We’ve added Leads and Projects as 'Triggers' and Tasks as 'Actions' when building workflow automations. Learn how to build workflows here.
Sync Quickbooks online all invoice details to Copper on related records. View most recent invoices, payments against an open invoice, amount owed, and the status of invoice(s). Learn more about the Quickbooks integration.
Sorting on mobile
Sort by any column in the list view on any record type on the mobile apps. Check out how it works:
Activity Feed filtering
Copper will now remember your activity filter settings based on your last setting
Date / Time display on the Activity Feed
We’ve standardized the date/time format in activity feed
Filtering on mobile
Filter improvements on the list view including shortcuts and usability enhancements.