First Name & Last Name Separation for list export

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  • Jesús Alonso
    Jesús Alonso Member Posts: 2 VERIFIED MEMBER
    edited February 2022 #32

    Ho @Mike van der Valk for marketing purposes having the First Name separated is very important. I see Pipedrive is guessing them based on logics... but these logics are not valid in any language.

    For example, in Spanish:

    • Jose Angel Garcia -> Jose Angel (First Name), Garcia (Last Name).
    • Jose Perez Garcia -> Jose (First Name), Perez Garcia (Last Name).

    Pipedrive will always guess in these cases 2 words as First name, which is not correct in the case of Jose Perez Garcia.

    Therefore, it is important for the teams to be able to manually edit First Name and Last Name separately in Pipedrive Person forms. Is that something that can be activated?

    Thanks!

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,049 PIPEDRIVE TEAM
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    edited September 2020 #33
    Jesús Alonso said:

    Ho @Mike van der Valk for marketing purposes having the First Name separated is very important. I see Pipedrive is guessing them based on logics... but these logics are not valid in any language.

    For example, in Spanish:

    • Jose Angel Garcia -> Jose Angel (First Name), Garcia (Last Name).
    • Jose Perez Garcia -> Jose (First Name), Perez Garcia (Last Name).

    Pipedrive will always guess in these cases 2 words as First name, which is not correct in the case of Jose Perez Garcia.

    Therefore, it is important for the teams to be able to manually edit First Name and Last Name separately in Pipedrive Person forms. Is that something that can be activated?

    Thanks!

    @Jesús Alonso thanks for the insights. I believe right now it's not possible to manually edit this unfortunately :( however, I've reached out to our team to see if we can change this behaviour in the future.

  • Jesús Alonso
    Jesús Alonso Member Posts: 2 VERIFIED MEMBER
    edited September 2020 #34
    Jesús Alonso said:

    Ho @Mike van der Valk for marketing purposes having the First Name separated is very important. I see Pipedrive is guessing them based on logics... but these logics are not valid in any language.

    For example, in Spanish:

    • Jose Angel Garcia -> Jose Angel (First Name), Garcia (Last Name).
    • Jose Perez Garcia -> Jose (First Name), Perez Garcia (Last Name).

    Pipedrive will always guess in these cases 2 words as First name, which is not correct in the case of Jose Perez Garcia.

    Therefore, it is important for the teams to be able to manually edit First Name and Last Name separately in Pipedrive Person forms. Is that something that can be activated?

    Thanks!

    Thanks @Mike van der Valk . Just for a complete understanding... when we make a BULK import we can separate fields... but once imported how are they stored internally? In a single field? (Full Name) or as separate fields (although they can not be edited through the forms)?

    There are 2 behaviours I guess:

    A) If Pipedrive stored the name in a single field (FULL NAME) then, regardless how we import the information at the end the output could be wrong when exporting. Example:

    • When importing we map "Jose" to FIRST NAME and "Perez Garcia" to LAST NAME.
    • Pipedrive takes the info, concatenates and stores "Jose Perez Garcia" as FULL NAME (master info).
    • When exporting, Pipedrive uses its internal logic and thus exports: "Jose Perez" as FIRST NAME and then "Garcia" as LAST NAME.

    Otherwise...

    B) If Pipedrive keeps FIRST NAME, and LAST NAME separated (no matter they can be edited in forms or not), at least the information would stay safe:

    • When importing we map "Jose" to FIRST NAME and "Perez Garcia" to LAST NAME.
    • Pipedrive stores separately "Jose" to FIRST NAME and "Perez Garcia" to LAST NAME.
    • When exporting, Pipedrive returns the proper fields: "Jose" and "Perez Garcia".

    Could you please clarify if Pipedrive behaves as A or B?

    If names are stored as a single field we would not have a workaround to correct names using EXPORT + CORRECT NAMES + IMPORT.

    Thanks

     

     

     

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,049 PIPEDRIVE TEAM
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    edited September 2020 #35
    Jesús Alonso said:

    Ho @Mike van der Valk for marketing purposes having the First Name separated is very important. I see Pipedrive is guessing them based on logics... but these logics are not valid in any language.

    For example, in Spanish:

    • Jose Angel Garcia -> Jose Angel (First Name), Garcia (Last Name).
    • Jose Perez Garcia -> Jose (First Name), Perez Garcia (Last Name).

