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Sales Pipeline / Automations (16)
Time Tracking Feature Requests (16)
Calendar/Scheduler Feature Requests (13)
Client Portal Feature Requests (19)
Usability Issues (10)
General Feature Requests (107)
Accounting Feature Requests (18)
Project Management Feature Requests (38)
Communicator feature requests & bugs (21)
Integration Feature Requests (17)
Agreements (Version 2) (12)
Requests / Ticketing Module (8)
Invoicing Feature Requests (21)
When you change the name of a sub task it doesn't update in timesheets
Subtask names changes do not appear to be updating the time sheets or time dropdown.
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Communicator feature…
1
Sub tasks don't link to parent task in the time dropdown
When you have a project/task/subtask the time entry links: project/subtask. This means you have no idea what task the sub task links to when reviewing the timesheets or the time drop down... which essentially renders the use of sub tasks not possible in the use case where we track time. In the example in the screenshot you can see the project name and the subtask, but not the actual task. I'll have around 30 tasks and they will all have 01 Copy v01. I'm not going to know which job the time relates to as I work back and forth between the products. I'm already confused and only have a few main tasks so far. The other screenshot shows the tasks in the task drop down - again not linked to the top level task so you can't tell what it's for.
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Communicator feature…
1
More Detailed Email Read Receipts
Can we please get more details for the read receipts for emails? Right now it just shows how many times an email has been opened, and when you hover over that it will show when it was first opened. It would be helpful to know how many times it's been opened per recipient and show a history of dates and times opened.
1
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Communicator feature…
3
Ability to Use Different Email Addresses for Invoices and Appointment Reminders
We would like to use different email addresses for invoices and all other emails sent from Moxie (i.e. Proposals, appointment reminders, etc.)
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Communicator feature…
5
Create a contact from a phone call
I'd like to add create a contact from a phone call. I have to manually copy/paste a phone number when someone calls and add them as a contact. It would be fantastic to have the option to add to contacts, add to client, add to pipeline, etc.
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Communicator feature…
2
Bulk email all clients / prospects
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)
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Communicator feature…
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planned
20
Phone Caller ID
Ability when I make a call from platform for my business name to appear on the receivers' caller ID
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Communicator feature…
8
Inbox search
Being able to search through the communicator would be great!
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Communicator feature…
1
Cancel & reschedule templates
It would be ideal to be able to customize the cancel and reschedule emails, which are sent to the clients 😊
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Communicator feature…
2
Attach emails to Projects
It would be great to see project specific emails rather than all for a specific client.
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Communicator feature…
3
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