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 data analytics tips from the DAN “Science Fair”
Some data analytics tips from the DAN “Science Fair” Last week I had the opportunity […]
Are all your processes frictionless?
Are all your processes frictionless? I’m not a huge fan of buzzwords, but I love […]
Trends don’t need perfect data
Trends don’t need perfect data When it comes to analyzing data trends (changes in data […]
Start with “Why” before you move to “How”
Start with “Why” before you move to “How” Something I’ve noticed over my years in […]
The power of users groups!
The power of users groups! Last week I had the honor and pleasure of speaking […]
Associations are complex businesses!
Associations are complex businesses! One of the reasons managing data at an association can be so […]
Snapshots are required
Snapshots are required Recently a couple of different clients have asked me why it’s necessary […]
“It’s in the database…”
“It’s in the database…” I often joke with my clients that AMS nirvana looks like […]
Using the Pomodoro Technique for data management
Using the Pomodoro Technique for data management I’m a huge fan of the Pomodoro Technique, […]
You need a PLAN to deal with duplicates
You need a PLAN to deal with duplicates Here’s the thing about duplicate records: No […]
