Comments (1)
rwittenberg
commented on June 22, 2024
It'd be nifty if the lead converter could also auto-correct capitalization on names. We get lots of leads in either all lowercase or all uppercase letters and it isn't always so easy to convert a whole page of leads and then go back individually to each of the resulting contacts to fix their capitalization.
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Related Issues (20)
- Manage HH: Household button does not work in managed instance HOT 2
- Engagement Tests rely on rollup opps triggers setting boolean to be true
- Lead Converter LeadSource picklist only pulls values from 100 most recent leads
- Mark as Thanked Performs a Deep Clone HOT 1
- Membership End Date should be set by End Date on Recurring Payment Profile HOT 3
- Integrate ExactTarget with engagement tracker HOT 2
- new rollup stats for installments & RPP's
- Recurring Payment Profile improvements
- Grant Management: Create a separate custom object for grant reports or deadlines HOT 1
- In Honor Of, In Memory Of Tracking HOT 7
- HH Membership End Dates needs to consider no HH HOT 2
- Batch Code to create Campaign Memberships asynchronously HOT 1
- Add a config setting to make auto HH name formal HOT 2
- Lead Converter: mistaken match to contact, allow creation of new org
- Lead Converter: Add ability to edit the lead inline
- Lead Converter: pagination
- Renamed unused settings
- Primary Contact Roles should default to the Opp & Rollup Setting if the Contact Role by Record Type setting is missing
- Lead converter: Convert fails when lead has time-based workflow HOT 1
- New Household too many rows error
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