Associating Emails to Copper Opportunities with Gmail - Naming Issues

  • 13 October 2021
  • 1 reply

It’s really hard to figure out the best way to name opportunities and records within Copper so that you can easily relate them to emails in Gmail. Is there any way that you can toggle over the results when you start typing in the keywords to see the full title of an opportunity or other record? That way you know which one to associate? 

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Userlevel 7
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Hi @nikkihu, there’s not currently a way to do this. I’m going to turn this thread into an Idea post so that our product team can take a look. I know they’ve been looking at how the Relate function works so they’ll be interested to hear this feedback!