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
But will you DO anything with that data?
But will you DO anything with that data? I frequently exhort my clients to always answer […]
It’s not what happens, but how you react…
It’s not what happens, but how you react… “It’s not what happens to you, but […]
Saying it and doing it are two different things
Saying it and doing it are two different things When I work with my clients […]
Benefits downstream are difficult to implement
Benefits downstream are difficult to implement In my 25 years of consulting, one of the […]
Your first answer may NOT be the right answer!
Your first answer may NOT be the right answer! I’m a big believer in “go […]
You don’t have to automate EVERYTHING to be successful
You don’t have to automate EVERYTHING to be successful I was discussing a data management […]
Technology won’t solve your process problems
Technology won’t solve your process problems Over the past few years I’ve watched as many […]
“Screen noise” is a real thing. You might be able to fix it.
“Screen noise” is a real thing. You might be able to fix it. One of […]
Success Starts at the Top
Success Starts at the Top I recently had a conversation with an association staffer who was […]
Who are you bringing along?
Who are you bringing along? Last week I had the opportunity to attend the AWTC […]
