Tip #065 – Searching for an Account Name

Tip #065
Searching for an Account Name

While entering an order, flowerSoft allows you to enter the account name as either First name Last name or Last name First name.

For example, if I’m calling your shop to place an order and you decide to bypass the account number field and look for me by the account name field; flowerSoft allows you to enter either George Simon or Simon, George.

However, because you are entering a name, flowerSoft will display a list of the closest matches and ask you to pick a name from the list and after you do, it will ask you to confirm the address.

The list of names flowerSoft first displays is sorted using a default setting found in the Operating Defaults.  This settings asks you if, while entering the “Billing” information you want to enter First name Last name or Last Name, First name.  It defaults to First name Last name because it assumes that when you ask me for my name, I’m going to respond “George Simon” and not “Simon George”.  Yet, flowerSoft allows you to change that mode to Last name, First name if you want.

So, depending on that setting, flowerSoft will either display the list sorted by First name Last name or Last name, First name.

However, no matter how you’ve set that default, flowerSoft will still allow you to display the list sorted differently.

See the screen shots below.

If the list is sorted by Last name because of your default setting, you can still hit the letter F if you wanted forted by First name.

Likewise, if the list is sorted by First name, flowerSoft allows you to hit L to sort it by Last name.

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