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Release notes

🤝 CRM Customer Profile in Lime Connect's Message Center

Agents can now see the customer's Lime CRM profile directly alongside the chat — no tab-switching or manual lookups needed.

CRM Customer Profile panel

What's New:

  • Automatic lookup: When an agent opens a conversation, the panel matches the customer to a Lime CRM contact based on email address or another configured key and displays their profile.
  • Fully configurable: Choose what to show — name, email, phone, position, related objects with counts (e.g., active tickets, ongoing deals, latest history notes), and collapsible sections with clickable links straight into Lime CRM.
  • "View in CRM" button: Jump to the full contact card in one click.
  • Save Email flow: If the customer's identity isn't known upfront, the agent can ask for the email during the conversation, save it via the "Save Email" button, and the panel updates immediately.
  • Read-only: Lime CRM stays the source of truth.

Why It Matters:

  • Faster resolution — agents see open tickets, deals, and history before typing a reply.
  • Spot upsell opportunities without leaving the chat.
  • Fewer follow-up questions and less context-switching.

How to enable:

Available for all Lime CRM customers using Lime Connect. Contact your Lime representative to get it configured and activated.

💬 Portal Communication: Read and Reply to Portal Messages on the Ticket

Agents can now work with portal messages directly in Lime CRM — threaded conversations with clear direction (incoming/outgoing) and built-in reply support, right on the Ticket.

Portal Communication conversation view

What's New:

  • Threaded portal messages: Messages from customer self-service portals appear in the activity feed with incoming/outgoing direction.
  • Reply from the Ticket: Open the full conversation and reply using the editor and available actions — similar to Email Integration.
  • Works with any portal: Lime Portal, custom solutions, or third-party portals. Your portal handles authentication, notifications, and sync; Portal Communication adds the agent interface in Lime CRM.
  • Multiple portals supported: Connect more than one portal (e.g., a tenant portal and a contractor portal) to the same Ticket, with conversations kept separate when needed.

Portal Communication reply editor

Multiple portals on one Ticket

How to enable:

Included as standard in new Lime Portal implementations and recommended for new third-party portal integrations. For existing portal solutions, it can be added and configured — contact your Lime representative to get started.

✉️ Send Transactional Emails from Automations

A new Send a transactional email step in Automations lets you trigger emails like booking confirmations, status updates, and support notifications directly from Lime Admin — no custom code needed.

Transactional email automation setup

What's New:

  • New automation step: "Send a transactional email" available in Automations, configured entirely in Lime Admin.
  • Event-driven: Trigger emails automatically from CRM events — form submissions, deal closures, ticket updates, and more.
  • No code required: Create and manage standard transactional email scenarios without custom development or additional integrations.

Why It Matters:

  • Customers get the right message at the right time, with no manual steps or delays.
  • Admins can set up and iterate on email flows independently.

How to enable:

Available in Lime Admin under Automations. Define an "if this, then that" workflow and add the transactional email step.

Read more about Automations.

🧩 Email: Microsoft Graph API Replaces IMAP/SMTP

Lime CRM now connects to Exchange Online via Microsoft Graph API, replacing the legacy IMAP/SMTP protocols for better security, reliability, and long-term compatibility with Microsoft's roadmap.

Graph API integration

What's New:

  • Microsoft Graph API support: Direct connection to Microsoft 365 services, replacing IMAP/SMTP with OAuth 2.0.
  • Granular permissions via Entra: Customers configure access in Microsoft Entra (formerly Azure AD) for fine-grained security control.
  • Future-proof: Graph API is Microsoft's recommended and actively developed integration path.

Why It Matters:

  • Fewer sync issues and faster performance.
  • Aligned with Microsoft's latest security standards.
  • Long-term stability as Microsoft continues to invest in Graph API over legacy protocols.

How to enable:

Migration requires setup in Microsoft Entra. Follow the Migration Guide and contact your Lime representative when ready to switch.

