Hanna CRM updates: October 5–11, 2026
Release date:
Updates cover Ticket email and assignment, skipped import rows and Invoice recipients, with improvements to search, Telia integration, Task templates and API/MCP.
Overlapping Calendar entries
In Day and Week views, overlapping entries use at most two cards side by side; additional entries are grouped under +N more. Grouped cards show each entry’s name. The group tooltip provides times, relation, type and a link to open the Day view.
Related guide: Calendar and its views
Export Contact persons to Telia Smart Connect
The Telia Smart Connect integration settings include Contact-person export to Telia. Enable automatic export when a Contact person is saved, or export all Contact persons using the dedicated button. Check the exported count and the last export time.
Related guide: Connecting the Telia Smart Connect integration
Ticket mailbox import with IMAP v2
In a Ticket department’s import settings, IMAP v2 reads mail through Nylas using the existing IMAP credentials. The form shows connection status and a Disconnect button. Administrators receive an email if the connection breaks. Existing IMAP departments are not migrated automatically: select IMAP v2 manually for each department that should use it.
Related guide: Ticket departments and email channels
API v4 and MCP updates
API v4 and MCP can set custom fields when creating or editing an Item. The custom-field reference data includes the items module. Use the interactive documentation for the exact request fields.
API v4 can list Project participants from the Participants tab and retrieve a participant, with filtering by Project. Event management must be enabled. A participant is visible only when its Project is visible.
API v4 and MCP can create and edit Supplier Orders, including lines and custom fields. Changing an order status can trigger the same actions as in Hanna, including Tasks from templates and accounting export when enabled. Check the status automation before using a write operation.
Related guide: API and MCP Settings and Documentation
Uploaded PDF as a Contract annex’s main file
Uploading a PDF to a Contract annex makes it the main file used for signing only if the annex has no generated or selected main PDF already. Uploading another PDF does not by itself replace an existing main file.
Related guide: Contract Addenda, Installments, and Extensions
Search in custom fields
Global search includes values of active custom fields the user may view, even when the fields are not displayed as module-list columns. It also searches stored text values of selection, date and checkbox fields; staff-selection and colour fields are excluded. This custom-field search does not extend to the module list’s quick search, so All results can show fewer matches than the global search popup. Field-visibility permissions still apply.
Global search also searches the description in the Contact card. Use a meaningful phrase from the description when the name or phone number is not known.
Related guide: Search, quick create, and top bar tools
Invoice recipients per company
The Send invoices option is configured separately for each linked company in the Contact person’s Invoice receipt table. The same switch in a Contact card applies to that company only. These settings also determine department recipients when sending an Invoice. The initial value follows the earlier invoice-receipt permission, so check department recipients after the change.
Related guide: Contact people
Goal in a Task template
Set a Goal in a Task template as you would in a Task. Select a value from the list or choose Other and enter it manually.
Related guide: Tasks templates and sets
Time entries and Task timers through API v4 and MCP
API v4 and MCP can search and read Task time entries and record time on an assigned Task that has not yet been billed. The MCP tools task_timer_start and task_timer_stop start and stop the Task timer in the same way as the Hanna button. Assignment and billing restrictions still apply.
Related guide: Tasks Time Tracking
Create a Ticket from a Known Problem
Use Create new Ticket in the Known Problems list or choose a Known Problem in the new-Ticket form. From a problem in a Ticket card, create another Ticket, show related Tickets or unlink the problem. Suggestions consider email text and error codes and include only Tickets you can see. Suggestions may temporarily be fewer while the similarity index is being rebuilt.
Related guide: Tickets card, assignees, and deadlines
Planned time across a Ticket’s Tasks
The Time planned for Task execution field totals the planned time of all linked Tasks in hours. Enable the field in the Ticket form settings to show it in the card; it can also be added as a Ticket-list or report column.
Related guide: Tickets report, automation, and settings
Default price-level group for new Contacts
If a new Contact has no price-level group selected, Hanna assigns the value marked as the default in the Price-level groups list. Check that default before creating new Contacts.
Related guide: Contact settings
Download skipped import rows and their reasons
Open the import’s history entry and download Skipped rows (XLSX). It contains the source rows that were not imported and an additional Reason column, such as Item not found by code. Correct those rows, check the identification and duplicate settings and test a small sample before importing them again. Do not blindly re-import rows that already succeeded.
Related guide: Safe imports, history, and error handling
Insert SMS variables from module groups
In the SMS template form, variables are grouped by module and have readable labels. Click a variable to insert it into the message, as in email templates. Lithuanian interface labels are available.
Related guide: SMS integration, templates, and automation
Transcripts and summaries for calls started from a Task
A call started from a Task card is linked to that Task automatically. Enable automatic transcription and analysis of calls initiated from a Task card under Hanna AI settings → Calls. Hanna AI then adds the call summary and transcript as a Task comment. This requires the relevant AI setting to be enabled.
Related guide: Hanna AI: call, email, and Lead analysis
Assign the Contact’s employees to new Tickets
Assign the employee responsible for the Ticket Contact is enabled by default. New API or customer-portal Tickets can receive the Contact’s responsible employees when no assignees are supplied. Tickets created through email or telephony may first follow department or previous-Ticket assignment rules; assigning the Contact’s employees is not a guaranteed fallback from those rules. In the admin form, check and adjust the proposed assignees before saving.
Related guide: Automatic assignee assignment
Worker notification bell
Worker shows a notification bell with an unread count in the header. Mark notifications as read individually or all at once. Open a Task notification to view the Task.
Related guide: Task card, statuses, and workflow