MariaKristians1

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Maria Kristiansen

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MariaKristians1 on February 23, 2023

Capitalize more than one last name

Hi. I have a workflow that capitalizes first name and last name, but if the contact has more than one first name or last name, this is not formatted. Any idea on how to solve this?

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0 upvote

5 Replies

MariaKristians1

Contributor | Elite Partner

February 23, 2023

Great, thanks

Solved

MariaKristians1 on February 23, 2023

Capitalize more than one last name

Hi. I have a workflow that capitalizes first name and last name, but if the contact has more than one first name or last name, this is not formatted. Any idea on how to solve this?

Reply Discussion Enterprise

0 upvote

5 Replies

MariaKristians1

Contributor | Elite Partner

February 23, 2023

Great, thanks

Solved

MariaKristians1 on February 23, 2023

Capitalize more than one last name

Hi. I have a workflow that capitalizes first name and last name, but if the contact has more than one first name or last name, this is not formatted. Any idea on how to solve this?

Reply Discussion Enterprise

0 upvote

5 Replies

MariaKristians1

Contributor | Elite Partner

February 23, 2023

Great, thanks

Solved

MariaKristians1 on November 25, 2022

Workflow to trigger notification if two properties are not the same

Hi. Is it possible to set up a workflow that will trigger a notification internally if two properties does not have the same value? So if X is not equal to Y - send en internal email?

Reply Discussion Professional

0 upvote

2 Replies

MariaKristians1

Contributor | Elite Partner

November 25, 2022

Thanks for the quick reply, I suspected that this was not possible right out of the box.

Solved

MariaKristians1 on November 25, 2022

Workflow to trigger notification if two properties are not the same

Hi. Is it possible to set up a workflow that will trigger a notification internally if two properties does not have the same value? So if X is not equal to Y - send en internal email?

Reply Discussion Professional

0 upvote

2 Replies

MariaKristians1

Contributor | Elite Partner

November 25, 2022

Thanks for the quick reply, I suspected that this was not possible right out of the box.

Solved

MariaKristians1 on November 15, 2022

Restrict access to documents

Hi. Is there a way to restrict access to documents, without removing the sales seat? apparently this is the only way to restrict permissions to documents. I want to able to be able restrict some documents for some users. Any idea or workaround?

Reply Discussion Professional

2 upvotes

2 Replies

MariaKristians1

Contributor | Elite Partner

November 16, 2022

Thank you 🙂

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