PBJ Suite release — one honest notification count, texts and calls that behave like email, and tick boxes everywhere
Four plugins shipped together today: PBJ CRM 1.56.0, PBJ Helpdesk 2.43.0, PBJ RingCentral 1.6.0 and PBJ Dispatch & Appointments 1.22.0.
The number on the bell is now the number on the screen. The bell, the Inbox and the rows in the Notifications menu are one number, worked out in one place from one rule: something counts when it is due today or earlier, or when it is open with no due date. An open ticket counts once — “replied” is shown on the row and never added on top of it. A visit counts on its own day, not all the week before. Anything sitting in an inbox counts. Bookings had never had a row in that menu at all, which is why the bell used to be higher than the rows added up to; they agree now.
Texts and calls behave exactly like email. Turning one into a ticket files the conversation out of the phone inbox, the way an email does. While that ticket is open, later texts on the same conversation land on the ticket. Once it is closed, a new text comes back to your inbox instead, with a note left on the old ticket saying they have been in touch — rather than silently reopening it, or being added to something nobody is looking at any more.
Tick boxes, everywhere. The inbox, the ticket lists, the mail piles, contacts, businesses and the visits list all let you tick several rows and do one thing to the lot — close, hand over, file, mark as read, delete. Every row is checked on its own, so anything you are not allowed to change is skipped and named rather than quietly done or quietly dropped.
Two tickets that turned out to be one job can be joined together. The conversation, the emails, the attachments, the checklist and any linked texts or calls move onto the ticket you keep. The other one is closed with a note pointing at it rather than deleted, so an old email quoting its number still finds a home.
“I have seen this.” A ticket that is waiting on a reply can be marked read in one press — it comes off your list, your bell and your inbox without sending the customer anything. It is yours alone: a colleague still sees the customer waiting, the manager views still show every unanswered ticket, and if the customer writes again the ticket comes straight back onto your list by itself.
A Merge tab for duplicates. Duplicate people and businesses gather on one screen, with Not the same person to dismiss a suggestion for good — two brothers at one address are supposed to be two records — and a control to bring the dismissed ones back if you change your mind. Nothing about either record is changed by dismissing one; it is a note about the pair.
A create + button beside the search box on desktop, so starting a new record opens the form rather than dropping you on a list to hunt for the Add button. And contacts and businesses can now be sorted by name, phone or email.
Fixed: the phone numbers on a contact’s page ignored your colour theme. They came out in the browser’s own grey while the email and web address rows beside them looked right. They follow your theme now, like everything else on the record.
Full details on each changelog: PBJ CRM · PBJ Helpdesk · PBJ RingCentral · PBJ Dispatch & Appointments. Updates are offered automatically to licensed sites.
Four plugins shipped together today: PBJ CRM 1.56.0, PBJ Helpdesk 2.43.0, PBJ RingCentral 1.6.0 and PBJ Dispatch & Appointments 1.22.0.
The number on the bell is now the number on the screen. The bell, the Inbox and the rows in the Notifications menu are one number, worked out in one place from one rule: something counts when it is due today or earlier, or when it is open with no due date. An open ticket counts once — “replied” is shown on the row and never added on top of it. A visit counts on its own day, not all the week before. Anything sitting in an inbox counts. Bookings had never had a row in that menu at all, which is why the bell used to be higher than the rows added up to; they agree now.
Texts and calls behave exactly like email. Turning one into a ticket files the conversation out of the phone inbox, the way an email does. While that ticket is open, later texts on the same conversation land on the ticket. Once it is closed, a new text comes back to your inbox instead, with a note left on the old ticket saying they have been in touch — rather than silently reopening it, or being added to something nobody is looking at any more.
Tick boxes, everywhere. The inbox, the ticket lists, the mail piles, contacts, businesses and the visits list all let you tick several rows and do one thing to the lot — close, hand over, file, mark as read, delete. Every row is checked on its own, so anything you are not allowed to change is skipped and named rather than quietly done or quietly dropped.
Two tickets that turned out to be one job can be joined together. The conversation, the emails, the attachments, the checklist and any linked texts or calls move onto the ticket you keep. The other one is closed with a note pointing at it rather than deleted, so an old email quoting its number still finds a home.
“I have seen this.” A ticket that is waiting on a reply can be marked read in one press — it comes off your list, your bell and your inbox without sending the customer anything. It is yours alone: a colleague still sees the customer waiting, the manager views still show every unanswered ticket, and if the customer writes again the ticket comes straight back onto your list by itself.
A Merge tab for duplicates. Duplicate people and businesses gather on one screen, with Not the same person to dismiss a suggestion for good — two brothers at one address are supposed to be two records — and a control to bring the dismissed ones back if you change your mind. Nothing about either record is changed by dismissing one; it is a note about the pair.
A create + button beside the search box on desktop, so starting a new record opens the form rather than dropping you on a list to hunt for the Add button. And contacts and businesses can now be sorted by name, phone or email.
Fixed: the phone numbers on a contact’s page ignored your colour theme. They came out in the browser’s own grey while the email and web address rows beside them looked right. They follow your theme now, like everything else on the record.
Full details on each changelog: PBJ CRM · PBJ Helpdesk · PBJ RingCentral · PBJ Dispatch & Appointments. Updates are offered automatically to licensed sites.