Enhancement Request : Message Center : Templates

post by Christian_TenEyck_EA on Oct 6, 2025

Request Title: Advanced Message Template Functionality

Currently , I have the lovely task of typing out every Message by hand. Can we have Template Features.

Additionally : Key features of the proposed enhancement include:

• Template Library with Folders & Search:
  • A centralized library where all templates are stored.
  • Ability to organize templates into categories or folders (e.g., “Onboarding,” “Billing Inquiries,” “Technical Support”).
  • A robust search and filtering function to quickly locate templates by name, keyword, or category.
• Rich Text Editor:
  • Enable users to format templates with bold, italics, underline, bullet points, numbered lists, and hyperlinks.
• Dynamic Placeholders (Merge Fields):
  • Introduce smart tags that automatically pull data from the client’s record (e.g., {{client_name}}, {{account_id}}, {{last_invoice_date}}, {{user_first_name}}).
  • When a template is used, the system will auto-populate these fields, ensuring accuracy and personalization.

Christian TenEyck, EA
TenEyck Business Services
Solutions for Small Business
A: Jersey City, New Jersey USA
e: Christian@TenEyckBusinessServices.com
D: (732) 266-7768

post by brittany on Oct 7, 2025

Hey @Christian_TenEyck_EA thanks for reaching out! Can totally see the value of having some preset messaging templates. Think this is a great idea – love that you also shared some additional context and features for this as well. I’ve filed a request with our product team so they can take a look and we can discuss internally around what might be possible in the future.

Appreciate your partnership as always!

post by Kristen_Nies_Ciraldo on Nov 14, 2025

I love this. This would greatly help what I am using assembly for.

post by Christian_TenEyck_EA on Nov 18, 2025

Hi Team ,

How are we on this particular feature time wise. Would love to have this Before February of 2026.

post by Veronique_Cadet on Nov 18, 2025

Hi @Christian_TenEyck_EA

Thanks for reaching back out.

At the moment, this feature is not on our immediate roadmap. We genuinely want to support as many feature requests as possible, but each one depends on its complexity and how many users are requesting it.

We would love to implement this in the future, and your feedback helps us understand the demand. I do not have an ETA for when or if it will be added, but please know that your request has been shared with our product team.

If you have any other questions or ideas, I am always here to help.

post by Christian_TenEyck_EA on Nov 18, 2025

Thank you for the update, and I look forward to seeing this roll out soon.

I will add this to a follow-up after next quarter.

Christian TenEyck, EA
TenEyck Business Services
Solutions for Small Business
e: Christian@TenEyckBusinessServices.com
D: (732) 266-7768

post by Bill_Vieux on Nov 19, 2025

+1 on this feature. would also like custom fields (company and contact) to be available in the placeholders/merge fields.

post by Christian_TenEyck_EA on Feb 28

Hi Team ,

How are we on this particular feature time wise.

I have to still Copy and Paste Templates via another Solution provider.

post by Veronique_Cadet on Mar 3

Hi @Christian_TenEyck_EA Thanks for checking in!

There aren’t any updates on this feature at the moment, and it’s still not currently on our roadmap. I understand the workaround isn’t ideal, and we really appreciate your patience.

If anything changes in the future, we’ll absolutely share an update.

In the meantime, please let me know if there’s anything else I can help with.