General questions

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

  • 574 Topics
  • 1,194 Replies

574 Topics

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NishEngaged User
asked in General questions

Opportunity update failed (trying to make it required field)

I am trying to make this Opp update field.   

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1 month ago
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brittany.dague1New Participant
asked in General questions

Email Formatting

I'm trying to send a bulk email and when I paste my email template into the body, all my formatting disappears. Its very important that the formatting does not change.

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1 month ago
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amberleigh27New Participant
asked in General questions

How can I unrelate a person from an email in the Copper extension

I accidentally related an email to someone after my drop down menu lagged in my gmail email extension, how do you remove or unrelate someone so this email thread isn’t popping up to someone it doesn’t belong too?

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1 month ago
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Carolina CaramujoNew Participant
asked in General questions

Gmail & Cooper not sync

Hello everyone!The e-mails I'm sending through Copper are not being visible at the Send box at my Gmail. I've been sending several emails through Cooper and I can't find the problem why those emails do not exist in the Send folder. I’ve checked the Sync check box at Cooper and everything is okay. What should I do?

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1 month ago
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tewheelerNew Member
asked in General questions

Can Copper relate an email to all addressees (that are in Copper)?

Can Copper be configured to relate and email to all addressees on the email (that are in Copper)? 

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1 month ago
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donbowmanEngaged User
asked in General questions

general reliability of web UI

When modifying records, either in bulk or individually, there’s a chance they will not take due to 50x errors, 40x errors, etc. general backend reliability issues.sometimes you see a little yellow box at the bottom saying errror creating activity, sometimes you can only see this in the network diagnostics tab.Given copper does not have a service worker, it cannot asynchronously retry this, so this change you’ve made is permanently not going to apply. and, given that its usually not possible to see this, it ends up just being wrong.What are others doing around this? are you attempting user education to ask them to reload after each change and check? what about in e.g. changing a large number of people in a list, do you export to csv, then make the change, then export to csv again and then diff?Or have you come up with another way? 

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1 month ago
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donbowmanEngaged User
asked in General questions

filter people by last time of specific activity

We have created an activity called ‘Voice Mail’. It is *not* marked as an interaction (since it was not).This creates the first problem: copper will not use this in a filter, its just broken.The ask on my team is, ‘find all the people we have sent a voice mail to in the last 30 days that have not interacted with us’.so the interacted, we can use the last contacted or inactive days. but we can’t get the last voice mail activity into the table.This is another use case for the join i mentioned earlier. A join of company->people, a join of people->activity would help.How can i achieve this objective? without saying “export to csv and solve it somewhere else”, how i can do something that approximates one of these:column of ‘last vm date’, ‘last interaction’, ‘inactive days’ in people, allowing people filters to work people table with a filter saying ‘last vm date >= 30days before now”Or, another way:can we get the filters fixed to allow all activity types, rather than just interact

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1 month ago
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jbo8080New Participant
asked in General questions

Best way to sync contacts

Currently - our company uses Google Workspace with Google Contacts to keep contacts up-to-date (i.e. add new contacts). We then import the Google Contacts to Mailchimp, and run email marketing campaigns. When using Mailchimp, some contacts unsubscribe.We want to have up-to-date contacts in Google Contacts, MailChimp, and Copper. Importantly - we do not want to email those that have unsubscribed (i.e. if we shift to Copper for email marketing in the future). We are new to Copper, and want to ensure we set things up correctly from the start. A few questions:Should we import contacts into Copper from Google Contacts, or from Mailchimp? My understanding is we should from Google Contacts/Google Workspace - so we also get all the prior communication (emails, etc.) as we communitate with customers daily through Google Workspace What order should we import contacts to Copper (i.e. Google Contacts first, then do the Mailchimp integration?) Should we set-up 1-way or 2-way syncs with Mailchip and

0
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1 month ago
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Edward NashList views beta tester
asked in General questions

What would cause People records to be missing when filtering?

 Hello!When we receive applications for our service via Meta Lead Forms or Website Lead Forms, they are sent to Copper via Zapier. Every now and then, it appears that Copper will not present these until several days later.The time and date stamp match the submission date of the form, so there is no delay with the Zapier integration, it appears to be an issue in Copper.See below examples, showing where these anomalies occur. Paid Social Leads - where blank interaction shows no communication has been made What is causing this and how do we resolve it?Ed​​​​​​​

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1 month ago
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RobertMplsEngaged User
asked in General questions

Email Opens No Longer Tracked

I have my settings set to always track all email opens. But, the last email that’s been tracked was from 11/29 (5 days ago). I haven’t changed any settings. I’ve tried restarting my browser, reinstalling the chrome extension, and toggling the setting on and off. Nothing seems to turn that feature back on.My co-workers’ emails are being tracked, and I’ve looked at their settings and they look the same to me.What can I do to get this working again?Thanks in advance.

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1 month ago
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JenHNew Participant
asked in General questions

Search - all results issue

When searching for 11 Companies that start with the same word, only 10 show up in the all results under the Companies heading. Is there a limit to how many results are displayed there? 

0
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1 month ago
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leannedqNew Member
asked in General questions

Bug in the Copper chrome extension?

