Search for a client by first name - (if only remember first name)
Sometimes it is hard to remember a client's surname - but easy to remember first name. It would be great if the search function were set up to search by first name, then surname, so that if you forget their surname - you plug in 'Jo' and then the options come up: "Jo Bloggs" "Jo Blow" "Jo Watson" ...
Hi there
We are looking back at all Suggestions from previous years, as well as current Suggestions.
When searching a Client via the Client drop down search, the Client’s ‘known as’ name will show.
When searching via ‘Find Client’ under the ‘Client’ menu, both name and known as name can be searched, whether just the first name or the full name.
If you have any queries in this area, please contact our Support team by Submitting a Ticket or by emailing support@gensolve.com.
Thank you.
Nikki
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Dani commented
Hi Kate,
Have you tried the client search function? You can bring this up by pressing Control+F.
This function allows you to search by first name, last name, DOB, mobile number or email etc.
:) -
Rachel Dobson commented
You can do that by putting a space before the first name when you search Very handy sometimes!