PBJ Suite release — guided imports, the business/person split, and one card design everywhere
Three plugins shipped together today: PBJ CRM 1.55.0, PBJ Helpdesk 2.42.0 and PBJ Dispatch & Appointments 1.21.0.
Imports stop overwriting people silently. When an import matches somebody already in your CRM, the change now waits for your approval — person by person, field by field — and every run has a viewable history. Business records are never touched by an import or by sync at all: a business only changes when a person changes it. And a record that is really a business AND a person can now be split into both, each detail going where you say, with each connected service following the right half afterwards.
One card design across the whole suite. People, businesses, tickets, tasks, visits, invoices, the Inbox, triage and the phone screens all draw the same card — an icon for what it is, a colour for who it concerns (red: a client is waiting; yellow: open internal work; green: done), the type colour on the left edge and how-late on the right, with a legend on the Setup screen drawn from your own theme colours. Completing a task is always a button; checkboxes only ever mean checklist lines. The timeline is reorganised — Activity holds Everything, and Communication, Work and Info carry the filters — and the back button now really goes back to the screen you were on.
Designed campaign emails, unlocked by the Helpdesk. Headings, buttons and pictures with a live preview — plain text stays the standard and HTML is a deliberate switch. Installing PBJ Helpdesk unlocks the builder and the drip-pace setting; the Helpdesk’s own ticket screens join the unified cards and its tickets dropdown gains Awaiting reply.
Dispatch grows a Manage view and takes the calendar. Every booking you may see, with filters and paging — and the suite’s forward calendar now comes with the scheduling module, where forward planning belongs.
Full details on each changelog: PBJ CRM · PBJ Helpdesk · PBJ Dispatch & Appointments. Updates are offered automatically to licensed sites.
Three plugins shipped together today: PBJ CRM 1.55.0, PBJ Helpdesk 2.42.0 and PBJ Dispatch & Appointments 1.21.0.
Imports stop overwriting people silently. When an import matches somebody already in your CRM, the change now waits for your approval — person by person, field by field — and every run has a viewable history. Business records are never touched by an import or by sync at all: a business only changes when a person changes it. And a record that is really a business AND a person can now be split into both, each detail going where you say, with each connected service following the right half afterwards.
One card design across the whole suite. People, businesses, tickets, tasks, visits, invoices, the Inbox, triage and the phone screens all draw the same card — an icon for what it is, a colour for who it concerns (red: a client is waiting; yellow: open internal work; green: done), the type colour on the left edge and how-late on the right, with a legend on the Setup screen drawn from your own theme colours. Completing a task is always a button; checkboxes only ever mean checklist lines. The timeline is reorganised — Activity holds Everything, and Communication, Work and Info carry the filters — and the back button now really goes back to the screen you were on.
Designed campaign emails, unlocked by the Helpdesk. Headings, buttons and pictures with a live preview — plain text stays the standard and HTML is a deliberate switch. Installing PBJ Helpdesk unlocks the builder and the drip-pace setting; the Helpdesk’s own ticket screens join the unified cards and its tickets dropdown gains Awaiting reply.
Dispatch grows a Manage view and takes the calendar. Every booking you may see, with filters and paging — and the suite’s forward calendar now comes with the scheduling module, where forward planning belongs.
Full details on each changelog: PBJ CRM · PBJ Helpdesk · PBJ Dispatch & Appointments. Updates are offered automatically to licensed sites.