You can choose which additional fields are copied to the clipboard when a user clicks the Clipboard icon. The default behavior is to copy the customer's Name.FULL_ADDRESS, but you can designate additional database fields to be copied.
When a user clicks the Clipboard icon, the following information is copied from the current contact's information:
Note: Title and Company are copied if the these options are selected in Customer Setup > Address and Notes.
Configure the information that is copied to the clipboard by entering a CP Clipboard Formula in the Customer Setup - Advanced window that follows these rules:
For example, Name.WORK_PHONE[S]Name.HOME_PHONE not Name.WORK_PHONE [S] Name.HOME_PHONE
For example, [N] not [n], [S] not [s], [C] not [c], and [U] not [u].
The following CP Clipboard Formula entry copies the customer's work phone number, adds a space, copies the home phone number, adds a comma, copies the email address, starts a new line, and copies the VAT country:
Name.WORK_PHONE[S]Name.HOME_PHONE[C]Name.EMAIL[N]Name_Fin.VAT_COUNTRY
Notes
10.6 Production Release. Updated 2/24/2006 2:42:10 PM
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