Platform Q&A

Your source for all your Copper questions and platform knowledge

902 Topics

J
JPierreEngaged User
asked in General questions

How to edit the "related to" field in Tasks

I suddenly am unable to edit "Related to" field within Tasks. I added the wrong person and now I can't remove them. This means I have to delete the task and start over? Inconvenient.  

1
C
38 minutes ago
J
Julius LaurelNew Participant
asked in General questions

Contacting Support

Is there an email to contact support?

0
J
11 hours ago
P
pm10028New Participant
posted in General questions

Is anyone else finding Copper Contact Syncing to Google Contacts (1-way sync) a real headache?

If you have used the Google Contacts 1-way Sync please join this conversation! I would love to get your feedback. I have been using it and it seems really unstable. It took over a week for 4000 contacts to be synced from Copper to my Google Contacts. Even after that small changes (updating a phone number) took days, which renders it effectively useless. The data also does not seem to match from one to the other platform. I have asked Copper about but they dont seem to have much info as to why the sync is so slow and unpredictable. I did get the response that Copper cant predict what its servers are doing on any given day so they cant predict the sync timing - which is concerning bc then there is no way to know when anything will sync. This is obviously an issue for retaining Copper as your SSOT for contacts, which logically it should be so you arent trying to maintain dual contact databases. As Google business users the integration of Copper contacts seamlessly with Google Contacts was

0
P
1 day ago
P
pm10028New Participant
posted in Community Feedback

Is anyone else finding Copper Contact Syncing to Google Contacts (1-way sync) a headache?

If you have used the Google Contacts 1-way Sync please join this conversation! I would love to get your feedback. I have been using it and it seems really unstable. It took over a week for 4000 contacts to be synced from Copper to my Google Contacts. Even after that small changes (updating a phone number) took days, which renders it effectively useless. The data also does not seem to match from one to the other platform. I have asked Copper about but they dont seem to have much info as to why the sync is so slow and unpredictable. I did get the response that Copper cant predict what its servers are doing on any given day so they cant predict the sync timing - which is concerning bc then there is no way to know when anything will sync. This is obviously an issue for retaining Copper as your SSOT for contacts, which logically it should be so you arent trying to maintain dual contact databases. Thoughts??

0
P
1 day ago
M
mervzEngaged User
asked in General questions

Plans for Projects, changes, removal and replacement?

Hi Team,  I am hearing from a lot of people that Projects will be removed for new and old Copper accounts.We have a lot of clients and automation that are using this feature. We wanted to know your plans for this change? Will there be a new module to replace this? Thanks-- Mervin

10
Andrew from Copper
Copper Employee
6 days ago
J
JSJList views beta tester
asked in General questions

Limit visibility of files

Hi All,I’m wondering if there might be a way to limit visibility of specific files attached to contact records? I’m asking because our team uses Copper in fundraising and we often have to have confidential conversations with our funders and our practice in the past has been to create a memo of our conversations. We prefer to have our team members have access to most emails, but certain things are not fit for all eyes. Or, is there another way you might suggest we manage this? Thank you!

0
J
6 days ago
D
Drive ZoneNew Participant
asked in General questions

Copper Icon to relate emails in Inbox

Chrome extension is working (on the right) but today it no longer shows icon to set "related to" - the window on the right is working, only the icon on the email header is no longer present. I reinstalled extension but problem remains.

5
U
7 days ago
D
DanHKEngaged User
asked in General questions

who open my email

When I send email it’s extremely convenient the “My Tracked Emails” page as I can see if and when my email was opened.However, if I send it to multiple recipients, I cannot distinguish who did open it and who didn’t.How to fix this issue?In this example below is that I actually see when I’ve sent my email to 3 recipients (1 + 2 CC): Viewed by someone on Today at 2:16 PMViewed by someone on Today at 2:16 PMViewed by someone on Today at 2:16 PMViewed by someone on Today at 2:16 PM I which to know who that “someone” is.Thanks

0
D
7 days ago
C
Cody.SuttonNew Participant
posted in Workflow automation

Help with automations

Hi there. I was messaging today as I see a lot of workflow automations for Pipeline and such. But how much can you set up for the other side of things like when updating a companies or something?I am looking to set things as simple as.When i log a Breeze Session - Change Status from Education to adoptionOr when I set a calendar session for a bs change it from engagement to education and so on?Is that possible or is it mostly set up for stuff like pipeline?

0
C
8 days ago
D
DladerNew Participant
asked in Integrations, Zapier & API

Gmail Emails Not Syncing

I have examples of emails that are not syncing with records in Copper. Please help. 

0
D
9 days ago
R
RPSFergusNew Participant
asked in General questions

Merged Duplicates Returning?

Hi, we have had erroneous duplicates introduced to our data system over the past three years through our own doing. However, we have spent some time on several occasions, most recently in June, to remove these duplicates through deletion or merging, where applicable. Recently, our database numbers have jumped back up again and we have noticed that many duplicates have returned. Can you assist us with identifying the reason for this issue and preventing it in the future? Is there a faster way to merge/delete duplicate records?

