General questions

Share your questions so we can make your life a little easier.

  • 580 Topics
  • 1,194 Replies

580 Topics

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Bethany SorichettiNew Participant
asked in General questions

Filter a list of Companies by Pipeline/Stage

Is there a way to filter a list of Companies with all the regular filter options but limit the list to a specific Pipeline and even a specific Stage within a Pipeline? 

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2 months ago
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mrsethwilsonEngaged User
asked in General questions

Org Chart Tool

There was another thread that discussed an option for a org structure drop down that would link to people who are related to users. I think that is a good idea.My question is, would there be a way to create a file template in Google Sheets or something that could somehow be related to the Company under Related “Files” It would be a little more tedious to organize this in another program but would be a good way to view the org chart and to see where we have weaknesses in our account relations. Maybe similar to this feature somehow: https://support.google.com/docs/answer/9146871?hl=en#zippy=%2Corg-chart-with-employee-names%2Corg-chart-with-job-titles

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2 months ago
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Jonathan NNew Participant
asked in General questions

"Email Activity" misleadingly. tracking my opening emails sent as the recipient opening them.

I’m finding several occassions where the email activity function in Copper is stating a recipient has opened an email when it was in fact me who opened the email. Is there any adjustment I can make to this functionality to make it work better? 

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3 months ago
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DorianNew Participant
asked in General questions

Search commands?

My use case: I’m simply trying to find an information that I have in a meeting note on copper. To find that information I would like to either have 2 words matching or 1 word mixed with date ranges (more specifically here is older than 2021)My problem: search doesn’t seem to accept any usual commands from what you would be used to with google or gmail for instance. AND doesn't allow me to search for elements that would contain both words. BEFORE:2021 doesn’t work if I want to search for older notes. Filter has more functionality but there are no fields for notes so the point is moot.Is there somewhere a list of the recognized commands for Copper Search (wasn’t able to find one) so I have an idea of what I can play with?And if the answer is none, any idea of when we could have at least the AND/NOT/OR type of boleans and dates for a bit more decent search? Thanks. Dorian

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3 months ago
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donbowmanEngaged User
asked in General questions

markdown doesn't seem to work?

We use markdown for all other systems (gitlab, wiki, taiga, etc).Copper has some support for markdown, but seems to be missing everything except bold/italic/list? https://support.copper.com/en/articles/8823271-using-markdown-to-customize-notes i would like to do a multi-line pre-formatted with ```preformat line```but it doesn’t work.I would like to use a heading, but it doesn’t work. What syntax does function? Can this be fixed? specifically, to make a table, i would like pre-formatted (`preformat`), and/or the table syntax to work (||)

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3 months ago
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MikeGNew Participant
asked in General questions

Mobile App, Uploading files to Google Drive using Shared Drive

We are using Google Drive to host all of our company files. We then link all the files to Copper using the desktop, however now that we are using Copper more and more we would like to create a file using the Mobile App and then load it into Google Drive and then link it to the record in Copper.The issue we are having is that when we are in the Moble App and choose to add a file, the Google Drive only shows “My Drive” and not our “Shared Drive”, is there a way to change this? FYI, when I go into my Google Drive App, I can see the Shared Drive.Thanks for any help you can provide.

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3 months ago
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IrelandANew Participant
asked in General questions

In-app support?

hi there, we want to reduce our seats and can’t see the in-app web chat to action this. Your old support email is bouncing. Please email me about thiskind regardsE

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3 months ago
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glen olsonNew Participant
asked in General questions

Bulk eMail is not working correctly

As of late, my bulk email has not functioned correctly. After selecting my contacts and in the email screen, when I would usually select a template, a merge option comes up instead of select template.Is this a platform problem or is there a new process?

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3 months ago
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Bethany SorichettiNew Participant
asked in General questions

Assign an individual task to multiple people

Is assigning an individual task to multiple people in one action possible?For example, I want each team member to read a document. How do I assign them all these individuals the task without manually creating a new task and setting each person as the owner?

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3 months ago
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parterburnNew Participant
asked in General questions

Copper's Artificial Intelligence (AI) Roadmap

Has there been anything published by Copper around any AI-driven features being added directly to the app (not via third-party services with their own AI features)?

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3 months ago
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Rodolfo RubioNew Participant
asked in General questions

Smelt Copper Scrap

In a continuous casting process to melt copper scrap, is it advisable to take representative samples of the scrap before melting it, or alternatively after melting it in a shaft furnace, take a sample at the exit of the furnace and thus make the necessary adjustments to reduce impurities, which is recommended?

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3 months ago
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donbowmanEngaged User
asked in General questions

How can i put # of users in a company in the list view?

i would like to show the number of contacts in a company in the companies list view.i would like to filter by this (e.g. don’t show companies with 0 people, show companies with 0-5 people, etc).But it doesn’t seem that the list view can interact with the related record, the number of contacts, etc.How can I achieve this? 

