Product Updates

This week, we’re introducing new file preview actions, a new setup flow for Pipelines and mobile app onboarding for first-time users. As always, we squashed some bugs as well!Coming soon: New file preview actions 📑When you’re working with files attached to records, we’ll be adding additional options in the next few weeks: Click to preview: When hovering over files, you can now preview the file in a new browser tab. Previously, clicking the title would download the file by default. New Action Icons: We’ve added three new icons to the right of files, which allow you to download files, get more information, or remove the file from the record. New File Preview Actions Coming soon: Pipeline setup flow 🪄We’ll soon be making it more intuitive to create new pipelines in Copper! When you create a new pipeline, you’ll be greeted by a new setup flow that will ask you to name your pipeline and stages. An animation will show you what your new Pipeline will look like once you’ve saved it.“Setup Your Pipeline”If you need to set team and win percentages in your pipeline, this can be done by editing your pipeline after creating it. We’re rolling out a pipeline creation flow to all customers over the next few weeks. Mobile app onboarding ✨We’ve introduced a new onboarding experience that appears when you download our mobile app for the first time. Don’t have our mobile app yet? Download it now on Google Play or the Apple App Store!Bugs 🐞 In the iOS app, we’ve fixed an issue where some users could not add new comment threads, and a bug where notes on the activity feed were being cut off. In the Android app, we’ve made our automatic call logging more flexible by supporting numbers that contain special characters. We’ve also fixed a bug where users were unable to convert Leads to Person records. In the Copper web app, we fixed two broken links in the menu: the “Mobile Apps” link directs to a new page on our homepage, and “Send Feedback” now directs to the Ideas page on Copper Community.

This week, we announced the upcoming renaming of Opportunities to Pipelines, and squashed bugs with our email integration and mobile apps.Coming Soon: Opportunities to Pipelines 👀Starting in March 2022, we will be renaming Opportunities in the Copper menu to Pipelines. To learn more about the change, click here.Bugs 🐞We tackled some bugs with our email integration and our mobile apps.Email integration: We fixed an issue where users were seeing an error message and were unable to send emails from the Copper app. Mobile Apps: On iOS, we fixed an issue where the app was crashing when launching on iOS 12.5.5, fixed a bug where only the first page of activity logs would appear, and removed an old “Update to iOS 12” banner that was alive for way too long! On Android, we resolved an issue where deactivated fields were still appearing in the mobile app.

In an effort to continue improving the Copper user experience, next month (March 2022) we’ll be renaming Opportunities to Pipelines inside Copper’s main navigation.Opportunities will become Pipelines inside Copper’s navigationThis renaming will allow for a more intuitive experience for new customers to learn where to create their first pipeline. What will change for current customers?  The good news is, not much! The only change current customers will see is the renaming of Opportunities to Pipelines in the main navigation. If you’ve changed the name of Opportunities in your Copper account, the opportunities themselves will retain that name, however the name in the Copper menu will now be Pipelines for all customers. Your current pipelines will not be impacted 👍  Stay tuned for the official announcement. We’ll let you know when the change has been rolled out. 

This week, we’ve introduced updates to our developer API, and tackled bugs in our Google Chrome extension, in-app email and mobile apps. Developer API 🔌Computed custom field values 🔠On the Developer API, any eligible endpoint that returns custom fields can now also return with their corresponding text values, using a new optional parameter.When an entity with custom fields is returned, by default the option IDs would need to be mapped to their corresponding labels via a call to GET /v1/custom_field_definitions, causing an extra request to be made. To reduce HTTP traffic, you can now add an optional query param custom_field_computed_values=true to any eligible endpoints that return custom fields in order to retrieve the custom field's "computed_value".Existing API connections that do not use the new param will continue to operate as normal. For more information, review our Copper Developer API documentation. Bugs 🐞 Google Chrome extension 🌐We resolved an issue with our Google Chrome extension in Google Calendar, which caused some customers to receive an error message when logging in.In-app emailWe resolved two issues when sending emails while using the previous and next feature to navigate between multiple records in full screen view. The issue caused emails to be sent to the incorrect recipient and merge fields not updating correctly. We resolved an issue with bulk email where merge fields were not populating when navigating through people during bulk email preview. Copper mobile apps 📱We resolved a bug on our Android app where automatic call and SMS logging was not being logged as an activity if the phone number had gaps or spaces. We resolved a bug on our iOS app where some users were being logged out each time they closed the app.  We fixed an issue on our iOS app where the app would crash when changing from one pipeline with fewer stages into another pipeline with more stages.

