We list known limitations openly. The-Y CRM is in an early Alpha — things change. Unfixed security issues are deliberately not listed here (see note at the bottom).
As of: 2026-10-12 (version 1.1.32) · Phase: Alpha · The limitations per version are also listed in the Release Notes.
| Item | Impact | Status / workaround |
|---|---|---|
| Founder purchase | Public Founder purchase active: €10.00/month (total incl. any VAT), clean B2B checkout with company name, VAT ID and binding consent | ✅ Active (Alpha) · businesses only (B2B) |
| Founder scope | Defined (price, scope, reactivation, voluntary 14-day return right, hosting) — Terms §6 | ✅ Released in v1.1.1; license key sent by email right away |
| Terms · Privacy · DPA · In-app terms | Current versions: Terms of Use 1.4, Privacy 1.3.1, DPA 1.2, in-app terms 1.3 — each with an immutable snapshot + SHA-256 in the Legal Archive | ✅ As of 2026-10-11 |
| Accounting features | A tool for your own records up to the hand-over to your tax advisor — not tax advice; retention and returns remain your responsibility | Covered in the Terms of Use, section 4a (since 1.4) |
| Backup guarantee | Automatic backups run, but during the Alpha there is no formal recovery commitment | Also back up yourself via snapshot/CSV; binding backup policy from Beta (DPA Annex 3) |
| Item | Impact | Status / workaround |
|---|---|---|
| Connecting WhatsApp through the Meta window | Customers can connect WhatsApp this way only once Meta has approved our app; until then Meta shows a message in the window that onboarding customers isn't possible at the moment | Until then: demo or Advanced: your own Meta app |
| Instagram Direct messages | Messages from Instagram accounts that have no role in our Meta app (e.g. as testers) don't arrive before Meta has approved our app | Follows with Meta's approval of our app |
| Comments on Facebook Pages | Don't arrive as notifications from Meta before Meta has approved our app | The CRM fetches them itself — every 5 minutes or with “Fetch now” (1.1.27) |
| Sender name on Messenger/Instagram | New contacts from Messenger and Instagram appear as “Visitor” for now instead of with their name | Follows after a further approval by Meta (1.1.26); until then enter the name on the contact by hand |
| Several Facebook Pages in one account | Older Messenger/Instagram conversations only get their Page with the customer's next message | Known (1.1.26); new conversations are assigned correctly right away |
| Existing Facebook/Instagram connections | The linked Instagram account only appears as a channel of its own after connecting again | Run “Connect Facebook & Instagram” once more — nothing is created twice (1.1.28) |
| Fixing undelivered messages | Only admins see “Connect channel →” and “Send again” | Team members without admin rights see “Please let an admin know” (1.1.29) |
| WhatsApp verification “By call” through a phone system with a greeting | The greeting talks over the code being read out, and Meta hangs up | Route the number straight to a phone for the call; with the phone system in the CRM via “Put the code call straight through to me (10 min)” (1.1.32) — needs your own extension; without number detection all incoming calls go to you during these 10 minutes (guide) |
| Blocking WhatsApp contacts | Meta only allows blocking if the customer wrote in the last 24 hours | Meta rule; only admins can block (1.1.25) |
| Messenger greeting text | Meta has retired the old greeting text on the welcome screen | Use “Get started” with an automatic reply instead (Meta hub) |
| Page name, images, category, address (Facebook) · bio/website (Instagram) | Can't be changed through Meta's API | Guide + direct link in the Meta hub; Meta only shows Instagram conversation starters in the app |
| Display name for numbers with the WhatsApp Business app | Re-registering after approval is done by the app, not the CRM | Known (1.1.25); only Meta support changes Official Business Accounts (green tick) |
| Reset or delete account | Doesn't yet automatically revoke WhatsApp access at Meta | Delete the WhatsApp channel first — that ends the access (1.1.22) |
| Posts: reach | Meta only shows reach in Business Suite | Deliberately no extra statistics permission (1.1.24); likes, comments and shares are in the CRM |
