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

Inertia

June 2, 2021

Inertia One definition of inertia is “to remain unchanged.” My sense is that many association processes, projects, or […]

When’s the “least bad” time?

May 26, 2021

When’s the “least bad” time? When working with clients on a new project, especially a […]

A poor launch can set the stage for YEARS

May 19, 2021

A poor launch can set the stage for YEARS It is not uncommon for me […]

Have the courage of your convictions

May 12, 2021

Have the courage of your convictions Having the courage of your convictions means you’re willing […]

Even your online directory is out of date!

May 5, 2021

Even your online directory is out of date! Back in the day of printed directories, […]

Start small

April 28, 2021

Start small When I work with my clients on projects that involve measuring member engagement, […]

Some context, please

April 21, 2021

Some context, please A pet peeve of mine: A report about associations (e.g., marketing benchmarks report) where […]

Eventually automated emails get ignored

April 14, 2021

Eventually automated emails get ignored During the discovery and development phase of implementing a new […]

The challenge the AMS providers see

April 7, 2021

The challenge the AMS providers see Over the years I’ve asked AMS providers what they […]

Be careful about “solutioning” too quickly

March 31, 2021

Be careful about “solutioning” too quickly One of the great things about software developers is […]

Leave a Comment

Your email address will not be published.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

Scroll to Top