What was actually shipped. See what's planned on the Feature Board, and known limitations under Known Issues.
As of: 2026-09-02 · Phase: Alpha (rolling builds; no formal version numbers yet)
| Area | Type | Change | Known limitation |
|---|---|---|---|
| Phone | Fix | Phone system changes take effect right away: Greetings, menus, extensions and the destinations of your phone numbers that you change in the CRM are now picked up by the phone system on its own within a few seconds. Until now, changes didn't reach the system in the cloud. Everything saved since 25 September is applied once with the update. If applying ever fails, the phone pages show a notice. | Running the phone system yourself: one-time steps under “One-time reload after the update” in the self-hosting guide. |
| Phone | Fix | Every phone number reaches its own destination: With Zadarma the phone system now recognises which of your numbers was dialled – several numbers on one Zadarma account now go to their own menus, groups or extensions. If a line doesn't pass on the dialled number, the destination of the topmost number on the phone numbers page applies (marked with ⭐) – until now this was random. | Still to be confirmed with real Zadarma calls. |
| New | Put the verification call straight through: When you add a WhatsApp number and verify “By call”, Meta reads out the code with a computer voice. If the number runs through your phone system with a greeting or menu, the greeting used to talk over the code. The “Request code” step now has the button “Put the code call straight through to me (10 min)”: the number rings straight on your extension for 10 minutes, then the normal flow applies again automatically. You can also see and end running redirects on the phone numbers page. | You need your own extension in the CRM. If the line doesn't pass on the dialled number, all incoming calls go to you during these 10 minutes. | |
| Phone | New | Greeting while it rings: In ring groups the caller can now hear a greeting right away while the team's phones are already ringing – followed by a ringing tone or hold music. Whoever picks up is connected immediately. The ring time is fixed or “as long as the greeting”; after that the call moves on as usual, for example to your mobile. A timeline shows what the caller experiences. Queues now also have a “Greeting on entry”. | Only with your own greetings (text, recording or file). |
| Area | Type | Change | Known limitation |
|---|---|---|---|
| New | Continue verifying a number: If a new number is already in your WhatsApp account but not yet verified (e.g. because Meta throttled the request while adding it), the “Add another number” assistant continues right at “Request code” – without a new display-name request. | — |
| Area | Type | Change | Known limitation |
|---|---|---|---|
| Fix | Replies to Instagram messages are delivered: Replies to Instagram Direct messages, private replies to Instagram comments and the automatic “Get started” reply now go through the linked Facebook Page, as Meta intends. Previously Meta rejected them with “permission missing (code 3)”. Undelivered replies can be re-sent with “Send again”. | — |
| Area | Type | Change | Known limitation |
|---|---|---|---|
| Inbox | New | Fix undelivered messages yourself: When a reply says “not delivered” or “only saved”, the CRM now shows admins the way out right there: “Connect channel →” jumps straight to the affected channel in the settings, “Send again” sends the same message once more – without a copy in the conversation. This is only offered when the cause can be fixed (channel without access, access expired, connection problem). | Team members without admin rights see “Please let an admin know”. |
| Inbox | Fix | 24-hour window explained clearly: If a reply to Messenger, Instagram or WhatsApp fails because the customer hasn't written for more than 24 hours, the message now says so – Messenger used to show a misleading “permission missing”. For WhatsApp, “Send template” opens the approved templates right away. | — |
| Everywhere | Fix | Deleting and confirming works everywhere again: Questions like “Really delete?”, notices and short inputs now appear as a window in the CRM's own design instead of a browser pop-up. In embedded browsers (e.g. when the CRM is opened inside another app) those pop-ups were switched off – deleting didn't work there at all. On phones they slide up from the bottom; on the keyboard, Esc = cancel, Enter = confirm. | — |
| Area | Type | Change | Known limitation |
|---|---|---|---|
| Channels | Fix | “Connect Facebook & Instagram” creates both channels: After connecting you now get the Facebook Page and the linked Instagram account as separate channels – for messages, comments and posts. Previously the Instagram account was only shown as “linked” on the Page. Connecting again creates nothing twice. | Existing connections: connect once more and the Instagram channel appears. |
| Area | Type | Change | Known limitation |
|---|---|---|---|
| Comments | New | Comments are also fetched directly: The CRM fetches new comments from your Facebook Pages and Instagram accounts itself – automatically every 5 minutes and with the “Fetch now” button under Comments. No comment gets lost, even if Meta does not deliver a notification. Nothing is created twice. | Covers comments from the last 7 days on the 10 most recent posts. Meta does not always include the commenter’s name. |
