You asked, and we listened — advanced filtering on text fields is now available in Copper! 🥳 You can now easily locate and segment important records by filtering on default and custom free form text fields right from the web app. Create customer segments in a flash 💫 so you can focus on the relationships driving the most value for your business and prevent key clients from slipping through the cracks.
With Copper’s new text filtering, you can:
👉 Filter on default and custom text fields on your Copper records to locate important contacts
and companies
👉 Match text fields “exactly”, “containing”, “with any value”, or “with no value” to
flexibly segment your customer records
👉 Import data with custom text fields you can later filter on — no need to reformat your data in
order to use filters
How do I use this feature:
On your Company, People, Opportunity or Task lists, click on “filter” in the top right corner then scroll down to the bottom of the filter list. Click the field you’d like to filter on to open the criteria menu.
From there, hit “Add Criteria” to select the conditional logic you’d like to filter on (matching “exactly”, “containing”, “with any value” or “with no value”) to get specific and segment your customers 🔥
The option for multiple criteria helps you find exactly what you need 🔍
You can take it a step further by using the match “any”, “all” or “none” function to qualify your search.
We hope you enjoy this feature.
Happy filtering!
Melanie at Copper