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 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.