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

Start with “Why” before you move to “How”

September 20, 2023

Start with “Why” before you move to “How” Something I’ve noticed over my years in […]

The power of users groups!

September 13, 2023

The power of users groups! Last week I had the honor and pleasure of speaking […]

Associations are complex businesses!

September 6, 2023

Associations are complex businesses! One of the reasons managing data at an association can be so […]

Snapshots are required

August 30, 2023

Snapshots are required Recently a couple of different clients have asked me why it’s necessary […]

“It’s in the database…”

August 16, 2023

“It’s in the database…” I often joke with my clients that AMS nirvana looks like […]

Using the Pomodoro Technique for data management

August 9, 2023

Using the Pomodoro Technique for data management I’m a huge fan of the Pomodoro Technique, […]

You need a PLAN to deal with duplicates

August 2, 2023

You need a PLAN to deal with duplicates Here’s the thing about duplicate records: No […]

Asking for more is a good sign…

July 26, 2023

Asking for more is a good sign… A client who had recently implemented a new […]

Take action…

July 19, 2023

Take action… “The greatest wisdom not applied to action and behavior is meaningless data.” – […]

The Rule of 100 and 1,000 revisited

July 12, 2023

The Rule of 100 and 1,000 revisited I’m finding that the “Rule of 100 and […]

Leave a Comment

Your email address will not be published.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

Scroll to Top