Soffront CRM now includes a convenient Copy feature accessible directly from the detailed view of records. This small but powerful functionality allows users to quickly copy the value of any displayed field to their clipboard with just one click — no need to manually highlight and copy text.
How It Works
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In the detailed view of any record (such as leads, accounts, contacts, etc.), simply hover over a field.
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A copy icon (two overlapping sheets) will appear next to the field value.
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Clicking this icon copies the entire value of that field to your clipboard immediately.
Examples
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Email Field: Click the copy icon next to the email address to instantly copy the email text, ready to paste elsewhere.
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Date Fields: Whether it’s a custom date, country, or any other custom field, the copy icon works the same way to make copying easier.
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Phone Number: Copy the phone number quickly without manual selection, ensuring accuracy and saving time.
Benefits
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Speed: Drastically reduces the time spent copying data from records.
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Accuracy: Eliminates errors caused by manual highlighting and copying.
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Convenience: Supports copying for all types of fields visible in the detailed view, including system and custom fields.
This feature boosts productivity for users who frequently need to extract information from Soffront records for emails, reports, or communications.