Customize CRM App Tabs for Internal Users

@Veronique_Cadet Sounds good! Thank you for the info. I’m hesitant to hide it from the view on the internal sidebar just so myself and my team can reference those in order to point clients there correctly if needed, but I appreciate you submitting that to the product team! Thanks for your help!

Assembly MCP now in beta!

Hi everyone! Really excited to share that @Kevin_Foley, @Amelia_Riely and the rest of the Assembly team have been hard at work to bring you the Assembly MCP, in beta today! You can now connect Assembly to AI tools like Cursor, Claude, and ChatGPT. Current beta instruction docs and example prompts…

Grouping apps in the side panel

Excited to let you & others know that this project is in-progress and in the final stages. This should go out by mid February latest!

Feature Request: Billing visibility (app visibility overall)

Thank you for the follow-up. Really exciting! Quickly, for the tasks, we are doing things manually. I would love to have the instructions to automate that. It would help a ton! For the custom roles, I would love if it was just setup by app. If I could just toggle my internal users to be able to see…

Winter 2025 Edition: Xero integration, task automations, and more!

Hi Assembly community, We’re excited to share Assembly’s Winter 2025 releases—including some features many of you have asked for! Full details over at the blog but here are the highlights: What’s new:

• Official US Xero integration: Sync Assembly products, invoices, taxes, and fees directly to X…

Enhancement Request : Message Center : Templates

+1 on this feature. would also like custom fields (company and contact) to be available in the placeholders/merge fields.

Fall 2025 Updates: 50+ product improvements

Hi everyone! This past month we’ve focused on making improvements to our customers’ quality of life and tackling a lot of long requested upgrades to your experience and your clients’ experience. Here’s the full list of updates (also covered on our blog).

Any way to extract task comments via API or download?

I second this feature, and/or the ability to turn off commenting in the admin settings altogether. Comments seemed great in theory, but after having to read hundreds of comments just to find any that are important makes it very tedious, especially when most comments are just things like “thanks” or…

Company properties in CRM

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

Multiple Company Feature ETA

So Far the Beta Version is Working, I am drilling down into the granular level items such as Application and Billing to > each company level. Christian TenEyck, EA

Re-adding my affirmative to this feature request

Re-adding my affirmative to this feature request, same feedback as everyone else - our sidebar gets easily overloaded, would love to be able to nest by category/subject header!

Introducing the Spring 2025 Edition

Hi Everyone! Just wanted to chime in here- we’re super excited for this release, and really hope you all enjoy the new features! Magic and payment links should really help to reduce friction for your clients! For more information, you can find our article on magic links here, and payment links her…

Just a feature suggestion

Just a feature suggestion - it would be great if we had on the home app an ability to embed a feed from things like wordpress blog, youtube channel, vimeo channel etc. So that the home page feels like it is being refreshed as we add content to those sort of things and it improves client engagement w…