Improve contact search.
When I search for a client using first and last name, it won't show results if the contact card has a middle initial and i didn't type that in.
For example, if the contact card says, "John Q. Smith" and I search for "John Smith" no results come up.
Can we also have it show suggestions/similar names? If I don't know how to spell a name and am only off by one letter, can it suggest names like Google does?
Ex: If I search for Smoth, could it say, "showing results for "Smith" instead."
Some people have terrible names that are hard to spell and this would be helpful.
stephanie
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Anonymous
commented
We also have had some issues when trying to pull up some of our clients accounts while searching them by name. If a client happens to have two accounts and we search for them using only their last name or only their first name, then both accounts will appear (along with other similar names). However, if I search the same client using their full name, then only one of the two accounts show up, and nothing else. It also doesn't make a difference if we include the middle initial/name, either.
-
stephanie
commented
I would like to also add, if a client's first name was entered with a space at the end "John " instead of just "John", if I search for first and last name no results will show.
-
Jim M
commented
I fail to understand why the app behaves like that when searching for people by name, but when trying to discriminate by name, as in the case of the duplicate name report, it ignores the middle name, and returns unnecessary data, cluttering up the report.