Community Feedback

Have feedback on this Community or perhaps there are things you would love to see more of? Leave us a note here. Thanks!

  • 14 Topics
  • 16 Replies

14 Topics

Ken from Copper
Copper Employee
Ken from CopperVP of Customer Success
published in Community Feedback

Subscribe to Discussion Forums

Did you know you can subscribe to discussion categories and Product Updates and get up-to-the-minute information sent to your email?Simply navigate to the area of interest and click the button belowDon’t worry. You can always edit your subscriptions from your profile page as well or by clicking the prompts at the bottom of the emails you get.https://community.copper.com/settings/generalYou are also automatically subscribed to any new post you make or to any conversation you have engaged with. You can mute those notifications as well.We plan on using the community for a lot of the communications we make about the product - new features, new webinars, product roadmap, etc. Use this opportunity to stay connected to Copper!  

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Ken from Copper
Copper Employee
2 years ago
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Amy PritchardNew Participant
asked in Community Feedback

Export Time

I’ve complained to the help desk before but need to do it more publicly here. The export process of Copper is Awful - and will be the reason I do leave Copper. The number of times I’ve had to wait HOURS for simple exports is INSANE. I never know when I’m going to get them. When I do exports it means I need them IMMEDIATELY. I’m not even getting into the fact there is only one export format and I then need to spend time cleaning up fields I don’t need or want. Really horrible process.  

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22 days ago
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pm10028New Participant
posted in Community Feedback

Is anyone else finding Copper Contact Syncing to Google Contacts (1-way sync) a headache?

If you have used the Google Contacts 1-way Sync please join this conversation! I would love to get your feedback. I have been using it and it seems really unstable. It took over a week for 4000 contacts to be synced from Copper to my Google Contacts. Even after that small changes (updating a phone number) took days, which renders it effectively useless. The data also does not seem to match from one to the other platform. I have asked Copper about but they dont seem to have much info as to why the sync is so slow and unpredictable. I did get the response that Copper cant predict what its servers are doing on any given day so they cant predict the sync timing - which is concerning bc then there is no way to know when anything will sync. This is obviously an issue for retaining Copper as your SSOT for contacts, which logically it should be so you arent trying to maintain dual contact databases. Thoughts??

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Andrew from Copper
Copper Employee
1 month ago
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ashahEngaged User
asked in Community Feedback

Activity vs Notes - what is the purpose of each?

I noticed some interesting and odd differences in functionality between “Activities” and “Notes”.When a user “follows” a record, they get email notifications when someone logs a Note - but not not when someone logs an “Activity”. However, “Activities” are what we are able to generate reports on, and what show up in the feed, and can be exported through the Google-sheets add-on.What functionality is associated with each is a bit unintuitive - curious what the purpose/intentions behind each is? 

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2 months ago
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LanelleNew Participant
asked in Community Feedback

Bulk email question

While sending a bulk email, I noticed some of the email addresses were no the ones I wanted to use.  I deleted those people from the bulk email list, and then used the “+” at the top right of the page to add the people back in and was given a drop down list of all available email address for each particular person.  I picked the email address I wanted to use, and then when I sent the bulk email some of the addresses reverted back to the address I was trying to avoid.  Support told me that it would automatically use the first email address listed in their information, but that doesn’t seem to be accurate.  My main question is why does it offer me the “+” option to add new names, let me pick the email address I want for the people I added, then revert back to the original information when I send the bulk email? 

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2 months ago
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ElisaNew Participant
posted in Community Feedback

Bring back the red dots for the tasks in the pipeline

Hi everyone,  There was a design update regarding how the tasks appear on the pipelines. It used to be a red or orange dot, not it is a checkbox. It is a bit confusing to see a box checked even if the task hasn’t been done yet? I wasn’t sure all of a sudden of the status of the tasks. Is it possible to switch to an empty box for example if the task hasn’t been done?  Plus it is light red with it is late: when the card is also red with no color difference, does it mean that I should do the task?  I feel like the old version was more clear (once you knew what the dots were).  What do you think ? 

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3 months ago
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MedtricaNew Participant
posted in Community Feedback

You need to fix invalide cells

You need to fix invalide cells error - nothing highlighted - importing edited people data

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3 months ago
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MedtricaNew Participant
asked in Community Feedback

You need to fix invalide cells

You need to fix invalide cells - nothing highlighted - import

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3 months ago
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MarkNew Participant
posted in Community Feedback

Copper is down for the UK 14-12-2023

As of 09:36GMT Copper is not responding to user browser access.

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4 months ago
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StormiegirlNew Participant
asked in Community Feedback

New to the community

I am testing this out. i am new. Please let me know if you see me under stormiegirl

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6 months ago
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Copper Employee
Copper Product TeamCopper Employee
published in 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 

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Copper Employee
7 months ago
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drakemartin93New Participant
asked in Community Feedback

Delete account

I see that I have the same problem as some other people listed people below. I need to delete this profile and get integrated with my company’s copper pipeline.  Thanks

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Michelle from Copper
Copper Employee
1 year ago
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TomBoyleFFINew Participant
asked in Community Feedback

Customizing Related Fields in Opportunty

I have several different contacts I want to relate to an opportunity… we are a contractor, and some of the item changes, some will get deleted after we close a project/opportunity… In the related section I can have multiple associated people… a Primary and everyone else.  Is there a way to have multiple lists… i.e.: Bidders - this is a list of people/companies we are sending proposals toArchitect - Would like this to be from the people/company databaseMEP - Would like this to be from the people/company databaseFP - Would like this to be from the people/company database Thoughts?

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Michelle from Copper
Copper Employee
1 year ago
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SEABORNNew Participant
posted in Community Feedback

emails notification

How do I stop lost opportunity email notifications 

1
Michelle from Copper
Copper Employee
1 year ago

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