MatterSphere handy hints - Fuzzy searches

Any screen in MatterSphere that contains a Client search option now contains a Fuzzy search tick box.

A fuzzy search carries out a search for similar sounding names using the letters in the name you entered, a useful feature when you don’t know how to spell a name. For example, if you don’t know whether a Client’s name is Smyth or Smith – enter Smith into the Client name field and tick Fuzzy search and it will find all.

MatterSphere handy hints - Enhanced searches

An enhanced search does not use the Client Search Keys to find a match but instead performs a wildcard search. By entering only a small portion of the client’s name into the Client name field the system will search for any client names that contain those characters. For example, if you enter ‘yth’ in the Client name field and tick Enhanced Search the system will find all client names where those characters exist anywhere in the client name e.g. Smyth, Lythgo, Blythe

MatterSphere handy hints - Client Search Keys

A standard MatterSphere search is performed using Client Search Keys, these fields are automatically generated by the system when a new Client is created and will usually contain the Client’s forename and surname but can also contain additional ‘known as’ names e.g. if a Client is called Elizabeth but uses Lizzy – this name could also be added to the Search fields and can be used when searching for a Client. The Client Search keys will be used when searching for a Client in all cases unless the ‘Enhanced’ or ‘Fuzzy’ tick boxes are ticked.

To check (or amend) what has been entered in the Client Search fields, search for the Client and on the Search