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nick_emmett
nick_emmett
Contributor ⭐️⭐️
June 25, 2019

Can I edit a user's first name after they've entered a program?

  • June 25, 2019
  • 2 replies
  • 34 views
I have a user who has reached out to us because her name was wrong. I edited her user details in Salesforce but it went out wrong again - I'm assuming once it's in the program that's it!

Is there any way to change what this user is listed as from within the participants list?

    2 replies

    john_apple
    john_apple
    Expert ⭐️
    June 25, 2019
    You'd probably have to drop her as a participant but then allow Dropped Participants to re-enter the Program. That would refresh the name that is being pulled but they would restart the Program journey.

    kate_green
    kate_green
    Helper ⭐️⭐️
    June 25, 2019
    Currently the Program doesn't "refresh" the participant list in between steps... which means that changes to the account/contact data wouldn't be reflected. Enhancements here would be great!!

    I ran into this issue as well when I was setting up a program that would alert a director to assign a CSM to an account, and then wanted to send an email to the CSM who was assigned as a final step of the program, but since the Account CSM wouldn't have refreshed after they were assigned, I had to create a separate program just to send that last email.

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