Client Portal Feature Requests

For clients I've worked with for a long time, I'd like the ability to choose how far back the invoices go that are available on the portal. ie. show 12 months of invoices, 24 months of invoices etc. My pricing has risen substantially over the years and I don't love that they can go back to day one (from imported invoices) and get a reminder of what they used to get charged vs. what they get charged today.

Add forms to the portal (a toggle option would probably be best, like the others in the feature access section) so clients can view previously submitted ones, and get a notification on the home screen if they still need to complete one.

Currently, our client portal has a one-size-fits-all approach to scheduling, offering the same scheduler we enable to all clients. It would be helpful to develop a more tailored approach where we can tailor which clients see which scheduler. This customization will enable a more relevant and streamlined scheduling experience for each client, ensuring they have access to the appropriate appointments related to their specific service. Implementing this feature will enhance operational efficiency and improve client satisfaction by providing a more personalized and relevant user interface.

When you want to create a task based on the contents of an email message, you don’t have to re-enter all the information. Instead, click the message and drag it to Tasks on the navigation bar. The contents of the message, except attachments, are copied to the body of a new task. A task created this way is the same as if you create a task from scratch, except you save time as contents from the message are automatically added to the new task. Just like for any task, you can set a due date, add a reminder, or assign the task. Also attachments are included.

Hi! Right now, archiving clients and prospects is a manual, two-step task. First you select "archive" from a menu, then you have to click on a confirmation pop-up. In the workspace automation options, it would save so much time if "archive client" and "archive prospect" existed.

Can we have the option for clients to directly update their own contact details in the client portal?

Currently, the Moxie client portal shows every project stage, leaving us with a one-size-fits-all situation. But picture this: a toggle or flag, that gave us the flexibility to decide which stages are visible in our client portals. I'd personally like to have my client portal task stages be To-Do, In Progress, and Complete. I'd like to keep stages like Making Revisions, Waiting on Client Approval, etc. hidden from the client portal task views. But with the option to toggle/flag specific stages, we could all customize our client portals to best fit our business. This feature will help us continue to create a client portal that's just right for them.

It would be great to turn on/off client portal access to multiple clients with one click

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.

We need a proper team roles function See screenshots, please. Right now for example if you assign a team member to request tickets they can still see the entire contact information and can communicate via email. In agencies, we use sub contractors and want to hide some data(Emails, Project budgets) from these users. Only having them communicate through the assigned project should be good enough Also another big issue, I want to be able to have a team member role where they only see the project/ticket I assign them to.