Bugs 🐛

For the X time, I lost notes during a meeting, phone call etc because Moxie decided to reload (?) without saving my notes. VERY frustrating. Why? I use mostly Moxie Notes and sometimes Project or Task Comments, to jot down notes from my calls or meetings with clients, to keep track of what beings said and promised. Then I create projects and tasks from those notes / comments, so they have to be accurate and I need to be able to trust Moxie with this. Could we please have AUTOSAVE on all Notes and Comments everywhere in Moxie? Thanks.

I initially used one of the premade templates with a graphic background on the cover page (I don’t recall exactly which one, but it was under the Coaches category). After customizing it to suit my needs, I saved it in my account under Contractors // Confidentiality Agreement (feel free to take a look behind the scenes). However, when I finalize and send it via the link, the image doesn’t appear: https://clients.ericanall.com/document/6759dabcab3c574bdf35e45f.qewxh

When using the Send invoice node in workflow automations, the description of the line item is not brought into the invoice. When creating an invoice manually the description is added but not through the workflow automations.

Even if the phone is set to lock screen rotation, the Moxie app rotates when the phone is rotated. It should respect the phone's setting and only rotate if that is enabled.

If you make any change to the appointment name, it changes the scheduler link. That means that when I made a small update to the name, all my links shared in other places broke :(

I've just noticed that my timesheet totals on mobile and desktop are different. It looks like the mobile totals aren't removing paused time periods. Not a HUGE deal, but it was definitely confusing when I started budgeting on desktop vs from my phone.

When you create an invoice, save it then realise you need to add something else to it and go back in and add a new item all the custom descriptions that I spend a lot of time in some cases writing totally disappear. Please please fix this; just lost 1.5 hours of time! Pretty sure I've reported this bug before but can't find where it is.

Clear filters not working - unclickable

We are not able to view full service name which means you can't tell what service to choose for those with similar names.

A few times I have had to edit an invoice after it's been paid - text or description edits only (no price adjustments). Each time, the left-most "Paid in full" marker adjusts to the time the invoice was edited/marked as sent after editing. When clicking the Invoice Payment History, it shows the correct payment date. Clicking the left-most "Paid in Full" button that brings up the Activity list shows the correct payment date. But the first-glance Paid in Full date is no longer showing correctly.