 Samsarah
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| Joined: 21 Apr 2006 |
| Total Posts: 16 |
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Pulling up client by last name
Posted: 15 Aug 2008 03:10 PM |
Hello,
We have always had problems pulling up a client file by using "last name/first name". We either have to have her birthday information, or have to go through the entire letter. In other words, if we have a Jane Smith, and type in Smith, Jane, it always tells us there is no record. If we type in her birthday, she pops up, or we have to go through the s's to find her - time consuming. Is this just a problem with our system?
Sarah Stone |
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Re: Pulling up client by last name
Posted: 15 Aug 2008 03:23 PM |
tHi Samsarah,
Try Smith,Jane (no space after the comma). That should work. We'll update the search in a future release to automatically remove the space (if one exists). Sorry for the inconvenience this may be causing. |
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