Copying Records to the Clipboard

Learn how to copy records to the clipboard.

1. Switch to the desired record, and select Edit > Copy Link to Clipboard from the menu.
2. If the current level includes more than one info area, then a dialog box opens and you should select an info area, for example the Activity Participation level. Select the desired info area and confirm with OK.
3. The link is copied to the clipboard and can be pasted into other Windows applications, Aurea.CRM's general toolbar (see Accessing Records in the Aurea.CRM win Administrator Guide) as well as into any Aurea.CRM field of type Hyperlink.