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CRM Panel - Is it possible to automatically reverse the name format when creating a new customer contact via the panel


Priyanka.Massey
Sidekick (Customer)
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  1. Currently, when an email is received, the format of the contact's name is as shown in the screenshot below -
     
    The original format in the received email, as seen in the above screenshot, is lastname,firstname.
     
  2. Panel creates the contact in the same name format -

    Is it possible for the name to be automatically formatted as FirstName.LastName in the panel without requiring the user to manually edit the first/last names in the panel?
    So that when they create a customer contact via the panel, the name format is correct.

Best answer by Marcel.Ausan

@Priyanka.Massey unfortunately this is not possible via setup. The only things you can change via setup are the ones in CRM/SRM Panel settings.

However, if needed I guess you can create an event whenever a new lead/contact is created you could have a custom event that could change the Name as required.

 

 

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3 replies

Marcel.Ausan
Ultimate Hero (Partner)
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  • Ultimate Hero (Partner)
  • 1142 replies
  • Answer
  • November 21, 2023

@Priyanka.Massey unfortunately this is not possible via setup. The only things you can change via setup are the ones in CRM/SRM Panel settings.

However, if needed I guess you can create an event whenever a new lead/contact is created you could have a custom event that could change the Name as required.

 

 


Priyanka.Massey
Sidekick (Customer)
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  • Author
  • Sidekick (Customer)
  • 5 replies
  • November 22, 2023

@Marcel.Ausan Thank you for the input and suggestion about building a custom event. Was wondering if you have such a logic already in place and can share the details with us, if possible :)  


Marcel.Ausan
Ultimate Hero (Partner)
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  • Ultimate Hero (Partner)
  • 1142 replies
  • November 23, 2023

@Priyanka.Massey I’ve examples of lots of events, but none related to Contacts or Leads 😟. Anyways, shouldn’t be very difficult for your IT dept to set something up.


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