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Customizing Clipboard fields

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:

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:

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

See Also

Setting Advanced Options

Customer Setup - Advanced window

To set up advanced options

Customizing Roster Display fields


ASI logo 10.6 Production Release. Updated 2/24/2006 2:42:10 PM
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