April 21, 2023 - User trials, reactions and new Activities experience on iOS, and bug fixes

This week, we began rolling out user trials, added the ability to react to activities on iOS, improved the activities experience on iOS, and squashed several bugs.

User Trials

Over the next few weeks, we introduce a 7-day free trial for new users of Copper on active accounts. This improvement allows existing users to invite teammates to try Copper before assigning them a paid seat. This also speeds up the process for getting new team members into Copper.

Account Owners, Admins, and Users with permission to assign seats can assign existing paid seats in Settings. However, only Account Owners can purchase additional seats.

When a user trial expires, the Account Owner will be able to assign seats to the teammates that will continue using Copper.

iOS App

Customers can now view and add emoji reactions to activities directly from the mobile app. Previously, reacting was only available on the web app and Chrome extension. Reactions improve collaboration by allowing users to acknowledge activities and celebrate wins without overwhelming team members with distracting replies.

Users can add a reaction by clicking the emoji icon below an activity. To access comments, users can click on the comments icon. Previously, you could access comments through the “View comments” button.

We also improved the user experience when viewing activities. Previously, activities were split between a Details tab and a Comments tab. These two sections are now combined into a single feed with comments viewable below the details. Users will no longer need to click between tabs to review activity details and comments.

Bugs & Minor Enhancements

Here’s everything we fixed:

• We fixed an error that would occur when a user tries to export a record that is filtered by email address.

• We fixed a bug that caused the Edit Details side panel to freeze on “Loading summary” when trying to perform a bulk edit.

• We improved the way data is ingested into Copper. Similar to how emails aren’t synced, calendar events will also no longer be synced for Contact records with the same email domain as the users.

• We fixed a bug that resulted in corrupted export files.

• On the Android app:

  • We fixed a bug that caused pipeline cards to render incorrectly after a filter was applied.

  • We fixed a bug that caused duplicate “ADD ANOTHER EMAIL ADDRESS” buttons to appear when editing records.

  • We fixed a bug that caused values entered into the Company field to disappear when creating a new Opportunity.

  • We removed the Activity Type field as a filter option because it wouldn’t display the correct values. Users can still create and save filters using Activity Type on the web app, and then view the saved filter on mobile.

  • We fixed a bug that caused clicking the x button on a “People to Add” suggestion within the dashboard to do nothing.

  • We fixed an issue where there would be no input when voice searching using the microphone button on the search field.

  • We fixed a bug that was incorrectly showing text fields as a filter option. Text filters are not yet supported on Android.

  • We fixed a bug that prevented the “View comments” button on an activity from sending users to view the comments.

  • We fixed a bug that displayed an error message whenever creating an Opportunity even though the Opportunity was created successfully.