| Area | Type | Change | Known limitation |
|---|---|---|---|
| Inbox | Fix | Replies to Messenger and Instagram messages are delivered: Incoming direct messages are now stored with the connected Page, and replies from the inbox go to the customer through that Page. Previously the reply was saved in the CRM but not sent. Existing conversations are assigned automatically. | Several Facebook Pages in one account: older conversations get their Page with the customer’s next message. |
| Inbox | New | Sender name prepared: For new Messenger and Instagram messages the CRM requests the sender’s name from Meta (on Instagram otherwise the username) and creates the contact with it. | Meta only returns the name after a further approval of our app; until then “Visitor” is shown. |
| Inbox | Fix | Sending problems are visible: If Meta or WhatsApp rejects a reply, the message shows “⚠ not delivered” with the reason and an explanation. If a reply was only saved because the channel has no access, it shows “saved only, not sent”. | — |
| Area | Type | Change | Known limitation |
|---|---|---|---|
| Channels | New | Meta hub – no more trips to business.facebook.com: Under Settings → Channels you see every area per WhatsApp number, Facebook Page and Instagram account as tiles with a traffic light. Whatever Meta allows, you do right in the CRM; what Meta doesn't allow, we explain step by step with a direct link – and check ourselves afterwards whether it worked. | Works on mobile; "We'll help you" on every page. |
| New | Business profile with live preview: edit profile photo, about, description, industry, address, email and websites – and see exactly what customers see in WhatsApp. | — | |
| New | Welcome message, conversation starters and commands: first-time contacts automatically get your welcome text. Up to 4 tappable questions and your own "/" commands – with chat preview. | The welcome counts as a service reply, no template needed. | |
| New | QR codes and short links: create with pre-filled text, edit, delete and download as PNG or SVG – for flyers, shop windows and your website. Your own names keep them apart. | Change the text later; printed codes stay valid. | |
| New | Change the display name: request it from the CRM, track "under review / approved / rejected" with the reason in plain language – and re-register with one click after approval. | — | |
| New | Set the two-step PIN: with an explanation of what it's for. The PIN goes straight to WhatsApp and is stored nowhere. | — | |
| New | Block and unblock contacts: right from the inbox (also in the mobile menu) or as a list. | Admins only; Meta only allows blocking after a message in the last 24 hours. | |
| New | Costs as Meta sees them: what Meta bills per month and type – next to our estimate, with differences explained. | — | |
| New | Add another number entirely in the CRM: create the number, get a code by SMS or call, type it in, set a PIN – done, without the Meta pop-up. | — | |
| New | Payment method, verification, account restriction: step-by-step guide with the on-screen labels and a direct link – back in the CRM, "Check now" shows whether Meta has picked it up. | — | |
| New | Messenger welcome, conversation starters and menu: a "Get started" button with an automatic reply, up to 4 questions and a persistent menu – with preview. Taps arrive in the inbox. | — | |
| New | Edit Page info: short and long description, phone, website, email, opening hours and legal notice right from the CRM. | Page name, images, category and address: guide + direct link. | |
| New | Conversation starters for Instagram Direct and an overview of your profile (bio, website, followers). | Instagram only lets you change bio/website in the app – guide included. | |
| Sign-in | Fix | One sign-in for everyone on crm.the-y.at: Signing in at crm.the-y.at/login now finds your workspace via your email address. Until now you always ended up in the demo there – anyone who had registered for free could only get into their account via their own address (crm.the-y.at/t/…). | — |
| Sign-in | New | Several workspaces, one email: If your email belongs to several companies, you “Choose a workspace” after signing in. Via your name at the top right you switch between the workspaces you're signed in to without entering your password again, or sign in to another one. The CRM remembers the workspace you used last. | Signing out signs you out of all workspaces in this browser. |
| Sign-in | Fix | “Forgot password” also works on crm.the-y.at: The link goes to every account with this email; if it belongs to several workspaces, they are all listed in one email, each with its own link. After resetting, you go straight to your workspace's sign-in with your email already filled in. | — |
| Account | New | Your sign-in address at a glance: The welcome email, Settings → Account and the menu at your name show “Your sign-in address: crm.the-y.at/t/…” – with a copy button, e.g. for your team. | — |
| Channels | Fix | Adding a channel works for new accounts: New accounts get their first brand named after the company right away; existing accounts without a brand now have one too. Before, adding email, SMS, Messenger or Instagram failed silently for freshly registered accounts. Should a brand ever be missing, the channels page says so clearly and offers “Create brand”. | — |