This week, we’ve introduced attachments in bulk emails, new mobile app features, and the ability to turn off the Chrome extension’s Gmail spotlight feature. Attachments in bulk emails 📎You can now attach files when sending bulk emails! To learn more about how to send bulk emails, visit our support page.You can now attach documents when sending bulk emails  Mobile app landscape mode and drag & drop ↩️Opportunity pipelines are now compatible in landscape mode! Now, you can see more stages in your view, and reduce your need to scroll. You can now also drag and drop your opportunities to move them down your pipeline - saving you time!Mobile app: turn clockwise to see pipelines in landscape mode. Drag and drop opportunities to move them to the next stage. Disable Gmail Spotlight feature 🔦Last month, we announced our new Gmail Spotlight feature, which contextualizes your emails, with visual cues to indicate which emails are related to Copper items for immediate clarity.If you’d prefer to turn this feature off, you can head into the Chrome Extension’s settings and check “Turn off Gmail Spotlight.”  Bugs 🐞We fixed an issue on our iOS mobile app, which caused “no results” to be returned when searching on Opportunities.

Can you believe 2022 is almost here!? It’s been an exciting year here at Copper, and we’re taking a look back at some of the year’s key feature releases driving value for our customers.Let’s look back on the top releases of 2021 🥳  Make magic happen with Copper in your Google Calendar We must say, this product update had us over the moon🌛 The Copper Chrome extension integrates with your Google Calendar so you can instantly contextualize every Calendar event, add new meeting attendees to Copper with one click, and make sure you’re prepared for every meeting. No need to break your workflow by switching between tabs ✅ Make sure you’re getting the most out of your Google Calendar with the Copper Chrome extension. Level up your marketing efforts with Marketing ToolsWe launched Marketing Tools to help you better engage with your leads and customers 💪 With marketing tools, you can create contacts from web form submissions, send automated personalized emails to your customers, track customer engagement on your website, and optimize opportunities with lead scoring 🔥 Marketing Tools are available on our Business plan. Gather insights to grow your business with our new ReportsIn 2021 we dropped a major Reports release 💣 to help you better gather and analyze your business insights. Supercharge 🔌 your business with these reporting features:  Dashboard templates to give you better visibility with out-of-the-box report functionality 📦 Reports customization to help you create and customize your own dashboard and personalize reports for your business  Report sharing with scheduled emails and PDF exports of your dashboards Cross record support to help you report on opportunities based on criteria of the related company, and other fields  Activity reporting templates and custom insights to quickly see deals in play, measure success, and keep your team motivated and moving 🏃 Reports are available on our Professional and Business plans.  Do business from anywhere with Copper’s mobile appOur team focused lots of energy on getting you up and running no matter where you are with new mobile app functionality this year. Never miss a beat with these mobile features 📲  Import contacts from your device on iOS and Android into our mobile app 👥 Assisted call-logging for iOS and Android will automatically draft a phone call activity when you start a call within a Copper contact or lead record Use SMS logging inside the iOS and Android apps to track your texts with the new SMS activity type 💬 Send email attachments right from the mobile app — simply hit the paperclip icon 📎 to select your files  Make things easier while on-the-go by accessing email templates and merge fields though the mobile app  But that’s not all she wrote… here are just a few of our community ideas we’re working on for 2022: Make sure you’re getting the most out of Copper as we head into the new year! We look forward to taking on the new year with you, our wonderful customers 💖 The team at Copper

