January Challenge: What's your favorite product tip/trick?

Crystal Bruce

This month, we want to hear from you about your favorite product tip/trick that you use to make your work life easier and more productive.

Maybe you have a shortcut that saves you time, a feature that enhances your workflow, or a creative way to use our products that others might not know about. Whatever it is, we would love to learn from you and see how you use our products to achieve your goals.

To participate, simply reply to this post with your favorite product tip/trick and explain how it helps you. You can also comment on other members' posts and ask questions or give feedback.

The more we share, the more we grow as a community!

JoAnn Strommen

@Crystal Bruce Sort of basic - setting the field to search for matching records. We have our default set to First Name and Last Name field. This auto finds most records. If it doesn't match when I select find constituent I uncheck first name. Having it try to match on address or even email isn't as successful due to capitalization/abbreviations.

When I do get a full list of “Smith’s” I often use the sort on the address to quickly look for a matching number.