name search
When doing a name search the search only picks up the first name and surname. Would make sense for the search included the "Known Name" as well
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.
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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Liz commented
We would prefer if it would show in both the drop down search and the find client menu. We get caught out by this many times.