### CRM filters and/or archive capabilities [@Gedy_Leon](https://community.assembly.com/u/gedy_leon) we will be sure to update you when it’s ready! We know it’s a much anticipated feature :slight_smile: --- ### Quickbooks integration | Estimates Hi [@Alfio_Celia](https://community.assembly.com/u/alfio_celia) thanks for reaching out! Can you share a bit more on what you are hoping to see reflected in the Quickbooks integration? As a reminder, this is a one way sync between Assembly and Quickbooks that will map products and invoices that exist within Assembly to the corresponding product in Quickbooks. --- ### Payment link not working Hey [@Seth_Mourra](https://community.assembly.com/u/seth_mourra) thanks for reaching out! I see that you also started a thread with our Support team as well. We are responding now so that we can help look into this for you! Definitely want to get to the bottom of it so you can start billing your clients within the portal. Appreciate you flagging... --- ### Issue with notifications on mobile Hi [@Justin_Benoit](https://community.assembly.com/u/justin_benoit) - thanks for reaching out! Just to clarify, we don’t currently have a native Android or iOS mobile app. When you “add the app” to your phone, it’s actually creating a shortcut to the web version of Assembly on your home screen rather than installing a standalone app. --- ### New Line in Messages Hi [@Justin_Benoit](https://community.assembly.com/u/justin_benoit) thanks for reaching out! I totally understand how frustrating it can be to send a message before you’re ready. Right now, pressing Enter will send a message, and Shift + Enter creates a new line. This follows the same pattern used in tools like Slack, Microsoft Teams, and Facebook. --- ### Unable to upload images in Wiki Hi [@AYKO_Support](https://community.assembly.com/u/ayko_support) thank you so much for reaching out and flagging this! Our team is already investigating and working on a fix. We hope to have this sorted ASAP. Apologies for the inconvenience but we appreciate your patience. As a temporary workaround, you can upload files/images/videos by dragging them. --- ### Renaming "Subscriptions" as Needed Hi [@Gedy_Leon](https://community.assembly.com/u/gedy_leon) – thanks for reaching out about this! We have heard a lot of feedback before around wanting to rename the Billing App specifically – and this will be possible very soon with an upcoming update – however, the renaming of ‘Subscriptions’ area explicitly isn’t on our near-term roadmap. --- ### Re: Mail and Parcel Notification hey [@YYZ_Dash](https://community.assembly.com/u/yyz_dash) thanks for reaching out! Just responded via email as well. We don’t currently support adding in tax to products in store, however, we usually see folks bake that cost into the total price of the item when listing it. For one-off invoices, you can add tax when generating the invoice. --- ### Start Recurring Date on First Payment - Subscriptions Hey [@Garrett_Leonard](https://community.assembly.com/u/garrett_leonard) – great feedback here. Totally understand the value add for keeping your billing and inception of work clean and clear. We’ve heard this from people before and I’ve added you as a +1 to this as a feature! Keep the feedback coming - we appreciate you taking the time to write in! --- ### Modifications in the Tasks App Hi [@Garrett_Leonard](https://community.assembly.com/u/garrett_leonard) thanks for reaching out! We love to hear about feature requests from our users as it’s the best way to help inform product changes and features :slight_smile: Ability to name stages differently from To Do, In Progress, Done. We have heard this before! I’m adding you as a +1 to this as a feature request. --- ### Message Formatting & Read Times Hi [@Garrett_Leonard](https://community.assembly.com/u/garrett_leonard) + [@Courtney_Carthy1](https://community.assembly.com/u/courtney_carthy1) - thanks for reaching out! Totally understand the value of having formatting capabilities in Messaging! I don’t know if you’re aware, but we do already support limited markdown formatting for messages sent in Assembly. --- ### Why isn't assembly letting me save custom fields in crm? Hey [@ESS_Consultants](https://community.assembly.com/u/ess_consultants) - thanks for reaching out! So sorry to hear you’re having issues with saving your custom field tags. Would you mind reaching out to [support@assembly.com](mailto:support@assembly.com) with some screenshots and an example company + tag that isn’t saving correctly so we can help take a look? --- ### Submit form results into a live google sheet automatically Hi [@Lukumades_Global](https://community.assembly.com/u/lukumades_global)! Thanks for reaching out :slight_smile: [@John_Bloomfield](https://community.assembly.com/u/john_bloomfield) is right on the money - you can accomplish this with an automation in either Make or Zapier. You can find instructions here: [Make](https://scribehow.com/viewer/Add_new_rows_in_Google_Sheets_when_a_Assembly_formerly_Copilot_form_is_submitted__Yon_sWjvRs-GMraZHDjDIw) | [Zapier](https://scribehow.com/viewer/Add_new_rows_in_Google_Sheets_when_a_Assembly_formerly_Copilot_form_is_submitted__Yon_sWjvRs-GMraZHDjDIw) Let us know if you run into any problems or have additional questions. Happy automating! :woman_dancing: --- ### Adding Address to Invoices Hey [@Mallory_Durrick](https://community.assembly.com/u/mallory_durrick) - thank you for reaching out! I see your support email as well - appreciate you taking the time to flag. Right now, we don’t have a direct address field for invoices, however, you can add their address in the memo field when creating and sending an invoice. I can see how this could be a helpful feature. --- ### Feedback on Tasks Hey [@Danielle_Wright](https://community.assembly.com/u/danielle_wright) – I’ve gone ahead and extended another trial for your account so you can take a look at the Tasks app. Feel free to reach out to us here or at [support@assembly.com](mailto:support@assembly.com) if you run into any issues or have questions. We’d be happy to talk through things as you take a look! :slight_smile: --- ### Forms and project management Hey [@Danielle_Wright](https://community.assembly.com/u/danielle_wright) thanks for the follow-up! We don’t currently support conditional questions but do plan on adding more features (including conditional questions) in the future. We will absolutely reach out and let you know once this is possible as we know it’s something you’re eagerly anticipating. --- ### Have we received multiple payment capabilities yet? Hi [@Christian_TenEyck_EA](https://community.assembly.com/u/christian_teneyck_ea) thanks for following up! We’ve shared this feedback with our EPD team and truly appreciate your continued input. It’s feedback like yours that helps guide our product and priorities. --- ### Removing Internal Chat Window Hi [@CCA_Portal](https://community.assembly.com/u/cca_portal) thanks for reaching out! Currently, you aren’t able to disable the Internal Chat window, though you can resize it by dragging the section box to the right. --- ### Enhancement Request: Enable Interactive Custom HTML Widgets Hey [@Christian_TenEyck_EA](https://community.assembly.com/u/christian_teneyck_ea) thanks for the ping and detailed explanation! Super helpful context :slight_smile: --- ### Enhancement Request : Message Center : Templates Hey [@Christian_TenEyck_EA](https://community.assembly.com/u/christian_teneyck_ea) thanks for reaching out! Can totally see the value of having some preset messaging templates. Think this is a great idea! I’ve filed a request with our product team so they can take a look. --- ### Any way to extract task comments via API or download? Hey [@Anthony_Drozd](https://community.assembly.com/u/anthony_drozd) totally hear you on the commenting! I’ve filed a feature request for this - I can see how it would be beneficial for a lot of companies looking to have more control on their client communication. --- ### Notifications Settings Hi [@Michael_Peoples](https://community.assembly.com/u/michael_peoples) thanks for reaching out! Right now, you can only toggle client email notifications on or off by going to Settings > Client Notifications in your admin portal. We know having more granular controls is important. This feature is on our roadmap. --- ### Feature Request: Internal User / Client User Roles Hey [@Mustafa_Tayyeb](https://community.assembly.com/u/mustafa_tayyeb) thanks for reaching out! If I’m correctly understanding your request, this functionality already (mostly) exists today. --- ### Editing client rights to view not edit Hi [@ESS_Consultants](https://community.assembly.com/u/ess_consultants) Great to hear from you! Thank you for sharing this feedback - it makes a lot of sense. --- ### Bug - multiple new msg channels Hi [@Dave](https://community.assembly.com/u/dave) – thank you for reaching out and surfacing this issue! I wanted to shoot you an update. Recently, while preparing for an upcoming release, we ran a one-time “backfill” process to update existing data. --- ### How to set up billing in GBP rather than USD Hi [@AYKO_Support](https://community.assembly.com/u/ayko_support) - thanks for reaching out! We can definitely help with this. Just a quick note: the currency used for billing in the App is based on the currency of your connected bank account. --- ### Have we received multiple payment capabilities yet? Hi [@Christian_TenEyck_EA](https://community.assembly.com/u/christian_teneyck_ea) - thanks for following up! As Véronique mentioned previously, this feature request has been shared with our product team and is noted on our future roadmap. --- ### Adding Company name/details to each user Hi [@Aminder_Mann](https://community.assembly.com/u/aminder_mann) thanks for reaching out! Out of curiosity, do you have companies enabled for your workspace? You can check this by going to Settings > General > **Enable companies = True. --- ### Grouping apps in the side panel Hi [@John_Bloomfield](https://community.assembly.com/u/john_bloomfield) – thank you so much for your candor here. --- ### Multiple Company Feature ETA Hi [@Andrew_Lowe](https://community.assembly.com/u/andrew_lowe) thanks for reaching out! This is slated for release at the end of July – almost there! --- ### Slack Messaging Integration Hi [@Luke_Wegryn](https://community.assembly.com/u/luke_wegryn) thanks for reaching out! Our apologies for the delay in getting back to you with an update. This is absolutely still on our roadmap. --- ### Feedback on Tasks Hi [@maintenance_matters](https://community.assembly.com/u/maintenance_matters)! Thanks so much for reaching out – appreciate you taking the time to provide context and your use case.