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

Who is your data evangelist?

April 19, 2023

Who is your data evangelist? I was recently talking with a client of mine about […]

Ratio of Data to Errors

April 12, 2023

Ratio of Data to Errors One of the elements of a good data governance plan […]

Back to basics

April 5, 2023

Back to basics Over the past couple of years I’ve noticed that some AMS vendors […]

Your people matter

March 29, 2023

Your people matter I’ve written many times about how people, process, and technology have to […]

We remember moments…

March 22, 2023

We remember moments… “We do not remember days, we remember moments.” – Cesare Pavese Another […]

Acknowledging problems is part of managing expectations

March 15, 2023

Acknowledging problems is part of managing expectations Research was done some time ago that suggested […]

Need data? Consider third-party sources

March 8, 2023

Need data? Consider third-party sources I always tell my clients, only collect data that you’re […]

Action must follow the decision

March 1, 2023

Action must follow the decision When I work with my clients on their projects (whether […]

Everything should be focused on improving user adoption

February 22, 2023

Everything should be focused on improving user adoption Your AMS is a tool, and a […]

Needs change over time, and that’s OK

February 15, 2023

Needs change over time, and that’s OK I was speaking with a couple of association […]

Leave a Comment

Your email address will not be published.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

Scroll to Top