| Security | Changed | Sign-in reveals nothing: Whether an email address exists can be told neither from the response nor from the response time. Test environments and the public demo are never reachable by password, suspended accounts stay suspended, two-factor protection and the limit on sign-in attempts work as before. | — |
| Start page | Changed | Clear paths: If you're signed in and open crm.the-y.at, you land directly in your workspace. Otherwise there's “Sign in”, “Create account” and “Try the demo” – the demo only via this explicit path. | — |
| Finance | New | Set your VAT basis and return period: Under Finance → Settings you choose accrual or cash basis and your VAT return period (monthly, quarterly, yearly). Every option is explained in plain language, with the rules of your country (Austria, Germany, Switzerland) – who may use what and which thresholds apply. The usual default for your country is marked. | Not tax advice – the setting only controls the preview. Austria has no yearly VAT return, so it cannot be selected there. |
| Finance | Changed | Every tax in the right month: The VAT overview now follows your country's law. Austria (accrual): month of the supply – if you invoice only later, one month later. Germany (accrual): month of the supply. Switzerland: when invoiced. Cash basis: month the payment arrives, pro rata for part payments. Advance payments before the supply count in the month of payment. The journal shows the VAT period for every entry. | Preview for checking. Special cases (e.g. partial supplies, Swiss net tax rate method) are not calculated separately. |
| Finance | New | Supplements instead of silent changes: If a tax belongs to a month you have already closed – say an invoice you write only afterwards – that month stays unchanged. The tax appears in the current period as “Supplement to MM/YYYY” with a clear note on which return it concerns. You already see this note when issuing the invoice. | Whether and how to correct a return is something to clarify with your tax adviser or the tax office. |
| Finance | New | Book invoices that arrived late: If a supplier invoice only arrives after the month was closed, enter “Received on” on the receipt. It can then be booked and input VAT counts in the month of receipt. On cash basis in Austria and Switzerland, input VAT only counts once the invoice is paid. | — |
| Finance | New | Closing a month now saves the figures of the VAT overview. If the preview of a closed month changes later – for example after switching the VAT basis – the overview shows both values side by side. | Months closed before this update have no saved figures. |
| Legal | Changed | Terms of Use 1.4: New section 4a “Accounting features” – the CRM helps with your own records up to the hand-over to your tax advisor, but it is not tax advice; retention and returns remain your responsibility. All versions in the legal archive. | — |
| Area | Type | Change | Known limitation |
|---|---|---|---|
| Templates | New | Build WhatsApp templates with a preview: A builder shows you live, on a phone in WhatsApp style, how the message will look to the customer – with header (text, image, video or PDF), one-click variables, footer and buttons (quick reply, website link, call, copy code). Meta's limits are counted visibly, and before you submit, the CRM checks the most common rejection reasons – including a warning when a service template sounds like advertising. | Full-screen on phones with an "Edit / Preview" switch. |
| Templates | New | Template gallery: 14 ready-made templates for typical occasions (appointment confirmation, reminder, job done, invoice, payment reminder, missed call, review request, welcome, offer …) in German, English and Turkish – one click takes them into the builder. | — |
| Templates | New | Status in plain words and in real time: Approved, in review, rejected (with the reason translated and "How to fix it"), paused or re-categorised by Meta – you see it right away and get a notification in the CRM. "Fix and resubmit", "Duplicate" and "Add language" are one click each. | Real time via Meta notifications; as a safety net the CRM also checks regularly. |
| Inbox | Changed | Send a template: search templates, language matched to the contact, first name etc. already filled in, preview with the real values. Images, documents, links with a variable and offer codes from the template are sent automatically – also for campaigns and automations. | — |
| Channels | New | "Is something wrong with my number?" – WhatsApp status: a traffic light per number with quality, messaging limit, display name, connection, payment method, account review, receiving, access and sending errors of the last 7 days – all in plain words, with the next step and a direct link into WhatsApp Manager. The dashboard shows "WhatsApp: all good" or "1 notice". | If quality drops, the number gets restricted or the limit is lowered, all admins get a notification and an e-mail – only once per event. |
| Posting | New | One post for Facebook and Instagram at once: new editor with a live preview of how it looks – Facebook feed, Instagram feed, story and reel. Optionally a separate text per platform (“Customize for Facebook and Instagram”). Upload images and videos by drag & drop or straight from your phone; several images become a carousel on Instagram. | Not yet run with real Meta accounts until our app is approved. |
