Using the Clipboard icon

The Clipboard icon enables you to copy the name and address information of the current customer onto your workstation's Windows clipboard. You can then copy or paste this information into other applications such as a word processing application.

The Clipboard icon

Your administrator can customize the fields that are copied to the clipboard (see Customizing clipboard fields) to include more information.

To copy customer information to the clipboard

  1. Load a customer record.
  2. Click the Clipboard icon located at the bottom of the window. The customer's name and additional fields configured by your system administrator are copied to the system clipboard.

    3. Note: Many applications enable you to transfer information from the Clipboard using a menu option such as Edit > Paste or using the key combination Ctrl+V.