Hello! How does everyone handle customers who have...
# general
e
Hello! How does everyone handle customers who have an ampersand or the word and in their name? We have the hardest time finding these customers, it seems to pull up a never ending list. For example "J&M" or "J & M" or "J and M" is near impossible to find.
d
have tried customers > search > advanced search > use criteria such (name contains & )
e
Is there a way to make that change for the global search?
d
u say you have customers using & in their names right like A & B ..
e
Yes, and when we type them in to the global search we get a massive list of customers
d
ah i see even customer that not contain & what i suggest is create a saved search for customer with Criteria this criteria Name contains & , am not sure if you can do it though global search
n
Create a custom entity field. Make it searchable. Have a workflow to replace "&" with "and" and have it set in that field. This way you can always search for customers with "And" and not worry about "&"
b
use the actual double quotes, if you are searching for
J&M
then use
"J&M"
its not perfect since & is not a supported character and will be treated as whitespace ( you would also get results for a customer named
J M
)