Marketing Tools New App Connector integrations: Facebook Lead Ads and Gravity Forms 🔌We’ve expanded our Marketing Tools' App Connector offering to Facebook Lead Ads and Gravity Forms. New form fills are added to Copper as a Lead or Person. If the Lead or Person already exists, we’ll log an activity with the captured form data.This feature is available to customers on Business tier plan, which provides scaling companies with email sequences, additional integrations, and customization. Want to learn more? Reach out to accounts@copper.com. Mobile App SMS logging 💬A few weeks ago, we introduced the new default SMS activity type. Now, we’re taking a step further by adding SMS logging on iOS and Android! SMS logging helps you log an activity in Copper whenever you send an SMS message. For iOS mobile app users, you can now send SMS messages to People and Leads from the Copper app, and have an activity logged. Due to restrictions by Apple, Copper cannot log messages sent outside the Copper app (SMS messages must start from Copper app first), log messages you receive from a contact, or access the actual content of SMS messages. You’ll see this feature on your next iOS app update.Assisted SMS logging on iOSFor Android mobile app users, you can now automatically log an activity whenever you send or receive an SMS message from a Person or Lead in Copper. We do all the work, so you don’t have to! To get started, head to your Copper mobile app settings, click SMS, click the SMS Tracking toggle, then click “Allow.” Due to restrictions by Google, we are not able to access the content of SMS messages. You’ll see this feature on your next Android app update.Enable automatic SMS logging on AndroidEmail attachments, templates & merge fields ✉️You can now send email attachments from the Copper mobile app! When drafting an email in the Copper app, simply click on the paperclip 📎icon in the top right corner and select the file you want to send. On iOS, you can send images from your Photo Library or iCloud Drive files. On Android, you can send Photos or Google Drive files.Copper email templates and merge fields help you answer repetitive questions faster, and now you can access your templates and merge fields on-the-go from within the Copper mobile app. When you start to draft an email from the Copper app, you will now have the option to select templates or merge fields. This feature is available to customers on Professional or Business tier plans. You’ll see these feature on your next app update.Attachments, templates and merge fieldsRingCentral app support 📞We now support the RingCentrals MVP (formerly RingCentral Office) app when placing calls from the Copper mobile app. To use this feature, you must have the RingCentral-Copper integration and the RingCentral MVP app installed on your mobile device. This feature is available to customers on Professional or Business tier plans. You’ll see this feature on your next app update.With RingCentral MVP, you can call out using the RingCentral app 

Release Notes Marketing Tools Calendly integration 📅 We’ve recently added Calendly’s popular appointment scheduler to our App Connector functionality in Marketing Tools! With this integration, you’ll be able to: Have new contacts automatically added to Copper when they request a meeting Map meeting submission fields to Copper fields Create new activities automatically, and update in the event of a cancellation or rescheduling (coming soon). The integration requires a Copper Business subscription, and a Calendly Professional or Teams subscription. Activities Default SMS Activity Type 📱We’ve introduced a new default activity type called “SMS” for all customers!The new default SMS Activity TypeThe new SMS default activity type will be used by an Assisted SMS Logging feature that we’re introducing to our Android and iOS mobile apps in the coming weeks. Stay tuned! Bugs We’ve resolved an issue where users are intermittently logged out of Copper.  Copper CommunityOur team is hard at work preparing for the new year (can you believe it’s almost here?!). We want to hear from you to help us understand you, your business, and what you want to learn about. 🤔Fill out our survey here.

You asked, and we listened! We’re happy to announce activity reporting templates and custom insights are now available to our professional and business plan account admins 🎉With our new activity reporting templates and custom insights builder, you can quickly and easily see the deals in play to help measure success, keep your team motivated and important processes flowing smoothly.  Activity reporting will help you:  Keep your team happy and energized by recognizing team members doing great work, and motivating them with targeted and constructive coaching. Get visibility into your team’s day-to-day activities so you can measure success and better identify opportunities — no need to dig through a clunky spreadsheet.  Understand the activities driving success so you can build scalable team processes that keep deals moving forward and help nurture key relationships.  Easily identify high-value clients, ensuring your most important relationships are receiving the attention they deserve.  And the fun doesn’t stop there 👉 Time zone supportWe’re meeting you where you are with our new time zone support. Reports will now timestamp in the account owner’s set time zone instead of UTC. No more mental time zone conversions necessary 👌 Report refresh ratesOver the coming months, Copper will be working to increase our New Reports refresh rate! We’ve made good progress so far by adding additional refresh periods and we’re continuing to work towards real-time updates 🔄 Keep an eye out for more info.  Get moving with activity reportingIf you’re ready to dive deeper into activity reporting templates and the custom insights builder, check out our reporting best practices article available on Copper Community.  Activity reporting is only available on the professional or business plan. To learn more, reach out to our sales team at sales@copper.com. We look forward to hearing what you think about activity reporting!

