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
Consider quitting
Consider quitting Patient: “Doctor, it hurts when I do this.” Doctor: “Then stop doing that.” […]
There is nothing so permanent as business rules
There is nothing so permanent as business rules Nobel Prize-winning economist Milton Friedman said, “There’s nothing […]
Budget for feature discovery and adoption
Budget for feature discovery and adoption When developing a budget for implementation of a new […]
Customize staff pages for better user adoption
Customize staff pages for better user adoption The single most important element to data management […]
Don’t ask questions for which you already know the answer
Don’t ask questions for which you already know the answer I was recently completing an […]
All decisions involve risk
All decisions involve risk Whether it’s choosing a new AMS or introducing a new product […]
Try flowcharting your processes
Try flowcharting your processes Working with a client recently on their membership join process reminded me […]
“I just want a system I don’t have to fight with.”
“I just want a system I don’t have to fight with.” I asked my client: […]
Inertia Contributes to Bad Data
Inertia Contributes to Bad Data Without knowing anything about your organization or its data, I’d […]
What are you doing with new contacts?
What Are You Doing with New Contacts/ I was very interested to read in a […]
