You may find that certain contacts, accounts, events, or series will not appear in searches. There are several reasons this can happen.
The first issue is with how our search works. We use a mid-string search, where what you type in is searched for not only at the beginning of words but also in the middle of them. So if you type just the letter
n into search, any word with
n will appear (such as Momentus). This is useful in all languages but is critical in character-based languages such as Japanese or Chinese.
Our search also splits the search at spaces. Thus if you type
production meeting the application will search for both
This can cause difficulties if a contact, account, event, or series does not have a unique enough name. For example, one of your venue employees entered a contact's name as their first name and just the initial of their last name:
Linda M. When you search for that contact, the application will search for both
Linda M. That
M will pull in every item that has an "M" in it, which can return 100s of results depending on the amount of data in your account. This can also prevent you from getting the result you need in places where we return a limited number of results, such as when adding an account and contact to an event.
What can you do?
- Continue typing characters into the search. The more specific you can be, the better search results you'll get.
- As much as possible, name contacts, accounts, events, and series in a unique way. Add the full first and last name to contacts. For series, add the year to the name (
Broadway Season 2022-2023). If the name is correct but not appearing in searches, find the name in the list view and temporarily add unique characters so you can add the contact or account to an event.
- Be consistent in naming conventions and set organization standards. For example, if you're in St. Louis, will you add your city as
If you've tried the strategies above and are still having difficulty, please don't hesitate to contact us!