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 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.
Set a locale (BETA) - Choose the language you'd like to see displayed in your account. This will translate all text built into the web app, but it won't translate anything you and your team have typed in (such as Notes, logged Activities, field values, etc.). This will change the language in the web app and the Chrome Extension. It will not change the language in our mobile app.
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.
Still have questions?
Still have questions? Ask in our Community, and get answers from our Customer Success Team as well as fellow users.