General questions

Share your questions so we can make your life a little easier.

  • 484 Topics
  • 1,145 Replies

484 Topics

Melanie from Copper
Copper Employee
Melanie from CopperSenior Customer Marketing Manager
posted in General questions

What are you most excited to accomplish with Copper in 2023?

Hello Community! A new year is upon us and we’re excited to continue to engage with our Copper community and hear what you have to say in 2023. We’d love to hear what you’re most looking forward to this year and what you hope to accomplish with Copper. Share your answer by commenting below ⬇️

2
alex
8 months ago
Michelle from Copper
Copper Employee
Michelle from CopperCustomer Enablement Manager
posted in General questions

Introduce yourself here!

Hi everyone and welcome to the Copper Community!I’m Michelle and I‘m the Copper Community Manager. You’ll see me around here starting discussions, answering questions, and helping you connect with your fellow Copper users.Let’s get to know each other - introduce yourself below and say hello to other users!

27
N
10 months ago
M
mervzEngaged User
asked in General questions

Plans for Projects, changes, removal and replacement?

Hi Team,  I am hearing from a lot of people that Projects will be removed for new and old Copper accounts.We have a lot of clients and automation that are using this feature. We wanted to know your plans for this change? Will there be a new module to replace this? Thanks-- Mervin

10
Andrew from Copper
Copper Employee
1 day ago
J
JSJList views beta tester
asked in General questions

Limit visibility of files

Hi All,I’m wondering if there might be a way to limit visibility of specific files attached to contact records? I’m asking because our team uses Copper in fundraising and we often have to have confidential conversations with our funders and our practice in the past has been to create a memo of our conversations. We prefer to have our team members have access to most emails, but certain things are not fit for all eyes. Or, is there another way you might suggest we manage this? Thank you!

0
J
1 day ago
D
Drive ZoneNew Participant
asked in General questions

Copper Icon to relate emails in Inbox

Chrome extension is working (on the right) but today it no longer shows icon to set "related to" - the window on the right is working, only the icon on the email header is no longer present. I reinstalled extension but problem remains.

5
U
2 days ago
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DanHKEngaged User
asked in General questions

who open my email

When I send email it’s extremely convenient the “My Tracked Emails” page as I can see if and when my email was opened.However, if I send it to multiple recipients, I cannot distinguish who did open it and who didn’t.How to fix this issue?In this example below is that I actually see when I’ve sent my email to 3 recipients (1 + 2 CC): Viewed by someone on Today at 2:16 PMViewed by someone on Today at 2:16 PMViewed by someone on Today at 2:16 PMViewed by someone on Today at 2:16 PM I which to know who that “someone” is.Thanks

0
D
2 days ago
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RPSFergusNew Participant
asked in General questions

Merged Duplicates Returning?

Hi, we have had erroneous duplicates introduced to our data system over the past three years through our own doing. However, we have spent some time on several occasions, most recently in June, to remove these duplicates through deletion or merging, where applicable. Recently, our database numbers have jumped back up again and we have noticed that many duplicates have returned. Can you assist us with identifying the reason for this issue and preventing it in the future? Is there a faster way to merge/delete duplicate records?

0
R
7 days ago
A
Alex JackNew Participant
asked in General questions

Cant contact support

I am not able to see the in-app chat icon to be able to contact support so that I can discuss my subscription which is due for renewal soon.I have not been able to find any other way to make contact with someone at Copper

0
A
8 days ago
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karlfanegaNew Participant
asked in General questions

Contact types: How do I change the "color" it is assigned to?

Hello.First of all. New list looks nice with Contact Types showing different colors. Question: Is it possible to change the colors assigned to the contact types?It’s just easier to see it and understand if they are uniform to what we used from our “sheets” and previous CRM.I hope this is possible.

2
G
8 days ago
K
KylieHNew Participant
asked in General questions

Email Recognition Issue

When new clients register / submit a Contact Form on our website, we receive an automated system notification via email, which comes from no-reply@ourdomainnameAs such, Copper isn't recognising the users details - just ours.Does anyone have any advice regarding this issue?

0
K
10 days ago
Jodi
JodiEngaged User
asked in General questions

Linking Gmail account & alias or group gmail account to Copper

Is it possible to set up a user with their company Gmail address (name@company.com) but also have a group email (legal@ or sales@) that person is a part of so all  activity shows for companies for tracking? This is especially important/helpful when our legal team is corresponding with customers during contracting. Sales hands off the customer and so all of legal sees emails, the correspondence is sent from the group email, however the legal team have individual user accounts in Copper.OR Sales manager (lastname@company.com)  and sales team (sales@company.com) - would want both emails to track for the customer in Copper. 

