For multiple records MS CRM options like mail merge and Excel exports are mighty handy.
For single record data export the Clipboard is more the way to go.
If you need the name and address of a certain account or contact … you want that to be directly available… in your CTRL-V.
If you want to print using a label printer… perhaps.
Exporting it to Excel or starting the Mail Merge may be a bit much to do… you for one record.
Start using this option… an ISV button “Copy name and address to clipboard” executing a JavaScript copying certain values to the clipboard.
OnLoad
CopyToClipboard =
function () {
// Construct the string you want on the clipboard.
var sClipBoard = crmForm.all.firstname.DataValue + ” ” + crmForm.all.lastname.DataValue + “\n” +
crmForm.all.address1_line1.DataValue + “\n” +
crmForm.all.address1_city.DataValue + “, ” + crmForm.all.address1_stateorprovince.DataValue + ” ” + crmForm.all.address1_postalcode.DataValue;
// Use/Create a input area
var oClipBoard = document.getElementById(“ClipBoard”);
if (oClipBoard == null) {
oClipBoard = document.createElement(“input”);
oClipBoard.setAttribute(“id”, “ClipBoard”);
oClipBoard.setAttribute(“type”, “hidden”);
document.getElementById(“crmForm”).appendChild(oClipBoard);
}
// Put in the clipboard string
oCopyArea.innerText = sClipBoard;
// Now copy to the string clipboard
var oCopyText = oCopyArea.createTextRange();
oCopyText.execCommand(“Copy”);
};
Make the function available as an ISV button:
<Entity name=”contact” >
<ToolBar>
<Button JavaScript=” CopyToClipboard ();” Icon=”/_imgs/ico_16_132.gif” ValidForCreate=”1″ ValidForUpdate=”1″ AvailableOffline=”true”>
<Titles>
<Title LCID=”1033″ Text=” Copy name and address to clipboard ” />
</Titles>
<ToolTips>
<ToolTip LCID=”1033″ Text=” Copy name and address to clipboard ” />
</ToolTips>
</Button>
</ToolBar>
</Entity>