All - Activity - Veronique_Cadet - Assembly Community
Veronique Cadet
Customize CRM App Tabs for Internal Users (Product Feedback)
Date: Apr 17
No problem! Always happy to help. Please feel free to reach out to us anytime you have a question. We are always here to help!
Customize CRM App Tabs for Internal Users (Product Feedback)
Date: Apr 15
Hi @Staffify_Team Thank you for your response! Any app that is hidden from the internal sidebar will also be hidden in the Client Details and Company pages, which is the view shown in your image. To clarify, are you looking to hide apps from the CRM view (Client Details and Company pages) while st…
Logo on Invoice (General)
Date: Apr 13
Hi @Lars_Johnson Thank you for sending over the logo. I’ve just sent you an email and will investigate this further. I’ll follow up with you there shortly!
Logo on Invoice (General)
Date: Apr 9
Hi @Lars_Johnson Thanks for reaching out! I’m sorry to hear your logo is appearing small on your invoice. Could you please send the logo image to support@assembly.com so we can take a closer look? We’ll keep an eye out for your email. Thanks!
Feature Request: Ability to remove old 'prices' on invoices (Product Feedback)
Date: Apr 8
Hi @Mustafa_Tayyeb Thanks for your response! Completely agree that a custom price option would be really helpful for services with variable pricing. I’ve included your feedback in the feature request as well, so the product team has that additional context. Appreciate you sharing!
CRM filters and/or archive capabilities (Product Feedback)
Date: Apr 8
Hi @Ellis_Bennett Thanks for reaching out! We’re planning to release this feature in about 8 weeks. We really appreciate your patience and are excited for you to have access to it soon. In the meantime, please feel free to share any questions or feature requests. We’re always here to help and listen!
Cannot add link to home app? (Technical Support)
Date: Apr 8
Hi @Regan_Lopez-deVictor Glad it worked! Totally hear you, having it in the menu would make things a lot easier. The product team is already working on adding that back. Please let me know if anything else comes up! I hope you have an amazing rest of your day!
Custom App API Question: User Provisioning, Invites, and External Access Management (API / Developers)
Date: Apr 2
Hi @Aaron_Lambie Thanks for the response! To your first point, you can create a client user via API without triggering an invite. You can find that endpoint here: Create Client Quick clarification: when you say you want to replicate the team management experienc…
Payment link not working (General)
Date: Mar 30
Hi @Seth_Mourra Thanks for following up, and I’m sorry for the delayed response. It looks like this issue was resolved on March 24th, and we also sent an update that day. If you’re still experiencing any issues or need further assistance, please let us know. We’re always here to help, and we apologize…
Feature Request: Saving Forms before submitting (Product Feedback)
Date: Mar 30
Hi @Neil_Hillyard Thanks for reaching out, and welcome to Assembly! Great question, you’re not missing anything. Forms in Assembly do auto-save as clients fill them out, but drafts are stored locally on the same browser and device. This means clients can leave and return later, as long as they use…
Print Button Option From Files or Contracts App (General)
Date: Mar 17
Hi @Jessica_Tourtounis Thanks for reaching out! At the moment, I don’t have an update to share. However, I’ve passed your feedback along to our product team. Please let me know if you have any other questions. Happy to help!!
Printing Question (Technical Support)
Date: Mar 17
Hi @Jessica_Tourtounis Thanks for reaching out! In the Files app, you can preview and print a PDF without needing to download it. To preview the file, either double-click it or click the menu (…) next to the file and select Preview. Once the file is open in preview, you can right-click anywhere on t…
Custom Domain with SquareSpace (General)
Date: Mar 16
Hi @Danae_Wilson Thank you for reaching out! I am sorry to hear you are having issues with your custom domain. Can you please send a screenshot of the records you’ve added for your custom domain in your DNS provider to support@assembly.com r? Typically, this is verified within 24 hours, and the rec…
Mobile App - Is there a workaround? (Product Feedback)
Date: Mar 12
Hi @john_bloomfield Thank you for sharing this feedback. I completely understand how having a dedicated mobile app or a simple install link would make things much easier when working with clients. Explaining the “Add to Home Screen” steps can definitely be a bit tedious. I’ve shared your feedback w…
Templates in the messages (Product Feedback)
Date: Mar 9
Hi @Garrett_Leonard ! Thank you for sharing this suggestion! I completely understand how having templated messages would save your team a lot of time, especially when you’re sending similar formatted responses to multiple clients each day. I’ve passed this along to our product team as a feature req…
Enhancement Request : Message Center : Templates (Product Feedback)
Date: Mar 3
Hi @Christian_TenEyck_EA Thanks for checking in! There aren’t any updates on this feature at the moment, and it’s still not currently on our roadmap. I understand the workaround isn’t ideal, and we really appreciate your patience. If anything changes in the future, we’ll absolutely share an updat…
Integration with Front.com (General)
Date: Feb 17
Hi @Garrett_Leonard Thank you for sharing this thoughtful feedback! We really appreciate you taking the time to explain your workflow and the challenges you’re experiencing with managing client communications across multiple channels. I’ve shared your request for a Front.com integration, along with…
UK numbers not accepted in forms (Technical Support)
Date: Feb 17
Hi @Chester_Thomas Thank you for reaching out! At the moment, the phone number answer type only supports US phone numbers. While we do plan to support additional international phone numbers in the future, I don’t have a timeline to share just yet. That said, I’ve passed along your request to our pr…
Forms not saving progress (Technical Support)
Date: Feb 13
Hi @Karen_Ware Thank you for reaching out! Forms do automatically save progress as clients fill them out - no setting needed! Their answers are saved with each change, so they can close the tab and return later to continue where they left off. The only limitation is that saved progress is tied to …
Check if folder exists (API / Developers)
Date: Feb 9
Hi @Spring_Garden_Lendin Thank you for reaching out! Unfortunately, there isn’t another way to check if a folder exists besides the approach you mentioned - retrieving all files in the channel and filtering for folders by object type. I understand this isn’t ideal for your use case, and I’ll share…
Bug: Loading a Portal initial says "no apps" (General)
Date: Feb 4
Hi @AYKO_Support Thank you for reaching out. I’m sorry to hear you’re experiencing issues with your portal. Please email support@assembly.com so we can look into this for you. We apologize for the inconvenience and will work to get this resolved as quickly as possible!
Can't add my payout information - page not loading (Technical Support)
Date: Feb 2
Hi @Gedy_Leon Happy to hear everything is working! Please feel free to reach out whenever you need assistance. We are always here to help!
Can't add my payout information - page not loading (Technical Support)
Date: Jan 31
Hi @Gedy_Leon Thanks for reaching out! I’m sorry you ran into trouble adding your payout information. The issue should be resolved now. When you have a moment, could you please check and confirm whether you’re able to add it successfully? Please let me know when you can. Thanks!