Have an option to automatically capitalize first letters in contact property fields
I've noticed that the contact names in the list under Contact Home all have capitalized first letters (both first and last names). Yet the contact names held in the contact properties are kept exactly as the contact typed them in. This means that when emails are sent out automatically to a list containing those names the greeting will use the property form that the contact typed in. So you get "Hi bill", for example, instead of "Hi Bill".
There are at least a few issues with this approach:
1) It gives the game away that my "personalized" email is really just an automatic response.
2) It's poor grammar
3) Because lists use upper case first letters, the only way to tell if the contact typed in upper or lower case first letters is to open each record and check. If they haven't you have to change the first letters and then remember to hit "save all changes"
My suggestion is to automatically capitalize the first letters of any name fields in the contact properties. Failing that, one option would be to provide a global setting that would enable this change to be selected.
Alternatively, just do not capitalize the name first letters in lists. That way HubSpot clients could see which names had been typed with lower case first letters and would only have to open those records to change them.
We have the same problem for the same reasons. Auto Capitalisation of first names would be very useful indeed.
Michael Hawksley commented
We would also like a facility to standardize text fields - Some times people put in their name as "name" or "Name" or "NAME" .... same with companies names etc.then that would be great.
Likewise we have an issue with telephone numbers as people enter them in different ways "+44 (0) 11111111" or "00 44 11111111" or "011111111". We would like to have a standard format enforced.
We completely agree with this post. Currently, we experience the same issue in that the "first name" under Contact Properties is dictated by the contact's input. Whatever is typed into the "first name" field on our forms, is what ends up being used in the greeting line of automated emails. This a problem for us based on the criteria enumerated by Ray's post. As an educational institution, it's also very bad form to use poor grammar (as in "Hi david" vs. "Hi David") in our written communications.
Our only recourse would be to have staff log-in and manually correct the "first name" & "last name" fields within the Contact Properties for each record- a process which would be very labor-intensive & time consuming- defeating the purpose of automation.
We support the suggestion to automatically capitalize the first letter within any name field in the contact properties, even as an optional feature that could be turned on/off based on the user's needs.
Thank you for bringing this up, Ray!