Question:

In CRM, Account Names are populated in different cases such as all the letters are capital, lower cases, etc. Is there a way to unify all the Account Names that are pulled by tokens in a certain pattern (first letter capital for each word) in Email Templates only?

Example:

In emails users import Account Names using tokens: Dear Dr. {{accFname}} {{accLname}}, which gives output as Dear Dr. TEST TEST. Instead, it is desired to be Dear Dr. Test Test.

Answer:

Vault does not have a token that changes the case of the first letter of the words.

Users can leverage Microsoft Excel to achieve the desired result by exporting all the fields and then performing an action similar to what is mentioned here and then data load the results.

Related Documentation:

Vault Help Documentation: Approved Email Configuration Tokens