General Feature Requests ⚡

I like that it assigns an initial or lets you create your own. BUT can it ensure the initials are unique or warn that it is not unique? At this time if there are 2 clients named Wellness Boutique both will be WB, it should know that it is not unique and make one WB and the other WB2. I was hoping to use these initials for their google drive folder and other places but it would have to be completely unique Also I would like if the settings in the client list view allows us to add the initials as a field we can see

I know that this is something that has been brought up a few times but I'd love to be able to import templates, or at least the text and blocks. A JSON Schema would be fantastic. The system is pretty clunky at times and i'm not the best at design so i'd love if i could just...import templates other folk have made/recommended to me.

The automations are limited in their current form. Would it be possible to expand the logic blocks? That would help the people that use custom fields etc. Things that I would love to see are: -Automation can be set up for more than opportunities. -Allowing the use of standard automation logic blocks to use custom fields and additional fields, such as project, tasks, to dos etc. This would allow automation to be more valuable to Moxie as a whole and not just Opportunities.

I was importing line items for invoices which was always truncating the time to 2 decimal places and throwing off all my invoices. Come to find out there is some default settings that I can only access by going to a default invoice template and clicking on a restrictive setting that truncates all invoices to two decimals which somehow affects the import process. So I NEVER would have found that, so seems to be default settings hidden in many many locations and layers that no one would ever find. ALL settings for main functions need to be a main settings area. Then you can OVERIDE at a deeper level IE that invoice template can override the defaults etc, but we should not miss, not know about or summarily be in the dark on settings for the system. How are we ever to know where all the settings are if they are hidden? But I should not have to go three levels in and click on a specific part of one "template" to get a system default setting or know it is there, that is just crazy would you not agree? How many other hidden settings are floating around in the system that I would not be tracking? Shouldn't have to read a help file or send in a ticket to know how to find the easter egg settings. Please vote or at least add your mystery setting you found. Her was mine: Go to Accounting > Invoice templates > click into the "Default Template" > Scroll down to the example default Moxie hours items and click, a side settings then appears where there is a restrictive setting that is on by default that will truncate and mess up your quantity line item import for invoices in the import section.

Many users attempting to switch to Moxie need to import invoices. And many of the exports and invoices have a discount that is part of the calculation. Moxie also has discounts but is not included with the import process. so the only way to get accurate invoices is to import them wrong, have them auto marked as late since the full payment was not made, and then mark as draft, manually add the discount to make the amounts line up remove the late fee and then repost as sent. You have the discount slot available in the database just add a line to the import to pull it in right way. Very frustrating and you are losing customers.

Would LOVE to see a Moxie internal communication platform that allows us to seamlessly chat with our clients and team members. If this is able to be built/incorporated, would recommend having similar features such as 1-1 or DM chat, private channels, etc. Below are links for your review of ones I have utilized: https://www.zoho.com/cliq/ https://slack.com/ https://noysi.com/

I am part of marketplaces in which I am not always allowed to ask for a prospect's email as soon as they inquire about my services. So sharing the link to a public proposal in which prospects can select their packages is a step that I need to take before I have their email addresses, and I can't use a form because I need the proposal to show the project's total cost for the selected option(s).

If I'm looking at a list of things to do today or in the near future, I want to see when I have meetings scheduled on those days. Doesn't seem to make any sense to not have them shown here.

Currently, we cannot view and filter all tasks easily, as it requires switching between project types, which doesn't work for our Design Team. They may have needs across different project types, and we need to plan accordingly. My suggestion is to make the "project type" a filter option. This is causing a significant number of problems for our 16-person team. 🥵🆘 Please help!

Say I have tasks for the different steps in my design process and each one has subtasks to complete the taks. If I decide one of the subtasks under Task 1 maybe belongs in a different place in the process, like under Task, I can't just right-click and say move to Task 2. I have to delete and recreate under Task 2.