Customize CRM App Tabs for Internal Users

Product Feedback (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! :grinning_face:

Customize CRM App Tabs for Internal Users

Product Feedback (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 (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! :grinning_face:

Logo on Invoice

General (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! :grinning_face:

Feature Request: Ability to remove old 'prices' on invoices

Product Feedback (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! :grinning_face:

Feature Request: Ability to remove old 'prices' on invoices

Product Feedback (Apr 8)

Hi @Ellis_Bennett Thanks so much for reaching out, and I really appreciate you sharing this feedback! I can definitely see how the price dropdown would become cluttered over time, especially with invoices that vary frequently. I’ve shared your request with our product team, specifically around havi…

CRM filters and/or archive capabilities

Product Feedback (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 liste…

Cannot add link to home app?

Technical Support (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! :grinning_face:

Cannot add link to home app?

Technical Support (Apr 8)

Hi @Regan_Lopez-deVictor Thanks for reaching out! You should still be able to add links by highlighting the text and pasting the URL. We also understand that having this as an option in the menu is important, and our product team is working on adding it back. Thanks for pointing this out! Please l…

Custom App API Question: User Provisioning, Invites, and External Access Management

API / Developers (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: https://docs.assembly.com/reference/create-client Quick clarification: when you say you want to replicate the team management experienc…

Custom App API Question: User Provisioning, Invites, and External Access Management

API / Developers (Mar 31)

Hi @Aaron_Lambie Thanks for reaching out! Here’s a breakdown of what Assembly currently supports for each of your questions: What’s available today: Invite users by API — Yes. When creating a client user via our Platform API, you can send them an invite automatically at creation time.