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General questions

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376 Topics
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376 Topics

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tegandNew Participant

asked in General questions

Filtering out Newsletter emails

Is there a way to filter out Spam/Newsletter emails sent from customers/companies from the company record? Or do you just have to manually delete?

5 months ago

BrookeNew Participant

asked in General questions

Chat bubble

I am trying to get in touch with someone from copper, but it looks like the chat button is down and no-one is online. Is anyone else experiencing the same?

6 months ago

GuyHNew Participant

asked in General questions

tegandNew Participant

asked in General questions

Can I syncing emails where users and reps are cc'd?

Not all of our employees are users in Copper, but they send emails to our clients. Apart from manually clicking on the email to relate it to the company record, is there a way to automate it so that when a user is cc’d it is synced to Copper?

6 months ago

andrewbermudezEngaged User

asked in General questions

Why does editing 300 contacts take more than a day?

This morning I edited 300 contacts to add a tag, and never got a completion notification. So I ran it again 4 hours later, and still nothing. What’s up? Seems basic. Or am I being unreasonable?

6 months ago

Ruth ThompsonNew Participant

asked in General questions

Email tracker

My email tracker has stopped working. I can’t see when any clients have opened an email from me now.

6 months ago

vszarpellonNew Participant

asked in General questions

Issues with sending email through copper

Since today everytime I try to send an email through Copper I get this error:How can I solve this?

6 months ago

andrewbermudezEngaged User

asked in General questions

Why does Copper create another MailChimp Subscriber when updating a contact's email address, instead of updating the existing one?

I updated the email address of one of my contacts, and when I checked in MailChimp, Copper created a new subscriber, instead of updating the existing one.See screenshot below.This happens using the native Copper+MailChimp integration.

6 months ago

Robert SkiBum RamsayNew Participant

asked in General questions

RHS panel

When selecting a person as of today I am not getting the RHS panel with tasks etc listed. Not sure why. I am also integrated with Panda docs but this is not occupying the same space. I am getting a blank panel.

6 months ago

ZeekNew Participant

asked in General questions

Export Activites

Hello I have followed the steps to export activities using the Gmail tool. However the prosper works menu does not show up as it should? Any ides on why this is occurring would be appreciated.

6 months ago

Vinny StanecNew Participant

asked in General questions

Chrome Issue with Copper

From the Home Screen when I click on the Pipelines Tab I get nothing. Try opening in another tab and nothing but blank screen. When I open this in Firefox it works. When I open this up on another computer it works so its a local browser problem that I can’t figure out how to fix. Help Please

6 months ago

Jeff.WeissmanNew Participant

asked in General questions

Sending email

Although the “Send & Reply from Copper” is ON, I am not seeing a “Send Email” option above the Activity Log when in a person’s record on my desktop. When I pull up a person’s record, how can I quickly compose & send an email from within Copper?

6 months ago

DanThorEngaged User

asked in General questions

Duplicate Lead Detection

I don’t see a way that Copper handles duplicate leads from an import. If I import a file 1 with a bunch of leads, then file 2 with more leads and there’s some overlap, it seems I get duplicate leads. Is there a way to eliminate these duplicates? I would think there’s a way they could be auto-caught and merged or something.

6 months ago

PriyankTNew Participant

asked in General questions

How to get all emails to turn in to contact

Hi Team When I started Copper automatically made 15 contacts out of recent emails. How can we make it do to all 2000 emails? Thank you.

6 months ago

GamingSquadEngaged User

asked in General questions

log your first activity

Can you remove ‘log your first activity’ and all other associated learn more features. I don’t need them.

6 months ago

AndelNew Participant

asked in General questions

Catching invoice emails from Quickbooks

Quickbooks sends out invoice payment reminders to company contact within Copper. Is there a way to have these emails save into the companies in Copper for quick reference? -Andy

7 months ago

KylarNew Participant

asked in General questions

"Updating" a task

What is classified as “updating” a task. What can I do to update a task?

7 months ago

Cody_TMVNew Participant

asked in General questions

Is the old prosperworks gmail addon going to be fixed?

Just signed up and wanted to install the add on so users can access info from the crm in their gmail app on mobile but it seems this hasn’t be working for 6 months at least. I understand the chrome extension is the better option, but this add-on has good value to users. I just want to know how high this is on Copper’s radar.My error message: Error retrieving token: 404: {"errors":[{"status":404,"title":"Resource not found","detail":"No such api endpoint"}],"granted_time":1644352784} (line 423, file "Service", project "OAuth2")

7 months ago

Copper User 2019New Participant

asked in General questions

Filter Inbox Removed - PLEASE BRING BACK

We learned from Copper tech support today that a much used feature has been removed from the Copper Chrome extension for Gmail - the “Filter Inbox” tool. It’s featured in this Copper video: https://support.copper.com/hc/en-us/articles/360000177812-Chrome-Extension-using-Copper-from-your-Gmail-inboxWhy was this feature removed and can you please re-activate it?Here’s the Copper tech support response (not very helpful!!!):"Filter Inbox" was taken away. Here's the explanation "Upon checking here, our product team already removed this feature to minimize the scope of an infrastructure upgrade they're needing to do. I recommend posting this to our community page or posting this as a feature request here. We don't have any information yet if it will be added back again."

7 months ago

nickvNew Participant

asked in General questions

When will the Copper CRM add-on for Google Workspace be back online?

Hi Team,I’m a big fan of the add -on for the workspace, most inconvenient that it is down. When can we expect this to be back online?cheersnick

7 months ago

tina likes tacosNew Participant

asked in General questions

Preventing Copper from relating Gmail marked confidential

Hello-- I’m a new user.Is it possible to prevent certain email and events from being related to a People, Company or Opportunity in Copper? I am seeing a lot of emails for a company that I believe are meant to be confidential. Before I present this concern to my COO, I would like to understand why this is happening and if there is a way to prevent it. Thank you.

7 months ago

TCWNew Participant

asked in General questions

3 businesses 1 email address

Hi all,I have a customer currently owing 2 stores and now he is opening another store. However when I enter in his email address into the new people section, it will not allow me to use it. How can I enter his email address in 3 different stores? Apparently Copper doesn't allow the same email address for a record to prevent duplicate issues.Maria

7 months ago

CarolineNew Participant

asked in General questions

How to unsuscribe from Copper ?

I would like to unsuscribe from Copper and can’t find a link to delete my account. How can I do it ? Thanks in advance

7 months ago

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