Enhance Auto Contact Creation – Support Dots & Commas as Name Separators
S
Saumya Dubey
Currently, when Enate auto-creates a contact from an incoming email (To, CC, BCC), it extracts the name based on a space separator. However, if the name contains dots or commas instead of spaces (e.g., John.Doe from John.Doe@xyz.com), Enate fails to capture the first name properly. Since the first name is mandatory, this results in validation errors when users attempt to process such packets.
Business Requirement:
Modify the auto-contact creation logic so that Enate also recognizes dots (.) and commas (,) as valid name separators, similar to how it treats spaces. This will ensure smoother contact creation and reduce manual corrections.
Business Impact:
Reduces manual effort in correcting or completing contact details.
Prevents validation errors that disrupt workflow.
Enhances accuracy of auto-created contacts.
C
Claudine Richardson
Hiya Saumya Dubey, thanks for this post! I have a few more questions for you:
- Are there any other characters besides dots and commas that should be considered as name separators?
- How frequently do you encounter emails with names separated by dots or commas?
- Would you like the system to prioritize certain separators over others when multiple types are present in a name?