I have 7 different John Smiths in my database of 18,000. I typiclaly include the middle initial in the Contact field, ie, John T. Smith
One of these contacts spells his name Jon Smith.
When searching for John Smith, I dont get any of these. Instead, I use the % sign inbetween the first and last name but this wont get the JON Smith.
As a result, I end up entering jo%smith. This works but most ACT! users don't know aobut the % sign as a wild card.
It would be AWESOME if you guys would automatically add the wildcard in between all separate strings of data. This would make searching easier.
Of course, we would rather have fuzzy searches!
Allied Financial Software, Inc.
We Make ACT! Work for Financial Services Professionals
I'm pretty sure universal search gives you this behavior.
Universal search doesn't work based on my example. First, it takes longer and renders too many choices by default. It also doesn't find the John Smiths that have a middle initial. It defaults to all record types and will also look in other fields that are unnecessary. Of course we can then filer contacts only but it will show "John Smith" data in other fields that are not the contact record. For example, I just did a universal search on my database for John Smith and it found contacts that are not John Smith but instead include John Smith Drive in Address 1 and John Smith in the 2nd Contact and 3rd Contact fields.
Adding an automatic % to spaces between the text strings would be a better choice.
Benjamin, you're right, but if that is 'the answer' then why have a search box in the left nav bar at all?
Automatic wildcards in that box is a great idea. I've kudo'ed this idea.
Why not put automatic wildcards in the Universal Search box also?
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