The client workspace brings the most useful relationship context together without turning every related module into another tab.
Open Clients in Moxie and select a client to enter its workspace.
The workspace prioritizes reusable client context, private notes, meaningful activity, and connected records.
Review the relationship
Client details shows contact, address, lead-source, and important billing information.
Contacts shows the people associated with the client and their enabled responsibilities.
Additional details contains populated custom fields and can be collapsed when you do not need them.
Notes keeps private working context prominent.
Recent activity shows meaningful changes across connected work.
Client trends charts payments received and time worked by month so you can see the relationship's direction without opening separate reports.
Related records gives counts, totals, and client-filtered access to other modules.
Track payment and time trends
Client trends shows lifetime totals above the latest 12 monthly buckets. Use the payment trend to see when money was received and the time trend to understand how the relationship's workload is changing.
Financial totals use the client's currency. When a client does not have a currency of its own, Moxie uses the workspace currency. If the client and workspace use different currencies, use View in in the client header to switch the trends and Related records totals between them.
Payment and time trends keep operational context in the client workspace without adding report columns to the client list.
Start work in client context
Use New to create the most common client-specific records: a contact, project, invoice, agreement, form request, or ticket when ticketing is available. Moxie carries the client context into the creation flow.
Use the header shortcuts
Favorite the client, edit its details, or use available email, calling, messaging, and booking actions. Calling and messaging appear only when your workspace has an active Communicator subscription and a usable phone number.
Download an account statement
If you can view invoices or accounting, select the Account statement shortcut in the client header. Choose All time, this or last month, quarter, or year, or enter a custom date range, then download the Excel workbook.
The statement shows invoice and payment activity, opening and running balances, open invoices, and the client's deposit balance as of the ending date. Invoice references are links to their online invoice pages, which makes the workbook useful while reviewing an account with the client.
Choose the period before Moxie builds the client-specific accounting statement.
Client profile Notes also shows notes from linked opportunities, including archived opportunities, if you have Pipeline access. Select the opportunity name to open it in Pipeline and edit or delete your note. Closing the opportunity panel keeps you in Pipeline. Use your browser’s Back button to return to the client profile, where the updated notes appear. Notes are shown together without creating duplicate copies. Project notes keep their existing scope.
Continue exploring Clients & contacts