One Click Copy to Clipboard
In other industries I've used CRMs where I could click on address or phone for instance to copy to my clipboard for easy pasting elsewhere.
Anonymous
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Devon
commented
I literally created a Feedback account just so I could vote on this and provide thoughts. After coming from the IT industry, things like click to copy were very common (as well as keyboard shortcuts - but that's a different discussion.) This would be simple to implement, and would dramatically increase the efficiencies for paperwork. Let's do this Redtail!!
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Tommy
commented
For all the fields in the Contact Card, it would be handy to have a simple button over to the right, next to, but not part of the drop down button. This one click would add the non-formatted data in the field to the clipboard so that it could be copied to other applications. In a perfect world, an API would move this data to other applications, but there are times when it needs to be done manually and this would be a big help in doing so.
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Anonymous
commented
This would be really great for clients address information, emails, phone numbers, birth dates, and SSNs. I would love it if they could make that more of a convenience