Share your questions so we can make your life a little easier.
- 439 Topics
- 1,054 Replies
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!
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.
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!
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
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?
Already have an account? Login
Social LoginLogin with Token
Login to the community
Social LoginLogin with Token
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.