| Posting | New | Format check up front, in plain words: aspect ratio, file size, video length and text length are checked against Meta's rules before posting – e.g. “Instagram only accepts JPG images” or “Facebook reels max. 90 seconds”. Instagram requires an image; this shows as a hint, not an error. | — |
| Posting | New | Writing aids: character count per platform (incl. hashtag count for Instagram), emojis, hashtag suggestions from your earlier posts and – with your own AI key – a text suggestion. | AI only with your own AI key; off in the test environment. |
| Posting | New | Content calendar: month and week view of all scheduled and published posts. On a computer simply drag scheduled posts to another day, on a phone use “Move to …”. Plus a hint when most comments came in so far – no promises. | — |
| Posting | Changed | Status in plain words: Draft, Scheduled, Publishing (Instagram is still processing a video), Published with a link to the post, Failed with an understandable reason and “Try again”, and “Simulated – not published”. Each platform has its own status. | — |
| Posting | New | After publishing: likes, comments and (on Facebook) shares right on the post, plus “View comments”. | Meta only shows reach in Business Suite – The-Y would need an extra insights permission, which we deliberately do not request. |
| Posting | New | Templates for recurring posts such as “Holiday opening hours” or “We're on holiday” – with examples to start, plus Duplicate and “Save as template”. | — |
| Comments | New | New “Comments” view: all Facebook and Instagram comments sorted by post – with thumbnail, the post's text and the comments as a thread including replies. Counters for open and new, filters for Facebook/Instagram/open. Your own replies appear as “Us”. | — |
| Comments | New | Right from the view: reply publicly (with quick replies from your templates), reply privately via Messenger or Instagram Direct, like (Facebook), hide/unhide, delete (with confirmation) and mark as done. | According to Meta a private reply is possible only once and within 7 days. Liking Instagram comments isn't possible through the API (extra permission needed). |
| Inbox | Changed | Facebook and Instagram comments in the inbox show the post at the top (image, beginning of the text, link) and lead to all comments with one click. Replies in the same thread land in the same conversation; edits, deletions and hiding on Facebook are synced. | Instagram doesn't report deletions or edits by authors – these stay visible in the CRM. |
| Demo | New | The live demo and your own test environment show posts with images, a calendar, templates and comment threads (incl. hidden spam and a private reply). In the test environment you can try everything – nothing goes to Facebook or Instagram. | — |
| Area | Type | Change | Known limitation |
|---|---|---|---|
| Demo | Changed | The demo is now your own test environment: crm.the-y.at/demo instantly starts your own demo with sample data – you are the admin and can try everything. If one is already running, you go straight back into it. Old links to crm.the-y.at/try lead there as well. | Runs for 24 hours, then everything is deleted; at most 3 demos per connection and day. If the limit is reached, you see the sample company “view only” – with a note explaining why. |
| Finance | New | Correcting a closed month: A closed month stays final – like the posting lock in DATEV or Lexware. Corrections are made in the open month: payments and receipts there show “Correct (reversal)” instead of “Edit”. A payment gets a counter-entry, a receipt gets a reversal receipt and, if you like, a correction receipt to fix right away. Invoices are corrected with a credit note. Every correction refers to the original and is recorded in the audit log. | A closed month cannot be reopened, not even by support. |
| Finance | Changed | The “Close month” dialog now clearly says that closing is final and how to correct afterwards; closing requires ticking a box. Invoices from a closed month can no longer be cancelled, only corrected with a credit note. The credit note counts in the VAT overview in the month it is issued. | — |
| Finance | Fix | A booked but unpaid receipt from a closed month could no longer be marked as paid. This now works with a payment date in the open month (“Mark as paid”, also via the bank statement). | — |
| Inbox | Fix | Opening the inbox showed an error in the browser console because times were calculated differently on the server than in your browser. Times are now shown in your time zone without errors. | — |
| Inbox | Fix | A message that consists only of an attachment now shows just the attachment – without an empty speech bubble. | — |
| Area | Type | Change | Known limitation |
|---|---|---|---|
| Finance | New | New “Finance” menu: invoices, open items, payments, bank, receipts, income & expenses, VAT overview and the export for your tax advisor in one place. Set your country, tax rates, number ranges, reminder levels and accounts under Finance → Settings – in detail for Austria, Germany and Switzerland, plus all EU countries and other countries with your own rates. | Not tax advice, nothing is sent to the tax office. |
