Now that you know your way around Copper records and workflows, you can optimize your account by choosing your preferences.
In this module, we'll tackle the following:
Choose your personal settings
You'll likely want to upload a profile photo so users and contacts can visually identify you. You may also want to adjust your time zone and date format preferences to ensure Copper displays information in a way that's most helpful. You can make these adjustments in the 'My Preferences' page:
To access this page, sign into your Copper account, and click 'Settings' from the left-hand menu.
Click 'My Preferences' under 'Preferences.'
Click the blue 'Choose a File' option to upload a profile photo.
Choose the time zone you'd like information displayed to you in via the Time Zone drop-down menu.
Choose the 'Date Format' you'd like dates displayed in - DD/MM/YY or MM/DD/YY - from the drop-down menu.
Choose your email settings (if using the Gmail Sync)
Copper lets your team sync email conversations you've had with clients into Copper. You can make choices around this workflow, depending on your email client. You can also make choices around where you respond to these customers.
If you've synced Copper with Gmail, your admin must first decide whether your emails will sync into Copper privately or whether you (the user) will have the option to choose your email privacy. As your admin what choice was made.
If you do have control over your own email visibility, you'll be able to click the lock to the right of your tracked emails or emails that show up in the activity log of a record and change the visibility of the email. As we recall from learning about email tracking in step 6, the red lock indicates the email is only seen by you and admins, while the green lock means every Copper user can see the email:
You can also follow the steps below to decide how you send and reply to emails:
Sign into your Copper account, and click 'Settings' from the left-hand menu.
Click 'Email Settings' from the 'Preferences' section.
In the first box in the page, make a selection from the drop-down menu between 'Send and Reply from Copper' or 'Email links open in Gmail.' Let's review both options:
'Send and reply from Copper' - You're telling the system you prefer to work on emails in the Copper web app. You will compose and press send on an email in Copper, but it will still technically be sent out via Gmail.
'Email links open in Gmail' - You're telling the system you prefer to work on emails in Gmail. When you click to compose an email from within Copper, a Gmail pop-up window will appear, letting you compose the email right in Gmail.
Pull up a person or company profile, and click the 'Send Email' option above the activity log to see your preference in action.
Choose your email settings (if using a non-Gmail email client)
Copper lets your team sync email conversations you've had with clients into Copper. You can make choices around this workflow, depending on your email client. You can also make choices around where you respond to these customers.
If you'd like emails exchanged with Copper contacts to sync to Copper, you can add a Copper email address the BCC line of any email you want to sync. To access this email address, follow the instructions below:
Sign into your Copper account, and click 'Settings' from the left-hand menu.
Click 'Email Settings' from the 'Preferences' section.
Scroll down to the 'Copper' mailbox section of the page, and copy the email address in blue:
Choose your records settings
We already saw on the Settings > My Preferences page, two checkboxes related to tasks. Let's explore these:
If you don't check the first box, only you and Admins can see your tasks. If you want them visible to all Copper users, leave it unchecked.
The second box lets you choose the automatically set reminders on tasks to be one or two days out from the due date you choose when creating the task.
Now you'll want to make choices around how you keep track of important events regarding records. This is done by customizing your account notifications. Follow the steps below to get there:
Sign into your Copper account, and click 'Settings' from the left-hand menu.
Click 'Notifications' from the 'Preferences' section. Here's what you'll see:
For a list of notifications and what they each do, click here. Deselect any notifications you don't want to receive and check any that you do want to receive.
Congratulations! You've completed our Getting Started Guide for Users. Enjoy working in Copper!