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"Search Name" on a Customer Card
yuppicide
Member Posts: 410
Short story:
What does the field "Search Name" on a Customer Card actually do and how does it go about getting updated?
I notice a lot of Names on Customer Card are different from Search Name.
It doesn't really matter, but I am curious.
For example, I have one customer like "Name: Customer1 **", but under Search Name it just says "Customer1". There's a LOT of them like this, not that it really matters.
Then I have another like "Name: Customer2", but under Search Name it is "Customer2 ********" which leads me to at one point this customer was blocked, but we've got no notes in the Comment Sheet to document that. (We use ** on Names as a visual indicator to show blocked customers, yeah I know it's a wildcard and shouldn't be used, they started this before I was working here)
Another is entirely different all together.. it might be like "Name: Tom's Hardware, Inc." but the Search name is "Tom's Hardware Store #105".
What does the field "Search Name" on a Customer Card actually do and how does it go about getting updated?
I notice a lot of Names on Customer Card are different from Search Name.
It doesn't really matter, but I am curious.
For example, I have one customer like "Name: Customer1 **", but under Search Name it just says "Customer1". There's a LOT of them like this, not that it really matters.
Then I have another like "Name: Customer2", but under Search Name it is "Customer2 ********" which leads me to at one point this customer was blocked, but we've got no notes in the Comment Sheet to document that. (We use ** on Names as a visual indicator to show blocked customers, yeah I know it's a wildcard and shouldn't be used, they started this before I was working here)
Another is entirely different all together.. it might be like "Name: Tom's Hardware, Inc." but the Search name is "Tom's Hardware Store #105".
0
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But you can go in and edit the search name, which appears what your company is doing.
Name - OnValidate() IF ("Search Name" = UPPERCASE(xRec.Name)) OR ("Search Name" = '') THEN "Search Name" := Name;We had someone doing that too - making "Visual" adjustments to accounts instead of simply Blocking the account and/or entering info in the notes. It's very frustrating, it was something we HAD to do in our old Macola system because they didn't have blocked fields n such. I think things like that have to be cleaned up. I have cleaned all our crappy data (like seeing "Do not ship" in the phone # field =; ). You'll be better off the in the future when it's time to upgrade or change systems.
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