Usability Issues 🔬

When I send a text message to a client, the screen goes blank. I have to exit out of the text screen and re-enter it to see the text I sent. Additionally, editing and adding notes is extremely clunky and unreliable. This goes for anywhere it exists, the main "notes" on the app dashboard, client notes, etc. The save button is either too small, too close to the text box, or is just not working correctly, I can't tell. I also discovered if you accidentally tap outside of the note it will erase everything you just did. It may be worth noting here that there is another suggestion for an "autosave" feature for notes. If this were implemented it would assumably also fix the note issue. Everything discussed above is in reference to the mobile app only. These issues don't seem to exist on computer browser.

Sort of adjacent to https://feedback.withmoxie.com/feature-requests/p/dismiss-all-notifications-button (but distinct enough that maybe it doesn't warrant a merge), I'd like the dismiss notification and snooze notification icons to be placed in a location that doesn't change based on how long the notification is. For example, right now, if I have a notification that is only two lines long, these icons are higher up on the display than a notification that is five lines long. This means that I have to spend extra time dragging my mouse around to click on the them in sequence. If they were always in one of the upper corners (next to the client name), then I could simply click, click, click, click to get rid of many notifications in a much faster manner.

Currently you can’t attach a receipt to an expense entry until after you save it. Ok, except you have to search for that just entered expense and then attach. This makes an already unpleasant task, more so. As a stop gap measure, can the system do a simple prompt after expense submission asking the user if they want to attach a file?

Suggest a slightly different arrangement of the string of elements in the task/to-do list on Homebase page for easier readability and consistent location of checkbox. I've attached an idea that ensures the checkbox is always in the same area down the page, (forced line break after the stage) and puts more focus on the task text itself. (The circles represent the icon of the assignee.) :)

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.

Zapier and Make can not map to Custom fields when using Zapier to fill out for or create opportunity.

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.

For Client portal, we'd love to see some usability improved: -Give different views for client tasks other than kanban. It would be great for client to have the option to view as a grid, similar to how we can view different ways internally in Moxie -Make scroll bar on kanban view easier to see (it's hiding at the bottom under all the tasks, and only visible when really zoomed out. When scrolling, the "Status" header is very cut off) -Have calendar view for client default to starting TODAY or in current month, vs. showing the first task/project start month Thank you!

I've been building forms etc and when using the Vertical Spacing element, a few things are making it difficult: The slider never picks the same number to land on and is very touchy. So While I'm aiming to use the same spacing between other elements, if I go back to adjust, I can never match the numbers on multiple spacing sections on the same form. I cannot easily see what number is currently selected I would like to be able to type in a number instead of using a slider Instead of just a blank area on the form builder screen, it would be nice to have a visual that an element is there. Maybe light gray text with the px setting for the spacing? If we could just type a px number in this section instead of clicking and opening the element, that would be even faster and easier to layout forms.

Different screens give different text-editing experiences/workflows, adding friction to the user experience. The Description box here appears by default, but it's invisible. Give it a border, at least: https://share.zight.com/6quorzpz The Note box here does not appear by default, but it's obvious when you summon it, (and has editing features that the Description box lacks). Why not provide us with a new blank Note box when we view this tab? https://share.zight.com/Kouk4j2O