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Introduction
» My-CRM
Using My-CRM
» Logging onto My-CRM
» Setting up My-CRM
» Setting up User Access
» Synchronise Outlook
» Navigating around My-CRM
» Create New Customer Record
» Create New Opportunity
» Create New Quotation/Invoice or Purchase Order Record
» Create Recurring Invoice
» Copy Existing Invoice
» Record Invoice Payment
» Item Maintenance
» Create Discount Item
» Create Project/Issue
» Enter Project Time & Billing
» Create Project Invoice
» Create Diary Event
» Using My-CRM on Network
» Email Settings
» Importing Data
» Attaching Document
» Contact Clipboard
» Invoice Clipboard
» Filters
» Sending Emails
» Mail Merge
» Modifying Reports & Invoices
 

Invoice Clipboard

The contacts screen has the facility to copy the Invoice name and address and/or Shipping Address to the clipboard for use in other windows applications. If you use the Dymo label printer you will find this function very useful!

Click on the clipboard button at the top right of the contact screen (next to the help button) Contact Screen where you will be presented with a list of clipboard functions

Clipboard
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