- - Resources
Live Webinars
Product Updates
Events

Coming soon: Customer files at your fingertips 📂

6 days ago

Community
Platform Q&A
General questions

General questions

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

250 Topics
614 Replies

When you subscribe we will email you when there is a new topic in this category

250 Topics

Recently active

Most replies Most views Newest first

DawnTPNNew Participant

asked in General questions

Recording from Yesterdays Ask An Expert Webinar

Hi, I was part of the Ask an Expert webinar yesterday and did not receive the recording. Can you please send it to me? Thanks!Dawn

6 months ago

TristanNew Participant

asked in General questions

Take currency symbols out from behind paywall

The currency symbol should not be behind a paywall - its completely ridiculous.

6 months ago

ThomasEngaged User

asked in General questions

Reply on emails in Copper - where is the content of the original mail?

Hi community,when I reply to an email in Copper the original mail does not appear (as it is in GMail).Example: customer sent mail with the question “can we have a short call at 3 pm?”I answered “Yes, of course. Zoom or Phone?”In my mail the customer cannot see to what question I’m answering..Is it a bug?

6 months ago

Veronica HayterNew Participant

asked in General questions

User Tracking (user engagement)

Hello, I would like to be able to see what my team members are logging on a daily basis. Is there away to see what other users have done at a high level? This is so we can track engagement on the CRM and also as a way for our sales people to see what is most top of mind for other users and find connections more easily.

6 months ago

nehakannan16New Participant

asked in General questions

Switching columns in companies section

Hello, I was rearranging the columns in the company section to present the information in a certain way when accessing the information about the company. However when my team member logs into their account they are unable to see the changes. How do I make the changes that I did on my end to other users? Please help.

6 months ago

nehakannan16New Participant

asked in General questions

Sync Multiple email addresses

Hello, Is there a way to sync multiple email accounts to Copper? Thanks, Neha

6 months ago

Thomas PayhawkNew Participant

asked in General questions

Automatically pin all Notes and Activity Logs

Hi there, is there a way, to automatically "pin" all Notes and Activity Logs? We would like to have those notes always pinned and directly on top, when opening the Opportunity or the Lead? So people do not have to scroll down to find the most important infos. Thanks.

6 months ago

JaciNew Participant

asked in General questions

Copper req's TAG to create task

Just today I tried to create a new task. Copper is requiring me to include a tag. I tried to do that but Copper doesn’t accept it. There is no drop down for me to select a tag, no hint as to what it wants for a tag. Nothing. Just won’t accept my task. Has something changed or is this just a little glitch?

6 months ago

DuaneEngaged User

asked in General questions

Adding a person to a company without re-entering phone number, etc.

Is there a way to add a person to a company that doesn’t require re-entering the address and phone numbers, etc.?

6 months ago

ronniewootNew Participant

asked in General questions

Adding a team member who is outside of our domain

We have recently engaged the services of a consultant who will be assisting with the onboarding of new members of our sales team. This person’s email address is outside of our domain - can I add him to my team or will I need to have a domain email address created in order to grant him access to our pipeline?

6 months ago

PantherstyleNew Participant

asked in General questions

Settings Customize access

When I open settings I don't find a drop down section to Customize Dashboard, records, etc. How do I access these setting options?

6 months ago

PhilNew Participant

asked in General questions

Assigning a task to multiple contacts?

Can you assign a task to multiple contacts?

6 months ago

nikkihuNew Participant

asked in General questions

Associating Emails to Copper Opportunities with Gmail - Naming Issues

It’s really hard to figure out the best way to name opportunities and records within Copper so that you can easily relate them to emails in Gmail. Is there any way that you can toggle over the results when you start typing in the keywords to see the full title of an opportunity or other record? That way you know which one to associate?

7 months ago

CGAgencyNew Participant

asked in General questions

Converting People back to Leads

Hey all, I have a load of People that maybe in the past we worked with but would like to move them back to a lead. Can I do this within Copper? I know one solution could be to export into excel and then clean it up and import and clean things up that way but I am afraid of that type of thing. Thanks!

7 months ago

mltoEngaged User

asked in General questions

How to turn off Chrome Notification for “someone has viewed your email”?

Hey all,How do I turn off the browser notification for email tracking?Thanks

7 months ago

JLacailladeNew Participant

asked in General questions

Google Calandar

My office relies heavily on Google Calendar. All tasks entered into Copper automatically appear in Google, but only as a 5 minute event. Is there any way to include a start and end time in the task? Otherwise we have to edit the event in Google Calendar. This becomes rather time consuming.

7 months ago

AlextNew Participant

asked in General questions

Improvements to Project Management?

Are there any planned improvements coming to the project management side of things? I am testing out Asana, but it would be so much easier for our team to do have to use only one app. Thanks!

7 months ago

jlodgeEngaged User

asked in General questions

Workarounds for leads with multiple email addresses

I’m interested in hearing about how others handle leads that communicate using multiple email addresses. Without the ability to add multiple email addresses to a lead record, how do you accurately keep track of interactions and calendar events?

7 months ago

bmenascoNew Participant

asked in General questions

Nearby Customers Solution - sorting by distance

I have searched and have not found a solution. I want the ability to search for nearby customers and sort by distance. I don't need a map just distances.

7 months ago

ntoussaintNew Participant

asked in General questions

Data entered into custom fields carrying over to other record types

Hi thereI’ve noticed that when I enter data into a field in one record type, e.g., People, it doesn't transfer over to other record types, e.g., Company. The field will show up on both but not the data entered.Is this just a normal limitation or is there a way for this to happen?

7 months ago

David A.New Participant

asked in General questions

Archive old email addresses

Can I archive a contact’s old email address in Copper without deleting it? In other words, I have a contact that has used multiple emails, but now wants us to use only one. I would like to keep all emails in Copper so the emails synch; however, the client record shows more than one email address, which makes it hard to know which email is current. It would be helpful to somehow archive the old email addresses so that they are hidden, but Copper is still using them to synch the contact’s old emails.

7 months ago

MindreEngaged User

asked in General questions

Can we Customize Info displayed on opportunity tiles?

Is there any way we can customize the fields that show up on the opportunity tiles when on the board view? Currently that display Opportunity Name, Company, Owner, Value, and close date. Can we change any of those? See below: Additionally - can we customize what info populates when we do a search? Right now if you search a name or anything and hit enter the search results only pull up the title, stage, status, and the description field. Are we able to change any of those or add to it what displays?

7 months ago

bmenascoNew Participant

asked in General questions

Company Import / Owner Field

I am importing company records, one field is owner. I populated the field with the username I wanted to own this record, import confirmation show the correct record but it is skipping it during import,

7 months ago

Larry LowndesNew Participant

asked in General questions

Can I sync multiple calendars?

At work I have more than one calendar. Is it possible to sync them to Copper? Also, when I have an event to add for a company or individual, I’d like to be able to pick the calendar it goes on.Thanks!

7 months ago

GamingSquadEngaged User

asked in General questions

Copper so slow

How to speed up because becoming very frustrating product to use.

7 months ago

Page 6 / 10

Looking for trainings and webinars? Log in to view them!

Badge winners

donbowmanhas earned the badge Silver Contributor
Copper Product Teamhas earned the badge Silver Contributor
donbowmanhas earned the badge Conversation Starter
donbowmanhas earned the badge Customer Innovator
Melanie from Copperhas earned the badge Bronze Contributor

Show all badges

Terms & Conditions Cookie settings

Sign up

Already have an account? Login

Social Login

Login to the community

Social Login

Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.

Username or e-mail

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.