General questions

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

  • 484 Topics
  • 1,145 Replies

484 Topics

A
andrewbermudezEngaged User
asked in General questions

Why is the Android App soooo slow compared to iOS?

I use both iOS and Android. The copper app on Android is barely usable because it's super slow.  Is it on the roadmap to fix it?

1
alex
6 months 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? 

5
Michelle from Copper
Copper Employee
6 months ago
M
MichelleColoradoNew Participant
asked in General questions

Mailing to Couples - Can we make it easier

Hi There,  I am wondering if anyone can share with me what they have found to be the easiest way to export a mailing list where you want one snail mail item to go to two clients for example a couple at the same address.  Right now I have the mailing address for each person in their file, Mr and Mrs Smith for both the husband and the wife, but when I go to export the list of all my ‘people” i now have two line items in excel for the same person and have to delete the duplicates.  I could create a tag for the primary member of the couple, and then export based on the tag? but that seems to leave room for manual errors.  Would love to see an option when exporting lists to be asked if we want duplicates to be removed - that would be amazing.

1
Michelle from Copper
Copper Employee
6 months ago
J
Jennifer ScerboEngaged User
asked in General questions

Can you embed a jpeg into an email template?

I have searched through Copper support and don’t seem to find if you are able to embed a jpeg into an email template. Does anyone know? Thank you! 

7
D
6 months ago
M
michfitkidNew Participant
posted in General questions

Pipeline filter and sort not working on mobile

When viewing pipelines on mobile, the Filter and Sort buttons are inoperable.  They do nothing when clicked.  I'm not sure when this began, but it's been consistently the same result for a week for me.  

1
alex
6 months ago
C
CecilieEngaged User
asked in General questions

❗️LOST DATA - Google Contacts overwritten

I have a very sticky situation on my hands, and I’m hoping someone here might have sage advice. It looks as though Copper has been overwriting Google Contacts, resulting in the loss of hundreds of phone numbers from my colleague’s Android phone. At first, I thought it was a bug, as I don’t recall any warning about this in my onboarding. However, after chatting with support, it seems like this was avoidable with the proper guidance. Yes, here I am. Is there any way to retrieve what was lost or otherwise resolve this issue? Any help would be greatly appreciated as the loss of this data would be catastrophic. 

2
C
6 months ago
Jodi
JodiEngaged User
asked in General questions

Trying to capture specific interactions within a timeframe

I am wanting to monitor if a specific group of users has increased interactions with customers within a timeframe and write it to a report/insight/kpi kind of metric. For example we know we have a sample of customers who are not as interactive with us as we would like. We have challenged our Sales Managers to engage them more over the next quarter. Short of looking through Activity and counting sales manager interaction while excluding emails from others in our organization like billing, etc. Is it a matter of creating a CF, writing automation? But would would triggers be? Is there an out of the box thinking I haven’t thought of?  

1
Chris from Copper
Copper Employee
6 months ago
K
keith.sullivanNew Participant
asked in General questions

Syncing copper clients to phone

I know it’s possible as my boss does it, but he doesn’t know how he did it. Essentially what I want is when a client calls me, it shows up on my iPhone with their name. Can anyone show me how this is done?Thank you!

1
alex
6 months ago
E
Esplanade01New Participant
asked in General questions

In-app chat icon

Hello all -I have been trying to decrease the number of Copper CRM seats we have in the system.  I can add seats but I have no way to reduce them.  I do not see a chat icon or chat bubble anywhere in Copper.  When I go to support, I’m directed to the in-app chat icon and I don’t have one.  Any suggestions?

1
Michelle from Copper
Copper Employee
6 months ago
Z
zoopdezoopNew Participant
asked in General questions

Weekly email updates for management

Hey all, Looking for ideas if anyone’s created a system to pull highlights from sales meetings and notify management of those highlights.  Basically my CEO’s looking to have better visibility into feedback from sales meetings. Like product/feature asks, reactions to pricing, reasons for not moving ahead, etc. Anyone done anything to create a field for stuff like that, and get it collected and auto-emailed to management on a weekly basis? Thanks!

