Feature Requests

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

It would be amazing to have some sort of icon or indication showing time had been put against a task in the task main view area.

Would LOVE to be able to be able to search and update task endpoints in the api so that for my clients who have their own preferred project management system, I can automate in Make to be able to sync any new due dates, status changes, etc, without needing to create a new task.

I have billable tasks under a project and add them to an invoice. When I do, it shows the project name for each task and is redundant when there are multiple tasks for the same project. Is there a way to remove the project name?

I want to add a client's address in the agreement for legal purposes. Similar to Docusign, there should be a text field in Agreements where clients can type in requested information.

The ability to add custom CSS to the agreements and other items in the dashboard.

It would be great to have branding elements setup in workspace, fonts, different colors, logo and icon so these can be used while working on different templates, agreements etc, instead of always trying to find HEX code for your branding.

Just as Invoices can be exported as PDF, Agreements are also as important. Some clients can only work with PDFs for signing manually. Then perhaps add a button to mark the agreement manually as "Signed" on Moxie.

I use a couple forms during my workflow. The only way a client can get a confirmation email after submission is if they enter their email address again. This is horrible UX considering I already have their email address.

When viewing an Inbox Email give a quick "send to ticket" option that will convert the email into a ticket same as if you forwarded it to your internal ticketing address.