Feature Requests

My VA does lead generation activities for me. I only put the ones that reach proposal stage into sales pipeline so that it doesn't get too overcrowded. It would be great if I could set up additional pipelines that can be used for a different purpose such as this, and then be able to move a prospect from one pipeline to another if it progresses.

Have the option when sending the invoice to have a copy sent to yourself.

Would like to add a customize email when a client submits a ticket (ie. ticket #, ticket name, who submitted and our completion policy). Also then customizing the email they receive when a ticket is closed.

The ability to create and collaborate with Google Docs and Sheets within Hectic would be amazing. Sometimes need clients to provide data in a spreadsheet or text in a doc so rather than them downloading, completing and uploading they could open and work with the Google Sheet or Doc within Hectic.

I'd like to be able to bulk email all my clients, for example to let them know I'm going on holiday or I'm sick. It would also be great to do the same for prospects for marketing purposes (if that's not already coming in the new sales pipeline feature)

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.

We use the Communicator linked to a support@ email so that our clients can send a request email to support@ in addition to opening a ticket via a Moxie form. However, when clients cc many recipients on their email or cc our support@ email on an email chain, Moxie does not seem to be able to manage all the different "targets" replying vs. who originally sent the email and who should stay the "requestor" on the ticket. Each response from different cc'd recipients on the requesting Client's email chain will create new tickets per reply. We try to manage this by merging tickets and telling clients not to send large email chains to support@ or use this email in an email cc field, but that is not always followed. It's confusing for clients to see all these new requests with new ticket numbers and to get the automatic Moxie email notification of a "new request received" each time. We are aware that more customization for the automatic ticket emails has been planned which is a start, however we really need a better way to manage cc'd email behavior in Moxie tickets. This has been a significant pain point for us internally with Moxie for the past year, and we're hoping this is addressed as soon as possible. Thank you!

Currently, clients are seeing all hours put toward a project. Would like to be able to only show clients the billable time, or allow for filters so they can see what is billed vs. not billed toward project hours.

Currently, if I have a project collaborator (1099 subcontractor) with project related expenses, they can not record them (don't see the expense tab in the project view). The only way I can give them access is by converting them to a restricted use and give them access to the full accounting module with full visibility into financials. As a result, I have to collect the expenses and receipts and record them myself. This is a great place for more granular permissions for collaborators and / or restricted users.

Using forms and meetings to kick off automations in addition or in place of pipeline status would really help level up the automations and keep the pipeline status neat.