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4,660 Members

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Help Others

mervzEngaged User

General questions

Plans for Projects, changes, removal and replacement?

Hi Team, I am hearing from a lot of people that Projects will be removed for new and old Copper accounts.We have a lot of clients and automation that are using this feature. We wanted to know your plans for this change? Will there be a new module to replace this? Thanks-- Mervin

A

JSJList views beta tester

General questions

Limit visibility of files

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!

Drive ZoneNew Participant

General questions

Copper Icon to relate emails in Inbox

Chrome extension is working (on the right) but today it no longer shows icon to set "related to" - the window on the right is working, only the icon on the email header is no longer present. I reinstalled extension but problem remains.

DanHKEngaged User

General questions

who open my email

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

Cody.SuttonNew Participant

Workflow automation

Help with automations

Hi there. I was messaging today as I see a lot of workflow automations for Pipeline and such. But how much can you set up for the other side of things like when updating a companies or something?I am looking to set things as simple as.When i log a Breeze Session - Change Status from Education to adoptionOr when I set a calendar session for a bs change it from engagement to education and so on?Is that possible or is it mostly set up for stuff like pipeline?

DladerNew Participant

Integrations, Zapier & API

Gmail Emails Not Syncing

I have examples of emails that are not syncing with records in Copper. Please help.

RPSFergusNew Participant

General questions

Merged Duplicates Returning?

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?

Alex JackNew Participant

General questions

Cant contact support

I am not able to see the in-app chat icon to be able to contact support so that I can discuss my subscription which is due for renewal soon.I have not been able to find any other way to make contact with someone at Copper

karlfanegaNew Participant

General questions

Contact types: How do I change the "color" it is assigned to?

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.

Copper Product TeamCopper Employee

Community Feedback

[Survey] Two new feature ideas ✨SURVEY

Copper’s product team is exploring ✨two new feature ideas✨ and would love to talk with some users to get early feedback on our direction. More info on each idea is below, along with quick surveys to capture your thoughts. 💡Idea: Multi-channel inbox A unified feed to help your team manage communications with your customers cross-channel – shared inboxes like hello@, Facebook Messenger, SMS, etc.Interested in this idea? Give feedback in a super quick survey here: https://forms.gle/v8CRwXP13cwHvCRGA 💡Idea: Client-facing workspaces A centralized hub for your team to collaborate directly with your clients – communication, tasks, documents, etc. Interested in this idea? Give feedback in a super quick survey here: https://forms.gle/jiuL7af2NGgRxuJZ9 Both ideas are very early stage – but that makes your feedback all the more important! And yes, you CAN give feedback on both 🙌 Thanks for your time,Copper Product Team

Platform Q&A

Your source for all your Copper questions and platform knowledge

General questions

General questions

484 topics
1145 Replies

Workflow automation

Workflow automation

119 topics
314 Replies

Integrations, Zapier & API

Integrations, Zapier & API

146 topics
374 Replies

Reports & data

122 topics
287 Replies

Marketing Tools

Marketing Tools

22 topics
55 Replies

Community Feedback

Community Feedback

6 topics
6 Replies

CRM Best Practices

Ever wonder "How to CRM?" This is the place for you. Learn how to use Copper to your advantage.

Ask a Question or Share an Idea

Ask a Question or Share an Idea

38 topics
88 Replies

JSJList views beta tester

General questions

Limit visibility of files

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!

Drive ZoneNew Participant

General questions

Copper Icon to relate emails in Inbox

Chrome extension is working (on the right) but today it no longer shows icon to set "related to" - the window on the right is working, only the icon on the email header is no longer present. I reinstalled extension but problem remains.

DanHKEngaged User

General questions

who open my email

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

DladerNew Participant

Integrations, Zapier & API

Gmail Emails Not Syncing

I have examples of emails that are not syncing with records in Copper. Please help.

RPSFergusNew Participant

General questions

Merged Duplicates Returning?

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?

Alex JackNew Participant

General questions

Cant contact support

I am not able to see the in-app chat icon to be able to contact support so that I can discuss my subscription which is due for renewal soon.I have not been able to find any other way to make contact with someone at Copper

karlfanegaNew Participant

General questions

Contact types: How do I change the "color" it is assigned to?

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.

KylieHNew Participant

General questions

Email Recognition Issue

When new clients register / submit a Contact Form on our website, we receive an automated system notification via email, which comes from no-reply@ourdomainnameAs such, Copper isn't recognising the users details - just ours.Does anyone have any advice regarding this issue?

JodiEngaged User

General questions

Linking Gmail account & alias or group gmail account to Copper

Is it possible to set up a user with their company Gmail address (name@company.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 (lastname@company.com) and sales team (sales@company.com) - would want both emails to track for the customer in Copper.

NishEngaged User

General questions

Opportunity update failed (trying to make it required field)

I am trying to make this Opp update field.

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