When you create a lead, person, company, opportunity, project or task in Copper, you're presented with fields to fill out to give that record more meaning and context to your workflow. While the default fields are intended for the average Copper use case, we know your business is unique, and so is the data you need to collect. That's why we also give admins the option to customize your default fields and add new custom fields to your records.
In this module, we'll tackle the following
Understand default fields
When you open the template for creating a new record in Copper, you'll see all the default fields you can fill out to give that record context to your business. To review these default fields, check out our articles on default fields for leads, for people, for companies, for opportunities, for projects and for tasks.
Understand custom fields
Need to collect and store data about your records that's unique to your workflow? Just create a custom field. (You must be an admin to do so).
Define your workflow
Before you create custom fields or customize your existing fields, be sure to consider the following:
Do you intend to import data from another CRM? Check out our importing article to ensure your fields are on track for a success.
What reports do you intend to create for each record type to measure success? Our Reports feature lets you report on default and custom fields:
Rename your custom fields
Sign into your Copper account, and click 'Settings' from the left-hand menu.
Select 'Manage Fields on Records' from the 'Customize' section.
Click the 'Edit Custom Fields' link in the upper right.
Hover over the right-hand side of the bar containing the field you want to edit until you see a pencil appear.
Click on the pencil icon to open the editor.
Type the new name into the 'Label' field.
Click 'Save' when you're done.
Reorder your fields
While not every field in a record can be reordered (like the field name, for example), most fields can. Follow the steps below to display your default and custom fields in the order you want them:
Sign into your Copper account, and click 'Settings' from the left-hand menu.
Select 'Manage Fields on Records' from the 'Customize' section.
Across the top of the page, you can select the record type (leads, people, companies, opportunities, projects or tasks) you want to reorder fields for. Choose your record type.
Click and hold the grey lines to the left of the field you want to move, and drag it to its new destination. Release your mouse when it’s where you want it.
Create Collapsible Field Sections
If you'd like to organize your Fields into specific, collapsible sections, you can do so by clicking "Add Section" in the upper right corner of field settings.
This allows you to organize your default and custom fields into sections that contain related information. For example, you might create a section for "Contact Details" or "System Info" or "Financial Details".
To learn how to do create these sections, please review our article Organize your Fields with Collapsible Sections.
Make a required field
To ensure you collect important data that is necessary for reporting and other accountability, you can require your fields. That means a user must fill out the field before creating and updating a record. Choosing which fields to turn into required fields can require a little strategy, so please check out our ‘Choosing your Required Fields’ article for all the details.
Make an Admin-Only field
If you need to preserve field values and make them read-only to your company users, you can do so with Admin-Only fields. Check out our article on 'Working with Admin-Only Fields' for the details.
Deactivate a field
You don’t want to overwhelm your team with too many fields to fill out. When a field becomes obsolete in your workflow, you may be able to deactivate it. This will remove it from your record templates. Follow the steps below to do so:
Sign into your Copper account, and click the ‘Settings’ link from the left-hand menu.
Click ‘Manage Fields on Records’ in the ‘Customize’ section.
Choose the record type (leads, people, companies, opportunities, projects or tasks) you'd like to deactivate a field for from the list across the top of the page.
To the right of the field you’d like to deactivate, check to see if the circle with a slash through it is light grey or dark grey.
Once you click the deactivate circle, the field will disappear from your list of active fields.
Scroll down to the list of 'Inactive Fields,' and you'll see the field you just deactivated listed there.
Reactivate a field
Want to reactivate a field you previously deactivated? Just follow the steps below:
Sign into your Copper account, and click the 'Settings' link from the left-hand menu.
Click 'Manage Fields on Records' in the 'Customize' section.
Choose the record type (leads, people, companies, opportunities, projects or tasks) you'd like to reactive a field for from the list across the top of the page.
Scroll down to the 'Inactive Fields' section.
Locate the field you'd like to reactivate.
Click the plus sign in the circle to reactivate your field:
The field will disappear from the 'Inactive Fields' list.
Scroll up to the 'Active Fields' list to find the now-active field.
Still have questions?
Still have questions? Ask in our Community, and get answers from our Customer Success Team as well as fellow users.