The Case Converter uses the results of a current search and automatically converts the case for selected fields. Use Profile Manager searches to find the profiles you would like to run the case converter on and then click Case Converter under Tools.
Conversion Type: This determines how you would like the case converter utility to change the case of the selected fields. Select either Upper Case First Letter of Each Word, Upper Case all Letters, or Lower Case all Letters.
Fields to Convert: Place a check into each field you would like the system to convert, including Profile, Address and Passenger fields.
Include Records: Allows you to determine what profiles should be converted. Select either All Results in Current Manager or Select Results in Current Manager. (You must search for the profiles you would like case converted before running this.)
Global Convert Now: Run the case conversion. Records Modified will display the number of records affected by the conversion.
Special Note: There is a Auto-Case Converter setting in Tools|Settings. Within this area a listing of the following profile fields is available for automatic case handling: Name, First Name, Last Name, Courtesy Title, Address 1, Address 2, Apt/Suite, City, Country, Passenger First Name, Passenger Last Name, Passenger Courtesy Title, and Passenger Relationship/Title.
By placing a check into any of these fields, as you are working within your ClientBase profiles, the first letter of each word entered will be automatically capitalized and the remaining letters will be automatically set to lower case. If you would like the auto-case converter turned off for any of these fields, remove the check from the box preceding the field.