Hi, When running a new Google Sheets Add-on Import, custom calculations in custom fields deleted. Is there anyway to avoid this? ThanksTim
This is a really simple feature, but when I make an edit with multiple people it takes minutes to update. And in the meantime I can’t continue working. I have to wait and refresh and refresh again. This is a HUGE issue and something I came across on my first day of using the tool. I consider it a potential dealbreaker to purchasing the product.
Is there a way to change fonts in email marketing sequences? Thank you!
Hi, I want to create three fields for staged payments. The field needs to be date (for payment) and amount. I’m not sure if there’s a way to do this in Copper, any ideas anyone?
Hey there! I’ve been trying to import data for BC Liquor Stores with the columns below and each time I try to import, even if I get all the green checks, the summary has been always skipping all the rows of data, aka then will not import that accounts or companies. I’m not too sure what I’ve done wrong and / or might need to add but I’ve also done it in several different formats being excel, CSV and google sheets. None have worked and NEED HELP!!Name Email Domain City State Country Contact Type Owned By Work Phone BCLS 111 Commercial bcliquorstores.com Vancouver BC Canada Current Customer Anthony Langner 6046609088
I created a custom field, and am trying to clone it to a new pipeline, but I can’t. I set a custom field key for the custom field. And I just get this error: - Unsupported Variables ["travefy"] (travefy is the custom key I made) I have saved the key, it’s in the record. I deleted it and readded it, I logged out and in...appears there is no way to get it to recognize the key.
Hi, is there a template for report like this, or a tutorial that would help me build it? Thanks
I have searched through Copper support and don’t seem to find if you are able to embed a jpeg into an email template. Does anyone know? Thank you!
Is it possible to use Close Date in Reports?Specifically, I am trying to see a dynamic view of how many open opportunities are assigned to each owner each month based on the opportunities’ close date. For us, close date is a fixed date when the opportunity will be closed out, so we would like to be able to see a view of our owners’ caseloads each month based on how many opportunities will be open at that time. Is this possible?
Is there a way to automatically add a “Start Date” for an opportunity as the date it was “Confirmed?” I currently have 4 stages of Opportunities, and when I get to the “Confirmed” stage, I will create triggers for tasks. I would like to add the triggers as (Start_Date, +1) (Start_Date, +10), etc. I’d love to be able to do this by not having to manually enter my start date into the opportunity. I think I have a handle on how to create the task triggers once I have the start date. Thanks in advance!Tim
When I use the Copper platform to send a trackable email, why doesn’t it log an activity as “email”? I’d like to automate the tracking as much as I can - and today I have to send from the platform AND log the activity to show in reporting.
While on the “Tasks” tab, I drill down into opportunities to complete the task. When I click back on the “Tasks” tab to complete the next task, 3-4 task unrelated to the task I just completed show a checkmark in the “completed” box. I’ve done this 4 or 5 times now with the same consistent result. If I hasn’t returned to the “tasks” tab, I’m afraid these may slip through the cracks. I was able to uncheck them so they are showing undone, but I can’t rely on that being the process.
I have a very sticky situation on my hands, and I’m hoping someone here might have sage advice. It looks as though Copper has been overwriting Google Contacts, resulting in the loss of hundreds of phone numbers from my colleague’s Android phone. At first, I thought it was a bug, as I don’t recall any warning about this in my onboarding. However, after chatting with support, it seems like this was avoidable with the proper guidance. Yes, here I am. Is there any way to retrieve what was lost or otherwise resolve this issue? Any help would be greatly appreciated as the loss of this data would be catastrophic.
How do I erase delete an entire account and start over, or set up another account? Can this be done using the same email?
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?
Hello, I am in the process of setting up a zapier integration to link a google form to my copper contacts. I would like to have both first and last name columns in my Copper People database but can’t figure out how to make that work. I just see a First Name field now. Thank you for any insight!!
Is it possible to create a workflow that when an opportunity moves from one stage to another in the pipeline, it auto creates a google drive folder & certain documents?
I am looking to archive a contact so that she does not receive a bulk email send by accident. I want to leave all of her information intact, but I don’t see how to do that without her being grouped into an email send by accident. For now, I removed her email from the email field and made a note of it in the “create note” field so that I would not lose that information. I don’t want to delete her either, because I would lose all past communications. I just want to archive her so that she does not receive any more communication from us. Any ideas on how to make this happen? Creating a customer filter really doesn’t do the job since everyone has an email, I can’t filter her out and leave her email in place at the same time.
I know it’s possible as my boss does it, but he doesn’t know how he did it. Essentially what I want is when a client calls me, it shows up on my iPhone with their name. Can anyone show me how this is done?Thank you!
We have a service that uses webhooks to capture changes in the various Copper entities. Unfortunately the webhook is not triggered when there are changes in relations between entities. This issue applies both for standard fields (e.g. change company for a person) as well for the custom connect fields. Does anyone has a solution for this? Thanks, Jaco Koppelaar
Is there a way to build a dashboard or generate a report based on email response times, specifically for contacts that are in a particular project?
Im currently working on an android app project where i use copper api to access/store some data to copper. Currently i’m struggling on how to upload to S3 from my android file manager. Can you please guide me on this? I’m using IONIC framework with vuejs. Thanks.
Can I use my custom fields in my bulk emails?I am pretty sure that I confirmed that this was possible during my onboarding, but now I am no longer seeing the option to pick my custom fields from the “merge fields” menu. What might I be doing wrong?
Hello all -I have been trying to decrease the number of Copper CRM seats we have in the system. I can add seats but I have no way to reduce them. I do not see a chat icon or chat bubble anywhere in Copper. When I go to support, I’m directed to the in-app chat icon and I don’t have one. Any suggestions?
Is it possible to unsync a Contact from a Mailchimp audience through Copper?Or can this only be done manually through Mailchimp?
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