Product Update

May 21, 2021 - New in Copper

  • 22 May 2021
  • 1 reply
  • 58 views

Copper User Community

  • We launched the Copper User Community - get online support from our Customer Success team, connect with peers, and deepen your knowledge of Copper and CRM. Check it out! (log in with your Copper credentials). Be sure to subscribe to Product Updates to get up-to-date info when it happens.

Reports

We’re continuing to improve reports and are cooking up some bigger releases to come soon.

  • Project and task reporting: You’re now able to report across Projects and any of their related tasks

  • Custom field change warnings: We now show you feedback on changes you make to custom fields that may impact your reports.

Bugs

We’re continuing to crush those bugs 🐞 that you’re letting us know about.

  • Email sync: Fixed an issue where “Copper Mailbox BCC ” was not syncing emails into Copper

  • Reports - dashboards not loading: Fixed an issue where the dashboard you were viewing was not loading when navigating to Reports

  • Reports - country names displaying incorrectly: Country names were showing as a short code rather than the full name. We now show the full name.

  • Reports - tasks showing incorrect priority: We now display the correct priority value for tasks in Reports

  • Task list views: Fixed an issue where an error was generated when trying to view a task in full page view.

  • Page load: Some users may have seen a flash of text before the main navigation icons were loaded. This is now resolved.

 

Have a question about the above? Ask us below. It’s that easy :sunglasses:

Hi Ken,

 

from the release note: 

Reports

We’re continuing to improve reports and are cooking up some bigger releases to come soon.

  • Project and task reporting: You’re now able to report across Projects and any of their related tasks

 

How can I create a report on projects? Is there any tutorial or doc? 

 

THX Thomas