| Invoices | Changed | Number on issue: drafts no longer have a number. When you issue an invoice, The-Y assigns the next number – sequential and without gaps. Before that, The-Y checks the mandatory details for your country and shows notes you can read and confirm. | Existing drafts lose their provisional number. |
| Invoices | New | Issued means unchanged: sender details and the PDF are frozen on issue and stored with a checksum. If your address or VAT ID changes later, old invoices stay exactly as you sent them. | Older invoices get their stored PDF the first time they are opened. |
| Invoices | New | Tax rate per line (in Austria e.g. 20, 13, 10 and 4.9 %), date or period of service, customer VAT ID with a check, and the right notes for small businesses, reverse charge, intra-EU supplies and exports added to the invoice automatically. | — |
| Invoices | New | Payments and reminders: record partial payments, see open items and how overdue they are, send reminders in several levels (three are set up) with your own text – by button or automatically, through your own email inbox with the invoice PDF attached. A credit note is offset against the open invoice automatically. | Without your own inbox the reminder is only logged. The reminder fee is only mentioned in the text. |
| Finance | New | Upload bank statements: camt.053 or CSV from your online banking. The-Y suggests the matching invoice, you confirm – and the payment is recorded. Duplicate transactions are detected. | No direct bank connection. |
| Finance | New | Receipts: upload expense receipts (PDF, photo, XML) or forward them to your receipts inbox. The-Y reads e-invoices (ZUGFeRD, Factur-X, XRechnung) automatically; with your own AI key also photos and PDFs. | — |
| Finance | New | Income & expenses and VAT overview: everything by payment date, mapped to the codes of the tax forms (E 1a in Austria, Anlage EÜR in Germany), plus a VAT preview per month or quarter. | Preview for checking – not tax advice, nothing is sent to the tax office. |
| Finance | New | Export for your tax advisor: a monthly ZIP package with the list, all invoice PDFs, receipts and bank statements – plus a DATEV batch file and BMD import. Close finished months; payments and booked receipts then stay unchanged. | Test DATEV and BMD with your tax advisor before first use. Closing a month is final. |
| Invoices | New | E-invoice in XRechnung format (e.g. for German public authorities with a Leitweg-ID) and the Swiss QR-bill directly in the PDF. | ZUGFeRD output will follow. |
| Account | Changed | Before you reset or delete your account, you download a complete export of your invoices, receipts and records – invoices must be kept for 7 years (Austria) or up to 10 years (Germany). | — |
| Team | New | New permissions “View finance” and “Manage finance”: admins have both, supervisors can view. | — |
| Channels | New | WhatsApp stays connected: after connecting, The-Y sets up an access that doesn't expire – if Meta allows it. Otherwise the channel view shows how long the connection is valid, and you get a notice in the CRM plus an email with “Reconnect now” 14, 7 and 1 day before. An expired connection clearly says “Connection expired – reconnect”. | Only tested end-to-end with real Meta accounts once Meta has approved our app. |
| Channels | New | Never alone while connecting: next to “Connect WhatsApp” and “Connect Facebook & Instagram” there's a step-by-step guide for every Meta window, common problems with solutions and a “We'll help you” button – your request reaches us with the last error (never passwords or keys). | — |
| Channels | Changed | Meta errors in plain words: Meta error messages when connecting and sending (e.g. “24-hour window closed”, “connection expired”, “permission missing”) appear as a sentence with the next step; the code is shown in small print – also in the inbox for “not delivered”. | — |
| Channels | Changed | When you delete a WhatsApp channel, The-Y also ends its access to your WhatsApp account at Meta. | Resetting or deleting the account doesn't revoke the access automatically yet. |
| Marketing | Changed | Consent for WhatsApp and SMS: WhatsApp and SMS campaigns only go to contacts with explicit consent. Editor and list show how many contacts are excluded for this reason. Email stays as before (unsubscribe link), with a note about the existing-customer rule. | Existing contacts without recorded consent no longer receive WhatsApp/SMS campaigns until consent is recorded. |
| Contacts | New | Consent per channel with date and source on the contact page (manual, import, by message, unsubscribe link) and as columns in the CSV import (“yes” never overrides an opt-out). | — |
| Channels | New | STOP and START: if a contact writes “STOP”, “STOPP”, “ABMELDEN” or “UNSUBSCRIBE” via WhatsApp or SMS, they're unsubscribed (noted in the conversation, with a short confirmation on WhatsApp); “START” or “ANMELDEN” subscribes again. For SMS there's a new receiving address you enter at your SMS provider – replies then also arrive in the inbox. | No confirmation message for SMS. |
