One of the “hidden” features in Intellect and Time & Chaos is the ability to customize the drag and drop text when creating a new Appointment or Task from a Contact.
While using the Classic view for instance, you can drag a Contact’s name to the Appointment or Task area and a new record will be created. The same holds true for dragging a Contact to the Calendar or Task navigation buttons at the lower left of the program or for dragging a Contact to the left hand calendars for creating an Appointment specifically.When you create an Appointment or Task through this drag and drop process, the description will be automatically filled with some text based on a setting in Options such as “Meeting With” or “Call” followed by the Contact’s name.
If you click on Options at the top of our software and then go to the Calendar or Task section, you can then modify the text that creates this description. The cool hidden feature here is the ability to add merge fields to this text. In both the Calendar and Task area of Options, the “Default Drop Text” can contain special merge fields.
These fields must be formatted properly to make sense to the program. Each field is essentially given a corresponding number. For instance, the Primary Address Line 1 field is field number 8. So if you changed the default drop text for Appointments to:
Meeting at «8» with
The Appointment description would automatically fill in with something like:
Meeting at 123 Main Street with John Smith
NOTE: The type of brackets used are important. You can copy and paste the brackets from this article to use in your merge fields to make sure the correct brackets are used.For reference, the fields and their corresponding numbers (in brackets) are given below. Keep in mind, the Contact’s name is included automatically after the drop text. If copying and pasting using the following information, you would only need to copy the number and brackets.
«1» Last Name
«2» Company Name
«3» Create Date
«4» Last Modified Date
«5» Group
«6» First Name
«7» Title
«8» Primary Address Line 1
«9» Primary Address Line 2
«10» Primary City
«11» Primary State
«12» Primary Zip
«13» Primary Country
«14» Secondary Address Line 1
«15» Secondary Address Line 2
«16» Secondary City
«17» Secondary State
«18» Secondary Zip
«19» Secondary Country
«20» Category
«21» Prefix
«22» Suffix
«23» Notes
«24» Custom Field 1
«25» Custom Field 2
…
«43» Custom Field 20
«44» Phone Label 1
«45» Phone Label 2
…
«63» Phone Label 20
«64» Phone Field 1
«65» Phone Field 2
…
«83» Phone Field 20