Chrome extension Turn mayhem into magic with Copper’s Gmail spotlight 🔦The Copper + Google Workspace integration is levelling up, again! That’s right; on the heels of our new Calendar integration, we have new Gmail integration enhancements to add even more organization and contextualization to your noisy inbox. Stronger inbox integration supercharges productivity and organization With the new Copper Gmail spotlight, you can: See the most important information up front to move a deal forward  Instantly know which email threads are being tracked by Copper and which aren’t, and quickly add them to ensure the full context of your relationships is tracked Discover new influencers and suggested contacts — and add them to Copper with just one click so none of your connections slip through the cracks  Take your inbox and calendar organization to the next level and plan your day right from GmailThe Gmail spotlight is rolling out to Copper customers over the next few weeks. The feature will appear automatically in your inbox once it’s available.  Learn more here about how this updated integration works.Haven’t downloaded the Copper Chrome extension yet? You can get the chrome extension here, and you’ll see the feature as soon as it’s available for you. Marketing Tools Email Sequences is now Marketing ToolsWe’ve recently re-named the “Email Sequences” section to “Marketing Tools” inside Copper. We’ve also re-named some areas of Marketing Tools as well, with “Campaigns” becoming “Sequences” and “Contacts” becoming “Segments”. To learn more about this name change, and what’s included in Marketing Tools, click here. BugsWe've temporarily fixed an authentication bug that prevented some users from having their email and calendar sync with Google Workspace. You may be asked to re-accept permissions the next time you log into Copper. We are working on a permanent solution. We continue to work on the issue where some users are being intermittently logged out of Copper. Copper CommunityOur community is continuing to grow, with many exciting topics being discussed. 🎉 Check it out! (Log in with your Copper credentials).

We’re so excited to announce that your Copper + Google Workspace integration is getting even better 🚀 Our new Gmail spotlight adds even more organization and context to your busy inbox.The Copper Gmail spotlight contextualizes your emails, with easy visual cues to indicate which emails are related to Copper items for immediate clarity. Turn mayhem into magic ✨ with the new Gmail spotlight as we roll out these new features in the coming weeks. Stronger inbox integration supercharges productivity and organization  With the new Copper Gmail spotlight, you can:  See the most important information up front to move a deal forward  Instantly know which email threads are being tracked by Copper and which aren’t, and quickly add them to ensure the full context of your relationships is tracked Discover new influencers and suggested contacts — and add them to Copper with just one click so none of your connections slip through the cracks  Take your inbox and calendar organization to the next level and plan your day right from Gmail  Go further with Copper X GoogleThe Gmail spotlight is rolling out to Copper customers over the next few weeks. The feature will appear automatically in your inbox once it’s available.  Learn more here about how this updated integration works.Haven’t downloaded the Copper Chrome extension yet? You can get the chrome extension here, and you’ll see the feature as soon as it’s available for you. We can’t wait to hear what you think!

Our email sequences product launched earlier this year, and we’ve been hard at work adding additional features to help you engage with your leads and customers. We’ve recently re-named the “Email Sequences” section to “Marketing Tools” inside Copper.Email Sequences is now called Marketing ToolsWe’ve also re-named some areas of Marketing Tools as well, with “Campaigns” becoming “Sequences” and “Contacts” becoming “Segments”. What’s included in Marketing Tools? Here’s some of the functionality our Marketing Tools feature provides:App connectorThe app connector lets you automatically create contacts in Copper from web form fills. You can currently integrate Wix forms and Wordpress forms, with additional apps coming soon!Email sequencesEmail sequence campaigns allow you to automatically send personalized emails to your Copper contacts. It’s a powerful way to connect with your Copper contacts. You can automatically send emails based on lead status or tags, send multiple emails that are sent out at custom intervals, and can track clicks, replies and unsubscribes.Web trackingWeb tracking notifies you when leads visit your website and when they appear ready to buy. You can also learn which traffic sources and web pages lead to purchases.Lead scoringLead scoring helps you identify your most engaged leads by adding a score to each contact based on their visits to your website, and engagement from your email sequences. Marketing Tools are available to customers on our Business plan. Interested in learning more? Reach out to our sales team at sales@copper.com!

