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
Data managers vs data consumers
Data managers vs data consumers When I work with clients on any data management project, […]
Another universal truth
Another universal truth There are many universal truths in data management. Some examples: You will […]
Don’t miss this year’s DAN Science Fair!
Don’t miss this year’s DAN Science Fair! I’m taking a break from my weekly tips […]
Just start. And it’s never done.
Just start. And it’s never done. Last week I had the opportunity to lead a […]
Don’t ask if you’re not going to answer!
Don’t ask if you’re not going to answer! In the past week, on three different […]
Seek forgiveness rather than permission
Seek forgiveness rather than permission “Seek forgiveness, not permission.” I can’t remember when I first […]
Is a 360 degree view necessary?
Is a 360 degree view necessary? “A 360 degree view of our members should NOT […]
Why data matters
Why data matters I write about data because managing our data effectively will help us […]
It’s about process
It’s about process I’m in the midst of adding an AI agent to my website […]
Data integrity reports
Data integrity reports I speak and write a lot about data integrity reports. So I […]
