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When a person leaves a company, what is the best way to manage that record? If the person is deleted, all information surrounding notes and emails would also be deleted. Is there something you can do to make users see with minimal effort that a person is not with the company anymore from the list of people associated with a company?
Hi there,I need to reconfigure how we currently use Copper and need help in setting this up, as well as how to remove duplicates and create new data uploads.Does anybody have any recommendations please? What I am not looking for is a multi year enterprise solution. I am the sole power user of the system. Thank you, Yvonne
I’ve noticed many times that when I go to my open task page, one or two random tasks will show the green check box in complete as I land on the page, even though I have not clicked on it. I have to remember to uncheck it or risk losing it. I think this may be a bug in the system. It’s been going on since at least the summer but I kept forgetting to report it. Has anyone else noticed it? I fear losing out on a critical to-do reminder for one of my opportunities. Thanks!
We have set up meeting invitation links with Google Calendar but regularly find clients booking in last minute and we will regularly be unavailable as we are busy thus having to reschedule.Is there a setting in Google Calendar that will change availability in Copper? Is there a way to make time slots unavailable 1-2 hours from present time? Note from Copper: As of April 2022, Copper's native meeting scheduler is not available for net-new customers. Users should use Google Calendar's appointment scheduling tool as an alternative.
Hi - how can I link a ‘child company account’ to a ‘parent company account’? We work with schools and I use Copper to create an individual school/company account but I would like to the individual school to a larger Academy Trust organisation. Is this possible??
Hi,we are having an MRR business and would like to get a monthly sales forecast in Cooper.We have set up opportunities with the value of one month of revenue. Once the opportunity is won, this monthly revenue occurs every single month. However, the sales forecast in copper only reflects the revenue once in the month when its won. How can we change this so we the sales forecast recognizes the revenue every month?Iam sure we are not th only MRR business using Copper. ;-) ThanksAlex
Hi TeamIs there a way to turn off/hide the Copper Spotlight Icon that are appearing on each of my emails within my primary inbox within gmail.To be honest I am not a fan of this new feature and neither are the rest of my team.Emails tend to glitch and you have a constant up and down effect when looking at emails The icons look too distracting within my inbox I’m not too sure of the need for this feature as I was able to easily hover over a persons email to bring up if a person was a contact/lead or not and easily add them within the extension before if they weren’t so there hasn’t been that much of a change other than adding a distracting icon taking up even more valuable space within the email subject area.Sorry to be all negative about this but it would be nice to have an option to turn this feature off or just have it how it worked before.
My Team loves the gmail integration, but we noticed something and wanted to understand if it is maybe our way of using Copper or maybe a better understanding of the integration. We enter People records for members of the company we will be interacting with. In the nature of our business of healthcare software, hospitals can have name changes/mergers. Recently in gmail it told me the person wasn’t in Copper and asked to add them, when I went to add them, I noticed it was listing a different Company name than the actual company we were working with (Parent company name vs. facility name). If I had continued adding the person it would have actually created a duplicate person record for the name, but would have had 2 companies. Is there something we are doing wrong, or could do to make it easier?
I tried asking this earlier in the integration section. But no answer, and not just integration related. This is making it difficult to to source attribution, as soon as a Lead is promoted to a Person, we lose the source they came from.What’s the rationale? Is there a workaround for this limitation? The Lead record has a Source (which is a list of options).However, the Person record does not.What’s the rationale for this? When I convert a Lead to a Person, I lose this information. Its also something i’m confused of as i integrate w/ Mautic.If I create a ‘custom field’ on Person for Source, it doesn’t have an option to track the sources list (which is another table).All i can find in the user guide is: “There is no 'Source' field on a person or company record, so if you create an opportunity from scratch that's related or unrelated to a person or company record, you'll want to fill in the source field manually.”So… What’s the rationale for this, how do i keep the source info present as
This might be a side-effect of text-fields not being filterable.But i really need to be able to ‘filter leads by missing email field’ (e.g. for qualification of leads) in the front-end. How can one achieve this? Seems the only way is the API, extract the full list, then set some custom field on missing email. seems very innefficient. is there a better way?
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I have a CSV file for each of my Opportunities. Each file contains new people to add to each opportunity (or Company) to receive our newsletters. How can I import a CSV file containing the contact fields of people directly as new people of the Opportunity they work for?
I work with multiple excel sheets that have various tags on each one but many of the same people. When I import a sheet with Tag columns, the “pre-import tags” are 1) overwritten and replaced (and the previous ones deleted) if I choose the [overwrite] function on import OR 2) they don’t appear at all if I choose the [skip] button on import. I would like to add tags to a person on import using the [overwrite] function, not completely replace the tags. For example, let’s say Excel sheet Alpha marks Janet with tags that indicate she likes “football” and “softball.” I import. Tags are added to Janet (and 300 others) that say “football” and “softball.” 3 weeks later I acquire new information: Janet likes Karate too, so I start Excel Sheet Beta (because Janet told me this in a google form which generates a google sheet which I download as an excel sheet and name Beta). I add tag “Karate” to Janet and 147 other people. Next is tricky. If I import and overwrite, then it tags Janet as “Karate
I just imported a lot of info into Copper using excel spreadsheets. I just realized though that there are a few hundred “Imported Person.” They are just empty people. I want to delete them but I don’t know how. I imported them with a large group of other people so I can’t filter based on People import. I search “Imported Person” and they all come up, but I can’t select all based on search, only filter. Do you guys know how to delete these?
One of our team members is unable to view a specific opportunity in the dashboard. Everyone else on the team can see the opportunity though. This has happened one other time and in both instances, the opportunity was located in the same state. I’m not sure that’s relevant, but thought I would include that tidbit anyway. What would prevent one team member from seeing an opportunity?
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