Enhance Search Functionality for Customer Names
Summary:
Improve the search mechanism to ensure customers appear in search results even if the name's capitalization doesn't match the exact format in the database.
Description:
Currently, when users search for customers, the search is case-sensitive. This means if a customer's name is stored in lowercase and the user searches using a capital letter, the customer won't appear in the search results. For example, searching for "John Doe" won't return results if the customer is saved as "john doe".
Intended Outcome:
To make the search functionality more user-friendly and intuitive by ensuring it's not case-sensitive. This will enhance the user experience by making it easier to find customers without needing to match the exact capitalization.
How Will It Work?
Implement a case-insensitive search algorithm or function that disregards the capitalization of letters when searching for customer names.
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Comments2
Prue Wernicke
Nov 6, 2025
This is currently in our Early Access program and being tested for its release. The feature is our Global Search through the top menu bar.
Keith Azzopardi
Sep 7, 2023
Dear @Graeme Powell,
To further understand your request accurately, can I please check whether you are searching in the "CRM Contact" or "Submitted Forms" section?