This robust module integrates file management seamlessly into your CRM workspace, making it easier than ever to create, organize, and manage your files across various objects. Whether you’re working with files for clients, projects, tasks, tickets, or opportunities, the new system is designed with your productivity in mind.
What’s New?
Fully Integrated File System: Access and manage your files directly within Moxie.
Versioned Files: Keep track of file changes and ensure you’re always working with the latest version.
Context Menu Functionality: Right-click any file or folder to quickly create, delete, add folders, upload files, and more.
Drag & Drop Support: Easily drag files from your desktop to Moxie for quick uploads.
Universal Search: Your files now appear in the universal search results, making it simple to find what you need.
Privacy Settings for Clients, Projects, & Tasks: Make specific folders or files private to keep them hidden from the client portal.
Automatic Legacy File Migration: As you navigate your workspace, existing legacy files will be automatically migrated to the new system.
Centralized File System View: A dedicated File System link in the main navigation lets you view and manage files across your entire workspace. Files can be easily moved between objects (for example, from an Opportunity file to a Client file).
Accessing the File System
1. Main Navigation:
Click on the File System link located in the main navigation bar.
2. Access via the "Files" tabs in Clients, Projects, Tasks, Tickets, and Opportunities
When viewing your CRM data elements, you will see a new "Files" tab that will give you access to the file library specific to the object you are viewing.
Interacting with Files and Folders
Right-Click Context Menu: Right-click on any file or folder to reveal a context menu that offers a range of actions:
Create: Add new files or folders.
Delete: Remove files or folders.
Upload: Quickly upload files directly from your desktop.
Drag & Drop Functionality: Simply drag files from your desktop into the desired area within Moxie to upload them. This intuitive functionality works across all file types.
Special Features for Clients, Projects, and Tasks
For client, project, and task files, you have the option to mark specific folders or files as private. This feature ensures that sensitive information remains hidden from the client portal:
Mark as Private: When creating or editing a file/folder within a project or task, select the “private” option from the context menu to prevent that specific asset from being shared into the client portal.
Project and Task file visibility is controlled by the settings in the Project Details. When a project is configured as Read Only, the file system for the project and tasks will be visible and the client can download files and folders, but not change anything. When the project is Full Access, the client will have the ability to upload, download, rename, and modify files the same as the primary Moxie users.
Client files can be made visible from turning on the "Client file access" in the Client Portal Features. When the Client Files are enabled, a "Files" menu will be available in the left bar that will allow you to share read-only files with your client. For security and record keeping, the client level files cannot be edited by your client.
Moving Files Between Objects
In the new file system, moving files between different objects and folders is effortless. For example, if you need to move an Opportunity file to a Client file:
Drag the File: Click and hold the file, then drag it over to the desired object folder.
Drop to Move: Release the file to drop it into the new location.
Working with Legacy Files
No need to worry about your existing files—the system automatically migrates legacy files into the new file system as you continue to work in your Moxie workspace. This seamless transition ensures all your data remains accessible and up-to-date without any additional steps.