Click the name of an individual record.'Leads,' 'People,' etc.) from the left-hand menu. Sign into your Copper account, and click a record type (i.e.
COPPER AND LOGS HOW TO
This selection shows up in your 'Activity by User' report (Professional and Business), and you may want to customize it as a result.Ĭheck out our ' Working with the Activity Types setting ' article for details on how to add custom activity types. When you log an activity, you'll choose an 'Activity Type' from a drop-down menu. Click the user again to deselect.Ĭreate a new activity in the Activity Log You can hover over the circle to see the name of the user.Ĭlick the desired user to filter the activity log by that user's posts. To Filter by User click the circle with either the initials or photo of the Copper user whose activities you would like to see. įinally, you can filter the Activity Log by specific User, meaning Copper will only display items that were created and logged by the selected user. In certain circumstances, emails and activities will sync between records. You can also use Markdown to emphasize text in your note with bold, italics, etc. The result is a notification to the user, via the app and via email. When you create an activity or note, you can a colleague who needs to be aware of it or take action on it. Note - This is an internal note to yourself or to a colleague who can also see the record.Activity - This is an action you took, like a phone call, meeting, or to-do.Of the above-mentioned methods for adding an event to your activity log, the following can be added to the log right above it on a record's page: For example, in the gif below, you can see us filtering the Activity Log so that it only displays synced emails.
![copper and logs copper and logs](https://i.pinimg.com/originals/28/60/da/2860daebc435181ed43e253b6c3f327c.jpg)
You can filter the Activity Log by specific activity types, so you only see activities that are relevant to what you're looking for.
![copper and logs copper and logs](https://cdn.shopify.com/s/files/1/3106/6296/products/2-4934-100-CTQ-COS-Teardrop-Necklace-turquosie_1024x1024.jpg)
An email the record has sent to you in Gmail if you're synced with Gmail.An email you've sent to the record from within Copper.Adding an internal note for fellow users.
![copper and logs copper and logs](https://a.1stdibscdn.com/archivesE/upload/1121189/f_60981631480747234804/6098163_z.jpg)