We’ve increased our refresh rate in New Reports, added Google Drive search and improved automated call logging in the Android App, and improved performance on our Chrome Extension, Google Data Studio Connector, and Developer API. New Reports  Report refresh rate Over the next few months, Copper will be increasing our New Reports 📊 refresh rate! We’ve already made good progress by adding an additional refresh period, and are working towards real-time updates 🔄. Stay tuned! Mobile Search Google Drive on AndroidAs promised in our last release notes, we’ve made adding files from Google Drive to Copper on Android even easier!You can save time adding valuable files to Copper by searching 🔍 for a file. Before, you had to navigate through your Google Drive folders to find and add files to Copper. Automatic call logging (Android)We’ve made improvements to our automatic call logging 📞 feature on Android to save you more time when logging activities We can now determine if the call was answered, missed or rejected, and if the call was outgoing or incoming. We’ve tightened our phone number matching rules ✅ to increase accuracy. We now only log the duration ⏱️ of an actual phone conversation to increase call duration accuracy. Before, we would include the ringback tone duration. Android Automatic Call Logging In-app messaging (Android & iOS)We added in-app messaging functionality into our mobile apps to notify you when our mobile app is inaccessible ⚠️ during system maintenance. Google Chrome ExtensionWe’ve added the ability to “hover” over any email address 📩 in Google Calendar to bring up the contact record, the same way you can in Gmail. Bugs We fixed an authentication bug 🔒 that prevented some users from accessing the Copper Google Chrome Extension after we expanded our capabilities to Google Calendar. We also fixed a connection error ❌ that was preventing data from flowing from Copper to Google Data Studio.  PerformanceWe’ve made performance improvements to all Developer API Search/List endpoints 🔌, resulting in faster response times to requests. Copper CommunityOur community is continuing to grow, with many exciting topics being discussed. 🎉 This week - our Customer Success team has shared best practices around workflow automation and reporting dashboards. Check it out! 

New from Copper Chrome Extension Introducing Copper in Google CalendarBig news: We’ve made the Copper Chrome extension fully and natively integrated with Google Calendar 🗓️. Now you can stop switching tabs, screens and apps, hunting down information you need for all of the items on your Calendar. In one click, you and your team have instant access to enriched contextual information around all of your Calendar events, so you’re always prepared for your next meeting — and know exactly how to follow up.The Copper Chrome extension in Google Calendar will allow you to: Arrive effortlessly prepared to every prospect and client interactionLook up event details, notes, participants and materials directly from Google Calendar without breaking your workflow.Grow your network faster, in a way that makes sense Add new leads and update old ones based on your email conversations and Copper suggestions.Find more peace of mind in your workday. Bring more organization and understanding to your relationships in Workspace. Don’t have the Copper Chrome extension yet? Download it here. Mobile Search Google Drive on iOSWe’ve made adding files from Google Drive to Copper on iOS 📱even easier! You can save time adding valuable files to Copper by searching 🔍for a file. Before, you had to navigate through your Google Drive folders to find and add files to Copper.This feature is currently available for iOS only, however we will be releasing for Android very soon. Stay tuned! Bugs We’re busy crushing bugs 🪲 in our iOS and Android mobile apps.Mobile Auto Sync for Contacts - We’ve disabled Auto Sync in the latest release of both our Android and iOS apps. We identified a 🔁loop that can occur for customers who use 1-way Google Contacts Sync, manually import Google Contacts, and have the Mobile Auto Sync feature enabled. This has loop can result in duplicate contacts being created. We will re-enable the feature once we’ve fixed the loop and removed the duplicates contacts.  Copper CommunityLast week, Copper was featured at Google Cloud Next '21! We’ve had some great discussions about best practices for Copper inside Google Workspace, and we are looking for more suggestions on how we can expand our Google integration in our Ideas💡forums. Come join the conversation!

 Copper’s Chrome extension is now in your calendar! Big news: the Copper Chrome extension is now integrated with Google Calendar 🎉 Just like with Gmail, now you can access Copper directly from your calendar!In one click, you get instant access to information around every Calendar event, so you’re always prepared for your next meeting — and know exactly how to follow up.   With Copper in Google Calendar you can: Look up event details, participants and materials directly from Google Calendar without breaking your workflow. Add meeting participants to Copper from Calendar in one click. Find new leads and update old information based on Copper suggestions. Bring more organization and understanding to your relationships in Google Workspace. Get in on the fun with Copper + Calendar If you already have the Chrome extension installed, you’re golden: just accept new permissions in the popup window to allow it to access calendar.google.com. Once you accept permissions, it will start working in Google Calendar right away! Haven’t downloaded the Copper Chrome extension yet? Get it here and it will work automatically in both Gmail and Google Calendar once you open it (just accept permissions for the extension to access Gmail and Google Calendar). Find out more about how the Chrome extension works with Calendar here. Let us know what you think!

