Hello!
Thinking about proposing something new, but would like to see if it’s possible first. We work in a competitive industry and have had a problem with a low level employee trying to sell a customer list they obtained from order forms. I think we can help prevent this in the future by using the first letter of each word of the customer’s name as the identifying field instead of using the customer’s full name.
The orders are entered on Quickbooks, and are sent to their respective workflows in Zapier. Would it be possible to change an order name from: Albert Berns Company:1234 to: ABC:123 using the formatter? If so, how? I’ve experimented with the idea, but haven’t had any success.
Thank you so much!