## Product Feedback

### Page header for each app in portal
*Feb 11*

It would be great if there were a header to include a description or custom instructions for each app in a client portal. Thanks!

### Grouping apps in the side panel
*Jan 27*

I’ll also boost this feedback myself, I left this same feedback in Slack at the end of February:
"Any possibility of creating a “roll up” view of the dashboard menu where we can group apps under a category/header? Our use case - we provide account and tax services. Some embedded elements relate t…

### Grouping apps in the side panel
*Jan 27*

Is there a way to batch apps in one folder on the side panel? So that I don’t have as many apps on the side. Would be cool to create categories of apps with a drop down you can open and close.

### Enhancement Request: Message Center: Templates
*Oct 7, 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 …

### Development Roadmap
*Oct 3, 2025*

I don’t think a public roadmap has to be a major commitment to timeframes. We have engagement with quite a few systems in our business and the two major ones both have ‘roadmaps’ we can view neither has set dates, and I don’t think people generally or silly enough to think those dates would be set.

### Development Roadmap
*Sep 30, 2025*

Is there a publicly viewable Roadmap for planned developments to co-pilot/assembly? I was quite surprised by the re-brand today as we hadn’t received any communication about - though totally get why it’s been done. But it made me think we’ve had a lot of support tickets and chats about real world i…

Yes I would appreciate more transparency on the roadmap as well.

### Company properties in CRM
*Sep 8, 2025*

Company Fields would save us lots of time, hopefully we can pull this into the homepage!