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

Some history IS important!

December 7, 2022

Some history IS important! When I’m advising clients on data conversion (moving data from one …

Some history IS important! Read More »

“Many mickles make a muckle.”

November 30, 2022

“Many mickles make a muckle.” “Many mickles make a muckle.” – George Washington Apparently, this …

“Many mickles make a muckle.” Read More »

It’s easy to collect; it’s harder to manage

November 16, 2022

It’s easy to collect; it’s harder to manage The beauty of today’s highly configurable AMS …

It’s easy to collect; it’s harder to manage Read More »

Tell them why you want the data

November 9, 2022

Tell them why you want the data Because data is so easy to collect these …

Tell them why you want the data Read More »

Don’t get hung up on something minor

November 2, 2022

Don’t get hung up on something minor I’m a problem solver. I love to solve …

Don’t get hung up on something minor Read More »

Be flexible, especially for unusual requests

October 26, 2022

Be flexible, especially for unusual requests One of the great benefits of off-the-shelf association management software (AMS) …

Be flexible, especially for unusual requests Read More »

“Her eyes were bigger than her stomach.”

October 19, 2022

“Her eyes were bigger than her stomach.” When I was a child, my siblings used …

“Her eyes were bigger than her stomach.” Read More »

Once you buy crap…

October 12, 2022

Once you buy crap… “When you buy something cheap and bad, the best you’re going …

Once you buy crap… Read More »

It could always be worse

October 5, 2022

It could always be worse Because most of us don’t have the benefit (like I …

It could always be worse Read More »

It’s all about managing expectations

September 28, 2022

It’s all about managing expectations I placed an order online on a Friday and the …

It’s all about managing expectations Read More »

Scroll to Top