Community
Showing results for 
Search instead for 
Do you mean 
Comments
by
on ‎06-18-2012 02:37 PM

As an alternative we have been asking for drag and drop into contact and company fields. Typically when creating a new company and contact you have an email or website open with their details on it. Currently we have to copy/paste to get the job done. Their are some add-ons that fill the fields from web contact pages but I am pretty wary of those.

Currently I have created big text fields the Company Info and Contact records where I copy and paste the whole contact details info from the source doc (email, web page etc) then copy and paste within the contact or company record. It's a bit quicker. Dragging and dropping would be way quicker.

Labels