Community
Showing results for 
Search instead for 
Do you mean 
Reply

Customer informations copy/paste

Copper Contributor
Posts: 49
Country: Canada

Customer informations copy/paste

I would like to know if there a place to edit, or addons, to tell what I want to copy when I go in the menu EDIT/COPY of a customer.

 

Original position

FIRST AND LAST NAME

TITLE

COMPANY NAME

PHONE NUMBER

ADDRESS

CITY, STATE, ZIP CODE

EMAIL

 

 

What I want of position

COMPANY NAME

SALUTATION, FIRST AND LAST NAME

TITLE

ADDRESS

CITY, STATE,

ZIP CODE

PHONE NUMBER

EMAIL

Nickel Elite Contributor
Posts: 619
Country: USA

Re: Customer informations copy/paste

Hello,

 

I can not understand the question...

¿Do you want to edit the order of the fields on the layout or screen?

 

...

 

Another thing that I can imagine or suggest is the following

 

 

1.png

 

...

2.png

 

...

3.png

 

...

4.png

 

...

... If you answered your question, please click on ACCEPT AS SOLUTION - Best regards and Good luck

DO NOT FORGET TO BACKUP YOUR DATABASE DAILY - and place a copy of that ZIP file in a USB memory or external disk for more security
in case your computer or server's hard drive is damaged

 

...

FIRMA.png

 

 

Juan Carlos Otero Garcia
juancarlosotero@protonmail.com
Copper Contributor
Posts: 49
Country: Canada

Re: Customer informations copy/paste

Yes I want to change the order  because when I make a copy paste (EDIT/COPY) when i'm on customer file, the order they paste I dont like the order.

 

Original position

FIRST AND LAST NAME

TITLE

COMPANY NAME

PHONE NUMBER

ADDRESS

CITY, STATE, ZIP CODE

EMAIL

 

 

What I want of position

COMPANY NAME

SALUTATION, FIRST AND LAST NAME

TITLE

ADDRESS

CITY, STATE,

ZIP CODE

PHONE NUMBER

EMAIL

Nickel Contributor
Posts: 272
Country: Canada

Re: Customer informations copy/paste

Our CopyToClipboard button can do that.

Gilles Cavin
http://www.exponenciel.com
Make sure you check our free Act! add-ons!
Create Web forms in seconds and import form results directly into Act! with Automatic Web Forms
check our latest add-on: Better Last Activity Date Tracking
Copper Contributor
Posts: 49
Country: Canada

Re: Customer informations copy/paste

this plugin is free ou not ?

Silver Contributor
Posts: 1,757
Country: United_Kingdom

Re: Customer informations copy/paste

Not free but not much either -

 

Highlighted
Copper Contributor
Posts: 49
Country: Canada

Re: Customer informations copy/paste

Is this is only the solution to buy this addon ?