0
Jodi
10 days ago
N
NishEngaged User
asked in General questions

Opportunity update failed (trying to make it required field)

I am trying to make this Opp update field.   

6
N
11 days ago
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BrandonTurk08New Participant
asked in General questions

Bulk email inside Organization

Hello, anyone aware of a way we can send a bulk email from inside the Organization?Currently I have to open the Organization and type each contact under the Organization.  Is there a Bulk email to everyone within in an organization?  This would save some serious minutes! Thank you

0
B
11 days ago
A
ARCOInspirational User
asked in General questions

Bulk emails using templates with the opportunity name field

When I try to use the bulk email option for my open opportunities - I don’t see the “Name” field as an option to select. Is it possible to pull the “Name” field into bulk emails?

0
A
14 days ago
C
Carla CalderonNew Participant
asked in General questions

email templates not showing

I created email templates. They show in my email templates in my settings, but when I go to send a batch email they do not show. HELP!

4
K
17 days ago
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LisaRNew Participant
asked in General questions

Can you configure saved filters differently?

I have created two different saved filters for an opportunities pipeline. I would like to configure the columns for these filtered lists differently (i.e. have different columns showing in each case). However, when I changed the configuration of one filter, Copper automatically changed the configuration for the second filter. Is there a way to configure the filtered lists differently?

3
L
21 days ago
J
JPierreEngaged User
asked in General questions

How to edit the "related to" field in Tasks

I suddenly am unable to edit "Related to" field within Tasks. I added the wrong person and now I can't remove them. This means I have to delete the task and start over? Inconvenient.  

0
J
22 days ago
U
Upsticks SupportNew Participant
asked in General questions

In People, filtering, question

In People, when filtering data, is it possible to include the pipeline the current customer sits in? 

3
Michelle from Copper
Copper Employee
25 days ago
G
gaetan DNew Participant
asked in General questions

Mail domain

Hello, I have a problem with the automatic mail signature. My mail domain name is different. What can I do?  

1
Michelle from Copper
Copper Employee
28 days ago
M
MarcelloNew Participant
asked in General questions

Can we use Copper as a membership organisation ?

We are 5000 members growing to 100,000 with 15 team members and another 30 users.  Can we use Copper ?

4
M
30 days ago
C
CecilieEngaged User
asked in General questions

Can I change the default Activity Type?

Can I change the default Activity Type?We’re using Copper’s task management system quite a bit — but almost none of our activity involves Phone Calls. Yet, Phone Call is the default Activity Type. There is nothing in settings—that I’ve seen—that let’s me reorder or pick a default.Is there anything I can do?  

6
Michelle from Copper
Copper Employee
30 days ago
M
Matthew LongNew Participant
asked in General questions

How are exchange rates applied when using currency conversion?

This doesn’t appear to be documented anywhere.All I can see is that I have a value in the original currency, the converted value, and a conversion rate that is exposed via a Google Sheets report.When is this rate applied? Does it ever get recalculated? What if the value field is updated? etc.Looking for a thorough understanding of exactly how this mechanic operates. Thanks!

2
Michelle from Copper
Copper Employee
30 days ago
Michelle from Copper
Copper Employee
Michelle from CopperCustomer Enablement Manager
posted in General questions

Reports, tags and workflow automations | Office hours recap August 17 2023

Thanks to everyone who joined our office hours session on Thursday! We had a great session with a great group. Here’s a rundown of what we talked about:How do I get a chart showing my lead conversions by month? My Dashboard has a KPI called “Opp Win Rate %.” What does it mean? Are tags a good way to report on events? My Workflow Automation creates a Task from an Opportunity. How can I include the Opp’s name in the Task’s name? Can Workflow Automation change a Tasks’ activity type?📣 Want to join the discussion? We host office hours every Thursday at 9:30am PST. Come listen in or talk with Copper expert Michelle and fellow Copper users. How do I get a chart showing my lead conversions by month?This is tricky to explain over text, so I created a video.(The audio's a bit low, but you can turn on captions)Note that this example is cohorted by the month that the Lead was created. So reading the chart left to right, I can see that in May 2021, we created 254 Leads. Of those 254, 63 have been

0
Michelle from Copper
Copper Employee
1 month ago
K
KorriWarnerNew Participant
asked in General questions

Change Close Date Automation to Event Date

The nature of our business requires close dates to be the same day as our event dates. Does anyone know how I can change this? Currently it automates close dates to be the day before the event.

1
Michelle from Copper
Copper Employee
1 month ago
A
andreasaydeNew Participant
asked in General questions

Renew Copper for One Month

Hi There,  My account is set to renew on September 30th for another annual billing cycle. Is there an option to renew the subscription for one additional month and have the account remain active until October 30th?  Thank you, Andrea. 

1
Michelle from Copper
Copper Employee
1 month ago

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