Client Portal Feature Requests

It would be great to be able to see tasks from all project types by default, rather than automatically filtering to the default project type. This is true everywhere, as I often forget to select a specific project type to view its tasks and wonder where they all went, but it's even more true for the client portal. I have a lot of non-technical clients, and they aren't going to know how to filter by project type when viewing task lists.

Currently, when invoice visibility is enabled in the Moxie client portal, clients are able to view all past invoices without limitation. This includes outdated invoices from years ago, which may reflect legacy rates or no longer relevant details. I’d like to request the ability to set a visibility limit, such as “last 12 months” or a custom date range so that clients only see recent invoices. This feature would: ~ Allow businesses to present only current, relevant billing information. ~ Prevent confusion or potential disputes over past pricing. ~ Improve the professionalism of the client portal by tailoring what's visible. Ideally, the feature would be accessible in the enabled features or permissions preferences (e.g., “Only show invoices from the past X months/years”).

The client portal violates WCAG requirements- no keyboard navigation, focus indicator. I haven't tested with a screen reader yet. I need legally-compliant client-facing tools. Please make us legal, including Consent Management for data privacy!

Is there anyway we could get a basic page builder for the client portal? Maybe just something to where we can create some pages, throw in some sections, divs, buttons, links, Rich-text HTML, CSS classes and the ability to utilize a CSS stylesheet. I know this is a long-shot because something of this caliber takes time, money and manpower. I am willing to pay monthly for a premium page builder for the client portals, alongside other things.

A workflow automation to grant access to a client only after they pay their invoice and sign the contract, instead of me having to manually give them access. With the current manual process, it's easy to give access too early to someone who doesn't become a client or forget to give access to a client who's just signed on.

I have several workflows set up that are working very well! They lack, however, the ability to do the following: Change client status to prospect Change prospect status to client Archive client Archive prospect Archive project Could we please add these to the Workflow Automation feature (and create API/webhook endpoints)? Thanks!

After viewing a client in Home/ Client management/Client list and then going back, PLEASE let it save the page we were on. In a company with 400+ clients, having to click the next page button 16 times to get back to page 17 when editing every client with the R letter of alphabet clients is KILLING my fingers. Alternatively, let us display all clients in one long scrolling page instead of 20 at a time.

I have different meeting types for different clients. When I have meetings enabled though, clients can see ALL the meeting types I have offered in their client portal. It would be great if I could toggle on or off what meetings were available to different clients.

It would be great if clients had the ability to change (in their portal) what email notifications and how many email notifications they receive.

In a company with 400+ clients, being able to see more than 20 on a single page would be nice.