Closed bugs

Feed & Activity

  • feed: Email templates nested in forwarded emails now render correctly (#1156)
  • feed: Feed no longer re-renders entirely when "Load more" is clicked (#1173)
  • feed: Thumbnail cards now render correctly (#1157)
  • feed: Thumbnail title no longer renders too tall (#1160)
  • feed: Author pictures now show a smoother placeholder before loading (#1088)
  • feed: Focused item is now more clearly indicated (#1095)
  • feed/chat/kanban: Images with hardcoded inline heights now display correctly (#1197)
  • feed-composer: Document is now correctly linked to history when added (#3832)
  • feed-composer: Document relation to history is now checked before attaching (#3864)
  • item-ui: Thread messages now have correct spacing at the top (#1192)
  • notification: Markdown now renders correctly in notification headings without an author (#1105)

File Viewer & Live Docs

  • file-viewer: Files can now be opened in a new tab (#1167)
  • file-viewer: Live Docs info is now shown when the feature is unavailable (#1147)
  • file-viewer: Info message is now shown when a file URL cannot be found (#1145)
  • file-viewer: Missing "not found" translations are now shown correctly (#1145)

Text Editor & Code Editor

  • text editor: Line breaks are now preserved when pasting content (#3685)
  • text editor: Link edit popup now only opens on double-click (#3685)
  • text editor: Added noopener/noreferrer on external links for improved security (#3685)
  • code-editor: Tab character now renders correctly (#3749)

Layouts & Table Views

  • layouts: No longer crashes when a layout contains fields present in Lime Admin but not in LISA (#3873)
  • layout: The Publish button is now shown only when appropriate (#3882)
  • layout: Deleted layouts are now correctly removed from cache (#3917)
  • layout: Aggregate columns are now validated to exist in the table config (#3944)
  • layout-configuration-dialog: "Unpublished" and "modified" badges now appear on tabs (#3916)
  • limeobject-explorer: Initial sort order is now correctly loaded from the layout (#3917)
  • limeobject-explorer: Customized layout is now saved when sorting or moving columns from the global table (#3917)
  • limeobject-explorer: Now uses the correct layout based on the selected view (#3927)
  • limeobject-explorer-widget: Options now have the necessary properties for optimization (#4055)
  • table-view: Sort order from layout is now correctly applied when setting columns (#3927)
  • table-view: Correct default sort order is now used when no layout is present (#3927)
  • table-view-layout: Correct sort order is now used in the layout dialog (#3917)
  • table: Table no longer scrolls to the top after selecting a row at the bottom (#3726)
  • explorer-route: Fallback to default sort order now applied when changing filter set (#3927)

Quick Filter

  • quick-filter: Stale search terms no longer appear after clearing a filter field (#3910)
  • quick-filter-search: Column titles are now shown in filter menu items instead of internal property names (#3931)
  • quick-filter-search: Limetype name is no longer included in filter menu item text (#3931)
  • quick-filter-search: Property names now connected with › instead of -> (#3914)

Charts & Visualizations

  • chart: Last data point in line and area charts is no longer incorrectly shown as 0 (#3755)
  • trend-indicator: Values above 200 and below -200 now visualize correctly
  • percentage-visualizer: Color classes now correctly respect the multiplier (#1098)

Automations & Query Builder

  • automations: String context values are now correctly shown as valid (#3880)
  • query-builder: Filter expression keys are now validated to prevent backend errors (#1245)
  • query-builder: UX for adding and removing alias and description has been improved (#1233)

UI Components

  • info-tile: Now correctly navigates to the right filter context (#1251)
  • sidepanel: Panel stack is now visible even when the sidepanel is very wide (#3808)
  • stacked-card: Tooltips now appear in a better position (#3808)
  • stacked-card: Hovered stacked card now shows clearer visual feedback (#3808)
  • list: Items no longer emit duplicate interact events when clicked (#3706)
  • menu: Keyboard navigation improved (#3757)
  • belongsto: Cmd/Ctrl+click on belongs-to chips in tables now works correctly (#3865)
  • form: Heading styles are now consistent and correct (#3731)

User Management

  • user-preferences: The current user is now correctly linked to the created coworker card (#3877)

Quick Note

  • quick-note: Auto-attach can now be configured to depend on history type (#3861)