December 9, 2022 - File pinning, re-designed user invite experience

December 9, 2022 - File pinning, re-designed user invite experience

This week, we started rolling out file “pinning,” re-designed our user invite experience, and squashed some bugs.

Files

Over the next few weeks, we will roll out the ability to “Pin” your most important documents to the top of your list of Files.

When you’re on a Person, Company or Opportunity record, you’ll be able to hover over a file, and click “Pin.” Your pinned files will appear first, followed by all your files.

Hover over a file to “pin” the file to the top.

Additionally, you’ll be able to pin files associated to a Person record to a related Company or Opportunity record. Within a Company or Opportunity record, click Files, then People Files. Click on the Person record, then hover over the file and click “Pin.”

While in a Company or Opportunity record, you can “Pin” a Person file to that record so the file as always accessible.

User management

Back in October, we introduced the new Invite Users button to the menu to make it easier and faster to invite new users. Now, we’ve redesigned and simplified the invite modal and provide suggestions on users you should invite. Clicking the “Options” button will display more options, including making the new user an admin, allowing Google sync, allowing data exporting, and assigning users to a team.

The new user invite modal suggests users at your organization you should invite to Copper

If you have an unassigned seat in your account, the new user will be assigned that seat. If there are no free seats, account owners will be able to purchase a new seat. Other users will need to ask their account owner to purchase an additional seat.

This new user invite experience is rolling out on web and the iOS app in the coming weeks. We plan to introduce this feature to Android in early 2023.

Bugs & Enhancements

  • We’ve made performance enhancements to our Android app.
  • We fixed an issue with our Google Data Studio integration where users were receiving an error message when integrating for the first time, and when trying to load existing reports.
  • We resolved a bug where opening an Quickbooks invoice displayed a “content is blocked” error message.

@Copper Product Team is the Android app faster now?

@andrewbermudez We’ve made some performance improvements, but you may or may not notice faster speed depending on your device, your internet connection, number of records in Copper, what you’re doing in the app, etc. It does seem to be a little faster for me, but we won’t be able to say for certain if you’ll notice a difference - there’s just so many factors.

Terms & ConditionsCookie settings