HubSpot Ideas

JBudd

Keep case format in Deal and Company Names instead of changing to lowercase in reports

When we enter the name of a company in HubSpot, we use upper and/or lowercase letters, as per the client's details.

For example: If a company uses "VISA" in their documentation, rather than "Visa", then we enter "VISA". 

Unfortunately, when creating reports/dashboards, this formatting is lost and everything becomes lowercase.

 

Could we please at least have the option of keeping the format that we entered in the Name fields, whether it's Company Name, or Deal Name, etc.?

 

Thank you kindly!

6 Replies
YiRui_Chua
HubSpot Employee

Hey, upping this for a customer as well.

Ideally, this should applies to properties as well. Thanks!

saraspangler
Member

Hi! Any update on this? It's pretty tedious to have to update this back to title case when exporting these reports into Excel, vs. having them all show up as lowercase.

JPedler
Participant

Why in the world would HubSpot not keep the formatting from how entered?  This has got to be fixed.

AnnieRECIPE
Contributor | Platinum Partner

Upvoting on behalf of several customers: here's to case-correct reporting! 🙂 

 

tmitch_sona
Member

Upvoting this one please! I hate having no answer to other stakeholders as to why all the company names on our report look unprofessional and lowercase!

DYogi
Member

Hard to believe that this is a bug/not implemented functionality. Why would the deal name be ever changed in reporting from what is entered by the user while setting up the data?