Look up PARTIAL names!
Train your staff to do look ups on partial names, not full names. If you're looking up an individual's name, you should only have to type in part of the last name to find the record. The same goes for company names (i.e., organization records). Partial is better than full, because full increases the odds of misspelling, and thus missing finding the record.
My last name has a funky spelling and people unfamiliar with it will often mess up the order of the last three letters. So "lil" becomes "ill." If you type my name as "Trochill" instead of "Trochlil" you'll get a "no records found."
But here's the thing: Most modern systems automatically add a wildcard to the end of any word you type in the search bar. So if you enter "troch" rather than "trochill" you'll get all records that START with "troch." And guess what will be on the list? MY name!
Searching on partial names will help you avoid creating duplicate records ("Oh, you're not in here, I'll have to add you") and will improve your customer service ("Can you spell that again for me?").
Wes's Wednesday Wisdom Archives
Data integrity reports
Data integrity reports I speak and write a lot about data integrity reports. So I […]
The most important training tip
The most important training tip I’ve been sitting in a lot of database training sessions […]
Be careful about getting tangled
Be careful about getting tangled “We had done a lot to tangle ourselves up.” – […]
Discipline. Always discipline.
Discipline. Always discipline. I’ve been producing a newsletter in some form for over 25 years […]
Simpler is better
Simpler is better Recently, a client of mine was discussing how they manage membership reinstatements. […]
Baby steps
Baby Steps A journey of a thousand miles begins with a single step. You have […]
Sometimes what you’re using IS the best option
Sometimes what you’re using IS the best option I love technology and I’m inherently lazy, […]
Do they hate the system?
Do they hate the system? When an association asks me for help finding a new […]
Artificial Intelligence is the next revolution in data management
Artificial Intelligence is the next revolution in data management I’ve been in the data management […]
There’s always gonna be something
There’s always gonna be something I’ve been consulting for 26 years now and I’m still […]