March 15, 2024 - Celebrate key customer milestones with recurring date filters and our newest email automation features

We’re serving up another round of enhancements to delight our customers and help them better engage their clients 👏 You can now filter on recurring dates in Copper and celebrate key customer milestones like birthdays and anniversaries, solving a key customer request 🔥 Link this with our newest Email automation functionality to help grow your relationships on autopilot. Plus, we introduced enhancements to advanced reporting with currencies outside of USD and more.

Recurring Date Filters to recognize key customer milestones

Using our new fixed and relative recurring date filters, you can easily track key customer milestones occurring on a certain date, regardless of year – such as birthdays or anniversaries. Grow your relationships by tracking and recognizing these important dates with your clients! Professional and Business customers can pair this with our new automate a single email functionality.

For more info, check out our Community post here.

Professional and Business customers can now automate a single email

Nurture your warm relationships with ease using our gallery of pre-built options. Automated emails send on your behalf from your Gmail account, giving your outreach a targeted, personal feel. Automate follow-ups for your sales team, rekindle a cooling relationship, or tie an automation to your Lists (saved filters).

For more info, check out our Community post here.

Enhancements and bug fixes for our non-US customers

Currency update to Advanced Reporting

You can now run advanced reports in your local base currency for any currency.

We also squashed some bugs that were impacting our non-US customers:

• Fixed an issue where the import tool was not respecting a user’s preferred date format set in Settings > Personal Preferences > My Preferences if it was not MM/DD/YY.

• Fixed an issue where the Xero integration was not respecting a user’s preferred date format if it was not MM/DD/YY.

• Fixed an issue where the Opportunity cards were not respecting a user’s preferred date format if it was not MM/DD/YY.