Global search include Legal Name
It would be helpful that when Legal First name or Legal name is populated that a global search includes those names. Example: Harold W. Smith goes by "William", so in the name field that's what we have entered on his profile. However, when a check from "William" comes, the check lists only his legal name. So when I do a search for "Smith, Harrold" (as listed on the check) nothing comes up. If I don't personally recognize the name I'll end up creating a duplicate record. It would be so helpful that if I typed in "Smith, Harrold" the search includes those that have "Harrold" in the Legal name field. Results could be: Smith, William (Harrold) or something like that.
Jessica Mikel
shared this idea
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Kiki Greene
commented
Same for "Mailing Label" or "Salutation". It would be nice if we can search all these different versions of name.
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Julie
commented
yes please!