Set Up Clipboard Copy¶

Use the Clipboard Copy setup page to select which information in a volunteer's record will be copied to your computer's "clipboard" when you use the copy button.

If you're not already on the Clipboard copy setup page, you can get there like this: Choose Setup from the menu, click on Other options, and click on Clipboard copy.

Allow Copying to Clipboard¶

To turn on the clipboard copy feature, check this box. If this box is un-checked, you will not be able to use the copy feature in Volgistics.

When Copying & Pasting Individual Names and Addresses Include¶

Name Format¶

If you allow copying to the clipboard, you must choose how you would like the volunteer's name to appear when it is pasted into another document.

Title First Name Last Name¶

Choose this option if you would like the information in the Title field (such as "Dr." or "Ms.") to be included in the name, along with the text stored in the First name and Last name fields, in that order. If this option is chosen and the Title field is blank, just the first and last names will appear.

First Name Last Name¶

Select this format if only the first and last names should be copied to the clipboard.

Last Name, First Name¶

Choose this option to copy and paste the text in the Last name field, followed by a comma and then the text stored in the First name field.

Mailing Address¶

Marking this option will cause the volunteer's mailing address, including information in any of the Street fields, the City field, the State field and the Zip field, to be copied to the clipboard.

Group Name¶

Select this option if you use group records in your account and you want the name of the group copied to the clipboard.

Nickname¶

Choose this field if the copied information should include the text in the Nickname field. If this option is selected and there is no information in the Nickname field for the selected record, this will simply be excluded when the information is pasted into a document.

Number¶

Select this option if the volunteer number stored in the Number field should be copied to the clipboard.

Type¶

Marking this option will cause the volunteer's Type to be copied to the clipboard.

Email¶

If the volunteer's email address should be copied to the clipboard when you use the Copy button, choose this option.

Phone Numbers¶

If you choose to copy phone numbers stored on the Core tab, you can specify which numbers should be copied to the clipboard:

All Phone Numbers That Are "Ok to Call"¶

Choose this option to copy only those phone numbers for which the "OK to call" box is checked.

All Phone Numbers¶

To copy all recorded phone numbers, regardless of whether or not the "OK to call" box is checked, select this option.

Just These Phone Numbers¶

Choose this option to copy only certain numbers from the Core tab. Then mark the boxes next each type of phone number you would like to copy from the list below.

Click the Save button to save your changes, or click the Cancel button to close the page without saving.