George Lapp
My feedback
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11 votes
An error occurred while saving the comment George Lapp
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11 votesGeorge Lapp
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An error occurred while saving the comment George Lapp
commented
The client search function is very user unfriendly. If the client's name was entered with a middle name, say John Paul Smith, if you search for John Smith you'll get a blank result because the search engine won't recognize the name unless the middle name is included. Weirdly, the search engine will find the name if the first name is omitted but the middle one included.
So a search for Paul Smith would get a hit, even though that's just the middle name and may be a name that's never used.This means often having to perform multiple searches, or searching by first or last name only and then scrolling through a long list of results. It's also really easy to get confused when there are clients with similar names, like Trevor John Smith and John Paul Smith. A search for John Smith would get a hit on the first option, making it easily possible to think that's the searched for client.
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83 votesGeorge Lapp
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66 votesGeorge Lapp
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This has been requested before. It adds work to have to create a client ID manually. All clients in a database need a unique identifier, because names repeat. Making it a manual process add human error that has consequences in the functioning of the database. For example, if the client ID is created after the client is scheduled for a first appointment, that appointment does not then have a client ID if that record is exported in a report. Please please please. It's a basic record management requirement.