| Demo | New | Try it yourself – no sign-up: At crm.the-y.at/demo or via “Try it yourself” in the live demo you instantly get your own test environment with sample data. You are the admin and can create, edit and delete everything – contacts, deals, invoices, campaigns, automations, settings. Nothing leaves the system: emails, WhatsApp, SMS, calls, posts and webhooks are only simulated, with a notice right where it happens. | The test environment runs for 24 hours and is then deleted including its files; the data is not carried over when you sign up. At most 3 test environments per connection and day, 5 MB of files. |
| Demo | Changed | The live demo now really shows everything with German sample data: invoices, quotes and a credit note (paid, open, overdue, cancelled, draft), deals in every stage including won and lost, appointments for this and next week, a call list with missed calls, team chat, time tracking and leave, knowledge base, automations, canned replies, booking links, telephony settings and reports over the past weeks. Banner: “Just look – or Try it yourself”. | The live demo stays view-only; changes are possible in your own test environment. |
| Privacy | Changed | For test environments we only store an irreversible hash of the IP address (to prevent abuse) and timestamps – both are deleted together with the test environment. The audit log there stores no IP addresses either. | — |
| Demo | Fix | Nothing leaves the live demo any more – including reminder or notification emails to the sample team members. | — |
| Mobile | New | Bottom navigation bar on phones: Inbox, Contacts, Phone, Tasks and “More” are always within thumb reach – with counters for conversations waiting for a reply and for tasks due today or overdue. On a computer the sidebar stays. | — |
| Inbox | New | Conversations on the phone like a chat app: tap the list, the conversation opens full screen, the reply box stays at the bottom above the keyboard. Templates, knowledge articles and attachments are one tap away; assign, close, snooze and priority are in the “⋯” menu, customer info opens as its own page. The phone’s back gesture returns to the list. | On phones the Enter key does not send – use the send button (like WhatsApp). |
| Contacts | New | Contact on the phone: large Call (via the CRM phone, otherwise the phone’s dialer), WhatsApp and Email buttons (open a new conversation on that channel). Contacts, companies, deals and invoices show as cards instead of wide tables. | A contact who opted out of calls still triggers a confirmation before dialing. |
| Phone | New | Softphone on the phone: “Phone” in the bottom bar opens a large dial pad; an active call has large buttons and can be collapsed to keep working in the CRM – the call continues while you switch pages. | Touch tones (DTMF) during a call will follow later. |
| Deals | New | Pipeline on the phone: swipeable stage columns, a stage bar to jump between them and “Move to …” on every card (finger drag-and-drop does not work in browsers). | — |
| General | Changed | On phones, buttons, menu items and inputs are at least 44 pixels, inputs no longer zoom unexpectedly on iPhone, forms and dialogs open full screen, phone and email fields show the matching keyboard. The calendar starts in list view on phones. | — |
| App | New | Add to home screen: The-Y CRM can be installed on Android and iPhone – own icon, splash screen, no browser bar, with shortcuts (long-press the icon: Inbox, Contacts, Tasks). Without internet it shows “No connection”. Only program files are stored, never customer data. Works for self-hosted installations too. | Push notifications for new messages will follow in a later version. |
| Area | Type | Change | Known limitation |
|---|---|---|---|
| Invoices | Fix | Issued invoices are locked: a sent, paid or cancelled invoice can no longer be set back to “Draft”, changed or deleted – not via the API either. Corrections are made with a cancellation or credit note. Status changes are recorded in the log. | The invoice number is still assigned when the draft is created; sender details are read live when printing. |
| Invoices | Fix | Sent invoices can be printed (PDF) and closed with “Mark as paid” in the editor again. The content fields are locked, with the note “Locked – changes only via cancellation/credit note”. | — |
| Channels | Changed | WhatsApp in one click: “Connect WhatsApp” starts right on the WhatsApp card – no need to type a number first. Number and name come from Meta. The guide no longer points to developer accounts, IDs or keys; the manual route is under “Advanced (manual)”. | Available to other businesses only after Meta has approved our app. |
| Marketing | Changed | Honest campaign numbers: “Sent” only counts what actually went out (simulated sends without a mailbox/account are shown separately), a new “Failed” column, and for WhatsApp also “delivered” and “read” as reported by Meta. If Meta reports an error later (e.g. the per-recipient limit for marketing messages), the message counts as failed. | There are no delivery reports for SMS. |
| Marketing | Fix | Posts: a post without a connected Facebook/Instagram account is now labelled “Simulated – not published” instead of “Published”. | — |
| Inbox | New | Every row of the conversation list shows the channel (e.g. WhatsApp, Instagram, Facebook comment) and the time of the last message (“5 min”, “yesterday” …). | — |
| General | Fix | Mobile: pages fit narrow screens again without sideways scrolling. On phones, language, account and sign-out are in the menu; wide tables scroll within themselves. | — |
