Platform Q&A

Your source for all your Copper questions and platform knowledge

466 Topics

D
DanThorNew Participant
asked in General questions

Duplicate Lead Detection

I don’t see a way that Copper handles duplicate leads from an import. If I import a file 1 with a bunch of leads, then file 2 with more leads and there’s some overlap, it seems I get duplicate leads. Is there a way to eliminate these duplicates? I would think there’s a way they could be auto-caught and merged or something.

1
Michelle from Copper
Copper Employee
1 hour ago
G
GamingSquadEngaged User
asked in General questions

log your first activity

Can you remove ‘log your first activity’ and all other associated learn more features. I don’t need them.

4
G
6 hours ago
A
AndelNew Participant
asked in General questions

Catching invoice emails from Quickbooks

Quickbooks sends out invoice payment reminders to company contact within Copper. Is there a way to have these emails save into the companies in Copper for quick reference? -Andy 

1
Michelle from Copper
Copper Employee
4 days ago
L
LeoGon22New Participant
asked in Reports

Closed Opportunities with "sent proposal" as stage report

Does anyone knows how to export a report with all Closed Opportunities with certain stage as filter?

3
Michelle from Copper
Copper Employee
4 days ago
D
DanThorNew Participant
asked in Integrations, Zapier & API

Copper Thinks My Alias Is Another Person

I’m using my email alias as my primary email. I’ve set Gmail to send as my alias. However, my Copper account is set up under my primary email address. So when emails are synced, it sees my alias and thinks it’s a different person and not me and wants me to add my alias as a person/contact. How can I add my alias to my account so my alias also shows as “Copper User”?

2
alex
4 days ago
K
KyleLSNew Participant
asked in Workflow automation

Filter by inactive days but some Opportunities have waiting periods

Our use case: We need a way to get/create a comprehensive list of all opportunities that haven’t had any interaction for longer than 14 days Some opportunities have a waiting period though Opportunities with waiting periods should be excluded from the list until their waiting period is over  Waiting periods can be any length of timeWhat I’ve tried:Filter by inactive days Includes opportunities still in their waiting period Add an activity towards the end of the waiting period, then filter by inactive days Cannot log an activity in the future  Add a new custom date field called “wait until”, then filter by inactive days and “wait until” date Filters can’t include results where the “wait until” field is null Add custom boolean called “To-Contact”, add workflow automation that checks inactive days and “wait until” date and sets “To-Contact” to true if inactive days>14 and “Wait until” = before today (or null). Then filter by “To-Contact”  Workflow automation trigger “check once a da

3
K
5 days ago
R
RuudNew Participant
asked in Integrations, Zapier & API

automatic change of stage

Hi,Would it be possible to change the “stage” automatically once a quote/contract was sent?Thanks, Sandra

1
Michelle from Copper
Copper Employee
6 days ago
C
cjbNew Participant
asked in Reports

Reports: reorder bar in my bar charts

Hi there, I have created a view to reflect the value of opportunity at each stage of my pipeline (with some additional filters). Unfortunately I have not been able to change the order of the bars. They should show in the order of my pipeline. This is an attribute used in the “view by” of the custom made report. The only sorting option I see is on the metrics (opportunity value in my case).This seems like a very basic reporting, I was hoping someone could help with this.Thanks,Chloe

1
Michelle from Copper
Copper Employee
6 days ago
D
donbowmanEngaged User
asked in Integrations, Zapier & API

Time zones and the API

The copper api uses Unix Epoch times (seconds snice 1970).Weird, but ok. It really should use rfc 3339 (iso 8601). But, since it doesn’t, it leads to this problem…it uses unix epoch with respect to some timezone. And this is making integration complex. If its going to be in epoch, it really needs to be in UTC.. How can i know what timezone it is with respect to now? there  is no api call to figure that out. and, which sub-timezone. etc.  Is this global to the copper world? to a specific customer?to an object or lead? so for example, when i ceate activity events, they end up in the future since i want to supply UTC. but if i can’t, then i need to know the DST/STD settings as well as the utc offset of the copper server.  

5
alex
7 days ago
T
tegandNew Participant
asked in Integrations, Zapier & API

Copper Invoicing Solution

Our team uses Chargebee and Stripe for subscription payments, and there isn’t a very seamless connect between Copper and these two services. We’re looking to migrate our payment platform, but ideally I’d like to find one that works well with Copper and gives our team the ability to create subscriptions in Copper, generate invoices, access to TCV and MCV, and more accurate reporting.  Does anyone have a good example of what they’ve integrated and how it’s worked? 

4
alex
7 days ago
K
KylarNew Participant
asked in General questions

"Updating" a task

What is classified as “updating” a task. What can I do to update a task?

1
Michelle from Copper
Copper Employee
7 days ago
P
ProACT SamNew Participant
asked in Reports

Empty report

my reports show my small team members all with the same name \empty value’

1
Michelle from Copper
Copper Employee
7 days ago
C
Cody_TMVNew Participant
asked in General questions

Is the old prosperworks gmail addon going to be fixed?

