## 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! 🙂 ## 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… ## 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… ## 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 by… ## 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! 🙂 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! ## 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. While not all formatting options are available… ## 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! 🙂 [@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! 🕺 ## 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 … ## 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! 🙂 ## 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, but we cannot provide any sort of timeline because this work is currently not planned for development. ## 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. This new section also has more than just the internal chat feature! You can also toggle between the chat, details and notes as we… ## 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! 🙂 From what you’ve described, it sounds like the issue isn’t with the Assembly portal itself, but rather with the behavior of the embedded iFrame content. When third-party or custom HTML apps are embedded… ## 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 – 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… ## 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 a bit more control on when and where their clients can communicate. Appreciate you surfacing – feedback like this is great for us! ## 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, and this feature is on our roadmap. At the moment, there isn’t a way… ## 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. Let’s break it down into two categories: **Client User Visibility** - this is configurable on a per client basis by adjusting the custom visibility settings under… ## 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, and I can see how the lack of more granular controls could create challenges, especially with clients accessing on mobile. ## 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 in your workspace. This process is routine before major releases, but in this case, a sys… ## 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. At this time, we only support one currency per account, so it’s not possible to toggle between USD, GBP,… ## Have we received multiple payment capabilities yet? Hi [@Christian_TenEyck_EA](https://community.assembly.com/u/christian_teneyck_ea) – thanks for following up on this! As Véronique mentioned previously, this feature request has been shared with our product team and is noted on our future roadmap. That said, we don’t yet have an expected timeline for when multi-payment options will be available. ## 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. Once done, you can attribute any client(s) to a company by creating the Company under the CRM tab.** For data… ## Grouping apps in the side panel Hi [@John_Bloomfield](https://community.assembly.com/u/john_bloomfield) – thank you so much for your candor here. It’s feedback like this that helps us prioritize updates with real impact. We hear you on the importance of this feature and are planning on addressing this soon. I don’t have a specific date to give you at this time, but we have this slated for release at the end of July – almost there! I know this is a highly anticipated feature and look forward to getting it into your hands. In the meantime, please don’t hesitate to reach out with any questions or requests!