We are excited to release some new features! 🥳 Contact Import & Sync (iOS & Android)You’ll now be able to import contacts from your iOS or Android device into Copper via our mobile apps. This makes it easier to get all your contacts into Copper!Simply open the mobile app and click the button in the bottom right corner. From there, you’ll see an option for Import Contacts.Click here for more detailed instructions. Assisted Call Logging (iOS)*We also enabled assisted call logging for iOS! Previously, this was only available on Android.Assisted Call Logging helps you save time when logging phone calls in our iOS app. When you start a call within a Copper contact or lead record, Copper will automatically draft a Phone Call activity with a time estimate. You can then add additional context on what you discussed before logging the call in Copper.Assisted Call Logging on iOS  Let us know what you think!If you have any suggestions to improve our mobile app, web app, or Chrome Extension, post it as an Idea and our product team will take a look. *Assisted call logging is not available in China. For more information, please contact support.

New from Copper Mobile Contact Import & Sync (iOS & Android)Do you have any mobile phone contacts locked 🔒 away from the rest of your team? With our new contact import and sync functionality, you have the option to manually import your phone contacts, or use auto-synchronization 🔄 to keep Copper up-to-date. We’ve also built in functionality to help you handle duplicates. To learn more, click here.We will be staggering this roll out over the coming week, so keep an eye out for updates to your iOS or Android app. Depending on your settings, you may need to manually update your app from Google Play or the App Store.Contact Import and Sync on Android and iOSAssisted Call Logging (iOS)*Assisted Call Logging helps you save time when logging phone calls 📞 in our iOS app. When you start a call within a Copper contact or lead record, Copper will automatically draft a Phone Call activity with a time estimate. You can then add additional context on what you discussed before logging the call in Copper.Assisted Call Logging on iOSBugsWe’ve been busy crushing bugs 🪲 in our iOS and Android mobile apps. Mobile Search: Fixed a bug in our iOS app that was cutting off ✂️ the bottom of low-hanging letters (like g & y). Mobile Log in: Fixed a bug in our Android app that only allowed users to log in with Google. Users can now log in with an email and password.  Terms of ServiceOur Terms of Service have changed. To see the current version, please visit www.copper.com/terms. Zapier InspirationInterested in using Zapier ⚡ to integrate Copper with your favorite apps, but don’t know where to start? For inspiration, check out our Coffee with Copper webinar, learn how Smart Charge America uses Zapier and Copper to supercharge their sales, or read our Zapier playbooks. We’ve also had some great discussions in our Q&A and Ideas forums. Come join the conversation! *Assisted call logging is not available in China. For more information, please contact support.

New from CopperWe have been busy working on taking our Google integration even further and are delighted to introduce the first feature to you, our new and improved email reminders !We’ve improved the flow to create email reminders and introduced a dedicated space to see your email reminders from the Chrome Extension Home View, giving you peace of mind that you won’t forget anything and making it easier than ever before to stay on top of those key emails you want to come back to at a future time. CommunityWe continue to share new and useful content in our Community. Here’s some our latest pieces:Team Visibility & Permissions Using the Google Sheets add-on Best Practices for Consulting Firms 8 step-by-step Zapier integration playbooksWe’ve also had some great discussions in our Q&A and Ideas forums. Come join the conversation!

Hello! Here’s our product update for September 13th, 2021. PlatformWe’re continuing to improve the usability of Copper and this release we’ve made it easier to report on and visualise which email sequence last sent your Leads and People an email. This enhancement can be used to add fields to People and Lead records to capture the last email sent along with the date. If you would like to utilise this feature, more information can be found here. BugsWe’re continuing to crush those bugs 🐞 that you’re letting us know about. Global Search: Fixed a bug with Global Search not displaying “No results” when there are no search results to display. Chrome Extension: Fixed a bug with the Chrome Extension failing to open the Gmail email composer when prompted. Permissions: Fixed a bug where some users were unable to merge or delete records.  CommunityOur new Zapier directory shows you how to integrate Copper with any of 3000+ apps - no coding required! We’ve got step-by-step playbooks for most common connections such as Google Forms and Slack. Check it out here!

