General questions

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

  • 580 Topics
  • 1,195 Replies

580 Topics

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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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GamingSquadEngaged User
asked in General questions

Pressing enter key on keyboard deletes data fields

Pressing enter key on keyboard deletes data fields. eg if i enter a date into a date field in copper and press enter it deletes the data rather than saving the form as it always used to. This only happens in Copper. Every other site or app within Google Chrome and Edge works fine.

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5 months ago
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NewCopperUserNew Participant
asked in General questions

File type of Copper's Email Tracking Pixel?

Hello, I understand that Copper’s email tracking works by embedding an invisible tracking pixel inside of an email.  What is the file type and technical characteristics of this embedded pixel?  I ask because our company is using another system that appears to be struggling with or blocking the tracking pixel based on its file type (the error message from the other system is “file type is not allowed”).   I am working with support at the other system and they may be able to adjust their system to allow the Copper pixels if I could get them details like file type, size, encoding schemes, etc. Thanks! 

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5 months ago
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tonimarekNew Participant
asked in General questions

What happened to the Google Sheets Add-on Report on Relationships Between Records?

Specifically - this link is missing: https://support.copper.com/hc/en-us/articles/115002177603-Google-Sheets-Add-on-Report-on-the-relationship-between-records I used the Google Sheet here: https://docs.google.com/spreadsheets/d/1DAaBGpZEHxCpq8RNxFn7qrjAj9NYROlpaHUFj9zzJlA/edit#gid=0 to get the emails of all the contacts of the organizations I was working with.  If I export a list of organizations from Copper, I only receive the name of the Organization. I have to them manually go into each organization and copy/paste the contact’s names and emails. This google sheet (which is now disabled and missing) used to do exactly what I needed and saved a large amount of time. Does anyone have any insight as to what happened to the sheet OR a way to export a list of organizations and all contacts and emails associated?

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T
5 months ago
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MaksimNew Participant
asked in General questions

Does the CRM system support telegram and WhatsApp group chats?

Does the CRM system support telegram and WhatsApp group chats?And is there a CRM mobile application?

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5 months ago
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CamilaVPNew Participant
asked in General questions

Unable to filter by email address when it's more than one email

I’m trying to filter using several email addresses but when I copy/paste the emails in the email filter I get no results or very few results. See below an example: 

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5 months ago
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SeliemNew Participant
asked in General questions

Transparency field does not work?

Hey guys, When I, who does not have admin rights, reset the transparency from “everyone” to “only me” or “individuals” for specific emails or clients, it does not have any effect. Whenever I do this, my colleagues can still see the contents of the email. Why is that? Best regardsSeliem

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5 months ago
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ClassANew Participant
asked in General questions

Changing default email through Copper bulk email system

I was talking with support and they mentioned I should post to this forum. Right now the way copper is set is the default from email address when using the bulk email feature is your workspace email. Now I have other emails within my workspace account that use an offsite smtp server and these are my default email settings. Now I’m not sure why there isn’t a drop down that allows me to choose the email from option within the bulk email feature but right now it forces the use of the workspace email domain for sending and from what I understand there it no way to change this. This forces the use of the google smtp servers. The other alternative which uses the gmail pop up window for sending allows me to use my other domains but there is no merge capabilities on this and it uses CC instead of BCC for sending so this is useless. The other alternatives is I tried to reroute my primary workspace email domain on the backend through the other smtp servers and that is not an easy feat. And final

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5 months ago
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CecilieEngaged User
asked in General questions

Email updates based on People filters

I have a filter that I check weekly (I monitor if any “Current Clients” haven’t heard from us in over seven days). Is there any way I can get a weekly email update based on a filter? (so I can automate my check-in). 

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5 months ago
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explorer89New Participant
asked in General questions

People Contacts - Manage Visibility

Hi there - For quick context: there are a total of six users, each of us have admin privileges. We have been using Copper for some time to track our BD conversations. All six of us need to be able to have complete visibility over these. We would also like to use Copper for our investor conversations. Only three of us should have complete visibility over these. How do we go about doing this? Could we schedule a short demo to go through?

0
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5 months ago
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JoeG1970New Participant
asked in General questions

Opportunity hidden

Is there a feature that hides the opportunity through permissions? We had one created which was linked to the individual but now we cant find it.

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5 months ago
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mperezNew Participant
asked in General questions

Can't Update Billing/Plan Due To Reseller Error?

When I go to the Billing & Upgrade section on my account, I am unable to make any changes. It shows:“Managed AccountThis Copper account is managed by your reseller.For billing information and to make changes to your subscription (change plan type, add/remove seats), please contact your reseller directly:  Please reference Account ID: a2ee6f82-491b-4ed5-af39-0dfc266fb618” We purchased our subscription from ProsperWorks directly in 2016. How can I get around this error, or get it fixed so that we are able to make changes to our subscription?

