Entering Names with Unusual Capitalization

Colleague will apply specific capitalization rules when names and addresses are entered.

Organization names are always converted to all capital letters, whereas individuals’ names are converted to proper case (a combination of upper and lower case with the first letter of each name in upper case). In addition there are rules for correcting (entering) names with unusual capitalization. Colleague will automatically correct capitalization for names prefixed with Mc, D’ and O’ (e.g., McDonald, D’Agostino, and O’Toole).

If you encounter a name with unusual capitalization that does not begin with one of these prefixes, it will be necessary to precede the entry with an equal sign (=). For example, to enter the name MacMillian you will need to type =MacMillian. If you fail to precede the entry with an equal sign, the name will be recorded as “Macmillian”.

Note: Preceding an entry with the equal sign will override all capitalization rules. Entering =macMillian will be recorded as “macMillian”, =MACMILLIAN will be recorded as “MACMILLIAN” and =macmillian will be recorded as “macmillian”.
This information also applies to address information. When entering an address of “15 Avenue A”, Datatel will convert that to “15 Avenue a” so in order to maintain our address standards you would need to use the equal sign.