Understand the 'Company Preferences' setting
This found under Settings > Company Preferences. Admins can edit the company name that's displayed throughout Copper. Admins can also choose the currency that will be used to measure value throughout the account.
Understand the 'My Preferences' setting
This is found under Settings > My Preferences.
Admins and users can set personal preferences for Copper in the following areas:
Upload a profile photo - We support JPEG and PNG files up to 1MB. We recommend using a 400x400 pixel image.
Choose a time zone - Select the time zone you'd like any time stamps in your account to adhere to.
Choose a date format - MM/DD/YY or DD/MM/YY
Choose your Language - Supported languages include: English (EN), French (FR), Spanish (ES), Nederlands (NL), Deutsch (DE), and Italian (IT).
Choose a default currency - The Admin has already selected the currencies that are available in this drop-down menu. Each user can choose the currency they want to see leads, opportunities and reports reflected in.
Make tasks visible to others by default - Check this box if you want fellow Company Users to see your tasks.
Automatically set reminders on tasks with due dates - Check this box, then choose a default reminder time of: 1 day before; 2 days before; 1 day after; or 2 days after. Now when you create a task, you'll see a reminder date and time next to the due date and time.
Choose your theme
Copper now supports Light, Dark, and Auto themes.
By default, your theme is set to Auto, which automatically matches your device's system appearance. If you prefer a different theme, you can switch to Light or Dark at any time.
To update your theme:
Click your profile avatar.
Select My Preferences.
Under Theme, choose one of the following:
Auto – Matches your device's system theme.
Light – Always uses the light theme.
Dark – Always uses the dark theme.
Change your theme in the Chrome Extension
You can also choose your preferred theme for the Copper Chrome Extension.
To update your theme:
In Chrome, navigate to
chrome://extensions/.Find Copper CRM and click Details.
Click Extension options.
Scroll to the Theme section.
Choose Auto, Light, or Dark.
Just like the Copper web app:
Auto matches your device's system theme.
Light always uses the light theme.
Dark always uses the dark theme.