General questions

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

  • 410 Topics
  • 984 Replies

410 Topics

J
JSJEngaged User
asked in General questions

Difference between Record Types and Contact Types

I’m just interested in gaining some insight into what Copper considers the difference to be between Record Types and Contact Types. The documentation is somewhat confusing in that it refers to either or both somewhat interchangeably without explaining the distinctions.  For instance, on this page (here) it refers to “Contact Management” but doesn’t distinguish between contacts and records.  My assumption is that Contact Type is a sub-set of Record Type that only applies to Person and Company records, and not the other record types correct? It might be helpful to note that boldly somewhere otherwise it can seem like the two names are being used interchangeably. 

3
Michelle from Copper
Copper Employee
3 months ago
C
cae787Engaged User
asked in General questions

Is there a limit on connect field connections?

Hi -- is there a limit to the number of connections a person can have? Here is my intended use: I work in real estate and want to track how many deals we do with a given escrow officer. We may work one deal with an escrow officer, and 30 with another escrow officer in one year. Is there a limit to the number of connections that a person record can have with an opportunity record? For future use, are connect field counts captured in reporting tools? Thanks!Christina

6
J
3 months ago
J
Jan-BENew Participant
asked in General questions

Lost email

Hi, I wrote an email in Copper to a lead and pushed send. Then I had to log in to Gmail, because I was automatically logged out (Gmail do that some times). Now the email has dissapeared from Copper, is not on the list of synced emails, and is not in sent emails from Gmail. Where can I find the email I wrote? 

4
J
4 months ago
J
JGrovesNew Participant
asked in General questions

Syncing with Microsoft Teams

At this point is there any way to have Copper automatically sync with Microsoft Teams?  We have several clients that do 90% of their communications through Teams chat and it is difficult for my team to manually capture those activities.

5
Michelle from Copper
Copper Employee
4 months ago
P
pvandemoNew Participant
asked in General questions

Importing Contacts - Work Email Field Not Populating

I have tried multiple times to upload contacts into Copper so that the email address I have on file is set as their work email. I have tried this as a CSV/Excel/Google Sheet and I am unable to get the default to be work email. Meaning that I need to go into each individual and copy and paste their email address to work email...there has to be a more efficient way to do this for 5K+ contacts?

4
Michelle from Copper
Copper Employee
4 months ago
M
mattbeecherNew Participant
asked in General questions

Sent emails not syncing

Hiya - Emails sent from a 3rd party email client (superhuman) are not syncing to Copper.  I need to manually relate email to a lead from sent folder in gmail to fix.  What am I doing wrong?  Any suggestions?  Thank you!

3
Michelle from Copper
Copper Employee
4 months ago
A
Andrea SurgePureNew Participant
asked in General questions

How can you change a person's title?

Some of the contacts owned by me have their title listed. Most of them don’t. I don’t see how I can add/change a title. Anyone know?

2
A
4 months ago
A
arianah4New Participant
asked in General questions

Gmail and Calendar Syncing inconsistent

Email & calendar syncing: we've noticed that emails/calendar events seem to be inconsistently syncing to Copper. Some show up in Copper that we did not intend to sync. Want to get really clear on the sycning settings so that we can be precise in controlling for what should and should not show up in the database.Any suggestions?

1
Dasha from Copper
Copper Employee
4 months ago
K
Kelly BeanNew Participant
asked in General questions

The follow box in opportunities

Hello everyone,I’ve been using Copper going on three weeks, l am really  liking this so far.I do have a question;In the pipeline next to the opportunity title there is a small box, if I hover over this I get a follow or unfollow message.  What does this do?ThanksKelly 

1
Dasha from Copper
Copper Employee
4 months ago
L
LexFrightNew Participant
asked in General questions

Double companies delition

Is there any way i can delete all companies without data inside?How can i mass delete double companies (with the same phones)?

1
Dasha from Copper
Copper Employee
4 months ago
E
ericdeeNew Participant
asked in General questions

Red opportunity cards

It appears that the opportunity cards turn red when there is no associated activity after 30 days. How can I set that to a different period...like 90 days?

1
Dasha from Copper
Copper Employee
4 months ago
R
realtorbethanylawNew Participant
asked in General questions

Persons delegated as "Leads"

When I delegate a contact or a “person” as a “lead,” it’s not showing up in the “Leads” category.  Am I doing something wrong?

1
Chris from Copper
Copper Employee
4 months ago
S
Shadow RiderEngaged User
asked in General questions

bcc Bulk email

Sending bulk emails using templates is a piece of cake. But sending an email to a large number of people who don't know each other they don't want their emails given out and it needs to be sent out by BCC (blind carbon copy that's such a funny name for today blind carbon copy)Does anyone know how to bulk bcc email templates?

