Incoming: Copper's latest & greatest! Check out the latest updates to the Copper app, packed with fresh features and improvements to boost your productivity. Let's dive in!
Pipeline project management: Copper Pipelines continue to be enhanced to support a wider range of use cases, more specifically for this update, project management needs (psst…this is a hint by the way, there is more on the way!) ➡️
Tasks in Pipeline list view: Easily view key tasks associated with each Pipeline record directly within the list view.
Enhanced Board View cards: Experience a more streamlined and user-friendly interface for viewing and managing Tasks on Pipeline board cards.
Pipeline Record relationships: Users can now link related Pipeline Records together (for example - connect a project to its originating deal) for improved workflow context and navigation. This feature includes automatic linking when duplicating records and a dedicated "Related Pipeline Records" section in the "Related" tab.
Email automations: Copper’s email automations are continuously getting upgrades and here are the latest! 📧
Enhanced email automations gallery: Experience a brand new & fresh look, making it easier than ever to track down the appropriate template for your use case.
Manage email automations from Pipelines: View, create, and edit email automations directly within your Pipelines for a seamless and efficient workflow.
Company email automations (coming soon): Stay tuned for exciting new features that will empower you to automate your company-wide email workflows.
Feed:
Enhanced "automatically follow records" setting:
Expanded auto-follow scenarios: Now automatically follow records based on a wider range of email interactions, including emails sent between users.
Improved user experience: Easily view followed records in the "Following" tab of the Feed.
iOS mobile:
Sleek animations: Enjoy a more visually appealing interface with refined animations throughout the app.
Tablet-optimized business card scanner: Capture contact information even faster and more easily on your tablet.
iOS 14 and beyond: Ensure you're running the latest iOS version for the best possible Copper experience.
Android: We've given your list view filters a fresh look and feel! Now you can:
We've given your list view filters a fresh look and feel! Now you can
Easily find and apply filters: Effortlessly locate and apply the filters that matter most to you.
See what's active: Clearly understand which filters are currently in effect.
Make changes on the fly: Quickly adjust filters and sorts as needed.
Revamped design: Experience a more modern and intuitive filter interface.
Plus, we squashed a bug:
Improved Google contact syncing: We've addressed reliability issues with Google Contact syncing for a smoother and more consistent experience.
That's a wrap on this month's release notes! We're already dreaming up the next batch of updates 💭 Watch this space for more to come.