0
R
12 days ago
A
Alex JackNew Participant
asked in General questions

Cant contact support

I am not able to see the in-app chat icon to be able to contact support so that I can discuss my subscription which is due for renewal soon.I have not been able to find any other way to make contact with someone at Copper

0
A
13 days ago
K
karlfanegaNew Participant
asked in General questions

Contact types: How do I change the "color" it is assigned to?

Hello.First of all. New list looks nice with Contact Types showing different colors. Question: Is it possible to change the colors assigned to the contact types?It’s just easier to see it and understand if they are uniform to what we used from our “sheets” and previous CRM.I hope this is possible.

2
G
13 days ago
C
Copper Employee
Copper Product TeamCopper Employee
published in Community Feedback

[Survey] Two new feature ideas ✨SURVEY

Copper’s product team is exploring ✨two new feature ideas✨ and would love to talk with some users to get early feedback on our direction. More info on each idea is below, along with quick surveys to capture your thoughts.  💡Idea: Multi-channel inbox A unified feed to help your team manage communications with your customers cross-channel – shared inboxes like hello@, Facebook Messenger, SMS, etc.Interested in this idea? Give feedback in a super quick survey here: https://forms.gle/v8CRwXP13cwHvCRGA 💡Idea: Client-facing workspaces A centralized hub for your team to collaborate directly with your clients – communication, tasks, documents, etc.  Interested in this idea? Give feedback in a super quick survey here: https://forms.gle/jiuL7af2NGgRxuJZ9 Both ideas are very early stage – but that makes your feedback all the more important! And yes, you CAN give feedback on both 🙌 Thanks for your time,Copper Product Team 

690
C
Copper Employee
14 days ago
K
KylieHNew Participant
asked in General questions

Email Recognition Issue

When new clients register / submit a Contact Form on our website, we receive an automated system notification via email, which comes from no-reply@ourdomainnameAs such, Copper isn't recognising the users details - just ours.Does anyone have any advice regarding this issue?

0
K
15 days ago
Jodi
JodiEngaged User
asked in General questions

Linking Gmail account & alias or group gmail account to Copper

Is it possible to set up a user with their company Gmail address (name@company.com) but also have a group email (legal@ or sales@) that person is a part of so all  activity shows for companies for tracking? This is especially important/helpful when our legal team is corresponding with customers during contracting. Sales hands off the customer and so all of legal sees emails, the correspondence is sent from the group email, however the legal team have individual user accounts in Copper.OR Sales manager (lastname@company.com)  and sales team (sales@company.com) - would want both emails to track for the customer in Copper. 

0
Jodi
15 days ago
N
NishEngaged User
asked in General questions

Opportunity update failed (trying to make it required field)

I am trying to make this Opp update field.   

6
N
15 days ago
B
BrandonTurk08New Participant
asked in General questions

Bulk email inside Organization

Hello, anyone aware of a way we can send a bulk email from inside the Organization?Currently I have to open the Organization and type each contact under the Organization.  Is there a Bulk email to everyone within in an organization?  This would save some serious minutes! Thank you

0
B
16 days ago
A
ARCOInspirational User
asked in General questions

Bulk emails using templates with the opportunity name field

When I try to use the bulk email option for my open opportunities - I don’t see the “Name” field as an option to select. Is it possible to pull the “Name” field into bulk emails?

0
A
19 days ago
C
Carla CalderonNew Participant
asked in General questions

email templates not showing

I created email templates. They show in my email templates in my settings, but when I go to send a batch email they do not show. HELP!

4
K
22 days ago
I
iHillNew Participant
asked in Workflow automation

Automation for duplicating opportunities into a different pipeline

I am trying to create dynamic pipelines. When we've move a person through our BASICS pipeline and they've filled out a placement application I want to be then able to clone the opportunity into our Community pipeline that follows up with onboarding, placement, and satisfaction reviews.I've spent a few hour following past videos and forums but nothing I'm doing seems to be working. I know there is a way to move people from one pipeline to the next but I was hoping to keep the original opportunity in place so that I can have it recorded as “won” in our BASICS pipeline.thank you for helping.

2
I
22 days ago
L
LisaRNew Participant
asked in General questions

Can you configure saved filters differently?

I have created two different saved filters for an opportunities pipeline. I would like to configure the columns for these filtered lists differently (i.e. have different columns showing in each case). However, when I changed the configuration of one filter, Copper automatically changed the configuration for the second filter. Is there a way to configure the filtered lists differently?

3
L
26 days ago
C
CathyCEngaged User
asked in Workflow automation

Data Validation Reminder Before Updating to Won

We have a pipeline that uses automation to clone an opportunity into two successor pipelines when the original opportunity is moved to won. We would like to remind the user to Verify/Update key data fields before marking an opportunity as “Won”, so the data automatically flows through and we don’t have to manually update the data on the cloned opps in the two successor pipelines. What is the best way to accomplish this? 

7
C
30 days ago
U
Upsticks SupportNew Participant
asked in General questions

In People, filtering, question

In People, when filtering data, is it possible to include the pipeline the current customer sits in? 

3
Michelle from Copper
Copper Employee
30 days ago
G
gaetan DNew Participant
asked in General questions

Mail domain

Hello, I have a problem with the automatic mail signature. My mail domain name is different. What can I do?  

1
Michelle from Copper
Copper Employee
1 month ago

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