Hey folks I just signed up to Copper and downloaded the Chrome extension, but it seems to have a bug as all the frames inside Gmail are broken (and it won’t let me skip the broken pages so i seem to be stuck in limbo).I can’t find a technical support email - anyone know if there is a known bug right now?  

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1 month ago
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jakesbrirNew Participant
asked in General questions

Opportunity Owner based on Account Owner

How can I set it up so that any Opportunities are given an Owner that matches the Account Owner of the Account assigned to the Opportunity? 

0
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1 month ago
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jakesbrirNew Participant
asked in General questions

Conditionally Assigning Account Owners

How can I set up conditional assignment of Account Owners. Specifically I want to make it so that the Account Owner is automatically assigned based on the State that the Account is located in. 

0
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1 month ago
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JohnFrink1999New Participant
asked in General questions

Original email content lost when replying in Copper

Good morning:Following up on this old topic that looks like it was never fully answered.We’d love to be able to reply to emails from Copper, but the original email text is lost when you reply. Any chance for this to be fixed soon?  

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1 month 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. 

4
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1 month ago
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Kenneth AveryNew Participant
asked in General questions

Sync Date Field in Opportunities to Google Calendar

Hey! using the date field under details, I am looking keep track of important dates in my opportunity pipeline via google calendar. I understand I could create an event via copper but I might as well skip copper all together at that point.  Looking to streamline things! Not create more steps. Would love to hear what others are doing. 

0
K
2 months ago
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NatashaNew Member
asked in General questions

Lost device - Can we reset password and force a logout from their devices?

Hi everyone, I am a new Admin User to Copper.I have a question, if a team member loses their device, can we reset their password and force a logout on all their devices?Thank you very much for your help.With best wishes, Natasha

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2 months ago
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trichesList views beta tester
asked in General questions

Synching fields across records

Hi,  I’d like some fields to sync across recorders e.g. Contact Type. It’s a lot of manual work to update a company and all its employees to ‘existing vs. potential’ customers for example.  Is there functionality or a hack to achieve this?  ThanksTim

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2 months ago
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Bethany SorichettiNew Participant
asked in General questions

Filter a list of Companies by Pipeline/Stage

Is there a way to filter a list of Companies with all the regular filter options but limit the list to a specific Pipeline and even a specific Stage within a Pipeline? 

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2 months ago
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mrsethwilsonEngaged User
asked in General questions

Org Chart Tool

There was another thread that discussed an option for a org structure drop down that would link to people who are related to users. I think that is a good idea.My question is, would there be a way to create a file template in Google Sheets or something that could somehow be related to the Company under Related “Files” It would be a little more tedious to organize this in another program but would be a good way to view the org chart and to see where we have weaknesses in our account relations. Maybe similar to this feature somehow: https://support.google.com/docs/answer/9146871?hl=en#zippy=%2Corg-chart-with-employee-names%2Corg-chart-with-job-titles

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2 months ago
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Jonathan NNew Participant
asked in General questions

"Email Activity" misleadingly. tracking my opening emails sent as the recipient opening them.

I’m finding several occassions where the email activity function in Copper is stating a recipient has opened an email when it was in fact me who opened the email. Is there any adjustment I can make to this functionality to make it work better? 

0
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2 months ago
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DorianNew Participant
asked in General questions

Search commands?

My use case: I’m simply trying to find an information that I have in a meeting note on copper. To find that information I would like to either have 2 words matching or 1 word mixed with date ranges (more specifically here is older than 2021)My problem: search doesn’t seem to accept any usual commands from what you would be used to with google or gmail for instance. AND doesn't allow me to search for elements that would contain both words. BEFORE:2021 doesn’t work if I want to search for older notes. Filter has more functionality but there are no fields for notes so the point is moot.Is there somewhere a list of the recognized commands for Copper Search (wasn’t able to find one) so I have an idea of what I can play with?And if the answer is none, any idea of when we could have at least the AND/NOT/OR type of boleans and dates for a bit more decent search? Thanks. Dorian

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2 months ago
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donbowmanEngaged User
asked in General questions

markdown doesn't seem to work?

We use markdown for all other systems (gitlab, wiki, taiga, etc).Copper has some support for markdown, but seems to be missing everything except bold/italic/list? https://support.copper.com/en/articles/8823271-using-markdown-to-customize-notes i would like to do a multi-line pre-formatted with ```preformat line```but it doesn’t work.I would like to use a heading, but it doesn’t work. What syntax does function? Can this be fixed? specifically, to make a table, i would like pre-formatted (`preformat`), and/or the table syntax to work (||)

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2 months ago
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MikeGNew Participant
asked in General questions

Mobile App, Uploading files to Google Drive using Shared Drive

We are using Google Drive to host all of our company files. We then link all the files to Copper using the desktop, however now that we are using Copper more and more we would like to create a file using the Mobile App and then load it into Google Drive and then link it to the record in Copper.The issue we are having is that when we are in the Moble App and choose to add a file, the Google Drive only shows “My Drive” and not our “Shared Drive”, is there a way to change this? FYI, when I go into my Google Drive App, I can see the Shared Drive.Thanks for any help you can provide.

0
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2 months ago

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