This week, we started rolling out text filtering, improved our web tracking via forms, introduced a new mobile welcome screen, added some Google data access settings, and squashed some bugs.
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You asked - we delivered! We are rolling out the ability to filter on free form text fields.
Over the next few weeks, you’ll be able to filter on default or custom text fields across people, opportunity, company, project and task records. Text filtering can help you more easily locate and segment your records, and assist with importing new data into Copper.
When in a list or pipelines view, text fields that can be filtered will have a “Show Settings” option to the right. When selected, you can match text fields “exactly”, “containing”, “with any value”, or “with no value.”
In July, we will also introduce the ability to add “and” “or” and “none” options, to filter even further on text fields. Subscribe to our release notes to be notified when this becomes available!
Our website visitor tracking can now identify visitor traffic to contacts that fill out any HTML form, or select iframe forms.
Before, we only supported a select number of HTML forms, and any other forms required additional HTML class settings in the form. Those HTML class settings are no longer required.
You still need to use the App Connector to have new form fills added to Copper automatically. These new updates only layer in web visits to existing contact records.
Website visitor tracking is available for Copper Business plan customers. For more information, read our support article here.
We rolled out a new welcome screen on our iOS and Android mobile app. Fun fact - when you click on the people icons - they turn into checkmarks and fade away!
We rolled out a new setting under “Personal Preferences” > “My Preferences”. By clicking on Google Account access management link under “Account Activity Security”, users can revoke Google data access and end active sessions. Users could already revoke access to Copper from within their Google Workspace account, however we are now surfacing this setting inside Copper.
Bugs & Minor Enhancements
We fixed several bugs across our web app and mobile app.
We fixed a bug where the pipeline page broke for a small number of customers
We improved accessibility by increasing text contract on our login screen and custom fields settings page.
We fixed an issue where a small number of Android users trying to upload a file from Google Drive received a “this app is blocked” error message.