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3 months ago
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donbowmanEngaged User
asked in General questions

this forum died, or was never really alive

none of the sub forums have any answers or follow-ups. This doesn’t bode well, its hard to want to invest in a shrinking platform, and given the smallish discourse here has shrunk that has to be my assumption.am i wrong?

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3 months ago
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idontknowwhatimdoingNew Participant
asked in General questions

Multiple email addresses when adding company

How can I add multiple email addresses when adding a new company without adding new people?

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3 months ago
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RMH03New Participant
asked in General questions

Management View

Hi, I believe I have visibility and Permissions setting correctly set, however I cannot seem to view all customer accounts in our company that are delegated to the sales team.  I can only see accounts that are assigned to me.  I seem to be having the same issue with activity.  I can only see activity from my account, but not each individual in our team.   Can someone pls assist. Thanks

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3 months ago
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5e4nNew Participant
asked in General questions

Trial version Limitations?

Hi, as a new user of Copper (still on trial period) i am trying to use the bulk email send feature and having one issue. Did a test with 3 persons, all went to the respective emails with the same info but different merge field options were inserted in the body of the email template. Can anyone advise how to fix this?

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3 months ago
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DunnonuttinNew Participant
asked in General questions

Did someone change a field on my task?

Is it possible to determine if a field in a task has been changed? Can I look at the task today, yesterday, or a week ago to see if something has changed over time? If so, could I tell when it was changed? Would it be possible to see who changed it?

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3 months ago
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Bob HoufNew Participant
asked in General questions

Need to upload document unrelated to a customer

I need a means by which any of us with access can load a document for internal use only, not related to a specific customer, for example, our company’s NDA form.  Thanks

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3 months ago
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DavinNew Participant
asked in General questions

Managing Leads & lead scores

Hello Copper Team,We are in the process of implementing lead scoring for our database and looking for best practices on how to do so. Note that when I refer to “Leads” below, I am referring to the function within Copper, whereas “leads” means “individuals who may be interested in our services.”First, we have not used the Leads function thus far, as our understanding is that it can create duplicates in People. Most of our contacts to date were added through an initial import, plus through the Gmail side bar.Now we are implementing a webform to capture and add potential leads to Copper, plus we are in the process of creating a newsletter that will be curated based on the individual’s interests.We plan to do an “opt-in” campaign with the individuals currently in our database, with the intention of getting them to sign up for the newsletter and specify their interests, plus any new website visitors will have the opportunity to sign up as well.Our questions are as follows:What is the best w

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3 months ago
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ProACT SamList views beta tester
asked in General questions

Will all Copper Project features be closed at end of 2023.- is there any point developing with them

copper support words state"Copper Projects will sunset end 2023 and new users will not be able to use the Project section."The question i need answering now is :Will all Copper Project features be closed at end of 2023.Is there any point in developing projects and workflows in for our teamusing copper projects 

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3 months ago
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jeffmendelsohnNew Participant
asked in General questions

Trouble with Tasks and Opportunities

So… apparently, every task you set up for a contact automatically shows up in the Related Tasks for every Opportunity associated with that contact…!!! This is nuts. I have used different CRMs and never has this issue. I just installed Copper and found all sorts of Tasks showing up under opportunities that have no relation to that Opportunity, due to this unfortunate design flaw in Copper. Does anyone else experience this issue??? Any workaround? I really want to be able to create Tasks that can be set up as specific to an Opportunity and related to a Contact (without that task then showing up on all the Oppty associated with the contact)!!andI want to be able to create a Task for a Contact and be able to choose which, if any, of the Opportunities related to that contact it shows up under…!!!

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4 months ago
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mrsethwilsonEngaged User
asked in General questions

How to use goals?

I have tried to set up goals for our sales reps in the past but they don’t show up on my dashboard. Am I doing something wrong? Is there a tutorial to assist?It’s hard to find documentation on this section.

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4 months ago
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dsheferNew Participant
asked in General questions

Copper Reminders in Android calendar

Hi,I installed the Copper app a while back on my Android phone and eventually removed it. Despite that, when creating a new event in my calendar, one of the options is “Copper Reminder”. How do I remove it?Thanks,Daniel

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4 months ago
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donbowmanEngaged User
asked in General questions

Move pipeline entry to a different pipeline

Most of our sales are on a <3 month cadence.Sometimes, during the course of an opportunity, there is a redirect. The opportunity is not dead, but becomes more of a bizdev activity for some time.We are reluctant to close it as lost, since its not.But, its not a current opportunity.I would like to have a 2nd pipeline which is e.g. ‘longer-term projects’, and, move it from the current sales pipeline to that other pipeline.How may I achieve this? 

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4 months ago
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donbowmanEngaged User
asked in General questions

mail template merge field: how to add to link?

i would like to add a link which is https://site/?email={contact email}In the email template editor, the link doesn’t allow merge fields.How can I achieve this? 

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4 months ago

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