Feature Requests

I'd like to pull emails from multiple addresses, or even platform notification updates, into a single contact.

Right now, the meeting scheduler requires users to manually enter their name and email when booking. It would be very helpful if the scheduler supported URL parameters so these fields can be prefilled when someone opens the booking link. This would allow smoother experiences when sending users from emails, apps, or other systems where their details are already known. It would reduce friction and improve conversion for scheduled meetings

Would like to set and use multiple custom "from" addresses, so I can send out messages from me or the company/team.

The communicator needs a chat option for client convenience. Hectic's desktop texting is perfect for me but inconvenient for clients so I switch out to Google Chat or email. Going back and forth on email isn't ideal, as we all know. Using Google Chat, Slack, or other messaging apps defeats the purpose of having an integrated communicator.

I'd like communication with non-client team members - like tech help or freelancers - to be managed through Moxie, without having to create clients for them.

When i export past clients i should get emails for all past clients. They are in the contacts tab and not marked as paid clients or leads. I only want to email all past clients and your export doesn't give me the emails on the client tab and doesn't tell me the clients on the contact tab. makes your exports UNUSABLE

It would be nice if, when choosing conditions for the logic, it excluded the ones that won't work like is and isn't on a checkbook field, so you don't select those, and then your form doesn't work.

I'm testing out Moxie as a Harvest alternative and like what I see so far...but I cannot figure out how to move nine years of my data (mainly time and invoice records) over here. The .csv file wouldn't map, and the invoice PDFs are accepted. There's gotta be a way to make this easier—what are the required fields called in Moxie? Do I need to recreate every client and project? Thanks.

I would love a catch all "Activity" tab for each client & project. The client screen would show all activity on the client screen, including changes to the client record as well as all activity across all projects related to the client - effectively, the project "activity tab" rolled up. The project activity tab would just show activity specific to that project. Activity would cover everything: timesheets, notes, tasks & subtasks, comments, agreements, invoices, emails etc... Just a simple date and time based list with a title, category and important info as relevant (eg: time logged for timesheets or invoice amount for invoice). I would love if it was searchable by keyword, category and date to make it easier to locate information. I find myself not using comments as much as I would like and adding notes both in the project and client screens because I struggle to find relevant information retrospectively and end up digging through archived tasks and projects which is time consuming. Activity tabs per client & project would be incredibly powerful and would help me use the tool far more efficiently.

Can you please add a column that shows the Project name under Payments & Income ---> Payments?