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Customer experience | Sales, Customer Insights,...
Suggested Answer

Change contact-names to Proper Case

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Posted on by 10

Hi,

I want to send a Marketing E-Mail via CRM that contains a Custom Code in which the first and second name of the contact is inserted:

__________________________________________
{{#if (eq contact.gendercode 1)}}  Dear Mr.
{{else if (eq contact.gendercode 2)}}  Dear Ms. {{/if}}

{{contact.firstname}} {{contact.lastname}},
_____________________________________

The problem is that many of the contacts' names are not written in proper case (which means that the first letter of the name is capitalized and the other letters are not). Most of them are written with only lowercase letters and some even with a wrong mix of higher- and lowercase.

So my question is if there is any way to transform the cases of all names I use in this Marketing E-Mail to proper case? I don't have any expirience with using javascript in CRM, but could this lead to a solution? Or is there maybe a simpler way to do this?

Thank you!

I have the same question (0)
  • Suggested answer
    Thangamani Profile Picture
    507 on at

    Hi Markat,

       There is no OOB configuration for this and we need to accomplish via javascript.

    Alternative simple way while creating contacts just throw a validation that it firstname and lastname should start with Upper case before saving the contatc record.

    Regards,

    Thangamani

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