Likes - Activity - Kristen_Nies_Ciraldo - Assembly Community

We're looking for Feedback on the Client Home 2.0

As a financial planning firm we might have a section that reports on a particular type of policy, but it’s not relevant for all clients as they don’t have that sort.

Enhancement Request : Message Center : Templates

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…

CRM filters and/or archive capabilities

It would be helpful to have either a filter feature or archive capability available in both client and company CRM views. As a use case, we have inactive client accounts that we are not deleting, and since we can’t archive them, I’ve created the tag “Inactive Client.” I’d like to be able to either a…

For us there are two things that we would really like on the home app. Firstly - each individual component or element to be able to be hidden or shown based on client criteria from the CRM records. What we don’t want is to have to make a whole new page for every permutation - just to be able to hide or show components.