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Good morning! I’ve got an administrative question for you.I’m an Italian resident and I’m using Copper as a person.In 2023 my italian fiscal/administrative situation will change and I’ll need to receive an invoice connected to my VAT Number (in Italy the name is Partita Iva). Do you think it will be possible? Thanks, Francesco
We are super excited about our new feature: auto-relating files! You can check out our announcement here or continue reading for more details. Here, we’ll cover:What is file auto-relate? How does it work? How do I enable file auto-relate? What kind of files does it work with? Who can see auto-related files? How do I remove an auto-related file? What about duplicate files? Can I still upload files manually? Are files visible in the mobile app and Chrome extension? What does Add from Copper mean? Can users disable file auto-relate? Does it work with Leads, Projects or Tasks? More questions? What is file auto-relate?Copper automatically relates files from emails and attaches them to the relevant Person in Copper. No more downloading and uploading, sifting through Google Drive and Gmail or asking someone to re-send a file.Once a file is auto-related, your team can easily find it from the sender or recipient’s Person record or from their related Companies and Opportunities.Once a file is au
How do I embed an image in the body of an email template?
I am trying to filter one of our custom reports by Source (across both lead and opportunity records), but I’m having a hard time capturing the data I’m looking for. The source field is not always updated on the lead record, sometimes it’s not changed until the record becomes an opportunity, so I can’t only use the Lead Source filter. If the source was updated on the lead record, it’s not updated again on the opportunity record, so I can’t use just the Opp Source filter. If I use the Lead Source and Opp Source filters together, it looks for a record that was updated as a lead AND updated as an opportunity record, which returns few or no results. Is it possible to apply attribute filters using OR logic?: Lead Source = Referral OR Opp Source = Referral
I saw the article on how to change the primary contact on a company record, which essentially involves removing all the contacts until the primary is listed first. Is there any other way to accomplish this, such as a field somewhere on the Company record. Because this email is used to leverage bulk email send functionality, it makes updating large numbers of accounts quite difficult and time consuming. Are there other ways to target different fields/contacts in the bulk email functionality at the Company level?Thanks!
Hello Copper Community 👋We’re focused on listening to our customers so that we may better understand you and your business needs. This helps us ensure we’re creating and sharing the most relevant resources for your journey with Copper. We invite you to complete this short survey to tell us more about you. The survey results are completely anonymous and we won’t collect or share any personally identifiable information.When you’ve completed the survey you’ll be entered to win a $250 Amazon gift card! 💵 👉 Fill out the survey here 👈 We look forward to hearing from you,Melanie at Copper
The latest Coffee with Copper is here with a bang 💥 With our most exciting webinar chat room yet, our speakers and attendees alike lit up this session on email marketing. In this recording, we break down the different marketing tools in Copper, how they work and when it’s best to use them based on your marketing and sales initiatives. Katrina, our content marketing expert, and Kristy, our account management expert, warm up the virtual stage with their hot takes on all things email marketing, including how to keep your brand top-of-mind with email and delight your customers throughout their journey 🚀 Copper Poll ✔: Interestingly, 52% of live webinar attendees are already using one or more of Copper’s email tools, while about 28% aren’t using one yet but would like to in the future. Where do you fall?As an intro to this session, your’s truly (Copper’s Customer Marketing Manager), starts off by walking through the what and why of email marketing 🔍Simply put, email marketing is the pro
Hi,In settings, I’ve set my date formatting to DD/MM/YYYY. But in the (legacy) reports it appears as MM/DD/YYYY. Is this a bug or can I format the date in a different way?If it’s a bug, or an intentional feature which I would find strange, is there a potential solution?Kind regards,Jesper Doorn
Hi Copper Team, Is there any possibility to push back from the company to lead? What we did before do it manually, going through to the company deleting them, and creating new leads. But it takes time. So would be nice if there is any option we can do it easier and faster. Thank you
Hi all!My team and I are struggling with the “Individual Email Visibility Control” setting. Either all emails are public, which we definitely don't want because that means I could see all emails to and from my colleagues, including internal and private emails. Or all emails are private, which is what we have now, but that means opening every email to and from (potential) customers manually, and there are dozens of them every day. Is there a solution for this? Or can a less all-or-nothing feature be developed?Kind regards,Jesper Doorn
I used the wrong name for my profile and need to change it. Please advise how to do this.
It seems like the new Mailchimp Integration is automatically adding any new contacts to one of our Mailchimp audiences, compared to the “Legacy” version which allowed us to select whether a new contact would be added and to which audiences. If I would like to be able to manually select which contacts are added, or if there is a way that I could set a rule for adding contacts based on rules/filters like their “Role,” how could I do this?
Hi,How can we forbid the delete of emails sync in Copper ? We’d like to give the permission only to managers.Thanks,Vincent
Projects API requst - https://developer.copper.com/projects/list-projects-search.html, has a limit of 100_000 records that it could return without any errorsPlease note that search requests are limited to returning only the first 100,000 records regardless of the pagination parameters. If your search filter matches more than 100,000 records, we recommend modifying your search filter to separate your result set.it’s not a reliable system, so I am wondering if there some limit of Projects objects count on Copper, e.g. if there is a limit of 20_000 Projects records then it’s ok to use request that returns a maximum of 100_000 records
Hey all.I am trying to migrate Projects object from the Copper and I found that some fields that I have on UI don’t return by the Projects API request - https://developer.copper.com/projects/list-projects-search.html#list-projects-in-groups-of-200.The missing fields are: due date and visibility.Maybe someone know why do these fields not return in the request?Is there are no reason it would be good to add them to the request’s response
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