topic List of Account Names - how to exclude records in ProperCase in DemandTools

List of Account Names - how to exclude records in ProperCase

bhare1357 — Thu, 15 Feb 2024 16:59:27 GMT

Hi all - I have a list of account names. Some of them are in ALL CAPS and some are in "proper case". I plan on running a Modify scenario to fix those in all caps and bring them down to proper case. Some of these are fine the way they are (already proper case)

My question is - is there a way to exclude those in proper case or only pull those in all caps using Demand Tools? this would save me about 12k records to go through 🙂

Any thoughts welcome - thanks as always 🙂

Re: List of Account Names - how to exclude records in ProperCase

AnthonyValidity — Thu, 15 Feb 2024 21:11:59 GMT

Hi @bhare1357 ,

Currently there is no way to add a condition in the Record Selection Criteria that would consider upper or lower case characters. This would be a great feature request you can add by following this article.

The great news is Modify will ignore any records where the field is already formatted correctly, but it will look through them all in your preview screen.

Regards,