Communicator feature requests & bugs

I would love to see a drafts folder that autosaves as you work. I spent a good chunk of time reviewing a website and answering questions from a prospective client. I was maybe halfway through when the laptop rebooted and everything was lost. I've mostly recovered, but I am afraid of it happening again. Keeping all the communications housed here is great, but I need to protect my time investment when the tech wakes up choosing violence.

A need a BCC (Black Carbon Copy) of outgoing invoice emails to clients that they don't see, in my normal Apple Mail when I Send an invoice via Moxie. This would probably be an easy add-on to the current mail templates. Today I find myself adding a BCC just before sending the invoice email to clients.

Please add a "preview" button for the email template designer. This will allow us to see the way certain details will show in outgoing emails.

It would be great to see project specific emails rather than all for a specific client.

I've used some CRMs in the past that had the option for account owners to forward emails or tasks into the system. Useful Example: Client adds me as a collaborator on their Canva file. Or a random person from their team emails me a file (but I'm not working with them otherwise). Or a client emails to my personal email from their personal email instead of their business address that is saved as a Moxie contact. Because these emails do not originate from the saved contact's email address, they do not get sucked into Moxie. And it's not worthwhile to keep setting up additional contacts for this. But they are important to reference along with the Opportunity/Project in Moxie. Other systems typically give each user a funky custom email address we can use to do this. So all we'd need to do, is find the email in our original email account, and forward it to, for example " AccountNameForwarding@moxieaccount92945.net " The email appears in the inbox, and can then be linked to an Opportunity or Client just like all the other emails. I do see some similar functionality in the Ticketing system but it also requires a lot of setup. Ideally this would not require additional setup as each account would be pre-loaded with an address that would catch anything we forward to it. *Currently I have navigated around this by setting up a gmail alias so that I can "send as" a specific email address like " sendtomoxie@xyz.com " Then I made a Client in Moxie with that alias address. When I want to forward a random email, I find it in my email, forward to my alias address AND ALSO set it as the "send from" address. (This may only work if you are allowed to set up catch-all email addresses using a custom domain email. I don't know if standard gmail does this and am probably not qualified to provide further instructions as I experimented 100xs until it worked : )

When accessing the email editor from the Opportunity Activity Tab, then clicking + Add Email. The resulting window- is very tiny. And the only way to exit that window after typing an email is to scroll all the way up to top of window and click the left arrow. Cannot click “off” of window to get back to main screen. Back arrow does not indicate that a draft will not be saved. I've lost several nearly-finished emails this way after trying to review some info in the Opportunity box. Could this email editor: be larger float over the screen while sill allowing access to the opportunity box so we can check details while writing an email? save drafts not require scrolling up to top of thread to exit the screen? :)

I've been experiencing phone calls dropping out about 5-10 mins into a call, even after hanging up and recalling it drops out again about 5-10 mins (we are using the browser app and are wired in). Things just go silent on our end but they can still hear us. This has happen a number of times were its becoming a nuisance. Please advise, thank you

I'd like to be able to bulk email all my clients, for example to let them know I'm going on holiday or I'm sick. It would also be great to do the same for prospects for marketing purposes (if that's not already coming in the new sales pipeline feature)

One feature I love about my current CRM is being able to create email/text automations that are triggered by an action. For instance, when a client pays an invoice it triggers an "Invoice Thank You" email. To be able to set up an automation (not connected to the pipeline) that would send an email or text at a certain day/time (i.e. 2 hours after the automation is triggered, etc.) would be amazing!

Email templates are in alphabetical order, regardless of the folder they are in. When applying them in an email show the templates in a modal that still has the folders.