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5 months ago
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natalieacheatelNew Participant
asked in General questions

Show meeting time in pipeline contact

When viewing the prospects pipeline, is there a way to have the scheduled appointment time under the contact, without clicking into the contact and viewing calendar event in the “related tab”? I want to be able to view everyone in the prospect pipeline and see their appointment. Even if we need to manually enter the date of the scheduled appointment that is fine, just not sure how to get it to show up. 

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5 months ago
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Walker AgroShipNew Participant
asked in General questions

Contact Type in Opportunity Filters

Hello, I am looking to have a filter in my opportunity pipelines that can drill down by “Contact Type.” Example: I want to create a custom filter in a pipeline that only shows customers.The contact type is auto-updated to a customer when an opportunity is won so the intuitive work around would be to create a filter with “Won” status.However, in our business once a customer is signed up, they may not necessarily purchase from us in the future, so technically they remain a customer (they are setup with us), but opportunities are being won and lost through out the year depending on markets.I’d like to have a view in opportunities, that simply shows contact types with “Customer” regardless of the opportunity status. Is there a work around or other filter I can use as a work around? 

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5 months ago
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Drive ZoneNew Participant
asked in General questions

Inability to relate emails to people 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.

1
alex
5 months ago
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MPowellEngaged User
asked in General questions

Custom Field and Header Editing

Is there a way to delete the default data fields for a record?  I have created all of the custom fields I need, and just drop the default ones to the bottom so they do not clutter the field section, however I would like to delete them. Also, I would like to change the default fields that appear in the header on the board view.  Is there a way to change these fields?Thank you!

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5 months ago
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karlfanegaNew Participant
asked in 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.

4
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5 months ago
liam
liamNew Participant
asked in General questions

Leads export doesn't include Company field?

I'm trying to export all companies and leads from our system and compare them with a list of new leads we want to import to make sure we don’t have any duplicates. When I export leads, the Company field doesn’t appear. These are the only columns I get: First Name Middle Name Last Name Prefix Suffix Title Details Value Currency Converted Value Converted Currency Exchange Rate Account Owned By Owner Id Status Source Street City State Postal Code Country Email Email Type Tags Last Contacted Inactive Days Last Status At Interaction Count Created At Updated At Converted Opportunity Id Converted Contact Id Converted At Phone Number Phone Number Type Phone Number 2 Phone Number 2 Type Phone Number 3 Phone Number 3 Type Phone Number 4 Phone Number 4 Type Social Social Type Social 2 Social 2 Type Social 3 Social 3 Type Social 4 Social 4 Type Social 5 Social 5 Type Social 6 Social 6 Type S

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liam
5 months ago
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pgarnerNew Participant
asked in General questions

Is there a way to categorize multiple company records at the same time?

I recently uploaded a list of prospects and they are uncategorized in the record. I have categories like Potential Customer, Current Customer, etc. I’d like to categorize them all as potential customers without having to go through each record one by one.

4
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5 months ago
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DanHKEngaged User
asked in General questions

email template disappeared from Gmail

I used to recall my templates saved into Copper when I send emails form my Gmail.There was a pink-orange button beside the SEND button on Gmail.In the bottom of this tutorial (see Apply an email template in Gmail) is explained very well:https://support.copper.com/hc/en-us/articles/115003592686-Create-edit-and-apply-Email-Templates#:~:text=Make%20sure%20the%20Chrome%20Extension,email%20templates%20to%20choose%20from. However now that pink-orange button suddenly disappeared and I cannot recall my templates anymore. I am using Chrome and I’ve already re-installed the Copper Chrome extension, but problem is still there. Please it’s urgent. Thank you

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6 months ago
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Leon OlmschenkNew Participant
asked in General questions

Google Map integrations for active opportunities

I would like to be able to run a file for active jobs that shows a map view by the field rep assigned to it? Is that currently possible?

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6 months ago
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Leon OlmschenkNew Participant
asked in General questions

Google calendar

I would like the gogle calendar section to be able to do the following;We operate a construction company. I would like to be able to create a google calendar for that specific job, that can be edited and viewed through the calendar section of the copper app. In this case it would be a specific jobsite calendar, fo that job only. Is this currently possible? If not is it on the way?

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6 months ago
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NickPremierNew Participant
asked in General questions

An error occurred

Hi. Is anyone experiencing an issue with Copper? We’re getting a constant message saying “An error occurred that requires a reload”.  The message will not disappear.  How do I report this to Copper technical support? Or does anyone know if this is being looked into?**Update** Now working normally again.

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6 months ago
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JoshNew Participant
posted in General questions

Tasks synced to Google Calendar going away

This is terrible news! Task reminders that are synced to Google are a big reason why I keep coming back to Copper year after year. I am told that we will be able to still see tasks within Copper… Well of course, but to keep a clean workflow, it has been so nice to see the tasks show up on the Google Calendar automatically. What is Copper doing to fix this so that Tasks continue to be synced to Google Calender? 

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6 months ago
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MichelleHjortNew Participant
asked in General questions

Change default from state to province and zip code to postal code

Is it possible to change the defaults to reflect different countries?  If we only do business in Canada, can I have the Country be automatically Canada (and not need to be filled in?) 

0
M
6 months ago

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