Look up PARTIAL names!

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

Once you know, what will you do?

November 13, 2024

Once you know, what will you do? I’ve yet to meet a client who didn’t […]

If it’s not in your AMS, why not?

November 6, 2024

If it’s not in your AMS, why not? I like to tell my clients they’ll […]

Why checkboxes and tags are awesome and dangerous

October 30, 2024

Why checkboxes and tags are awesome and dangerous One of the most common functions in […]

Don’t miss obvious engagement data

October 23, 2024

Don’t miss obvious engagement data What I’ve experienced with my clients over the years is […]

All data requires active management

October 16, 2024

All data requires active management It’s a simple fact of data management that is often […]

Documentation is critical for consistency

October 9, 2024

Documentation is critical for consistency There are so many reasons why documenting your data management […]

Consumer demands change and technology changes

October 2, 2024

Consumer demands change and technology changes When I work with clients on the selection of […]

Why I write

September 25, 2024

Why I write Thirty years ago, I started a new job as director of membership […]

DAN – The Data Analytics Network

September 18, 2024

DAN – The Data Analytics Network I’m a huge fan of users groups (both internal […]

Process before technology

September 11, 2024

Process before technology In a conversation with a client recently, I was reminded (yet again) […]

Leave a Comment

Your email address will not be published. Required fields are marked *

Scroll to Top