This month, we’re spreading the love across Forms, Notes, Tasks, and mobile. From sharing Forms directly via Copper Email to richer formatting across web and Android, smarter visibility controls, and performance boosts on iOS. February is all about smoother collaboration and stronger connections. Let’s fall in love with what’s new, shall we? 💫
💌 Product updates
Share forms via Copper email: You can now insert and share Forms directly through Copper Email.
Makes it easier to collect information, qualify leads, or gather project details without leaving your workflow.
Perfect for intake forms, client requests, and follow-ups — right from your Copper email composer.
Enable forms within the form builder to be shared in emails.
Only Admins and Account Owners can enable a form to be shared via email. More details here.
Email Finder now available in the web app: This new functionality operates the same way you are used to in the Copper Chrome extension.
Find verified business emails directly from contact records in the web app.
Faster prospecting with fewer tabs and less guesswork.
Makes turning LinkedIn leads into contactable prospects even smoother.
Open a contact thats missing a contact email, click the “find email” button at the top of the record, and voila! It will auto-populate.
📝 Rich text formatting for Notes (Web + Android)
Notes now support rich text formatting — no Markdown required.
Add structure, emphasis, and clarity using familiar formatting tools like bullet points, numebered lists, bolded/italicized text + more!
Now available across web and Android for a consistent writing experience.
🎨 Mini logo upload & color extraction: personalize your Copper instance with your brands colors and logo!
Upload your logo to display in the top-left navigation.
Copper automatically extracts primary and secondary colors for easy brand matching or you can manually set the theme based on the colors of your choice.
Preview and fine-tune before saving for a polished, cohesive experience.
Find it in: Settings → Customization → Branding & appearance
👀 Add teams & visibility permission rules to Tasks: Tasks now support Teams & Visibility permission rules.
Better collaboration and clearer ownership, especially for larger teams.
Tasks now follow the same team-based permissions model as other records.
By default, all users can still see tasks, just like before.
But now, Admins can optionally restrict task visibility by team.
Standardized lead status colors: Lead statuses now use consistent, standardized colors.
Easier scanning and clearer visual cues throughout your pipeline.
📱 iOS & Android updates:
Android
Control Tasks default visibility 🔒
Android users can now set default visibility for Tasks.
More control over who sees what — right from mobile.
Share activities
Share Activities directly from Android.
Makes collaboration on the go easier and faster.
iOS
Share activities
Share Activities directly from Android.
Makes collaboration on the go easier and faster.
Mobile safeguard for Form links in Email templates
On iOS and Android, email templates containing Form links are blocked from mobile editing.
Ensures proper Form functionality and avoids broken links.
Improved user scaling performance 🚀
Performance improvements for accounts with large user bases.
Faster load times and smoother app behavior.
🐞 Bug fixes (because love means fixing the little things too)
Fixed CRX issues where emails weren’t pulled into the composer correctly.
Addressed WFA interaction count issues on opportunities.
Fixed Contact Import Service crashes on Android.
Resolved blank screens preventing activity comments on Android.
Corrected double-slash endpoint issues.
Improved CSV import reporting for skipped rows.
Fixed errors loading “Company & Invite Users” when deleted users existed.
Resolved missing Leads management in Task Automations.
Fixed bulk select dropdown behavior in list views.
Addressed Rails error when changing a user’s email to an existing email.
Fixed task visibility update permissions inconsistencies.
Resolved race conditions after user email/auth changes.
Corrected Pipeline Reports navigation misrouting.
Fixed CRX widget visibility in threaded emails.
Removed deprecated experiment flags.
Fixed mobile logout inconsistency after Gmail access changes.
Resolved Task group-by count mismatches with subtasks.
Added search support for Single Dropdown custom fields.
That’s a wrap for February! We’ve got even bigger updates in progress, so stay tuned for more enhancements next month. 👋