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

"Experience is unobservable to everyone except the person who it happens to."

January 10, 2019

In Dan Gilbert’s book Stumbling on Happiness, he writes: “Experience is unobservable to everyone except …

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Know Your Audience Before You Speak

December 20, 2018

This one may seem obvious, but when you’re speaking to anyone, whether it’s one person, …

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"Behavior is a function of the person in their environment."

December 13, 2018

Lewin’s equation says “behavior is a function of the person in their environment.” (He was …

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Signal-to-noise ratio

December 5, 2018

Signal-to-noise ratio Signal-to-noise ratio, formally used, applies to electricity and engineering, and refers to how …

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Consultants bring perspective

November 28, 2018

Consultants bring perspective At a recent speaking engagement, I was asked what I think is …

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Garbage in, gospel out

November 22, 2018

Garbage in, gospel out We’ve all heard the phrase “Garbage in, garbage out.” If the …

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Dramatic change does not happen overnight

November 15, 2018

Dramatic change does not happen overnight Like most things in life, dramatic change does not …

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Implementation Intention

November 8, 2018

Implementation Intention Editor’s note: I have a new email newsletter, sent weekly, called Wes’s Wednesday …

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