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:

  • Full name followed by a carriage return
  • Title followed by a carriage return
  • Company followed by a carriage return

    • Note: Title and Company are copied if the these options are selected in Customer Setup > Address and Notes.

  • Administrator-selected fields from the following tables:
    • Name
    • Name_Fin
    • Name_Address
    • any single-instance user defined table

    • 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:

  • Fields must be named Table.FIELD_NAME and should be separated by the following special tags:
    • [N] - insert a carriage return (new line)
    • [C] - insert a comma
    • [S] - insert a space
    • [U] - convert the next field's value to uppercase
  • No spaces can be included in the formula.

    • For example, Name.WORK_PHONE[S]Name.HOME_PHONE not Name.WORK_PHONE [S] Name.HOME_PHONE

  • Special tags must be in upper case.

    • 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

  • 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 Customer Management (see Customers) for more information.
  • If you use the incorrect format in the CP Clipboard Formula field, nothing will be copied to the clipboard when a user clicks the Clipboard icon.
  • You must restart iMIS before your changes take effect.