| Demo | New | The live demo now shows campaigns, posts, WhatsApp templates and conversations from Messenger, Instagram and comments – with German sample content. | — |
| Area | Type | Change | Known limitation |
|---|---|---|---|
| Contacts | New | Delete a contact permanently (GDPR): admins delete a person for good – with all conversations, messages, attachments, calls including recordings, notes, tasks and meetings. On the contact page or in the new trash (Contacts → 🗑 Trash), also for contacts that were already deleted. Deals and invoices are kept without a reference to the person. | If the WhatsApp history from connecting the WhatsApp Business app only arrives after the deletion, it creates the person again. |
| Account | Changed | Deleting or resetting an account now also removes all stored files (attachments, WhatsApp media, post media, logo, recordings). If file storage is briefly unavailable, the deletion is retried automatically. | — |
| Channels | Changed | Connecting the WhatsApp Business app: the address book is only imported if you tick “Import WhatsApp contacts (address book)” (off by default). The history (up to 180 days) is still imported. | — |
| Channels | Fix | After the Meta webhooks were set up again, messages sent from the phone, history and contacts of a connected WhatsApp Business app could be missing. All events the CRM processes are now subscribed – and only those. | — |
| Inbox | Fix | Channel badges show readable names in your language, e.g. “Facebook comment” instead of “fb_comment” – in the inbox, on contact and deal pages, in reports and automations. | — |
| General | New | Language by link: add ?lang=en, ?lang=tr or ?lang=de to any address, e.g. crm.the-y.at/login?lang=en. The choice is remembered and can be switched as usual. | — |
| License | Changed | Licence check data of self-hosted installations (identifier, version, IP address, time) is deleted automatically: 12 months after the licence ended, was revoked or expired, or when an installation has not checked in for 12 months. | — |
| Area | Type | Change | Known limitation |
|---|---|---|---|
| License | New | Self-host for free: under Settings → License you create a free key for your own server. It comes with the same limits as Free in the cloud (3 users, 1,000 outgoing messages and 200 call minutes per month, 2 GB). No limits: enter a Paid key, your data stays. | No support for the free self-hosted edition (Terms of Use §5a) |
| Legal | Changed | Terms of Use v1.3: new free licence (§5a), details of the licence check, and the commitment that if the service is discontinued, all self-hosted installations keep running without licence check and without limits. | — |
| General | Fix | Messages when a Free limit is reached (users, messages, storage, brands) now appear in your language and point to the right way to get more. | — |
| Area | Type | Change | Known limitation |
|---|---|---|---|
| Channels | New | Keep the WhatsApp Business app: a number already running in the WhatsApp Business app on your phone can now be connected without giving up the app. Messages also arrive in the CRM, replies sent from the phone show up in the conversation, and up to 180 days of history plus your contacts are imported. | According to Meta: broadcast lists are turned off, groups are not imported; if the phone is offline for about 14 days, Meta disconnects it. Connecting for customers only after Meta's app approval. |
| Channels | Changed | "Connect WhatsApp" now uses Meta's new version (Embedded Signup v4), because the old versions are switched off in October 2026. | — |
| Area | Type | Change | Known limitation |
|---|---|---|---|
| Channels | Fix | "Test connection" in an email mailbox only checked sending (SMTP). Now sending (SMTP) and fetching (IMAP) are checked and shown separately. A rejected login now reads "Login rejected: username or password is wrong" instead of "Command failed"; if the users for fetching and sending differ, a hint is shown. | — |
| Channels | Fix | After a rejected login, fetching no longer retries every minute, only after 15 minutes or immediately when the credentials are changed. This keeps the mail server from blocking the address because of failed attempts (which would also block sending). | — |
| Area | Type | Change | Known limitation |
|---|---|---|---|
| Channels | Fix | Mailbox passwords and credentials (WhatsApp, SMS, Meta, AI, system mail) showed "set" even when a previously stored value could no longer be read (e.g. after a server move). Now: a "please enter again" warning and a clear error message for email fetching; no connection attempt without a usable password. | — |
| Area | Type | Change | Known limitation |
|---|---|---|---|
| Costs | New | The Costs report now calculates WhatsApp automatically from Meta's rate card (effective 1 Oct 2026): by category and recipient country, the first 1,000 service messages per number per month free. No manual WhatsApp rate needed. | Tracked from 9 Oct 2026; older messages are not included |
| Costs | Changed | AI costs are shown in US dollars (as providers bill) and no longer added to euro amounts; current model prices added. The The-Y licence is shown in the report. | AI costs are list-price estimates |
| Website | New | New page Costs: everything you pay us and your providers, with sources and a calculator for every country. | — |
| Area | Type | Change | Known limitation |
