Share your questions so we can make your life a little easier.
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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 ⬇️
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!
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
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!
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
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?
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.
Is it possible to set up a user with their company Gmail address (firstname.lastname@example.org) 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 (email@example.com) and sales team (firstname.lastname@example.org) - would want both emails to track for the customer in Copper.
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
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?
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?
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!
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
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