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General questions

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504 Topics
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504 Topics

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Jennifer ScerboEngaged User

asked in General questions

Can you embed a jpeg into an email template?

I have searched through Copper support and don’t seem to find if you are able to embed a jpeg into an email template. Does anyone know? Thank you!

8 months ago

michfitkidNew Participant

posted in General questions

Pipeline filter and sort not working on mobile

When viewing pipelines on mobile, the Filter and Sort buttons are inoperable. They do nothing when clicked. I'm not sure when this began, but it's been consistently the same result for a week for me.

8 months ago

CecilieEngaged User

asked in General questions

❗️LOST DATA - Google Contacts overwritten

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.

8 months ago

JodiEngaged User

asked in General questions

Trying to capture specific interactions within a timeframe

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?

8 months ago

keith.sullivanNew Participant

asked in General questions

Syncing copper clients to phone

I know it’s possible as my boss does it, but he doesn’t know how he did it. Essentially what I want is when a client calls me, it shows up on my iPhone with their name. Can anyone show me how this is done?Thank you!

8 months ago

Esplanade01New Participant

asked in General questions

In-app chat icon

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?

8 months ago

zoopdezoopNew Participant

asked in General questions

samherroNew Participant

asked in General questions

Column arrangment

Shouldn’t the edit box change order based on how you are arranging columns on the main pages? e.g. when you are in People and move a column, the box where you would edit does not change to reflect.

9 months ago

jlaperchNew Participant

asked in General questions

Create Custom Fields On Import

Rather than create custom fields in settings or matching up during import (and creating 1 a time)Any way to force the import to create custom fields on the fly or en masse?

9 months ago

TaterNew Participant

asked in General questions

Merging projects

I have 2 separate “projects” now they are combined how do I merge them into one Project?

9 months ago

CecilieEngaged User

asked in General questions

Weird Google file names

This odd thing is happening when attached files to tasks, projects, etc. where Copper seems to pull a random piece of text as a name for the file. Is there an option to rename files? Attached here is a screenshot from an internal note on the issue.

9 months ago

td89New Participant

asked in General questions

How to Handle Contacts that Have Left a Company/Organization?

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?

9 months ago

arj244New Participant

asked in General questions

Permissions for seeing client emails

Hi All,One of my employees are reporting that they don’t have access to see the emails between clients. I’ve never had this occur. The visibility for this client is set to everyone. Any thoughts on how to fix this?

9 months ago

jgill30New Participant

asked in General questions

Connection Custom Field Values Not Showing in Projects Filters

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.

9 months ago

CecilieEngaged User

asked in General questions

Bulk email results

Is there anywhere I can review the results of/data from bulk emails? I am looking for a list of everyone I sent the email to, along with indications of open- and response rates.

9 months ago

kendraboeveNew Participant

asked in General questions

Bulk Email Limit

Is there a limit in the amount of emails you can send through Copper in one day?

9 months ago

lash0791New Participant

asked in General questions

Bulk email "to" field

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?

9 months ago

stablewood-sbNew Participant

asked in General questions

Add User Only for Billing Support

Is it possible to add a user that will only manage billing? For larger organizations, it’s frustrating if only the Account Owner can view/manage billing.

9 months ago

nmartinelli04New Participant

asked in General questions

Questions Regarding Email Syncing

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

9 months ago

andrewbermudezEngaged User

asked in General questions

How to filter contacts who performed an activity today?

Hi Copper Team, I want to filter contacts that had a logged activity with a certain date. For example, we have sent these contacts a MailChimp campaign and Outfunnel automatically logs an activity under their Copper record when they click a link in the campaign. I want to filter all contacts who clicked the link in the campaign with today’s date, so we can call them. ‘’how do I do this?

9 months ago

wendy.helmNew Participant

asked in General questions

Opportunity Card Question

Is it possible to associate a secondary company and person with an opportunity card?

10 months ago

SindyNew Participant

asked in General questions

Error Message

Copper isn’t working. When I login I get an error message.

10 months ago

AndyMNew Participant

asked in General questions

can't log in - can't access support - is there an outage?

500APPLICATION ERRORSomething has gone wrong. We have already logged this error, and are seeking a solution.First, try refreshing, or check our system status. If the problem persists on an ongoing basis, please don't hesitate to contact us!

10 months ago

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