Hello! Here’s an update from our product team as of August 27th 2021. PlatformWe’re continuing to improve the usability and performance of Copper. Email Syncing: We’ve improved the performance of email syncing to make it even faster .  Google IntegrationIn addition to increased performance with email syncing, we’re working on improvements to the experience we provide within Google Workspace, the first of which is detailed below. Email Reminders: You can use Copper in Gmail to set reminders which will appear in your task list. We’ve added an “Email Reminder” tag to these which makes the tasks easier to find.  IntegrationsWe’re excited to announce the launch of our marketing forms App Connector! App Connector: We’ve made it even easier to get leads into Copper, now with the ability to capture more information from Wix, Elementor and Contact Form 7 web form submissions (you’ll find the App Connector under Email Sequences if you’re on the Business subscription). Click here to learn more about connecting Wix forms, or click here  to learn more about connecting WordPress forms such as Elementor Forms and Contact Form 7. BugsWe’re continuing to crush those bugs 🐞 that you’re letting us know about. List Views Bug: fixed an issue with the misalignment of the dropdown arrow within the “Add New” button, previously it was showing aligned right instead of centered.   List Views Bug: fixed an issue where records were being duplicated on list views temporarily causing users to refresh in order to remove duplicate records.  Workflow Automation: Workflow triggers and actions were failing when using the “GETVALUE” custom formula method with custom field keys containing capital letters. This issue has now been fixed.  Keep submitting your ideas!Did you know that we have an Ideas section in the community where you can chat with us directly about new ideas that you would like to see in the Product? Simply log in to Community with your Copper credentials and let us know what you’d like to see.

Hello! Here’s an update from our product team as of August 13 2021. Google Integration Gmail integration: Check out the Copper action icon in your Gmail inbox! You can set email reminders and relate emails to record in Copper with one easy click.  BugsWe’re continuing to crush those bugs 🐞 that you’re letting us know about. People list view: Addressed an issue where the Previous/Next buttons did not consistently display when selecting a record from a filtered People view.   All list views: Addressed an issue where the Previous/Next buttons were not displayed when you navigated to the full page view from the preview pane. Have you noticed a bug or unexpected behavior? Tell us about it! CommunityDid you know that we have an Ideas section in the community where you can chat with us directly about new ideas that you would like to see in the Product? Simply log in to Community with your Copper credentials and let us know what you’d like to see!

We have some exciting things that we’re working on to take our Google integration even further so this release note is a little lighter than our last few.  We’re excited to share with you what’s coming over the next couple of months!!! 🚀Did you know that we have an Ideas section in the community where you can chat with us directly about new ideas that you would like to see in the Product?  You just have to be logged in to see it.  We love the engagement we’re seeing there already but would always love to hear from you more.Onto the release notes...PlatformWe’re continuing to make improvements to your experience in Copper. Projects: Previous and next buttons for Projects The new previous and next buttons will be displayed at the top of the project board view and project templates.  Users will now be able to navigate between projects and/or templates without having to go back to the list view. BugsWe’re continuing to crush those bugs 🐞 that you’re letting us know about. Projects List View Navigation: Fixed a couple of issues related to navigating from a project board view back to the Project List View.  Prior to this change, users would be returned to the top of the list of projects, rather than their previous position in the list and the row would not be highlighted

Hi Copper Community, here’s our product update for July 16th 2021! ReportsWe’ve added more capabilities to allow you to report on custom fields. You can now configure custom fields for Person, Company, Opportunity, Project, and Task records.  PlatformWe’re continuing to improve overall usability of Copper. Search:  You can now quickly and easily search on Name, Email, Company Domain, and Phone number from the top search bar. Access to a full page of search results is still available by hitting the Enter key. These results are from a deeper search across all fields and activities. We’ve also added a slight delay to when we start to search which isn’t noticeable to users but it means we perform less requests on our servers and so results are quicker for us all. Full search: The full search results page now displays quick record filters across the top for easy selection, better organization, and improved readability. Mobile search filters: Search filters are now also included in our mobile application. Activity feed: We removed the duplicate emoji option from the bottom of the activity card within the activity feed. You can still access the emoji option from the top of the activity card. Projects: We updated the full-page icon in the preview panel when viewing a project to redirect to the board view. List views: We updated the List View selection dropdown to be more discoverable in the user interface.  Let us know in the comments what you think of these items and post in the Ideas section if you have any suggestions!

