Platform Q&A

Your source for all your Copper questions and platform knowledge

569 Topics

M
ManishaNew Participant
asked in Reports

When do the reports refresh?

I understand that the Copper reports refresh three times a day. I was just wondering at what times do they refresh so I know when to check them?

7
H
21 hours ago
J
John BundrenNew Participant
asked in General questions

Automatically Calculating Days Open

We have an opportunity field for when the opportunity is kicked off that is separate from when the opportunity was created. I’m wondering if there’s a way to calculate the number of days from the current date to that kick off date automatically without having to update a field to trigger the calculation? I’d like to be able to see my pipeline at any time and see how many days it has been for each opportunity since the kick off. 

0
J
23 hours ago
B
BBLNew Participant
asked in General questions

New Email Notification

Without having my gmail open, how can I get new email notification from a Copper contact? 

1
Michelle from Copper
Copper Employee
1 day ago
Jagatelife
JagatelifeNew Participant
asked in Workflow automation

Unsupported Variable Error

I am getting an issue with adding a custom field to a Workflow automation.  Here is what I have entered: CONCAT("https://luxuryrehabs.com/",cf_profile_slug,"/")Attached is the error and a snapshot of the Manage field (Unsupported Variable) and showing the field (Profile Slug), not sure what I am missing here.

2
Michelle from Copper
Copper Employee
1 day ago
Jagatelife
JagatelifeNew Participant
asked in Integrations, Zapier & API

Passing Company Information to Opportunity Record

My objective is to pass Country information on the Company record to an Opportunity at time of creation.  I attempted to follow the steps outlined in the help article to pass information from Person to Company, but I am getting an error.The Zap Set-up Action image shows my configuration. Zap Field Update is the single update I am trying to make.Zap Error shows the data that is trying to be passed and the error I am getting.  It is showing as Record not found, which I assume to be the Company record, but I could be incorrect.I have tried a few different configurations in the Set-up Action but cannot seem to get an combo to work.  Thanks for the help! 

3
Michelle from Copper
Copper Employee
1 day ago
3
3DTNNew Participant
asked in Reports

Reports malfunctioning

My activity report is no longer pulling data for the week. What is causing this and how can I fix it? It would be great if I could see all the activity of what happened on the previous day. 

1
Michelle from Copper
Copper Employee
2 days ago
J
JulieNinePointFiveNew Participant
asked in Integrations, Zapier & API

Add Hubspot designed Email Template to Copper

Hi,Is there an option to add predesigned emailtemplates to copper for your whole team to use? So not only text but also visuals…Thank you!

3
Michelle from Copper
Copper Employee
2 days ago
H
hayley.croteauNew Participant
asked in Integrations, Zapier & API

"Extension Context Validated" and "Ajax Authorization Failed" Errors in Gmail

Hi, for the last couple of months I’ve been getting the error “Extension Context Validated” in the bottom right hand corner of Gmail and suspected it was do to an extension. Googling it didn’t find me a solution. This week I decided to delete and re-install the Copper plug in but now I’m getting an error saying “Ajax Authorization Failed”. When I googled that phrase, I came to a reddit thread with at least two other copper users seeing the same issue. Can you figure out what is up with this bug? I’m running Copper and Gmail on Chrome on Mac OS, in case that is of importance. Thanks! Reddit thread: https://www.reddit.com/r/GMail/comments/vdh8bg/ajax_authorization_failed_tab_persisting_in_gmail/

4
K
2 days ago
G
GiliEngaged User
asked in General questions

Task related or linked to specific email

Is it possible to create a task and link an email or relate an email to that task? For example a reminder to reply to an email or a reminder to follow up on a response from client and be able to link/relate that specific email to the task

6
C
3 days ago
J
JSJNew Participant
asked in General questions

Difference between Record Types and Contact Types

I’m just interested in gaining some insight into what Copper considers the difference to be between Record Types and Contact Types. The documentation is somewhat confusing in that it refers to either or both somewhat interchangeably without explaining the distinctions.  For instance, on this page (here) it refers to “Contact Management” but doesn’t distinguish between contacts and records.  My assumption is that Contact Type is a sub-set of Record Type that only applies to Person and Company records, and not the other record types correct? It might be helpful to note that boldly somewhere otherwise it can seem like the two names are being used interchangeably. 

1
Michelle from Copper
Copper Employee
3 days ago
J
JesperCCmathNew Participant
asked in General questions

Date format in Legacy report vs Settings

Hi,In settings, I’ve set my date formatting to DD/MM/YYYY. But in the (legacy) reports it appears as MM/DD/YYYY. Is this a bug or can I format the date in a different way?If it’s a bug, or an intentional feature which I would find strange, is there a potential solution?Kind regards,Jesper Doorn

2
Michelle from Copper
Copper Employee
3 days ago
A
andrewbermudezEngaged User
asked in General questions

Embedding Image in Email Template

How do I embed an image in the body of an email template?

3
Michelle from Copper
Copper Employee
4 days ago
Jagatelife
JagatelifeNew Participant
asked in Workflow automation

Workflow formula - Unsupported Variable

Hello!  I am trying to concat the address fields into a single field (City, State, Country).  When I try to add any of the address fields into Use Formula function, I get an error.  Any thoughts on if I am able to leverage these fields?