Just signed up and wanted to install the add on so users can access info from the crm in their gmail app on mobile but it seems this hasn’t be working for 6 months at least. I understand the chrome extension is the better option, but this add-on has good value to users. I just want to know how high this is on Copper’s radar.My error message: Error retrieving token: 404: {"errors":[{"status":404,"title":"Resource not found","detail":"No such api endpoint"}],"granted_time":1644352784} (line 423, file "Service", project "OAuth2") 

2
Michelle from Copper
Copper Employee
11 days ago
C
Copper User 2019New Participant
asked in General questions

Filter Inbox Removed - PLEASE BRING BACK

We learned from Copper tech support today that a much used feature has been removed from the Copper Chrome extension for Gmail - the “Filter Inbox” tool. It’s featured in this Copper video: https://support.copper.com/hc/en-us/articles/360000177812-Chrome-Extension-using-Copper-from-your-Gmail-inboxWhy was this feature removed and can you please re-activate it?Here’s the Copper tech support response (not very helpful!!!):"Filter Inbox" was taken away. Here's the explanation "Upon checking here, our product team already removed this feature to minimize the scope of an infrastructure upgrade they're needing to do. I recommend posting this to our community page or posting this as a feature request here. We don't have any information yet if it will be added back again." 

1
Michelle from Copper
Copper Employee
11 days ago
N
nickvNew Participant
asked in General questions

When will the Copper CRM add-on for Google Workspace be back online?

Hi Team,I’m a big fan of the add -on for the workspace, most inconvenient that it is down. When can we expect this to be back online?cheersnick 

1
Michelle from Copper
Copper Employee
12 days ago
T
tina likes tacosNew Participant
asked in General questions

Preventing Copper from relating Gmail marked confidential

Hello-- I’m a new user.Is it possible to prevent certain email and events from being related to a People, Company or Opportunity in Copper? I am seeing a lot of emails for a company that I believe are meant to be confidential. Before I present this concern to my COO, I would like to understand why this is happening and if there is a way to prevent it. Thank you.

2
D
12 days ago
S
ShawnNew Participant
asked in Reports

Updating of "New reports"

When will the "Reports" start updating more than once a day? this should update as changes are made in Copper so you can see up to the second reports... I was told numerous times since we purchased copper 18 months ago, that this was something Copper was working on. Any idea when this will happen?I posted the same topic more than 5 months ago and the reports still only update once a day, if we are lucky. Last night at 10pm Copper said “Reports are updated as of yesterday”. This means the report that i’m looking at has old data.The last time I posted this I was told on January 18, 2022  “I’m following up internally on this. I’ll let you know as soon as I have more information.” but never heard back and have not seen any change.

5
Michelle from Copper
Copper Employee
13 days ago
T
TCWNew Participant
asked in General questions

3 businesses 1 email address

Hi all,I have a customer currently owing 2 stores and now he is opening another store. However when I enter in his email address into the new people section, it will not allow me to use it. How can I enter his email address in 3 different stores? Apparently Copper doesn't allow the same email address for a record to prevent duplicate issues.Maria

1
Michelle from Copper
Copper Employee
13 days ago
C
CarolineNew Participant
asked in General questions

How to unsuscribe from Copper ?

I would like to unsuscribe from Copper and can’t find a link to delete my account. How can I do it ? Thanks in advance

1
Michelle from Copper
Copper Employee
13 days ago
R
Rob Jones at ASENew Participant
asked in General questions

Issues surrounding the Primary Contact for an Opportunity

So, we have a pipeline which tracks a course at our college through an ‘academic pipeline’. The Course is an Opportunity Record, The Tutor for that Course is the Primary Contact, and then the students on that Course are Related Person Records.Two issues have come up:We have Courses that are co-taught, and so ideally would have two Primary Contacts. Some of our organisation’s staff (including myself) also act as Tutors on Courses, but we do not appear as Person Records, and so can’t be added as Primary Contacts.Does anyone have any suggestions as to how we might resolve these issues?

4
R
17 days ago
R
RTM123New Participant
posted in Workflow automation

Leads Section: Individual lead: Website

The website link is not formatted correctly and when you click on it it goes to a broken page.  How to I globally change the format or fix the link?

3
Michelle from Copper
Copper Employee
17 days ago
Michelle from Copper
Copper Employee
Michelle from CopperCustomer Enablement Manager
posted in General questions

Introduce yourself here!

Hi everyone and welcome to the Copper Community!I’m Michelle and I‘m the Copper Community Manager. You’ll see me around here starting discussions, answering questions, and helping you connect with your fellow Copper users.Let’s get to know each other - introduce yourself below and say hello to other users!

20
Michelle from Copper
Copper Employee
18 days ago
S
Sales reps everywhereNew Participant
asked in General questions

Team Visibility Settings Issues

Copper does not allow regular users, (i.e. non-system admins such as junior sales reps), to mass upload a CSV. list of prospects. This feature is only available to system admins. Non-system admins also cannot access the “new” reports feature, so they have no access to their activity logs, meetings booked, etc. The only available option is to either make junior reps system admins (giving junior reps full access and the potential of accounts being deleted, or altered, etc.) OR to limit their ability to only view accounts that they are the Owner for.  The second option to limit their ability is also a terrible solution because they won’t be able to see if an Account is already in the system, or if the account is under someone else’s ownership. This limitation will result in duplicate accounts being added to the system along with other issues. How is one supposed to cross-reference anything. What is the point of the “teams & visibility” settings? As of right now, it’s either I make all

3
Michelle from Copper
Copper Employee
18 days ago
A
ARCOEngaged User
asked in General questions

Why don't some email addresses show up in list view?

I went to send a bulk email of archived opportunities, and some of the primary contact’s email addresses were not showing up in the list view...but when I checked their profile page, their email does show up… I need these emails to go out, but will they? Thanks!!

10
A
21 days ago
K
KylarNew Participant
asked in Workflow automation

Logic within Copper

I’m wondering if I can use Logic within Copper to automate something that usually is manual. For example if I were to move a task into the progress bar and it stays there for 3 days it would create a task automatically and send it to someone else so they can take care of it. Is it possible to use Logic to automate this since copper does not have it currently.

1
Michelle from Copper
Copper Employee
25 days ago

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