General questions

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

  • 439 Topics
  • 1,054 Replies

439 Topics

J
jboykinNew Participant
posted in General questions

Major Bug: when filters applied, wrong data is listed

This has been going on for some time now and potentially can lead to major issues with bulk updates:When I apply a set of filters or pull up a quick filter on people, leads, etc; the wrong data is shown unless reapplied twice. This is alway reproducible when navigating to Imports > Summary > then clicking through to the filtered list for the first time.Today this resulted in me bulk updating the wrong records with a different owner and overwriting lead descriptions. Please fix!

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

Former Copper users Emails

Hello,Can you please confirm that all emails between a Copper user to/from a Copper person/lead will remain accessible in Copper even if the Copper user is deleted. We used to keep emails from former sales representatives and I would like to stop this practice.Thank you.

3
Michelle from Copper
Copper Employee
9 months ago
M
mnorcottNew Participant
asked in General questions

Help with contacts

How can you see which contacts a certain user has contacted daily/weekly?

1
Michelle from Copper
Copper Employee
9 months ago
M
mnorcottNew Participant
asked in General questions

New Contacts

Is there a way to find out the new contacts that are entered daily/weekly?

3
Michelle from Copper
Copper Employee
9 months ago
M
mrsethwilsonEngaged User
asked in General questions

Setting > Integrations & Users

Do user level employees have access to the integrations section of Copper? How do the work to connect integrations. Is that all set up by the admin?  

3
Michelle from Copper
Copper Employee
9 months ago
A
AdminNew Participant
asked in General questions

Has anyone gotten this alert when sending an email? undefined method `[]' for nil:NilClass

I’ve used copper for years, but it now showing this instead of allowing me to send an email…. undefined method `[]' for nil:NilClass   Help! 

1
Michelle from Copper
Copper Employee
9 months ago
B
Ben QuieNew Participant
asked in General questions

Copper slowing down Gmail?

Something has been slowing down Gmail on my computer.  As I’ve done research, it sounds like the culprit is often Chrome extensions that slow it down. I’m wondering if the Copper extension might be doing this and if so, what is the best solution.  The problem I’m seeing is that Gmail is often very slow in responding to typing and scrolling.  I don’t have this issue anywhere else and I have very fast internet speeds.

1
Michelle from Copper
Copper Employee
9 months ago
A
ak47New Participant
asked in General questions

cannot submit a support case

The “chat” button to submit a case does not work in Chrome or Edge. Has Copper disabled the ability to contact support altogether? They no longer support email as an option. There is no way to submit a case/ticket from the support site. This might be the last straw. 

1
Michelle from Copper
Copper Employee
9 months ago
D
decienscapitalNew Participant
asked in General questions

How to clone Opportunities and their settings?

Can I clone/duplicate an opportunity setting profile instead of remaking each time? We have custom fields and pipelines names & %, and use the same over and over. Thanks!

3
Michelle from Copper
Copper Employee
9 months ago
F
FloramediaJo
posted in General questions

Creative Services and Copper

Is anyone using copper in a creative services business and has it successfully integrated with studio management software or creative services management

0
F
9 months ago
T
Tom RossNew Participant
asked in General questions

How do I ensure details for opportunities link to contacts?

I’ve set up our first pipeline in Copper, and even an automation which when they move to the final pipeline stage they get a tag added. However, the tag doesn’t seem to also then get added to the contact/person associated with that opportunity. Similarly, certain fields that we want to apply to a contact aren’t available in the opportunity view. Here’s a Loom explaining:  I’d really appreciate any insights please!

3
Michelle from Copper
Copper Employee
9 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

8
Michelle from Copper
Copper Employee
9 months ago
E
Eric StinehartNew Participant
asked in General questions

Copper Pipeline Add Column

I'm having a problem with Copper and was hoping someone could help me. I have a pipeline running and want to add a new column but can't seem to do it. Seems like it should be very simple but somehow it is not. Could someone please help me figure this out? Thank you.

1
Michelle from Copper
Copper Employee
9 months ago
P
patrycjadEngaged User
asked in General questions

Live Chat Help bubble

My ‘Live chat help’ bubble is gone… I have submitted a request form but it bounced back saying these inboxes are no longer monitored. I have no idea why it is gone and how to bring it back. Could someone advise? Many thanks, Patrycja

4
P
9 months ago
M
MonicaGNew Participant
asked in General questions

Project template copied from another project template

It would be very helpful to be able to create a project template from a project template so that we don’t have to add 30 tasks to a new template that is similar to a current template.  Is it possible for this to be an option?  Thank you!  

3
Michelle from Copper
Copper Employee
10 months ago
J
JordanIBEngaged User
asked in General questions

Missing Filters

Many Filters on Opportunities that have existed in our system for many months seem to have disappeared.  I looked in the settings and nothing seems to have changed - “Include in Filters” is clicked on these custom fields, yet they do not show up in the right-hand Filters panel when in Pipelines. Any ideas on what may be happening here and how to fix?

4
J
10 months ago
A
andrewbermudezEngaged User
asked in General questions

How do I Make a Default Contact Type Automatically = Customer (Potential)?

Any time I create a contact, Copper auto-selects the field “Uncategorized”. How do I change it so it auto-selects: Customer (Potential) instead?

1
Michelle from Copper
Copper Employee
10 months ago
T
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? 

2
T
10 months ago
B
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?

3
Michelle from Copper
Copper Employee
10 months ago
G
GuyHNew Participant
asked in General questions

Why can I not contact Copper Billing?

To change billing I am told to use the in-app chat, but I have no idea how to do that, and there is no instruction anywhere on the Copper site that I can find.

1
Michelle from Copper
Copper Employee
10 months ago
T
tfuchs.broadfuturesNew Participant
asked in General questions

Multiple "Set Reminder" prompts across emails

I am seeing multiple (10+) set reminder prompts across the top of all emails in my google workspace.  Does anyone know how to correct this issue?  I have attached a screenshot to help explain what I’m describing.   

1
Michelle from Copper
Copper Employee
10 months ago
T
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? 

4
Michelle from Copper
Copper Employee
10 months ago
A
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?

1
Michelle from Copper
Copper Employee
10 months ago
R
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.

3
Michelle from Copper
Copper Employee
10 months ago
V
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?

1
Michelle from Copper
Copper Employee
10 months ago

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