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Customer - additional clipboard fields can now be configured

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:

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:

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.

See Also

NiUG-requested changes

Customer - ability to sort by any field in the Customer history tabs

AR/Cash - batch enhancements

SOURCE_CODES of Event MEETING activity records

Committees - ability to view current committee member's customer portfolio

System - new ISO-3166-1 support in Country_Names table

New table added to enable CEU General Lookup/Validation

e-Communities - choose whether updated news items send email

Events - ability to include GUESTs and others in Event Roster reports

Ability to view customer Prefix

Ability to view longer customer data values


ASI logo 10.6 Production Release. Updated 3/6/2006 9:55:36 AM
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