Feature Requests

Allow forms to have 'save progress' option for clients completing public (or portal) forms. Best practice, helpful, and offers needed user experience. Also, breaking a form into smaller forms does not always work in automations and uses across Moxie.

If you create a new form container (creating two columns), you can create NEW elements in each column, but you cannot drag an existing element from outside the container into the container.

When adding a form with columns it is not currently possible to drag and drop the elements in the columns which makes creating forms more cumbersome.

I have had multiple instances where my clients have asked to have changes made to the invoice after it's been sent to them. It's typically to add a department or sub company. So far I've had to recreate teh project, timesheets, etc., and assign it to a newly created client that includes the department or subcompany name. Could we have the option to edit the client OR assign the project/invoice/timesheets to a different client?

From one day to the next, I can no longer see archived opportunities for a given client under the opportunities tab for a given client. To be able to do so is a key part of my workflow (in fact, a few years ago, Geoff specifically told me to go to that tab to find all Opportunities associated with a given client both archived and not, and that's what I've been doing ever since. I may do work for 20 different clients in a day, and I always start by going back to their original opportunity record before a call with them or work on their projects so that I remember all that they put on their original contact form, and the notes I took from our first call or two before they became clients. That was easy through the Opportunities tab. But now, each time I go to a client record and go to the tab, there's nothing there, which is shocking. Further, going to Cmd+K and searching may show an opportunity, but clicking on it doesn't take me to the Opportunity, it just takes me back to the client record. So I have to go to Opportunities, set up a filter, and go searching. WAY more time- and energy-intensive (and f-cking frustrating, to be frank). If the notes (in the Notes field of the Opportunity record) and the initial form info entered in the Opportunity stage came over to the Client record, I wouldn't need to access the archived opportunity record. Alas, it does not. No problem so long as I could find the original opportunity record under the client's opportunity tab, but now... nada. Not sure what the point of an Opportunity tab is when there's nothing there anymore. I'm calling this a bug because it's definitely not a feature, and it's making my life with Moxie pretty crappy where before it was a breeze. Yes, it's that impactful. Please put archived opportunities back under the client's Opportunity tab, or at the very least, allow a filter for them there.

My account shows that I have the AI assistant assigned to one of my users that is a restricted user as I dont want her to have access to my accounting. However due to not being full access the AI assistnt doesnt work. She cant even use it in emails, forms, or anyting else she has acess too. I would love for the AI assistant to be able to work on any of the features she has access too such as emails/email templates, agreements. projects etc

When adding a form to a client profile and sending it to the client via moxie, that form should be linked to the client profile. As it was explained to me by the team, it does not currently auto-attach to the client profile, despite being originally added to the profile. Instead, it only attaches to the profile if the client fills out the same email address............. So if they don't happen to do that for whatever reason (in my case, bc my client is their attorney and I don't have the actual information for the client for whom the work is being done until they fill out this form, but it could be that they have more than one email address, or a typo, or any other reason for the information to not line up), then the originally attached form sits in the client profile as if it were never completed, and the completed form goes to the general submissions list. This is obviously completely illogical and counter to everything a CRM should do. It causes confusion as to whether the form was sent properly, whether it was filled out, and adds an unnecessary extra step where you now need to go find the completed form and attach it to the client profile, even though it was originally sent from that profile in the first place. LINK THE FORM TO THE CLIENT PROFILE WHEN IT'S ADDED... the information filled out in the form should not be required to be match the information in the client profile for it to be linked. And if that's the case, then don't have a feature where you can add it from the client profile, because that really creates the impression that it is linked to that profile and will live there once it is completed, and that's not the case unless other necessary requirements are met, so it's very misleading.

Love that I can send receipts now. Two quick things that would be helpful to improve this feature. When I mark an invoice as paid I get a pop-up option to send a receipt it says "Paid by [my name]" (see my screenshot below). Can this be updated so that it says "Paid by: Client Organization Name"? Just makes me a bit worried the client is going to get a receipt saying that I paid myself which doesn't make sense haha. Also I'd like the option to send a receipt later on (for example if I choose not to send one in the moment, but say the client asks for one a week later). I've looked around but haven't seen that option.