Share your questions so we can make your life a little easier.
- 484 Topics
- 1,145 Replies
I work in real estate and will need to be able to filter clients by the zip code they live in. For instance, I am working with a buyer who exclusively wants to buy a house in 90210. I have sold a bunch of houses there over the years and want to contact some past clients who may be tempted to sell. The easiest way to pull that list would be to filter by the zip code stored under address. Is that possible? If the address field is not filterable, the workaround I have planned is to create a custom text field for zip code that would exist in addition to the zip stored under the standard address field. Thoughts?
Currently there is a 7 digit number code that’s associated with each project. The number has no logical association with the project and I would like to be able to create a unique project number that automatically generates with each project creation. I am hoping to use this unique ID for all my google drive, folder, file, invoice structures.
Our company has GSuite workspace but our email are not syncing properly even though everyone has extension and their setting has Sync on for their emails (Copper is not replying on time lately, So had to post my doubt here) Any help would be appreciated on this please! Thanks
Hi I used the template Copper provides for importing opportunites. It worked to some degree, but “last contacted” “interactions” and “inactive days” “email” and other fields did not import and I had that info on my spreadsheet So my question is: Why is some data importing but some not? I attached a screenshot of what I am seeing and the actual spreadsheet I used Curt
My company sent me an invite link. I clicked the link and followed along through the process of what I thought was signing up. But now I’m in my own empty pipeline under my own “company” with no way to access the company I work for’s CRM. I am so confused. Any help would be appreciated.
I see that his has already been asked, but the comments were closed on the original post and I would like more clarification. The chat function on Copper doesn’t seem to be working right now, so I’m reaching out here. I want to confirm that once I create an Opportunity or Pipeline, that I cannot then import people who are already in Copper into that pipeline? Do I have to add them manually one by one?Thank you.
Wanted to Ask a question on a related thread, but it’s been closed for comment. Here is the answer in the closed thread on how one might go about creating duplicate tasks: _________________While not a native feature, there'd definitely be a way to do this via Workflow Automation.You could create say a "checkbox" field on a task called "Duplicate" (or you can use a tag on the task if you'd prefer), and then you'd set up in Workflow Automation, a trigger for when that duplicate checkbox is checked (When a specific field is updated on a Task), to create a task, using variables from the first task to pull over each field you want duplicated over.You can find the variables you'd use on this page here:https://support.copper.com/hc/en-us/articles/360014085894-Automating-your-Account-with-Workflow-AutomationHope that helps point you in the right direction!Curious what use-case specifically you find yourself having to regular duplicate tasks? I’ve set this up, but my new duplicate tasks are ju
Hi All, How do folks handle email addresses when a person leaves a company or changes orgs? It seems to make sense from a historical records perspective to keep existing (obsolete) email addresses in a People record so Activity associated with that address remains. However, we’d like avoid confusion internally about which email address to use when communicating with our people. As an aside, with people in certain industries changing jobs regularly, our People records have started to accumulate quite a few email address! Thanks,Seth
We are working on creating an email Template that has merge fields. When we test it from Copper it displays the fields and sends the email with the details correctly. However, when we use the Gmail Chrome extension to send and email using the Copper email template it does not pick up details of the merge fields (we were replaying to an email). Does merge fields not work if sending emails from Gmail?
Hello, Doing research on the best tool to work with contacts for a customer.Use Case:The customer has a google webform where his clients can subscribe for events. The customer then wants to use the contact information for future mailings. I see we can import and update contacts with copper. However if I use tags that represent the activity the client attended, and I import the tag, then all previous tags are overwritten instead of added.Is there a better way to work with this?
Hello Copper Community ,I am wondering, once a field is created, is it possible to MODIFY later ?At this time, within the Opportunities -> Fields, once something is manually created, I am not able to change the field's values.Example: I created a "Referral to" category and added our team members' names. However, can i go back into it at a later point to add names as our team grows? At the moment i cannot Click on it to edit. Thank you for your help,Lexie
Is it possible to relate an email to a Project or Opportunity on send?I may have a contact that is related to multiple projects/opportunities but I only want the email to relate to a specific project/opportunity, preferably on send so that I do not have to back into the sent folder and relate to the project/opportunity from there.
Hello Forum,Our company would like to export a list of all people associated with companies that are tagged with a specific automotive standard. The people themselves may not share this specific tag with the companies for which they work (nor do necessarily want them to). Is there a simple way to do this in one fell swoop without exporting people company by company?Thank you,Seth
When looking at a project overview, the related emails displayed are those involving the contacts in ‘People’, rather than just those related to that particular project.My question is, is there a way to restrict this view to only show those emails whose subject contain a specific string, or even just those than have been manually ‘related’ to the project?
I had some incomplete people in Copper. I ran a CSV file with all the complete info. I was assuming that all info on the CSV would populate the incomplete people making the file complete. Do I have to go in and put in all info manually once there is a record in Copper?
We’d love a field that allows us to record multiple ‘former companies’ for a person. Our ‘people’ often move from one company to another. Currently we keep track of a person’s former company (previous employer) in ‘description’ but it would be helpful to have a linked field to ‘former company’.
I am working with a client and trying to customize Copper for their needs: They are a lobbyist with contractors around the country and he doesn't use the pipeline to reflect revenue. What we need is to be able to: 1. Example - track mini campaigns - legislative meetings, messaging, campaign plans, etc. What's the best way to set this up without duplication of tasks in Projects? 2. Example - if someone creates a "Pinned Note" - only the person that created it can change it. Sometimes another contractor needs to update that note. How can they do that without copying/pasting and deleting the previous note? 3. Example - since he is not using the Pipeline to track revenue, is that the best place to build out Onboarding clients, prospective clients, etc? 4. Example - several different clients have specific needs they want met by a government agency. What's the best way to create the agency and track the client's needs, progress, etc. and be able to link it back to each specific cl
Sometimes, a day or 2 goes by before logging a new Opportunity. I really want the Created Date to be accurate, especially if I’m creating the Opportunity on 4/1, when it really came in on March 31 -- the incorrect date screws up monthly reporting. Is there anyway to edit the Created Date after the Opportunity has been created? Thanks!Sean
We are looking to starting a Snail Mail (you know - sending an actual piece of paper to people ) campaign to some of our contacts. I can see how to download the contacts to create the Mail Merge and send the Snail Mail. But I cannot see how to upload this ‘Activity’ back into Copper - so we can keep track of when we sent the last mailing. Any thoughts or best practices? Thanks in advance. - Dave
We use another software to start our request for proposals. Right now I take some of that information and manually create an opportunity in Copper. Sometimes the company and main contact already exist in Copper, sometimes they are new. But I still do this manually, is there a way I can import the data once a week into Copper?
Login to the community
Social LoginLogin with Token
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.