    Pipedrive will always guess in these cases 2 words as First name, which is not correct in the case of Jose Perez Garcia.

    Therefore, it is important for the teams to be able to manually edit First Name and Last Name separately in Pipedrive Person forms. Is that something that can be activated?

    Thanks!

    Hi @Jesús Alonso I'm pretty sure it behaves like B but let me double check with our team and let you know a 100% sure, give me some time please!

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,049 PIPEDRIVE TEAM
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    edited September 2020 #36
    Jesús Alonso said:

    Ho @Mike van der Valk for marketing purposes having the First Name separated is very important. I see Pipedrive is guessing them based on logics... but these logics are not valid in any language.

    For example, in Spanish:

    • Jose Angel Garcia -> Jose Angel (First Name), Garcia (Last Name).
    • Jose Perez Garcia -> Jose (First Name), Perez Garcia (Last Name).

    Pipedrive will always guess in these cases 2 words as First name, which is not correct in the case of Jose Perez Garcia.

    Therefore, it is important for the teams to be able to manually edit First Name and Last Name separately in Pipedrive Person forms. Is that something that can be activated?

    Thanks!

    @Jesús Alonso yep confirmed, it works like B 🙌🏻

  • Katierina Buben
    Katierina Buben Member Posts: 1 VERIFIED MEMBER
    edited February 2022 #37

    Hi @Mike van der Valk,

    Could we also enable this feature for our account:  kate@kandidate.com ?

    Thanks! 

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,049 PIPEDRIVE TEAM
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    edited September 2020 #38
    Katierina Buben said:

    Hi @Mike van der Valk,

    Could we also enable this feature for our account:  kate@kandidate.com ?

    Thanks! 

    Done @Katierina Buben 🙌🏻

  • Jonathan DiBenedetto
    Jonathan DiBenedetto Member Posts: 1 VERIFIED MEMBER
    edited February 2022 #39

    Hi @Mike van der Valk - could you kindly activate this feature for us to please?  jonathan@finli.com

    Thanks a bunch

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,049 PIPEDRIVE TEAM
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    edited September 2020 #40
    Jonathan DiBenedetto said:

    Hi @Mike van der Valk - could you kindly activate this feature for us to please?  jonathan@finli.com

    Thanks a bunch

    Done, @Jonathan DiBenedetto have fun!

  • Matthew Lavía
    Matthew Lavía Member Posts: 1 VERIFIED MEMBER
    edited February 2022 #41

    Hi!  Could you please activate this feature for us too?  matt@skylanguages.com

    Thanks!!!

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,049 PIPEDRIVE TEAM
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    edited September 2020 #42
    Matthew Lavía said:

    Hi!  Could you please activate this feature for us too?  matt@skylanguages.com

    Thanks!!!

    @Matthew Lavía should be there now, good luck!

  • Emily McKInzie
    Emily McKInzie Member Posts: 3 VERIFIED MEMBER
    edited February 2022 #43

    Hi @Mike van der Valk - Is it possible to activate this feature for us as well? This would be fab! emily.mckinzie@editshare.com Cheers!

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,049 PIPEDRIVE TEAM
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    edited September 2020 #44
    Emily McKInzie said:

    Hi @Mike van der Valk - Is it possible to activate this feature for us as well? This would be fab! emily.mckinzie@editshare.com Cheers!

    Done @Emily McKInzie have fun!

  • Emily McKInzie
    Emily McKInzie Member Posts: 3 VERIFIED MEMBER
    edited October 2020 #45
    Emily McKInzie said:

    Hi @Mike van der Valk - Is it possible to activate this feature for us as well? This would be fab! emily.mckinzie@editshare.com Cheers!

    This is wonderful! Thank you!

  • Jack_16657
    Jack_16657 Member Posts: 2 VERIFIED MEMBER
    edited February 2022 #46

    Has this feature been released? If not, can you please activate it for me? Thanks, Jack

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,049 PIPEDRIVE TEAM
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    edited October 2020 #47
    Jack said:

    Has this feature been released? If not, can you please activate it for me? Thanks, Jack

    Hi @Jack it's not live for all yet but I've activated it for your account, enjoy!

