Question

Help with contacts

  • 31 August 2022
  • 1 reply
  • 8 views

How can you see which contacts a certain user has contacted daily/weekly?


1 reply

Userlevel 6
Badge +5

Hi @mnorcott! The easiest way to do this is to use one of our Report templates.

G o into the Copper web app and find the pie chart icon in the purple sidebar. This will take you to the Reports area. Then click “Add Dashboard +”

 It will show you a bunch of templates. I recommend the one called “Activity Touchpoint by Person and Opportunity.” It will generate a report for you.

The default filter is for This Week, but you can change that to see activities from different time periods.

 

Couple of notes here:

  • The reporting system does not refresh data instantaneously. It takes a bit of time, so I would wait until the next morning to view someone’s activities for a particular day.
  • The system will only pull Activity Types that are marked as Interactions. So if you see a missing Activity Type, go to Settings > Customize > Manage Activity Types and make sure the “Interaction” checkbox is checked off.

Hope that helps!

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