJ CRM suite is out for every licensed site: PBJ CRM 8.75, PBJ Helpdesk 7.41.25, PBJ Invoicing 7.61, PBJ Events (Dispatch & Appointments) 7.40 and PBJ RingCentral 7.42. Updates arrive through the usual plugin update screen and nothing needs reconfiguring. None of them changes the database.

Agenda emails, set up by a manager

  • Managers and up get an Agenda | Manage switch in the bottom bar. Manage lists each person’s agenda email: when it goes out, what is in it, who gets a copy and when it last went.
  • For each person you choose the time, the days and the time zone, what goes in (today’s events, open tickets, tasks due and overdue, inbox waiting on a reply, money owed, yesterday’s unfinished), a note at the top and who else gets a copy. A preview shows their real day, and you can send yourself a test.
  • Employees only receive it, and it holds only what they can already see in the CRM. A team default gives new agenda emails a starting point. Agenda emails stay off until a manager turns one on.

One send time for each kind of automatic send

  • Settings › Send times sets the time of day for payment reminders and late fees, recurring invoices and agenda emails. A person’s own agenda time wins; event reminders stay a set time before each event.
  • Settings › Reminders in Events now sets customer and agent reminder times and wording separately.

Split a conversation

  • Inbox rows show the ticket or event a conversation is attached to.
  • The ✕ beside that record moves the picked message and everything after it back to the inbox, and Item+ or Convert+ on an attached conversation asks which message starts the new item. Works with RingCentral texts and calls, iMessage and Google Chat; a ticket drops the messages that left and notes it.

Buttons in the bar

  • Save, Cancel and page buttons sit in the bottom bar on forms, settings pages, Theme, Sync, Setup and Files.
  • Vault, Setup and module settings pages name themselves in the breadcrumb, and long values in the settings change log wrap.

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

November 13, 2026

Today’s update to the PBJ CRM suite is out for every licensed site: PBJ CRM 8.75, PBJ Helpdesk 7.41.25, PBJ Invoicing 7.61, PBJ Events (Dispatch & Appointments) 7.40 and PBJ RingCentral 7.42. Updates arrive through the usual plugin update screen and nothing needs reconfiguring. None of them changes the database.

Agenda emails, set up by a manager

  • Managers and up get an Agenda | Manage switch in the bottom bar. Manage lists each person’s agenda email: when it goes out, what is in it, who gets a copy and when it last went.
  • For each person you choose the time, the days and the time zone, what goes in (today’s events, open tickets, tasks due and overdue, inbox waiting on a reply, money owed, yesterday’s unfinished), a note at the top and who else gets a copy. A preview shows their real day, and you can send yourself a test.
  • Employees only receive it, and it holds only what they can already see in the CRM. A team default gives new agenda emails a starting point. Agenda emails stay off until a manager turns one on.

One send time for each kind of automatic send

  • Settings › Send times sets the time of day for payment reminders and late fees, recurring invoices and agenda emails. A person’s own agenda time wins; event reminders stay a set time before each event.
  • Settings › Reminders in Events now sets customer and agent reminder times and wording separately.

Split a conversation

  • Inbox rows show the ticket or event a conversation is attached to.
  • The ✕ beside that record moves the picked message and everything after it back to the inbox, and Item+ or Convert+ on an attached conversation asks which message starts the new item. Works with RingCentral texts and calls, iMessage and Google Chat; a ticket drops the messages that left and notes it.

Buttons in the bar

  • Save, Cancel and page buttons sit in the bottom bar on forms, settings pages, Theme, Sync, Setup and Files.
  • Vault, Setup and module settings pages name themselves in the breadcrumb, and long values in the settings change log wrap.

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

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