  • Jack_16657
    Jack_16657 Member Posts: 2 VERIFIED MEMBER
    edited October 2020 #48
    Jack said:

    Has this feature been released? If not, can you please activate it for me? Thanks, Jack

    Thank you!

  • Emily McKInzie
    Emily McKInzie Member Posts: 3 VERIFIED MEMBER
    edited February 2022 #49

    Hiya Mike,

    I'm trying to add the First Name / Last Name fields to our web forms but I don't see them as options to add when I look at the contact properties. 

    How can I add these fields to my web forms?

    Thanks for all your help!

    Cheers,

    Emily

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,049 PIPEDRIVE TEAM
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    edited October 2020 #50
    Emily McKInzie said:

    Hiya Mike,

    I'm trying to add the First Name / Last Name fields to our web forms but I don't see them as options to add when I look at the contact properties. 

    How can I add these fields to my web forms?

    Thanks for all your help!

    Cheers,

    Emily

    Hi @Emily McKInzie unfortunately they are not available there as separated fields. However, if you use the full name field, our system will automatically split them in a first- and last name field for you.

  • Priyank Pandey
    Priyank Pandey Member Posts: 1 VERIFIED MEMBER
    edited February 2022 #51

    @Mike van der Valk  Hi, Can you please enable this feature for me too. I am using ppandey@newzephyr.com

    Thanks!

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,049 PIPEDRIVE TEAM
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    edited December 2020 #52
    Priyank Pandey said:

    @Mike van der Valk  Hi, Can you please enable this feature for me too. I am using ppandey@newzephyr.com

    Thanks!

    @Priyank Pandey done, good luck!

  • David Picard
    David Picard Member Posts: 43 VERIFIED MEMBER
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    edited February 2021 #53
    Priyank Pandey said:

    @Mike van der Valk  Hi, Can you please enable this feature for me too. I am using ppandey@newzephyr.com

    Thanks!

    I’ve read many treads of subjects and comment about filtering L and F name BD, but I didn’t find what has looked for.

    I’ve got some names stick together so I will need to filter this name to delete them after one quick selection.

    OR

    I could have a function to split them internally and look. If I’ll get double person so I can safely remove them. Do you have any solutions about this? Tks

    image
  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,049 PIPEDRIVE TEAM
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    edited February 2021 #54
    Priyank Pandey said:

    @Mike van der Valk  Hi, Can you please enable this feature for me too. I am using ppandey@newzephyr.com

    Thanks!

    Hi @David Picard not sure if I'm following the issue? So you have not split up the first and last names but they are all combined in one name?

    One option could just be to export it all out to Excel, then fix it all there, reimport using the person ID in Pipedrive. Then those persons that are not updated with that update you could remove..

  • Maxime Pauvert
    Maxime Pauvert Member Posts: 1 VERIFIED MEMBER
    edited February 2022 #55

    Hi @Mike van der Valk - could you kindly activate this feature for us to please?  amelie.arcile@benevolt.fr

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,049 PIPEDRIVE TEAM
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    edited May 2021 #56
    Maxime Pauvert said:

    Hi @Mike van der Valk - could you kindly activate this feature for us to please?  amelie.arcile@benevolt.fr

    It's on @Maxime Pauvert have fun!

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,049 PIPEDRIVE TEAM
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    edited May 2021 #57
    Maxime Pauvert said:

    Hi @Mike van der Valk - could you kindly activate this feature for us to please?  amelie.arcile@benevolt.fr

    It's on @Maxime Pauvert have fun!

  • Marianne Vensu
    Marianne Vensu Member Posts: 1 VERIFIED MEMBER
    edited February 2022 #58

    @Mike van der Valk Hi, could you please activate this feature for us too?

    Thanks!

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,049 PIPEDRIVE TEAM
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    edited November 2021 #59
    Marianne Vensu said:

    @Mike van der Valk Hi, could you please activate this feature for us too?

    Thanks!

    @Marianne Vensu it's on for your account, have fun!

  • Karim S. Leduc
    Karim S. Leduc Member Posts: 5 VERIFIED MEMBER
    First Comment
    edited February 2022 #60

    @Mike van der Valk Hi, could you please activate this feature for us too?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,049 PIPEDRIVE TEAM
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    edited November 2021 #61
    Karim S. Leduc said:

    @Mike van der Valk Hi, could you please activate this feature for us too?

    It's on @Karim S. Leduc :)

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