Platform Q&A

Your source for all your Copper questions and platform knowledge

694 Topics

P
patrycjadEngaged User
asked in Reports

Report showing stages out of order

Hi, could someone advise how I can re-organise the order in which stages are showing on my report? It’s showing it out of order. I have seen a previous discussion similar to my inquiry, and I have already changed the ‘View by’ to display Opp Stage as ‘Opp stage rank’ but that just assigns numbers to the stages in the order in which they appear on the report- not in the actual stage. Screenshot below for reference- the order in the actual pipeline is ‘Inquiry, Qualification, Scheduling, Scheduled, Follow-up, Proposal/Quote, Contract’. Please can someone advise on how I can solve this? Thank you!

0
P
18 hours ago
K
kramersNew Participant
asked in Reports

Accessing reports

I am on the free 14 day trial but cannot access the Reports section of the platform. When I click “Request Access” I get “Something went wrong” error. How can I get into the Reports area to see what the reporting functionality consists of? Thanks.

0
K
22 hours ago
N
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 

3
Michelle from Copper
Copper Employee
1 day ago
S
StephanieEngaged User
asked in Reports

Opp Win rate calculation

Hi, I would like to understand how the Opp Win rate % and Opp Value Win rate % are calculated. Thank you.

3
Michelle from Copper
Copper Employee
1 day ago
A
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?

0
A
2 days ago
A
astarkeNew Participant
asked in General questions

Activity log for multiple individuals

Hi, I am in the trial period and determining whether to use Copper for good.  I am struggling to find a way to add an activity log to multiple contacts/ people at once. For example, if I am dropping off a pop-by gift for 20 clients, I would like to select all 20 of those people and click “Log Activity” and have that recorded for all selected people. Is this not a provided feature? It seems like such a basic thing to be omitted from a CRM. Thanks!

0
A
3 days ago
Z
Zachary CaputoNew Participant
asked in Integrations, Zapier & API

Unable to Fetch File Content via API

Hello, Through the API it appears we are unable to pull actual file content. All we are able to see are examples such as: “id”: 995582609,        “is_deleted”: false,        “file_name”: “image003.png”,        “file_size”: 74777,        “content_type”: “image/png”,        “creator_id”: null,        “date_created”: 1664473431,        “date_modified”: 1664475546It appears we cannot pull the file itself. Are we missing something?

1
Michelle from Copper
Copper Employee
3 days ago
Z
Zachary CaputoNew Participant
asked in Integrations, Zapier & API

ERROR 500 When attempting to pull emails through API

We are trying to migrate data from Copper to another CRM. When we are pulling emails over we constantly are getting an Error 500 when doing so. We have 80k+ emails and each time we get to around 3000 emails the error will occur.  Could you please connect me with someone from the team to discuss this further?

2
Michelle from Copper
Copper Employee
3 days ago
Z
Zachary CaputoNew Participant
asked in Integrations, Zapier & API

Fetch an Activity by ID API Endpoint - Email Body Content

I have successfully obtained email activity via the Fetch an Activity by ID API endpoint. However, the Details element in the API response only contains the email activity subject content and other email header info e.g {"emails_details"=>{"sender"=>{"name"=>"xxxxxxxxxx", "email"=>"xxxxxxx@example.com"}, "recipients"=>[{"email"=>"xxxxxxxxx@example.com"}], "subject"=>"Email Question", "id"=>313147071}, "emails_date"=>1521594115}Where do I access the body content of the email activity?

2
Z
3 days ago
A
AmyLynneNew Participant
asked in Marketing Tools

How do I delete a pipline?

I want to delete a pipeline, but, when I go to delete it, it says there are opportunies in it. I have everyone as either won, lost or abandoned. Is there something else I need to do to remove them from the pipline in order to delete it?

1
Michelle from Copper
Copper Employee
4 days ago
M
mindapplesNew Participant
asked in Integrations, Zapier & API

How can we stop Zapier being triggered every time a field is edited?

I have found a big issue with the “Updated Opportunity in Copper” Zapier link, and the problem seems to be on Copper’s side rather than Zapier’s. I suspect this applies to all the “Updated” zap hooks too.When editing an opportunity record, each time a field is edited this counts as an “update”. This means editing even 2-3 fields can trigger half a dozen “update” events, and going through updating a whole record could mean 10-20 separate “updates” all within a few seconds of each other. I believe this is true for all content types.That doesn’t sound like an issue until you get to Zapier and realise that every single one of these tiny changes is triggering a Zapier hook and burning through another bunch of tasks. I estimated that one Zap to update a Google sheet when an opportunity is updated could burn through our entire Zapier task allocation in just a few days from pretty light usage because Copper is triggering zap tasks for absolutely everything.So is there a way to change this so t

4
M
4 days ago
David
DavidNew Participant
asked in Integrations, Zapier & API

Webhook documentation: What counts as "Update" event?

