Source
Contact & data model — found from sitemap — Copper
Checked for Copper on 1 Oct 2026
- Page
- https://support.copper.com/en/articles/15851553-customize-contact-records-and-key-fields-in-copper
- Checked
- 1 Oct 2026, 09:09 UTC
- How we may use it
- Public page, crawling permitted
Technical details
- type
- page
- http status
- 200
- content hash
- sha256:c60d5af266cd9c98b3dfb14d963c67134865cbd1e2490c5e8f7e5d75f8ddb7c8
- permission
- robots_ok
- screenshot
- Screenshot on file (internal exhibit, not published)
Cited by
Facts read from this source
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Admin customization Report an error
“Admins can customize People and Companies so your team captures the right relationship details.”
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Default contact types Report an error
“Copper includes Potential Customer, Current Customer, and Other by default.”
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Custom contact types Report an error
“Create additional contact types for relationships your team needs to manage, such as Lead, Vendor, or Partner.”
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Custom fields Report an error
“Go to Settings > Customization > Fields On Records, then select People or Companies. Click Create Field and choose the field type that matches the information you want to track.”
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Field sections Report an error
“Use Add Section to group related fields. For example, create a Contact Information section and move Emails, Phones, Websites, Social Media Accounts, and Address into it.”
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Record creation rules Report an error
“Use Record Creation Rules to make important fields required when a teammate creates a record.”
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Record edit rules Report an error
“You can also use Record Edit Rules to control whether fields are editable after creation.”
1 fact read from this page is not shown because it could not be confirmed on the page as captured.