Auto Capitalization Configuration

You can apply capitalization automatically to many fields for proper names throughout the system, ensuring consistency and professionalism in your communications.

The corrections that auto capitalization makes are convenient in most cases, but if it does not produce the desired results for a particular name, you can override it by tabbing or clicking out of the field, clicking in it again, and editing the capitalization of the name manually.

1. From the Home screen, do one of the following:
• Click Configure on the navigation panel.
• Click Areas > Configure on the menubar.
• Click the down arrow next to Home on the options bar and select Configure.

From any other area of the program, do one of the following:

• Click the down arrow to the right of the Home options bar button and select Configure.
• Click Home > Configure on the menubar.

2. The Configure screen displays. Click Account on the navigation panel or Areas > Account on the menubar.
3. Click Auto Capitalization on the navigation panel. You can do the following from this screen:
• Enable or disable Auto Capitalization

  Select the Enable auto capitalization or Disable auto capitalization radio button to change the setting. Auto capitalization is disabled by default.

  Your settings will take effect when you exit the Configure area. They will take effect for any users with account screens open when these users access a different account or when they reopen the same account from the Account Locate screen.

• Set Auto Capitalization Conditions

  By default, auto capitalization capitalizes the first letter of the name (for example, correcting john smith to John smith) and corrects mixed case names (for example, correcting jOhn sMiTh to John smith). Auto capitalization ignores words entered in all uppercase letters and keeps them capitalized regardless of your selections in this section.

  You can specify additional rules to determine the kinds of corrections auto capitalization makes. Several preconfigured Conditions based on common capitalization rules are available for you to enable. However, you can also create additional Conditions as necessary, depending on the kinds of names that are common in areas where your organization does business.

  • Select the Capitalize after hyphens checkbox to capitalize the letter immediately following a hyphen (for example, correcting John Smith-jones to John Smith-Jones).
  • Select the Capitalize after spaces checkbox to capitalize the letter immediately following a space (for example, to correct John smith to John Smith).

  In the Conditions list, you can specify common prefixes after which the next letter should be capitalized. Default conditions are available for O’ and Mc (for example, to correct O’reilly to O’Reilly and Mcdonald to McDonald).

  Do not enter conditions with only a special character (*,&,@,etc.) unless that special character is the first character of the name being capitalized.

  • If you enter an asterisk by itself as a condition, the system would not auto-capitalize in the entry E*sample. However, entering E* as a condition would update this entry to E*Sample.
  • Auto capitalization updates entries containing ampersands unless you add conditions for them. For example, the system updates C&C to C&c unless you add C& as a condition.

  You can do the following from here:

  • Add a Condition

    Conditions are not case-sensitive. For example, you do not need to enter separate conditions for E and e.

    1. Do one of the following:
    • Click the Add button to the left of the list.
    • Click New > Auto Capitalization on the options bar.
    • Click File > New > Auto Capitalization on the menubar.
    • Press [Insert] on your keyboard.
    2. Enter the Condition.
    3. Click Finish or Save to save the condition. If you want to add another condition, click Add or Save & Add Another.
  • Edit a Condition
    1. Select a Condition in the list and do one of the following:
    • Click the Edit button to the left of the list.
    • Press [Enter].
    • Press [Ctrl] + O.
    • Click File > Open on the menubar.
    2. Click Finish or Save to save your changes.
  • Delete a Condition
    1. Select a Condition in the list and do one of the following:
    • Click the Delete button to the left of the list.
    • Press [Delete] on your keyboard.
    • Press [Ctrl] + D.
    • Click File > Delete on the menubar.
    2. You are prompted, “Do you wish to delete this record?” Click Yes.
  • Print a List of Conditions
    1. Do one of the following:
    • Click the Print button to the left of the list.
    • Click Print > Listview on the options bar.
    • Click File > Print > Listview on the menubar.
    2. The Print window displays. Print the list as you would any other document.