PlatformWe’ve continuing to improve the platform usability. List View Improvements: Return to the Previous Position in List View When navigating from a specific position within the listview to the record details page and back to the listview, the system will return me back to where you were in the list and the row will be highlighted for visibility. This also applies to filtered lists as well. List View Improvements: Highlight Applied Filters from the List of Filter Options When viewing filters that have been previously selected, those filters will be highlighted so they stand out as "selected". List View Improvements: Combine "Back" Arrow with Entity Title  The back arrow and entity name are now one button that can be selected or clicked in navigating back from the record detail page to the list view. List View Improvements: Update the Names Across entities with Underline The name field across entities (Leads, People, Company, Projects, Tasks) will show an underline when mousing over the name. This is to improve the discoverability of click states within the list. Email Sequences: Include Outfunnel Performed Activities In Activity Counts When we generate the Performed Activities Report/Dashboard, we were not looking at records owned by end-users in a company, therefore they were being excluded.  With this fix, we will now include the count of these activities and link them to the company record that the users are associated with. Email Sequences: You can now define Email Sequences recipients with Opportunity tags. Email Sequences now support sending email campaigns to segments defined with Opportunity tags. For example, if you set up a Workflow Automation that adds a tag when an opportunity is moved to a new stage, then you can have Email Sequences trigger automatically. Reports: Provisioning Feedback Page New Users and Accounts now see a page informing them that Reports are being provisioned for them and to check back later BugsWe’re continuing to crush those bugs 🐞 that you’re letting us know about. Search: Search Not Specific to Area Selected When the user is on the search results page, and then enters new search terms into the search bar, the radio button should be reset to the Everything toggle, to reflect the actual search results shown Mobile: Clicking Reply in Copper links opens the dashboard in the mobile app When using mobile and clicking a Reply in Copper link, the mobile apps were opening the dashboard instead of the task. With this fix we now have delivered the expected behavior and both iOS and Android apps are opening the task when the link is clicked. Mobile: After converting a lead on the Android mobile app and clicking back the lead does not appear converted After converting a lead on the Android mobile app, if the user clicked back they would see the Lead was still in the list and did not appear converted. With this fix the Lead will no longer appear in the list and will have been converted as expected. Mobile: Primary Contact remains required even if set to "None" in web app When you set the creation or edit rule to "None" in Opportunities, it's expected to reflect in iOS as well, however, iOS is persistent on making the "Primary Contact" required. With this fix iOS will respect the rule and no long persist “Primary Contact” as required if it is not. Mobile: User is forced to log in using Google instead of Email and Password combo When clicking to log in with email on the iOS mobile app, if the email address is recognised as a gmail email address the SIGN IN WITH GOOGLE authentication flow is triggered. The expected behavior is that the email and password can be used to login. This fix delivers the expected behavior which is consistent with the web app. Mobile: The keyboard is not dismissed on the iPad When saving a task the keyboard on the iPad remains open. This fix now hides the keyboard when the task is saved.

PerformanceWe’ve made further performance improvements to Opportunities by loading some of the different elements on the page concurrently. PlatformWe’ve continuing to improve the usability List Views. There’s more to come here in the next few weeks too. List Views:  Prev/Next Buttons on Full page View: Now you can work your way through lists much more easily without having to navigate back to the list view. Previous and next navigation is now available on records you navigate to from list views.  BugsWe’re back to crushing mobile bugs in both our iOS and Android apps as well as those bugs 🐞 that you’re letting us know about elsewhere in our web apps and extensions. Filters: Fixed an issue where some users were not able to view private and public filtered views based on their access in the system Email Sequences (business tier only): Fixed an issue where accounts were being cancelled immediately if they disabled auto-renew. Now accounts will remain active until they reach the expiry date of service. Opportunities: Resolved an issue where the primary contact was not displaying on initial setup of the opportunity card. Mobile: Fixed an iOS bug when switching between different pipelines. The list view will now be refreshed to opportunities that belong to the current pipeline. Mobile: Fixed an iOS bug where the sort display name wasn't being cleared from the sort button after the option was deselected. Mobile: Fixed a bug with iOS where leads couldn’t be deleted. Mobile: Resolved a bug where iOS push notifications were not being shown. Mobile: Fixed an issue with the feedback form for both Android and iOS. Mobile: Resolved a case where unchecked tasks couldn’t be created in the Android app. Mobile: Fixed a bug where some files added from the Android app were not showing up in the related section. Mobile: Fixed bugs related to incorrect colors being applied within the app. Reports: Users now get feedback that a deleted dashboard they are trying to navigate to no longer exists.  Copper CommunityOur community is growing fast and the topics are insightful. Have you joined yet? We’ve got you covered with from online support from our Customer Success team, a place to submit your product ideas, the ability to connect with your Peer, and tons of ways to make Copper work better for you. Check it out! (log in with your Copper credentials)