General questions

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

  • 250 Topics
  • 616 Replies

250 Topics

C
Clayton DiebertNew Participant
asked in General questions

Gmail extension - how to add Leads to menu?

How do I add Leads to the Menu in my Gmail extention?

1
Michelle from Copper
Copper Employee
4 months ago
H
hwilson14New Participant
asked in General questions

When a person leaves a company

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?

1
Alyssa from Copper
Copper Employee
5 months ago
P
paperlessmaNew Participant
asked in General questions

How can you move the Pandadoc screen from copper.

The Panadoc screen is in the way and takes up space from the copper screen.  It should be in the list like the other integrations (MailChimp & others).  How can this be moved and placed in the list with the others or move it out of the way?

2
Michelle from Copper
Copper Employee
5 months ago
Y
YBANew Participant
asked in General questions

Can you recommend a good company to help set-up Copper for a small business/not entreprise

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

2
Michelle from Copper
Copper Employee
5 months ago
R
RebeccaBEngaged User
asked in General questions

imbedded links in custom field

Is it possible to maintain hyperlinks in a textbox custom field? As an example, my organization has a textbox for consultant bios on their People record and would like to include hyperlinks to consultant’s LinkedIn within that textbox.

1
Michelle from Copper
Copper Employee
5 months ago
H
hayley.croteauNew Participant
asked in General questions

Tasks marking themselves "complete"

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!

2
Michelle from Copper
Copper Employee
5 months ago
M
Matt from SpechtNew Participant
asked in General questions

Booking Availability for meeting scheduler

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.

1
Michelle from Copper
Copper Employee
5 months ago
C
Chris HBNew Participant
asked in General questions

Linking companies to a 'Parent company'

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??

5
Michelle from Copper
Copper Employee
5 months ago
H
hwilson14New Participant
asked in General questions

Activity vs Task

How would you define the difference between a task and activity. When is the best situation to use one or the other?

1
Michelle from Copper
Copper Employee
5 months ago
A
ahodgkinNew Participant
asked in General questions

Deleting Contacts - will I lose synced emails and activities?

If I delete a Lead or Company Contact, will I lose the synced emails and activity feeds associated with their company?  

1
Evan from Copper
Copper Employee
5 months ago
A
Alex HeilNew Participant
asked in General questions

Sales forecast MMR

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 

3
Michelle from Copper
Copper Employee
5 months ago
K
KateNew Participant
asked in General questions

Copper symbol in Gmail - how to turn off?

I somehow turned on a feature that has put the Copper symbol on every one of the emails in my inbox. How do I turn this off?

6
Y
5 months ago
Y
YBANew Participant
asked in General questions

Consultant Search - to help with setting up Copper

Hi there, I am based in CET and would like help for defining fields in Copper, uploading and cleaning data.  I would be grateful for recommendations of people or firms to help? Many thanks, Yvonne

4
Michelle from Copper
Copper Employee
5 months ago
T
TTBNew Participant
asked in General questions

Copper Spotlight Icon - Gmail

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. 

1
Michelle from Copper
Copper Employee
5 months ago
Jodi
JodiEngaged User
asked in General questions

Gmail integration

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? 

3
Michelle from Copper
Copper Employee
5 months ago
D
donbowmanEngaged User
asked in General questions

What's the rationale for no 'source' on People?

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

6
D
5 months ago
P
PantherstyleNew Participant
asked in General questions

merging imported people records

I need to learn how to merge imported contacts with existing contacts in people.Where do I find the instructions?Thanks

1
Michelle from Copper
Copper Employee
5 months ago
D
donbowmanEngaged User
asked in General questions

Can't filter leads by missing email?

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?

1
Michelle from Copper
Copper Employee
5 months ago
S
StephanieEngaged User
asked in General questions

Message box missing when replying to an email

Hello all, One of our user has a problem when exchanging several emails with Copper.  The Message box is so small, he can’t write in it.Does any body have experienced that? Is it a bug?Thank you.

3
Michelle from Copper
Copper Employee
5 months ago
Jodi
JodiEngaged User
asked in General questions

Opportunity value USD vs CA

Some of our opportunities show correctly in US dollars while others show Canadian dollars. How do I ensure each opportunity displays the correct dollar type as we have customers in each country? 

3
Michelle from Copper
Copper Employee
5 months ago
Melanie from Copper
Copper Employee
Melanie from CopperCustomer Marketing Manager
published in General questions

[Survey] What does 2022 look like for you?Survey

Our team is hard at work preparing for the new year (can you believe it’s almost here?!). We want to hear from you to help us understand you, your business, and what you want to learn about. This will help us make sure our content is useful, interesting and informative for you in the new year. The survey will only take a few minutes to complete and it is completely anonymous. We won’t collect or share any personally identifiable information.    Take the survey here  

340
Melanie from Copper
Copper Employee
5 months ago
K
Ken SeddonNew Participant
asked in General questions

Import people into an opportunity

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?

1
Michelle from Copper
Copper Employee
5 months ago
T
Tony BEngaged User
asked in General questions

Tags disappearing after overwrite import

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

7
T
5 months ago
T
Tony BEngaged User
asked in General questions

Deleting hundreds of "Imported Person" s

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?

3
Evan from Copper
Copper Employee
6 months ago
R
ronniewootNew Participant
asked in General questions

One Team Member cannot view an Opportunity

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?

6
Michelle from Copper
Copper Employee
6 months ago

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