2
S
4 months ago
D
DladerEngaged User
asked in General questions

Post Sales Field Updates

I am having an issue where some users are altering fields after a deal is won and completed. An example is updating the Close Date or Opportunity Owner. Ideally I do not want anyone allowed to alter some of these specific field, post sale. What can be done to avoid this from happening?Also, how can I track when and who makes these changes to the close date?Thank you!

3
Mary from Copper
Copper Employee
5 months ago
W
wendy.helmNew Participant
posted in General questions

Tasks and Projects

I am new to Copper and am still in the process of setting things up for our team. One thing I need help is regarding Projects and tasks. What have you found is the best way to use these features for internal tasks related to business ops, marketing, sales, technology? Meaning, they are not necessarily attached to a customer. I can’t decide if it would be best to create a project for each category and put tasks within those or to just create tasks, not attaching them to a person. The main thing we want to be able to do is generate a report of tasks by responsible person and due date. 

1
Dasha from Copper
Copper Employee
5 months ago
W
wadawadaNew Participant
asked in General questions

enabling old emails access for the team (mail from people who left company)

I would like to add mails from people who left already to be added to the copper items that they belong to (but this time visible to everybody that uses copper in our company). Can I upload all the mails for example to allow this ? I currently have 2 users where this is applicable. BR, Mano

3
Michelle from Copper
Copper Employee
5 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.   

5
Michelle from Copper
Copper Employee
5 months ago
B
BullanNew Participant
asked in General questions

Why Was The "Home" Tab Removed

Hi there,We used Copper back in the day and have now come back to it. I notice that the “home” tab which used to display a nice and clean snapshot of things like opportunities, tasks due, calendar etc etc has now been removed completely. I am curious as to why this has been done and what has been gained by removing it completely (I get it for detailed reports that it is not a alternative for the detailed reporting tab but for the quick glance of where things are at for your day) and what is planned to replace it, particularly for those “daily” snapshots? Cheers

1
Michelle from Copper
Copper Employee
5 months ago
JohnK
JohnKNew Participant
asked in General questions

Email tracking on Gmail (and false positives)

Hi. New Copper user. Already a big fan.  Have Email Tracking enabled for all my outbound communication (as per the guide here)  but every time I look at a sent email in Gmail, it records it as a “view” by the participant, resulting in a lot “false positives.”It’s reading the pixel it placed in the outbound email, isn’t it? Any way to minimize that or turn it off? Since gmail threads the conversations, every time I look at an email in the thread, it’s marking it as an external view. Appreciate any advice. Thanks in advance.  

6
Michelle from Copper
Copper Employee
5 months ago
E
ericdeeNew Participant
asked in General questions

Import problems

I have only 5 columns in an Excel file that I am trying to import. Person - Name Person - First name Person - Last Name Person - Job Title Company (note - the companies in my file have a hyperlink to the associated website for this column)I want to import these but when I do by company I run into some sort of issue with needing to set field name but 4 of the above options do not appear.  So I then start over and import  as Contacts which completes EXCEPT the individual contacts appear as “Individual ____” which means I might as well enter manually at that point.This can’t be so difficult?

2
Michelle from Copper
Copper Employee
5 months ago
T
TomDZDNew Participant
asked in General questions

Meaning of lead with a crossed Icon

Hi,  When the contact appears crossed like that, it means that the email is no longer working? or what is the meaning of that? Thanks.

3
Michelle from Copper
Copper Employee
5 months ago
S
ShanifMNew Participant
asked in General questions

Importing contacts from csv

Importing same exported CSV files (Companies, People, Opps) does not work on MAC but does work on Windows … has anyone run into this?  How was this solved?

1
Michelle from Copper
Copper Employee
5 months ago
S
SKY3Y3New Participant
asked in General questions

Create a email notification for all new opportunities created

Hi, I’ve been trying to find a way to email a summary of the opportunity information entered when an opportunity is first created. I’ve made a Zapier zap to JotForm but for some reason JotForm is not emailing my submission. Although the submission is recorded in the JotForm database. It seems like a obvious feature to be able to set a notification to an email if a new opportunity is created. In this case it would be our group sales email.  thanks, 

1
Michelle from Copper
Copper Employee
5 months ago
W
wigopNew Participant
asked in General questions

Team Visibility & Permission

Hi Copper Team,  I’m wondering about if we make a new team, are they access the same database we already have? Is there any possibilities to make a team with separate database in 1 copper account? 

1
Michelle from Copper
Copper Employee
5 months ago
Jagatelife
JagatelifeInspirational User
asked in General questions

Create a "My" Public filter

If you go to Pipelines, there is the My Open Opportunities view, which magically filters based on the Owner record of the User.  I want to create additional My views that can be used publicly by all users.Let’s pretend I want to create a view called My Open Opportunities with Source Cold Call.  I use the My Open Opportunities view and then add the search criteria of Source = Cold Call.  I saved it as a Public filter.  When I talk to another user, they try to use the Public View I created and the Owner By = Me.  Is there a way to create Filters that will update the Owned By based on the current user?Thanks!

2
Jagatelife
5 months ago

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