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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.
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.
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!
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/
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.
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
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
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
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!
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
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?
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!
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.
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?
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