| Comments | According to Meta, a private reply only once and within 7 days; no “Like” on Instagram comments; Instagram doesn't report deletions/edits by the author | Meta rules (1.1.24) |
| Fetching comments | The direct fetch covers comments from the last 7 days on the 10 most recent posts; Meta doesn't always include the name of the person commenting | Known (1.1.27); otherwise comments also arrive via Meta's notifications — for Facebook Pages only once Meta has approved our app |
| Delete a contact permanently | If, after connecting the WhatsApp Business app, the history only arrives after the deletion, the person is created again from it | Known (1.1.20); delete again afterwards |
| Item | Impact | Status / workaround |
|---|---|---|
| Phone system changes (crm.the-y.at) | Greetings, menus, extensions and number destinations changed in the CRM since 25 September didn't reach the phone system | ✅ Fixed in 1.1.32: changes take effect within a few seconds; everything saved since 25 September is applied once with the update |
| Running the phone system yourself | After updating to 1.1.32 a one-time reload is needed | Steps under Set up telephony → Troubleshooting |
| Several phone numbers on one line | The phone system recognises the dialled number automatically with Zadarma; without number detection the destination of the topmost number (⭐) applies | Still to be confirmed with real Zadarma calls (1.1.32) |
| Greeting while it rings | Only with your own greetings (text, recording or file) | 1.1.32 |
| Item | Impact | Status / workaround |
|---|---|---|
| No tax advice, no submission | The VAT overview and the VAT basis settings only control the preview; nothing goes to FinanzOnline or ELSTER | By design; you or your tax advisor file the VAT return |
| VAT special cases | Partial supplies, the Swiss net tax rate method, input VAT restrictions, import VAT, foreign currency and the timing of EC sales lists are not calculated separately | Known (1.1.25); check with your tax advisor |
| Months closed before 1.1.25 | No saved VAT overview figures to compare with | Known (1.1.25) |
| Month-end close | Final — even support cannot reopen it | Corrections in the open month via credit note or reversal (1.1.23) |
| Payment reminders | The reminder fee only appears in the text; without your own mailbox the reminder is only logged | Known (1.1.22) |
| E-invoice output | Output as XRechnung and Swiss QR-bill; ZUGFeRD/Factur-X not yet | Planned (Feature Board) |
| Bank | No direct bank connection | Upload the bank statement as camt.053 or CSV |
| DATEV and BMD export | Test once with your tax advisor before first real use | Note since 1.1.22 |
| Item | Impact | Status / workaround |
|---|---|---|
| SMS | No delivery reports; no confirmation SMS on “STOP” | Receiving replies works since 1.1.22 via the receiving address (guide) |
| WhatsApp/SMS campaigns | Existing contacts without recorded consent get no campaigns | Intended (1.1.22); record consent on the contact or via CSV |
| App on your phone | No push notifications for new messages; no key tones (DTMF) during a call | Both planned (Feature Board) |
| Signing out | Signs you out of all workspaces in this browser | Intended (1.1.25) |
| Demo / test environment | Runs for 24 hours, then everything is deleted; at most 3 per connection and day, 5 MB of files | Sign up for free to work permanently |
| Security log without search/filter/export/pagination | Limited traceability | Expansion planned (Beta) |
| API keys without scopes/expiry/rotation | Coarser access control | Planned (Beta) |
| Registration/contact form | Not fully accessible throughout (labels/required fields) | Improvement planned |
| Item | Status |
|---|---|
| Guides for 2FA/recovery, security log, API keys/webhooks, export/deletion & backup are added. Open: dedicated detail guides for calendar/booking, tasks and CSAT/SLA | Docs keep being aligned with the feature set |
Found a bug? Report it directly in the app via the feedback widget or at office@the-y.at. For security reasons we do not list unfixed security vulnerabilities here — only after they are fixed, in the Release Notes.