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Session Id : 183xicPi6t8Bbn4Y2+aR5s
Service | Customer Service, Contact Center, Fie...
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Bulk name format edit

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Posted on 26 Oct 2022 06:16:29 by 15

Hi All,

Im trying to bulk edit the format of all of our accounts. we have 50,000+ accounts so hoping for a quick solution here! 

As we have many people adding all different accounts to our CRM and we have never enforced formatting rules, the account names are all over the place i.e: 

JOHNS BURGER SHOP

Johns Burger Shop

johns burger shop 

Is there any way to change all of the accounts names in bulk? I was thinking exporting, running a script, then importing. Does anyone have experience doing this or perhaps know a better way? 

Let me know!

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