02-16-2009 11:06 AM
While in a Contact's record you can go to the Edit menu and select Copy. This will copy the following fields to your computer's Clipboard.
GA Sales Associates
1020 Hoods Mill Road
Woodbine, MD 21797-9104
This is a feature I use often to cut and paste contact information into letters and emails.
Does anyone know a way to modify the data that is captured?
I would like to add the Web Site and Mobile phone fields. And also add the words "Phone", "Fax" and "Mobile" as a prefix so the receiptent knows which phone number to dial or fax.
02-16-2009 11:54 AM
Unfortunately this is preset and cannot be changed. This will actually be a good feature request.
Please submit a feature request to be considered in a future version - http://www.act.com/community/feature/
02-16-2009 12:04 PM
There is a 3rd party app that does this. It's called Clippie by www.crm-service.com
You have to write your own code (choice of fields) in their .ini file after you install the program but it does what I'm asking for.
02-16-2009 12:29 PM - edited 02-16-2009 12:29 PM
What about using the ACT! Write from Template feature / Mail Merge to perform this task?
Cheers - FSB
02-16-2009 12:41 PM
11-30-2011 09:43 AM
I, too, have always wanted to change the fields that are captured when using the handy Edit, Copy feature. How do I request this feature? The link above no longer works. Please advise...
12-01-2011 05:55 AM
Submitting a feature request is done through the Share Your Ideas board. Once submitted, other members can comment and vote (kudos) on the suggestion.
12-01-2011 06:12 AM
In my post above re using of Write Templates is easy to set up for your custom needs, then add the template to your Custom Commands Toolbar and you will have a One Click Button to get desired results.- You can take it a little further and create a Custom Tab on your layout if needed-
Or maybe use the File / Export option? Cheers - FSB
12-01-2011 05:26 PM
12-02-2011 05:01 AM
This should end this thread. (At least for me.) Go to the ACT Add-on Store. Under Utililties there is a cool little add-on called Contact Clipboard. (It should be called "Conact Info to the Clipboard".) It's well worth the $27 and does exactly what I needed.
It copies fields of the Contact detail view to your computer's clipboard for pasting into anything.
And it is very easy to modify the fields that it copies.