|---|---|---|---|
| Account | Fix | Resetting the account now keeps the record of the accepted terms and the sign-up source (they used to be deleted as well). | — |
| Sign-up | New | Sign-up records which link it came from (campaign code, referring domain, landing page) — without cookies. Details in the privacy policy (German version 1.2). | Applies to new sign-ups |
| Website | Changed | The CRM page now states clearly: The-Y hosts Free, Paid runs on your own server (as in the terms §6.6). | — |
| Area | Type | Change | Known limitation |
|---|---|---|---|
| Licence | New | Lifetime licence (one-time purchase): perpetual self-hosting licence — €240 during Alpha & Beta, €480 from Live (incl. VAT, B2B); all modules without usage limits on your own server, updates for as long as provided. Hosted account stays on Free. | Buy via the-y.at/en/crm; licence key on the success page + by email |
| Licence | New | Redeem partner/promo codes: codes (e.g. from an AppSumo deal) are redeemed at crm.the-y.at/appsumo or in the app → lifetime licence key instantly in the app and by email. | Redemption by account administrators only; one code per account |
| Login | Changed | Sign-up/login support a safe redirect (?next=) back to the redemption page. | — |
| Area | Type | Change | Known limitation |
|---|---|---|---|
| Web chat | Fix | Per-brand routing: the web chat widget can be embedded per brand/workspace (data-ws) → chats land in that brand's inbox (previously always the default inbox) | Per-brand widget design to follow |
| Account | New | "My profile" (self-service): every user (admins too) changes their own name, email and password — under "🔒 Security". Password changes require the current password | — |
| Brands | New | Personal brand-visibility filter: every user chooses under "🔒 Security" which brands they see in the inbox & views — a pure focus filter, no access change (admins still see everything) | — |
| Telephony | Changed | Built-in phone system for all plans — including Free (up to 200 call minutes/month), Paid unlimited | — |
| Self-hosting | Changed | Available now: the Founder purchase delivers a license key by email + a guide (previously announced "from Beta") | — |
| Legal | Changed | Terms/DPA/Privacy at v1.1.1 (netcup as EU sub-processor, voluntary 14-day return right) — snapshots + SHA-256 in the Legal Archive | — |
| Area | Type | Change | Known limitation |
|---|---|---|---|
| Purchase | New | Public Founder purchase active: €10.00/month (total incl. any VAT), clean B2B checkout with company name, VAT ID and binding consent (Terms + Privacy) | Sales to businesses only (B2B) |
| Legal | Changed | Terms, DPA, Privacy and in-app Alpha terms released as v1.0; draft notes removed (Alpha risk, backup and liability notes remain). Immutable snapshots + full SHA-256 in the Legal Archive | — |
| Website | Changed | Landing (DE/EN) switched to the active Founder purchase; cancellation via the Stripe customer portal + app | — |
| Area | Type | Change | Known limitation |
|---|---|---|---|
| Security | Fix | HTTP requests are redirected to HTTPS (301) + HSTS enabled; framework/server version hidden | — |
| Security | New | Security headers (CSP, X-Content-Type-Options, Referrer/Permissions policy, clickjacking protection) | CSP hardening (nonce) to follow |
| Legal | New | Data Processing Agreement (DPA) incl. TOMs & sub-processors · Legal Archive | Released in v1.0 (2026-08-28) |
| Legal | Changed | Privacy expanded (staff/health/security data, retention) · new data deletion (whole tenant) · Terms with date/version/precedence · imprint updated | Founder scope being clarified |
| i18n | Fix | Notification emails, 360° timeline labels and call-log texts are shown in the recipient's/user's language instead of fixed German | — |
| New | Per-brand branding frame around outgoing support replies | — | |
| Inbox | New | Channel switch from the ticket ("💬 Other channel") | — |
| Marketing | New | Open and click tracking for email campaigns | — |
| Workforce | New | Vacation payout (year-end mode "payout") | Payout display to follow |
| Telephony | Changed | Clean-up (Zadarma legacy → BYO line) · missed calls assigned to the answerer/dialer · "Do not disturb" blocks incoming calls | — |
| Security | Changed | The public website (the-y.at) also got HSTS + security headers and its server version hidden; the status page reports "Status unknown" on error (never falsely green) | CSP hardening (nonce) to follow |
| Legal | Changed | Founder price clarified (€10.00 total incl. any VAT, no contradictory "net plus"); Beta definition/refund and backup policy (DPA Annex 3) added | Public Founder purchase active since 2026-08-28 |
| Area | Type | Change |
|---|---|---|
| Security | New | Two-factor authentication (TOTP) incl. QR code, remember device & org-wide enforcement · immutable security log (audit log) |
| Account | New | Reset/delete account (danger zone) · snapshot & CSV export |
| Search | Changed | Global search is typo-tolerant (fuzzy/trigram) |
| Support | New | SLA rules (business hours, pause on "waiting for customer") · CSAT · macros · knowledge base + help portal |
| Automation | New | Rule engine (triggers/conditions/actions, nested groups, time scheduler, AI/omnichannel actions) |
| GDPR | New | Marketing unsubscribe link (one-click) · consent per channel · bounce handling |