General Feature Requests ⚡

There doesn't appear to be any way to print the form results to an A4 pdf for attaching to their client brand information, or quick referral, or uploading to ai projects for reference. This would probably be resolved if the view point was a proper page size instead of a narrow long window.

I would be great if we could add the task link being reference under the Task email templates. This would make it easier for client to just click the link which would take them directly to the task being reference.

When a client submits a referral trough a form, I would love to see a way that the client can track that referral and their reward. I have a tiered referral structure when the clients referred business signs on, that client gets a cash or credit reward and/or a discount on future services.

I'd like to see an option to edit / create system assets that doesn't take me out of the ecosystem I'm actively building. For example, if I'm creating a meeting scheduler, and I need a new email template to be created, I don't want to exit out of the meeting scheduler and access the email templates - I need to be able to press a button and have it save my place whilst Moxie takes me straight to make a new email template, and then immediately return me to what I was doing previously.

Users currently require the ability to send emails from different addresses based on the type of communication. Specifically, users want to send general communications from one email address (e.g., hello@site.com ) while allowing all accounting-related emails, such as invoices and payment notifications, to be sent from a different email address (e.g., billing@site.com ). Additionally, given the user base's needs, it would be beneficial to have the option to configure and select custom email addresses based on the specific domain (.com or .au) for client communications, for us we have both .com and .au sites targeting different locations. Our uses and proposed solutions: Multiple Sender Email Configuration: Implement functionality that allows users to specify a primary email address for general communications and a separate email address specifically for accounting-related emails (invoices, payments, etc.). Domain-Specific Email Customization: Provide users the ability to configure custom email addresses for both .com and .au domains, ensuring that communication can be tailored to client preferences. This would allow them to choose the appropriate email address on a client-by-client basis. User-Friendly Interface: Create an intuitive user interface within the settings section that enables easy configuration of multiple email addresses and the selection process for different types of emails. How this would benefits our business: Improves clarity in communication by clearly designating which email address is used for accounting versus general inquiries. Enhances the professionalism of email communications, providing clients with consistent contact points. Allows for better brand alignment by enabling users to choose email addresses that fit their specific domain needs. Streamlines communication preferences on a client-specific basis, thereby increasing overall client satisfaction.

I would love if inside the ticketing system there was a Send Button that had to be clicked in order to send a comment, so that a comment is not automatically sent before I'm finished tweaking it. I've had a couple of comments send before I was finished and ready to submit to the client.

I would like to have a token for a Recurring Period in an Agreement. I have a contract that gives annual or monthly package options, and in the terms I would like to use: {{ Recurring.Total }} {{Recurring.Period}} Which would show something like: $120 annually $10 monthly

Please add this so we can use this awesome feature throughout Moxie!

When the user clicks “Yes” or “No” in a form, they should be automatically moved to the next page of the form.

I'd like to be able to set a global verbiage/rich text with a link to our terms and conditions for all places where a meeting requires payment. When we make tweaks to it, I have to remember to change it on every single scheduler and it gets tedious.