Autofill for Adding New Customers
Table Of Contents
Overview
Khaos Control includes several tools to help you enter customer and supplier contact details more efficiently.
These features can reduce manual typing, speed up data entry and improve accuracy when creating new contacts.
Available tools include:
- Auto-fill
- Insert Address Value
- Remove Address Value
- Cut, Copy and Paste
- Undo Last Change
Auto-fill
What is Auto-fill?
Auto-fill allows you to drag and drop contact information onto the New Customer/Supplier window and have Khaos Control automatically populate the appropriate fields.
This is particularly useful when receiving contact details electronically, such as:
- Emails
- PDF documents
- Word documents
Note: Auto-fill does not work with plain text (.txt) files.
How Auto-fill Identifies Information
Khaos Control analyses the information you drop into the window and populates fields in the following order:
- Email address
- Website address
- Mobile number, telephone number and fax number (in that order)
- Title, forename and surname
- Company name (identified by terms such as "Company" or "Ltd")
- Address details, beginning with a valid postcode and then:
- Address 1
- Address 2
- Locality
- Town
- County
Note: Any word immediately followed by a colon, such as web: or email:, is ignored during address processing.
Using Auto-fill
- Open the New Customer/Supplier window.
- Select all of the contact information you want to import.
- Drag and drop the selected information onto the Auto-fill button in the top-right corner of the window.
- Review the populated fields and make any adjustments if required.
Insert Address Value
What is Insert Address Value?
Insert Address Value allows you to add an extra line to an address without manually moving the existing address information.
This is useful when additional information needs to appear at the top of the address, such as:
- House names
- Building names
- Unit numbers
- Business unit names
The existing address lines automatically move down to make space.
Insert a New Address Line
- In the New Contact window, right-click within an Address field.
- Select Insert Address Value.
- Enter the additional address information.
- Click OK.
The new entry is inserted, and the existing address lines move down automatically.
Note: This option is available in both Address fields within the New Customer/Supplier window.
Remove Address Value
If an address line is no longer required, you can remove it without manually editing the remaining address fields.
Remove an Address Line
- In the New Contact window, right-click the address line you want to remove.
- Select Remove Address Value.
The selected address line is removed, and any remaining address lines move up automatically.
Note: This option is available in both Address fields within the New Customer/Supplier window.
Cut, Copy and Paste
Khaos Control supports standard Windows keyboard shortcuts for moving and copying information between fields and applications.
You can use these shortcuts to:
- Rearrange address information
- Move notes between fields
- Copy information from emails and documents
- Paste information into communication logs or notes
Note: You must be in Edit Mode before cutting or pasting information within Khaos Control.
Cut Information
To remove selected text and place it on the clipboard:
- Select the text.
- Press: Ctrl + X
Copy Information
To copy selected text without removing it:
- Select the text.
- Press: Ctrl + C
Paste Information
To paste copied or cut information:
- Copy or cut the required text.
- Click in the destination field.
- Press: Ctrl + V
Undo Last Change
If you need to reverse your most recent change:
Press: Ctrl + Z
This restores the last edited value where supported.
Tips
- Use Auto-fill whenever contact details are supplied electronically to save time.
- Always check the populated information after using Auto-fill to ensure details have been placed in the correct fields.
- Use Insert Address Value instead of manually moving address lines when adding building names or unit numbers.
- Standard Windows shortcuts work both within Khaos Control and between other applications.
Additional Information
Auto-fill is designed to make contact creation faster, but it relies on the format of the information provided. Well-structured contact details will usually produce the best results.