Hi therei want to capture certain “update person” events. question: what counts as an update on a “person” record? i.e. do changes to “interaction” count or “inactive days” also count as update? and: is it possible to capture only updates to particular fields on a person record?

3
alex
5 days ago
R
Rob Jones at ASEEngaged User
asked in Reports

Deleted Opportunities Still Appearing in a Report

We are running a report that lists the Opportunities (the courses the student is taking) attached to individual Person records (the student), filtered by a Tag (the semester in which they are studying). The Opportunity relates to them through a Custom relationship field.The report is showing Opportunities that the student is no longer related to (because they swapped courses), even if I slap a date filter on it…Can anyone advise what is happening, and how to ensure that only those Opps that the Person is connected to show up, please?

2
R
6 days ago
W
wendy.helmNew Participant
asked in General questions

Opportunity Card Question

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

1
Chris from Copper
Copper Employee
8 days ago
S
steveprodealNew Participant
posted in Reports

Need copper to update reports sooner than 24-48 hours

HI I like using Copper.  A big part of my job is tracking next steps on opportunities.  So I added a custom field to insert text.  While the information saves and is visible right away in the opportunity record, it does not show up when I run a report for upwards of 48hours.  This makes using the tool for managing pipeline really difficult.  It would be great if reports pulled real time data like other CRM’s.   

2
Chris from Copper
Copper Employee
8 days ago
M
mizidiNew Participant
asked in Integrations, Zapier & API

Customize fields shared by Slack Integration

I’ve successfully activated a Slack integration, automatically posting notifications when new Opportunities are created. How can I customize the fields that are posted in the notification? To be more specific, our team leads would like to see the Source of the opportunity included with notification of a new Opportunity Created. 

1
Michelle from Copper
Copper Employee
9 days ago
C
Cathy MuldoonEngaged User
asked in Integrations, Zapier & API

having zapier pull new people with a specific tag in Copper into a Google Spreadsheet

I have created a Zap to have new entries into a google spreadsheet go into mailchimp. Now, I would like to have new people with a specific tag be automatically added to that google spreadsheet. I also need to only have the first name, last name and email go into the spreadsheet and not all of the categories listed in copper.

1
Jaco Koppelaar
10 days ago
S
SindyNew Participant
asked in General questions

Error Message

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

2
Jessica from Copper
Copper Employee
11 days ago
A
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!

5
Jessica from Copper
Copper Employee
11 days ago
N
NeciaNew Participant
asked in General questions

Archive a Contact

I am looking to archive a contact so that she does not receive a bulk email send by accident. I want to leave all of her information intact, but I don’t see how to do that without her being grouped into an email send by accident. For now, I removed her email from the email field and made a note of it in the “create note” field so that I would not lose that information. I don’t want to delete her either, because I would lose all past communications. I just want to archive her so that she does not receive any more communication from us. Any ideas on how to make this happen? Creating a customer filter really doesn’t do the job since everyone has an email, I can’t filter her out and leave her email in place at the same time. 

3
Chris from Copper
Copper Employee
11 days ago
A
ARPANew Participant
asked in General questions

Copper Scheduled Maintenance - January 28, 2023

Curious. Will the scheduled maintenance affect the API? If so, I may need to prepare my systems for a swarm of 500-level-error requests.Thanks!

2
Michelle from Copper
Copper Employee
11 days ago
I
isaundersNew Participant
asked in General questions

Admin control

Hello, I am reaching out with a question for copper. I am wanting to see if I am made super admin if I can send emails as someone else. For example, I am super admin (Isabella) but I want to send a mass email as someone else (Erin) am I able to do that and if so, how do I do that? thank you! 

1
Chris from Copper
Copper Employee
11 days ago
T
tegandNew Participant
asked in Reports

How to create Lead Activity Reports

I’m looking to create an activity report for leads in Copper and can’t seem to figure out how to build something that will allow me to see: interactions by activity type so we can understand what methods or interactions are working with leads the number of follow ups by interaction type how to track activities against leads (how long they are in a status)

1
Chris from Copper
Copper Employee
11 days ago
R
rachelsNew Participant
asked in Reports

Customer setup for reporting

Hi! I have recently started at a nonprofit for women who have genetic mutations for breast and/or ovarian cancer or have received a diagnosis.  We send out care packages to these women.  We currently have a field in the person’s information where we manually type in the date that it has been sent.  It is not set up to recognize it as a a date so we cannot count how many care packages we have sent over a certain amount of time.  Any advice on how to set up a person’s contact information where we can set it up so we can count how many care packages we have sent over a period of time? TIA,Rachel

0
R
12 days ago
D
DFinnNew Participant
asked in General questions

Online and app are not synced

Hi all, My name is Darren, I am brand new to Copper. I started working with Copper on my IpadPro and now im looking to use my laptop to set up all the administrative tasks. But my pipelines are not showing on the laptop version but are on the APP version. Im using the same logins via my Gmail suite Could anyone help please.

1
Michelle from Copper
Copper Employee
12 days ago

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