As we have grown in our use of Copper and the data it holds that we rely on daily - it is becoming more concerning we don’t have an automatic daily back up. In opening a ticket, it seems there isn’t a way to back up, short of me daily creating an export of the different data sets. Is anyone doing an automatic back up, or do you have a solution other than manually exporting the different data sets? I am starting with the question, before I log an idea. Thanks
Hi.How do I add a document created on a Mac computer to the main body of an email template and not as an attachment please? I have copy/pasted the document but it wouldnt save.Thanks
Just researching the potential to integrate twitter lists into Copper, anyone had any experience of this? ThanksTim : )
Why MailChimp not sync the new persons ? It is working when update any existing person fields BUT no sync for new people
We are looking to do a couple of things: “Give me a list of my meeting notes for this time frame” (e.g. into a google doc). But there seems to be no way to do such a search, am I mis-reading? “Search for this text in meeting notes” (e.g. “Feedback meeting”). The search does not seem to find things in the body of meeting notes (activities). Is there a way to achieve this?
I have many referral partners. Some of them refer other referral partners. All these referral partners refer potential customers to me. I need to track which referral partners were referred to me from other referral partners, and also which customers were referred by which referral partner. I can’t use affiliate links because these types of referrals are made through personal email introductions. What’s the best way to go about tracking all this?
I don’t understand how when I get the template for importing contacts, they do not at all map to what I see in Copper or in the Gmail extension. For example, it says “Phone” but not “Work Phone” or “Mobile Phone”It doesn’t seem to make sense that there would not be consistency. And none of the options in “Category” relate to my question
Hi, the help and support links do no appear within the browser version nor the mobile app. How do I get any support?
Hey, How can I turn off the extension appearing in Gmail by default? Every time I open Gmail I have to click to hide it… I’d prefer to have it off by default and click if I need it. Thanks!
Hi folks - I’ve turned on Google Contacts integration and my Copper contacts are showing up in Google Contacts, but only with contact fields for name, email, and phone. Company and Title field data isn’t mapping over. How can I get the Company and Title fields to sync with Google Contacts records? This is important because I’ll typically search by company name to find people and it’s blank.Thanks! Doug
Hey All, We would like to produce some summary emails for our upper management with relevant activity (i.e. all the new contacts and opportunities added that day). I assume this could be achieved through automation. Does anyone have anything similar set up?Could anyone advise? Thank you in advance!
Hey there Copper,For some reason, I cannot get more than 1 page from the API. Can someone help me?
With the new Mailchimp Integration (1-way sync) what happens when I have multiple emails under a contact? For instance, I may have their work email and, as a secondary email, their personal email. I would only want the primary email to sync to Mailchimp. Is this what would happen or would they both sync and then I would start sending work emails to their personal account as well? Any feedback or experience is greatly appreciated.
It would be very helpful if we could track progress through pipeline stages with reports. Currently, we have to have 2 pipelines.1st Meeting to Design Agreement Design Agreement to Construction Contract.If we could create reports that track through stages of a pipeline, we wouldn’t have to have the hassle of working through 2 pipelines.
Hi, I find the activity feed useful on the mobile view as It’s a good reminder of all the conversations I have interactions across the last few days / weeks. Is there a way to access this view via a browser?I feel like I might be missing something obvious! ThanksTim
The Connect Fields that Copper introduced are really interesting and we have found some good internal use cases. However, they really only serve as glorified navigation tools at this point.I think to really unlock the potential of these fields, there are a number of other things that would need to happen to get the most out of them. Are there plans to do any of the following:Allowing Exporting of Connect field Allowing Importing or Bulk updates Enable API access through tools such as Zapier
I have a large list of emails currently in my Copper CRM that are undeliverable. How can I delete those contacts in bulk from my Copper contacts.
Please can an email field be added to the company page?
Hello!I am wondering if you are able to send bulk emails using aliases?For example: My main email linked to Copper is emailone@adress.com but i have emailtwo@adress.com and emailthree@adress.com as aliases that I use for different customer segments.I want to be able to adress my first client group through emailone@adress.com and the second customer group with emailtwo@adress.com etc. Thank you in advance!Best regards,Li
Hello,Is there any possibility to send sms directly from Copper, to over 4k customers?Thank you!
I am trying to add another field in Status to meet our business requirements - can I do this? I cant seem to find a way to ie the hover pencil is not appearing etc
Hi all!I have a query regarding one of the features of Copper. I see my won opportunities (along with their value) and win rate being displayed on the Company level in Copper in some sort of a line graph(as you can see in the attachment). But I want this feature to be extended to the People (User) level.I cannot see this option being displayed on the People level. I tried reading the API documentation to see if there could be some tweaks in order to display this through API but couldn’t find any.Can someone please help me with this request?
Hi there, I let Copper sync all my google contacts before. Two questions: Is it possible to have an option to not sync the entire list? Although it assured me, that it would not import duplicates (previously imported contacts), it did and now I have my entire contact list in Copper two times… Is that a bug or will it be like this every time, that I want to automatically sync contacts from google contacts?Thanks for letting me know!Jul
I would like to create a report or a download of person specific information - name, email, linkedin profile, for the primary contacts of Companies with a specific tag. How can I do this? Jim
To develop a forward looking forecast, I want to show the cumulative effect of the orders (ARR) closing in the future….ie if Q1 is 1M and Q2 is 1M I want Q3 to start w/2M. Every CRM seems to do this out of the box but just can figure it out in Copper. When the VC asks, how much ARR will have by end of year I have to add up each spike in my chart:-)
Already have an account? Login
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
Sorry, our virus scanner detected that this file isn't safe to download.
