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?
Who is your data evangelist? I was recently talking with a client of mine about […]
Ratio of Data to Errors
Ratio of Data to Errors One of the elements of a good data governance plan […]
Back to basics
Back to basics Over the past couple of years I’ve noticed that some AMS vendors […]
Your people matter
Your people matter I’ve written many times about how people, process, and technology have to […]
We remember moments…
We remember moments… “We do not remember days, we remember moments.” – Cesare Pavese Another […]
Acknowledging problems is part of managing expectations
Acknowledging problems is part of managing expectations Research was done some time ago that suggested […]
Need data? Consider third-party sources
Need data? Consider third-party sources I always tell my clients, only collect data that you’re […]
Action must follow the decision
Action must follow the decision When I work with my clients on their projects (whether […]
Everything should be focused on improving user adoption
Everything should be focused on improving user adoption Your AMS is a tool, and a […]
Needs change over time, and that’s OK
Needs change over time, and that’s OK I was speaking with a couple of association […]