1
alex
6 months ago
A
andrewbermudezEngaged User
asked in General questions

Changing 1-Way sync to 2-Way MailChimp Sync

I have set up 1 way sync from Copper to MailChimp, and now I want to change it to 2-way sync - but I can’t for the life of me figure out how to change it. Please help! :)

4
S
6 months ago
B
blueivypartnersNew Participant
asked in General questions

Adding Source field to People

Leads have a source field and opportunities have a source field but we want to have a source field for People.  How can we do that?

7
J
6 months ago
S
samherroNew Participant
asked in General questions

Column arrangment

Shouldn’t the edit box change order based on how you are arranging columns on the main pages? e.g. when you are in People and move a column, the box where you would edit does not change to reflect. 

0
S
6 months ago
J
jlaperchNew Participant
asked in General questions

Create Custom Fields On Import

Rather than create custom fields in settings or matching up during import (and creating 1 a time)Any way to force the import to create custom fields on the fly or en masse?

0
J
6 months ago
T
TaterNew Participant
asked in General questions

Merging projects

I have 2 separate “projects” now they are combined how do I merge them into one Project? 

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

Weird Google file names

This odd thing is happening when attached files to tasks, projects, etc. where Copper seems to pull a random piece of text as a name for the file. Is there an option to rename files?  Attached here is a screenshot from an internal note on the issue.  

1
Michelle from Copper
Copper Employee
7 months 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? 

0
S
7 months ago
T
td89New Participant
asked in General questions

How to Handle Contacts that Have Left a Company/Organization?

How do folks handle a contact/person that has left a certain company or organization? Assuming they don’t come back as a lead at the other company, do you change the contact type? For now, I have created one called “No Longer with Company” as I didn’t really want to delete them… are there other ways to handle this beyond actually deleting the contact? 

3
Michelle from Copper
Copper Employee
7 months ago
A
arj244New Participant
asked in General questions

Permissions for seeing client emails

Hi All,One of my employees are reporting that they don’t have access to see the emails between clients. I’ve never had this occur. The visibility for this client is set to everyone. Any thoughts on how to fix this? 

9
Michelle from Copper
Copper Employee
7 months ago
J
jgill30New Participant
asked in General questions

Connection Custom Field Values Not Showing in Projects Filters

We have a connection custom field for all of our cases indicating the court the case is set in. When I go to projects and try to filter the cases by “Court Name” which is the name of the connection, no values show in the table. Even though the name appears when you view the overview of each project on the left hand panel, it does not appear on the table. I checked and do not have any duplicate fields with the same name that are active.

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

Bulk email results

Is there anywhere I can review the results of/data from bulk emails? I am looking for a list of everyone I sent the email to, along with indications of open- and response rates.

2
C
7 months ago
K
kendraboeveNew Participant
asked in General questions

Bulk Email Limit

Is there a limit in the amount of emails you can send through Copper in one day?

1
Michelle from Copper
Copper Employee
7 months ago
L
lash0791New Participant
asked in General questions

Bulk email "to" field

When I select multiple leads or people to receive a bulk email (with the setting Email links open in Gmail), all recipients are listed in the “to” field. Does that mean when it sends, they can all see the other recipients email addresses? Is there a way to automatically bcc all of the people selected to receive the email?

3
Michelle from Copper
Copper Employee
7 months ago
S
stablewood-sbNew Participant
asked in General questions

Add User Only for Billing Support

Is it possible to add a user that will only manage billing? For larger organizations, it’s frustrating if only the Account Owner can view/manage billing.

1
Michelle from Copper
Copper Employee
7 months ago
N
nmartinelli04New Participant
asked in General questions

Questions Regarding Email Syncing

Hello, I am reaching out regarding email visibility. My understanding, is that the only way to make ALL emails private as an admin is to go into settings - personal preference - email settings & templates - and click “no (always private by default).” Or, you can hover your mouse over the 3 dots and individually make an email private. Additional questions I have regarding email syncing are, what if we delete the email domain? Does that stop auto-sync? Or do we need to delete the carrier contact in order for it to auto sync? I appreciate your help & feedback! Thank you.  Nick 

5
Michelle from Copper
Copper Employee
7 months ago

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