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