It often occurs that I want to copy basic information from an Act! record to the clipboard usually to paste it into an email message. The easiest way to do so is to use the Copy (CTRL+C) command provided by Act! in the Details views.
There are a couple of problems with this command though:
- There is a bug that prevents it from working in the Company and Group windows (see Everything you can do with the CTRL+C shortcut in Act! CRM)
- It copies what Act! considers to be the basic record information but you have no control over it.
The CopyToClipboard Button
Our CopyToClipboard button is the answer to these 2 issues. It is a button that you insert in the layout and which uses what we called the CopyToClipboard Command to retrieve and organize information before sending it to the clipboard. Here is an online video to demo the use of the button.
Here is a screenshot showing the CopyToClipboard Command window. You may type any text you want and insert any field you want.
You may add as many buttons as you want to your layout, each with its own command.