In Ploomes, you can create a custom formula field to automatically store only the customer’s first name, making your processes more efficient according to your needs.
Additionally, you can configure an automation to populate this field for customers who are already registered in the account.
How to create the field?
Go to Administration > Fields and forms;
Click Customer and then select the form you want to edit (Companies or People);
Select Add field > Create field;
Choose the Simple text type and define a title for the field, for example: First Name;
Click Advanced settings > Configure.
Use the following formula:
("[Customer.Name]").split(' ').slice(0, 1).join(' ');⚠️ Important: The field must be inserted manually using the Fields button so that it is correctly added as a variable in the formula.
After completing the setup, save the formula, then save the field, and finally save the form to apply the changes.
How to create the automation?
⚠️ Important: To perform this step, you must have the Automation Module enabled. If you do not have it yet, contact Support or your Account Manager for more information.
Go to Administration > Automations;
Select Customer > New automation;
Define the automation title, for example: “Fill in First Name”;
In the Trigger field, select Periodically. The execution interval can be set to any value, since the automation will run only once and then be disabled;
(Optional) In the Filter, configure:
Type > Equals to > Person, so that the field is filled only for clients of type Person;
Configure the automation to:
Edit information > First Name > Formula;
Use the following formula:
("[Customer.Name]").split(' ').slice(0, 1).join(' ');⚠️ Important: The field must be inserted manually using the Fields button so that it is correctly added as a variable in the formula.
After configuring the action, save the formula and click Save.
Then, open the created automation and select Save and run now so that it runs and fills in the field for customers already registered in the account.
After execution, the automation can be deleted or disabled to prevent it from running again unnecessarily.
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Do you still have questions? Don’t hesitate to contact Support via the platform chat or by email at suporte@ploomes.com