This is a great idea. I lose a lot of time over the course of a week correcting contact records I happend across where the capitalization in incorrect.
To provide some flexibility, it would be really nice to have this as a function in a workflow where we can have some control over what gets capitalized. So, for example, if someone entered in "mcdonald" in the last name field you could instruct the workflow to update it to look for "mcd" and if found in the beginning of the string, replace it with "McD".
You ought to be able to apply the function to any text field property so it can be used not just for first and last names, but also titles, company name, city, etc., etc.
If this was available, I'd run my entire database through it and create a Workflow to enroll every new contact record.
Hey, @Paul320. I'm not sure that there would be any "logic" that you could effectively implement that would take into account a compound name. I've though about it as well. If you used a workflow, you would need to have literlly hundreds of if/then statements to account for every iteration of this.
Personally, I'd be content with simply a first name (but then again you get caught with compound First Names as well.. ) maryellen - Would that be Maryellen or Mary Ellen?????
Hey @KeyWestScott, Just having a function available in Workflows to capitalize the first letter of a text field (not just name fields) would be a huge step forward. I'd be REALLY happy to get that. But I think it is a small step forward to allow users to be able to list text substitutions if they are at the beginning of a string (mcd -> McD). That way if I want to spend the time doing it, I can. And if you don't, you won't. This is no different than using a RegEx function when writing code. It's totally doable and I'm surprised it hasn't already been done. There's a forum post about this and a woman has created a free add-on you can install, but it's only for form submissions. I'm going to post a link to your idea in the forum and ask folks to upvote it. I hear you need to get north of 100 upvotes to get the attention of the HubSpot product managers.
Absolutely agree there should be a system option to proper case any property inc contact names, company names, and city names. Should be smart enough to handle common quirks like MCDONALD to McDonald.
We appreciate the idea and for the upvotes from the rest of the customers here. I will bring this idea to my team and come back to update this thread. Just for transparency it is unlikely we will make this change in this quarter so i will leave this as not currently planned for now.
How's the roadmap looking for this feature? Would be really helpful. Excel can do it (the "Proper") function, but it's a huge pain to export my entire list, apply the Proper function to their first names, and reimport.
I have to admit the first time that I used a personalized token, I immediately regretted it because it sent out an email with the name in all caps. This was not a good thing for our CEO to see. I would really love to see this idea implemented so that we can feel comfortable using personalization tokens on a much larger scale.
You know, if Hubspot devs could simply have a value for First Name or Last Name Contact/Company/Deal properties as such:
Does not start with capital letter
You could simply create a workflow that adds that Contact/Company/Deal respectively to a Static List titled "Name Not Capitalized" and receive a notification to change it.
Add that Does not not start with capital letter value here: