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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)
Enter key navigation between fields in a form
To improve the UX experience when filling out a form on a mobile devise it be amazing of the form fields had the functionality hotting enter to get to the next field. Eg you fill in first name field - hit enter - it jumps to next field last name and you can fill in without having to select the next field.
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General Feature Requests
1
Add MCP to Moxie
Add an MCP to Moxie so I can connect Claude and automate preparing quotes and agreements.
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General Feature Requests
1
Workspace Branding Set
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.
2
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General Feature Requests
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planned
24
Please add a "Done" Checkbox on Tasks
Please add a simple "Done" Checkbox on tasks so we can have the satisfaction of checking the box to complete tasks. Changing the status to "Done" doesn't quite have the same effect. I just LOVE checking $#!t off my lists! ✔✔✔✔✔🤣
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General Feature Requests
3
Custom Fields with Conditions
It would be great to use Custom fields/Variables in agreements as well as businesses, contacts, projects, etc. Also, if we could add a conditional statement (i.e. if/then statement this is what I used before on another platform and was thinking something like this would be useful. "{{#if client. Company. Name }} for {{ client. Company. Name }}{{else}} Default Company Name{{/if}}" Basically if it exists then show it and if not then show what's after else statement.)
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General Feature Requests
2
May we have a spell check that works inside emails, proposals, invoices etc..
Right now I can see the red line indicator of s mis-spelling, but I am not able to click and correct or get suggestions. Can we please get spell check for those of us that are spelling and or typing challenaged. <---SEE? ;-)
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General Feature Requests
2
Have the ability to put projects on "hold" and see "progress" in list view
When I am looking at the overview of my projects, the card view has the important info but the list view doesnt. Would be great to get an overview in list view of progress too. Also would love to be able to put projects on "hold" status so it doesnt show with all projects
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General Feature Requests
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in progress
9
Add Client Time Zone/Current Local Time
As a user, I'd love the ability to easily see my client's current time in relation to my time, since I work with clients in numerous time zones. If Hectic had a field that either automatically determined the client's time zone from their location or I could manually input their time zone, it could display my current time and the client's local time on client-specific pages/records/etc.
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General Feature Requests
2
Add "Form Completed" as trigger in Workflows
I'd like to send an email in a workflow that reminds client's to complete a form, but I just noticed there are no options to check if the form is already completed before sending the reminder. I'd love to see more options in the Decision Module for forms rather than just "form answers". Ideally there would be one where I can check if form is submitted/completed similarly to how we can check if an agreement is "fully executed".
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General Feature Requests
7
Warning on form builder if navigating away from page with unsaved changes
I was building a brand new form and accidentally gestured with my trackpad to go back a page in the browser leaving me at the form list with my form gone. I am not always a fan of autosave as it can save mistakes overwriting the original info during creation but it would be great if the browser had popped up a warning box that there were unsaved changes that prevented the page from closing or going backwards before I could save.
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General Feature Requests
2
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