Copper CRM Activity Timeline Overlay

WHAT IT DOES

Copper CRM Activity Timeline Overlay scans Copper CRM record detail pages and extracts all activity entries including calls, emails, meetings, notes, and tasks along with their timestamps. It then displays a floating overlay timeline that chronologically visualizes activity patterns using color-coded markers for each activity type. The timeline includes density heatmaps that show periods of high and low activity, automatically highlights communication gaps based on customizable thresholds, and marks recent activities for quick reference. Each activity marker is clickable, allowing you to jump directly to that activity on the page. The overlay also provides activity count summaries and type distribution statistics, giving you an instant visual overview of engagement history for any record.

WHERE IT RUNS

This extension runs directly in your browser on any Copper CRM record detail page, including company, person, lead, opportunity, and project records that display activity feeds. It operates entirely client-side, reading the DOM structure of the current page without making external API calls or sending data to any third-party server. The extension works with Copper's standard interface and adapts to the dynamic loading of activities as you scroll.

HOW TO USE

After installation, navigate to any Copper CRM record detail page with activity entries. The extension automatically detects activities and displays a floating timeline panel in the bottom-right corner of the viewport. Click any colored dot on the timeline to scroll to and briefly highlight that activity on the page. Use the panel's "Scan Now" button to manually refresh the timeline. Adjust the "Gap alert" threshold to mark days without activity as communication gaps, and set "Highlight days" to emphasize recent activities. The legend allows you to toggle visibility of specific activity types. Export the current timeline data as CSV or plain text using the export buttons for reporting or analysis.

THE REASON IT WORKS WHERE OTHERS DO NOT

Unlike generic browser extensions that rely on fixed selectors, this extension employs a heuristic activity detection system that adapts to Copper's evolving DOM structure. It uses a prioritized selector chain that tests multiple common activity container patterns, then applies type detection based on semantic text analysis rather than fragile class names. Date parsing uses a multi-format strategy that handles absolute dates (MM/DD/YYYY, YYYY-MM-DD), relative dates ("2 days ago"), and Copper's proprietary date display formats. The timeline positioning algorithm uses relative age calculations that normalize the display across records with vastly different activity spans—from a single day to several years—ensuring the visualization remains meaningful regardless of activity volume. The extension also includes a DOM mutation observer with debounced re-scanning, ensuring that dynamically loaded activities (via infinite scroll or tab switches) are automatically incorporated without manual intervention.

THE PANEL

The floating panel is fully draggable via its title bar and remembers its last position per site using localStorage, restoring it on page reload. It snaps to viewport edges when dragged near them, preventing it from getting lost off-screen. The panel can be collapsed to a compact bubble by clicking the minimize button, and expanded again by clicking the same button or the extension's toolbar icon. Pressing the Escape key closes the panel; reopening is done via the toolbar icon. The panel automatically reappears when navigating between records, maintaining your last position and filter settings. The timeline area adapts to the panel width and can accommodate large activity sets through automatic scaling.

PLEASE NOTE

This extension requires the free BotGentz extension to be installed and enabled, as it relies on BotGentz's DOM observation and injection permissions to operate within Copper CRM's dynamically updating interface. Copper CRM frequently updates its interface; when this happens, the extension may temporarily stop working until an update is released. Please check for updates regularly. All activity data processed by the extension remains strictly local to your browser—no data is transmitted, stored, or shared with any external service. Activity detection is based on visible page content and does not access hidden fields or API endpoints. The timeline is intended as a visual aid for sales and support teams to quickly assess engagement history; always verify critical activity details directly in Copper CRM.