Client search
Searching for a client becomes cumbersome unless you know the EXACT spelling for both the first and last name - in that order.
For example, if a client's name is Robert Smith, we'd like to be able to do a search like:
Smith, R..... OR Bob Smith
and then any client matching this search (INCLUDING nickname) would show up in the drop down. This would allow a quicker response when this client calls and would be extremely helpful when dealing with large family groups of clients.
Also, could the search drop down box have a more condensed list of clients? Currently, it only lists 5 clients. Could it be condensed to have 10-15?
Janis
shared this idea
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Mike
commented
Should be able to search with last name first, then first. If you have 100 Smith's then it's annoying to search for. Would be helpful to be able to search Smith, J for John Smith.
Or even better in case you misspell a last name, a search of Sm, J will bring up results for everyone with last name starting with Sm, and first name starting with J