Enhancement Request : Message Center : Templates

Hi Team ,
How are we on this particular feature time wise.
I have to still Copy and Paste Templates via another Solution provider.
Christian TenEyck, EA
TenEyck Business Services
Solutions for Small Business
A: Jersey City, New Jersey USA
e: Christian@TenEyckBusinessServices.com
D: (732) 266…

Feature Request: Direct “Single-Use” Contract Creation

Problem: Currently, generating a contract requires navigating away from the Client Account to the Apps section, creating a firm-wide template, and manually linking it back to the user.
Requested Solution: Add a “Create Contract” button directly…

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

Hello Team ,
It’s me again!
Enhancement Request: Message Center : Mass Messaging by Filter Parameters.
The Current Filter in Mass Messaging is Quite Limited and probably needs an Overhaul.
So, similar to how we are able to provide visibility to our Customers;
Can we Provide the Ability to; …

Hi Team ,
How are we on this particular feature time wise. Would love to have this Before February of 2026.
Christian TenEyck, EA
TenEyck Business Services
Solutions for Small Business
e: Christian@TenEyckBusinessServices.com
D: (732) 266-7768

Hello from the Depths of Hades… J/K
Do we have a Date of Deliverable Set?
Christian TenEyck, EA
TenEyck Business Services
Solutions for Small Business
A: Jersey City, New Jersey USA
e: Christian@TenEyckBusinessServices.com

Hi Team,
Sign In Issue:
I Set up and activated an Account under a test email for UX Purposes
When I go to Sign in with that Test Email via “Continue with Google”
It states “No user found for the signed in email: christian.teneyck83@gmail.com”
I cannot have this issue and this needs to be addressed…

Subject: Enhancement Request: Multi-Pay/Installment Invoice Feature
Hi Team,
Following up on the Enhancement Request for the Multi-Pay or Installment Invoice Functionality, please find the detailed requirements below for implementation consideration:

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…

From another Request Thread :
Hi Team ,
Product Enhancement request Follow Up
Do we have a Date and deliverable for this Feature?
Internal Facing
Would love to be able to have 1 Client that manages multiple Companies or services.
This would be great to either Link a Business or a Client to a Business Feature.

Hi Team ,
Product Enhancement request Follow Up
Do we have a Date and deliverable for this Feature?
Internal Facing
Would love to be able to have 1 Client that manages multiple Companies or services.
This would be great to either Link a Business or a Client to a Business Feature.
This will even…