An iMIS administrator can now 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 the iMIS administrator can configure 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.
You 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
Note:
If there is no value in a particular field, it is treated as if it didn't exist in the copy to clipboard definition.
This feature uses the same formatting conventions as International Address Formatting. See the iMIS Customer Management user guide for more information.
10.6 Production Release. Updated 3/6/2006 9:55:36 AM
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