Programmable Keyboard with Common Phrases Bound to Keys? - CSR help needed

Epicor ERP 10
1

Our CSRs type comments into our quotes and orders and lines… Many times they are the same phrases over and over. Some are longer, shorter, etc… Some people write completely different comments too. They are hoping to speed up this process and not have to re-type all the time.

Our manager was hoping to get some sort of customization where they could quickly press a button and it would insert the comment they wanted into the appropriate comment box…

I feel like someone on here mentioned that you could get a keyboard and then bind these comments to certain keys on the keyboard… I thought that was a cool idea,

Does anyone else have any ideas?

-Utah

2

You could a UD table of the common comments. Then on the form they need to inert them in, have a grid that lists them all. Add customization with a double click event on the grid row. The event would automatically copy the text from that row, to the desired text field.

If you have multiple text fields that you want to do this with. Might need to add an event to detect leaving a field, and if it was the one that can be auto inserted into, then allow the double click event to proceed - targeting the field you were just in.

Another thought would be to use the UD Table’s Key (or User Code) as the text sequence to monitor. Then use text changed events to determine if the text typed so far is in the UD or User code list. For example

UD01

Key1  Character01
===   =============================
csg   Customer Service Group
crp   Customer Returned Product on

When they press the spacebar after typing csg, the event queries UD01 for Key1=='csg', and if a result is returned, replace csg with Customer Service Group

edit

a twist to that second one would be to assign the keycode to Number01 in the UD table then you could look for a the press of a function key. Probably need to test to see which are available (obviously F1 is used by the online Help)

3

This is more or less what I was thinking of doing… I just was trying to think of any other way to do this outside of an Epicor customization.

I haven’t been able to find that post about the keyboard. But I thought that it was a cool way to do something without much code or UD tables.

4

A couple of options here:

5

A customization isn’t a bad idea if this use case is constrained within Epicor.

Outside of Epicor, I’ve been a fan of Autohotkey for a long time. Triggering text entry from shortcuts is easy to do. But, then you have another domain of customization to keep up with.

6

There are free tools like ClipBoardMagic that can store commonly used texts and you can paste them wherever.