Hi All,I’m wondering if there might be a way to limit visibility of specific files attached to contact records? I’m asking because our team uses Copper in fundraising and we often have to have confidential conversations with our funders and our practice in the past has been to create a memo of our conversations. We prefer to have our team members have access to most emails, but certain things are not fit for all eyes. Or, is there another way you might suggest we manage this? Thank you!
When I send email it’s extremely convenient the “My Tracked Emails” page as I can see if and when my email was opened.However, if I send it to multiple recipients, I cannot distinguish who did open it and who didn’t.How to fix this issue?In this example below is that I actually see when I’ve sent my email to 3 recipients (1 + 2 CC): Viewed by someone on Today at 2:16 PMViewed by someone on Today at 2:16 PMViewed by someone on Today at 2:16 PMViewed by someone on Today at 2:16 PM I which to know who that “someone” is.Thanks
Hi, we have had erroneous duplicates introduced to our data system over the past three years through our own doing. However, we have spent some time on several occasions, most recently in June, to remove these duplicates through deletion or merging, where applicable. Recently, our database numbers have jumped back up again and we have noticed that many duplicates have returned. Can you assist us with identifying the reason for this issue and preventing it in the future? Is there a faster way to merge/delete duplicate records?
Hello.First of all. New list looks nice with Contact Types showing different colors. Question: Is it possible to change the colors assigned to the contact types?It’s just easier to see it and understand if they are uniform to what we used from our “sheets” and previous CRM.I hope this is possible.
Is it possible to set up a user with their company Gmail address (email@example.com) but also have a group email (legal@ or sales@) that person is a part of so all activity shows for companies for tracking? This is especially important/helpful when our legal team is corresponding with customers during contracting. Sales hands off the customer and so all of legal sees emails, the correspondence is sent from the group email, however the legal team have individual user accounts in Copper.OR Sales manager (firstname.lastname@example.org) and sales team (email@example.com) - would want both emails to track for the customer in Copper.
Hello, anyone aware of a way we can send a bulk email from inside the Organization?Currently I have to open the Organization and type each contact under the Organization. Is there a Bulk email to everyone within in an organization? This would save some serious minutes! Thank you
I’m aware that there’s a list of social media platforms in the field. However, what if new platforms come up? Using ‘other’ is unclear of what the social platform is.It would be nice to be able to customize this field like the ability of add additional social media platforms beside those listed in the drop down menu. For example, YELP, most of our clients are restaurants and they have a Yelp page. So listing in ‘other’ option would not make sense as ‘other’ could be a different platform for another client.Please consider this idea, thanks.
I have an email drip campaign I’ve launched. It appears that the same people click on the email every time it goes out, exactly the same number of clicks. Just seems unlikely the same ones would click every time and the same number of times. Anything I should check or be concerned about?
Can I change the default Activity Type?We’re using Copper’s task management system quite a bit — but almost none of our activity involves Phone Calls. Yet, Phone Call is the default Activity Type. There is nothing in settings—that I’ve seen—that let’s me reorder or pick a default.Is there anything I can do?
We leverage the Google Sheets Copper Extension for a lot of our different reports. Is there anyway to get that extension to run automatically without human interaction. We would ideally like it to fire every night. Right now we have to trigger it manually. Any support is much appreciated!
I used to send several emails to B2B prospects. People that never heard about me before.I normally write my emails one by one, tailoring it to the recipient.I send them within my Gmail because I used to have different email aliases that don’t work within Copper, so I am forced to send the email from my Gmail instead.As long as I don’t use the “schedule” function, Copper keeps track of each email sent, so no problem. I want to send a follow up email to those people who received but didn’t open my email.To those who did receive my email but didn’t reply me.What I am doing now is going to the “My Tracked Emails” section and scroll down each email sent one by one (I never send bulk email, as said I tailor them and send one by one), but this is not convenient. First of all because they are all mixed with other common emails I send to suppliers, customers, etc...basically emails that I do not consider as part of my “Outbound marketing”, but merely operational emails (I don’t use separate ema
When I send an email to my contact, this email will automatically show up in my contact page, as an ACTIVITY, without the needs to LOG an activity by hand.When I send the same email within my Gmail, instead using Copper CRM, it behave in the same way.However, when I want to send the same email, within my Gmail, using the Gmail function SCHEDULE SEND which appears on the bottom, clicking the little arrow, beside the SEND word, the email is correctly sent at the scheduled time, but it will not show up as an activity into my contact’s page within Copper CRM.How to fix this problem?
Hi, I have been in contact with Customer Support multiple times but I don’t seem to get an answer to my query. We need to understand what has been charged from us. I’ve been asking if it would be possible to get an update to understand what is happening but I can see that my messages are being read but nobody answers.Is there another channel to contact support besides the chat?
A few of the businesses that we have entered into our instance of Copper automatically have logos added. Is there a certain action that initiates that process?When “merging” contacts that are similar, I noticed that it didn’t copy the logo that was attached to one of the contacts. Why would that happen? When “merging” contacts that are similar, I noticed that the owner of contact wasn’t copied over. Is it possible to know what is being merged and what isn’t?
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