General questions

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

  • 510 Topics
  • 1,162 Replies

510 Topics

E
Edward NashList views beta tester
asked in General questions

User tag dropping off when typing a comment on Android

Hello!Is there a known issue with the android version of the app, whereby when another user is tagged followed by a written sentence, after a certain number of words the tag “deactivates” and reverts to standard text.e.g. @JohnSmith one two three four five sixBecomes:John Smith one two three four five sixThis is really frustrating.Ed

2
E
1 month ago
S
SolarNinjasEngaged User
asked in General questions

Project Management Functions with sunset of PROJECTS

How can we use copper for project management? Are there features in the cards or pipelines that allow an opportunity to continue after sale through another pipeline perhaps? with ability to set up checklists and verifications like in trello? 

1
Melanie from Copper
Copper Employee
1 month ago
C
CeceNew Participant
asked in General questions

"Projects" is missing from the sidebar

Hey, I’m trying to add a project, but I don’t seem to have the option to do so. “Projects” isn’t showing up for me in the web app, nor in the extension. What might be happening? 

6
Melanie from Copper
Copper Employee
1 month ago
J
JG12878New Participant
asked in General questions

can i have my old view back?

my task view changed and the button to use the old view is no longer available.  it’s annoying to the point of me not wanting to use it anymore.  

0
J
1 month ago
P
PhillipPriceConstructionNew Participant
asked in General questions

Bulk Emails

How do you perform bulk emails as we used to be able to do before the last update?

0
P
1 month ago
S
Scott R in HBNew Participant
asked in General questions

How to make a copy of a task from the task window

Is there a way to make a copy of a Task within the contact task window, so that I don't have to start all over on the form for the next task with the same contact?

0
S
1 month ago
S
steveyoungburnsNew Participant
asked in General questions

@ tag team member when uploading file or photo

In other CRM tools I've used I was able to @ tag a coworker when uploading a photo or file. I am surprised this is not part of Copper. We are a food manufacturer and we frequently go out to stores to check placement or pricing. I take pictures and upload to the Company in Copper and make notes. As it works now, Copper requires me to create a separate Note to notify a coworker of the new photo, instead of letting me @ tag them as part of the upload. Can this option be added as part of uploading a file?

0
S
1 month ago
A
andrewbermudezEngaged User
asked in General questions

Abandoned Opportunities Showing Up On Open Opportunities Filtered View

For some reason Abandoned opportunities are showing up on my Open opportunities filter. How do we fix this, so we’re not distracted by a ton of Abandoned opportunities?

0
A
1 month ago
N
NeciaNew Participant
asked in General questions

Archive a Contact

I am looking to archive a contact so that she does not receive a bulk email send by accident. I want to leave all of her information intact, but I don’t see how to do that without her being grouped into an email send by accident. For now, I removed her email from the email field and made a note of it in the “create note” field so that I would not lose that information. I don’t want to delete her either, because I would lose all past communications. I just want to archive her so that she does not receive any more communication from us. Any ideas on how to make this happen? Creating a customer filter really doesn’t do the job since everyone has an email, I can’t filter her out and leave her email in place at the same time. 

6
H
2 months ago
J
JPierreEngaged User
asked in General questions

How to edit the "related to" field in Tasks

I suddenly am unable to edit "Related to" field within Tasks. I added the wrong person and now I can't remove them. This means I have to delete the task and start over? Inconvenient.  

1
C
2 months ago
J
Julius LaurelNew Participant
asked in General questions

Contacting Support

Is there an email to contact support?

0
J
2 months ago
P
pm10028New Participant
posted in General questions

Is anyone else finding Copper Contact Syncing to Google Contacts (1-way sync) a real headache?

If you have used the Google Contacts 1-way Sync please join this conversation! I would love to get your feedback. I have been using it and it seems really unstable. It took over a week for 4000 contacts to be synced from Copper to my Google Contacts. Even after that small changes (updating a phone number) took days, which renders it effectively useless. The data also does not seem to match from one to the other platform. I have asked Copper about but they dont seem to have much info as to why the sync is so slow and unpredictable. I did get the response that Copper cant predict what its servers are doing on any given day so they cant predict the sync timing - which is concerning bc then there is no way to know when anything will sync. This is obviously an issue for retaining Copper as your SSOT for contacts, which logically it should be so you arent trying to maintain dual contact databases. As Google business users the integration of Copper contacts seamlessly with Google Contacts was

0
P
2 months ago
M
mervzEngaged User
asked in General questions

Plans for Projects, changes, removal and replacement?

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

10
Andrew from Copper
Copper Employee
2 months ago
J
JSJList views beta tester
asked in General questions

Limit visibility of files

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!

0
J
2 months ago
D
Drive ZoneNew Participant
asked in General questions

Copper Icon to relate emails in Inbox

Chrome extension is working (on the right) but today it no longer shows icon to set "related to" - the window on the right is working, only the icon on the email header is no longer present. I reinstalled extension but problem remains.

5
U
2 months ago
D
DanHKEngaged User
asked in General questions

who open my email

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

0
D
2 months ago
R
RPSFergusNew Participant
asked in General questions

Merged Duplicates Returning?

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?

0
R
2 months ago
A
Alex JackNew Participant
asked in General questions

Cant contact support

I am not able to see the in-app chat icon to be able to contact support so that I can discuss my subscription which is due for renewal soon.I have not been able to find any other way to make contact with someone at Copper

0
A
2 months ago
K
KylieHNew Participant
asked in General questions

Email Recognition Issue

When new clients register / submit a Contact Form on our website, we receive an automated system notification via email, which comes from no-reply@ourdomainnameAs such, Copper isn't recognising the users details - just ours.Does anyone have any advice regarding this issue?

0
K
2 months 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. 

0
Jodi
2 months ago
N
NishEngaged User
asked in General questions

Opportunity update failed (trying to make it required field)

I am trying to make this Opp update field.   

6
N
2 months ago
B
BrandonTurk08New Participant
asked in General questions

Bulk email inside Organization

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

0
B
2 months ago
A
ARCOInspirational User
asked in General questions

Bulk emails using templates with the opportunity name field

When I try to use the bulk email option for my open opportunities - I don’t see the “Name” field as an option to select. Is it possible to pull the “Name” field into bulk emails?

0
A
3 months ago
C
Carla CalderonNew Participant
asked in General questions

email templates not showing

I created email templates. They show in my email templates in my settings, but when I go to send a batch email they do not show. HELP!

4
K
3 months ago
L
LisaRNew Participant
asked in General questions

Can you configure saved filters differently?

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?

3
L
3 months ago

Badge winners

  • Silver Contributor
    DanThorhas earned the badge Silver Contributor
  • Bronze Contributor
    ARCOhas earned the badge Bronze Contributor
  • Customer Innovator
    lhonghas earned the badge Customer Innovator
  • Super User
    Michelle from Copperhas earned the badge Super User
  • Bronze Contributor
    Gilihas earned the badge Bronze Contributor
Show all badges
Terms & ConditionsCookie settings