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