3
Michelle from Copper
Copper Employee
4 days ago
Z
ZunflazNew Participant
asked in General questions

Italian P.IVA - VAT Number in Copper

Good morning! I’ve got an administrative question for you.I’m an Italian resident and I’m using Copper as a person.In 2023 my italian fiscal/administrative situation will change and I’ll need to receive an invoice connected to my VAT Number (in Italy the name is Partita Iva). Do you think it will be possible? Thanks, Francesco

1
Michelle from Copper
Copper Employee
4 days ago
J
jlodgeEngaged User
asked in Reports

Is there a way to apply simultaneous attribute filters as ORs instead of ANDs?

I am trying to filter one of our custom reports by Source (across both lead and opportunity records), but I’m having a hard time capturing the data I’m looking for. The source field is not always updated on the lead record, sometimes it’s not changed until the record becomes an opportunity, so I can’t only use the Lead Source filter. If the source was updated on the lead record, it’s not updated again on the opportunity record, so I can’t use just the Opp Source filter. If I use the Lead Source and Opp Source filters together, it looks for a record that was updated as a lead AND updated as an opportunity record, which returns few or no results. Is it possible to apply attribute filters using OR logic?: Lead Source = Referral OR Opp Source = Referral

1
Michelle from Copper
Copper Employee
4 days ago
Jagatelife
JagatelifeNew Participant
asked in General questions

Primary Contact on Account

I saw the article on how to change the primary contact on a company record, which essentially involves removing all the contacts until the primary is listed first.  Is there any other way to accomplish this, such as a field somewhere on the Company record.  Because this email is used to leverage bulk email send functionality, it makes updating large numbers of accounts quite difficult and time consuming.  Are there other ways to target different fields/contacts in the bulk email functionality at the Company level?Thanks!

2
Jagatelife
8 days ago
W
wigopNew Participant
asked in Workflow automation

Move from companies to leads

Hi Copper Team, Is there any possibility to push back from the company to lead? What we did before do it manually, going through to the company deleting them, and creating new leads. But it takes time. So would be nice if there is any option we can do it easier and faster. Thank you 

1
alex
10 days ago
H
Heather HNew Participant
asked in General questions

Changing profile name

I used the wrong name for my profile and need to change it. Please advise how to do this.

1
Michelle from Copper
Copper Employee
10 days ago
T
tegandNew Participant
asked in Workflow automation

Workflow automation: Quarterly Business Reviews

I’m trying to create a workflow that scans either opportunities or companies won date/start date and creates a $0 opportunity in a Quarterly Business Review pipeline. The opportunity should be created about 60-90 days since the customer started so the CSMs can manage and complete the QBR. I’m having some trouble formatting this workflow automation - any suggestions? 

2
Michelle from Copper
Copper Employee
10 days ago
K
KelseaNew Participant
asked in Workflow automation

Commission Automation

I followed the instructions for the commission calculator in Workflow Automations, adjusting it to my own needs, when I put in the formula used, I changed “Commission Rate” to “Revenue Split” since that is the name of the field I have (Field key = Rev_Split) but...it came back with an error titledUnsupported Variable: [‘monetary_value’] What is monetary_value supposed to be representing in this workflow recipe? I don’t see it mentioned anywhere else in the doc: “Example Workflow Automation: calculating commision” The point of this automation is to make “Prep Revenue” = 50% of “Contract Price”50% is represented by “Revenue Split”Attached are screenshots of the error when entered as-is in the Copper Example, and the error when I changed “monetary_value” to “Contract_Price”TIA for your help!  

2
Michelle from Copper
Copper Employee
10 days ago
M
Matt_CardNew Participant
asked in Workflow automation

Time Delay for Copper Automations

Hello all, I was wondering if it was possible to incorporate a time delay in a Copper automation. I need an automation to wait at least 30 seconds. If this is possible, what would that syntax be? Thanks

5
Michelle from Copper
Copper Employee
10 days ago
M
MilliNew Participant
asked in Reports

Unable to create report

I’ve been asked to create a report showcasing the number of leads and number of opportunities created over a certain period of time, grouped by owner. However, when I went to the Reports tab in Copper, there was nothing but a ‘That didn't go according to plan. Failed to initialize user.’ message. The option to create a Dashboard was also missing. 

1
Michelle from Copper
Copper Employee
10 days ago
C
ChanrzNew Participant
asked in Workflow automation

Reverse moving a Lead to Pipeline

I have accidently converted a couple of Leads into my Pipeline. This was an error and I need to move them back into Leads. Is there an easy way to do this? Or do I need to delete from the Pipeline and re-enter as Lead? 

3
Michelle from Copper
Copper Employee
11 days ago
R
RebeccaBEngaged User
asked in Reports

Export Tasks and ID for opportunity they are related to

I am trying to export a list of open tasks, but also need a way to identify which opportunity these tasks are related to. Ideally, this would be the Copper Opportunity ID.  Is this possible?

1
Michelle from Copper
Copper Employee
11 days ago
S
samrmNew Participant
asked in Integrations, Zapier & API

Mailchimp Integration [NEW] - syncing/adding certain contacts

It seems like the new Mailchimp Integration is automatically adding any new contacts to one of our Mailchimp audiences, compared to the “Legacy” version which allowed us to select whether a new contact would be added and to which audiences. If I would like to be able to manually select which contacts are added, or if there is a way that I could set a rule for adding contacts based on rules/filters like their “Role,” how could I do this?

6
H
14 days ago

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