Fast Search Case Study

The Business Problem

In the old system, finding a customer meant scrolling down one enormous drop-down list. Searches only matched exact text, so a product typed with its words in a different order could not be found, and there was no way to search by postcode or telephone number. Old customers who had stopped trading cluttered every list.

The Solution

wildesoft.net replaced the long lists with live, search-as-you-type boxes for accounts, sites, contacts, products and orders. Results filter as staff type and can match across several fields at once, including account name, account code, postcode and telephone number. Searches match every word in any order, so "Blue Juice" and "Juice Blue" find the same product.

Customers and products that are no longer used are hidden by default, with a tick box to include them when an old record is needed. Each account is given a tidy, unique code based on its name, shown alongside the name everywhere. Orders can be found by order, invoice or delivery note number, and product searches return enough results to show every flavour in a range.

The Result

Staff find the right customer or product in a few keystrokes while the customer is still on the phone. Lists stay clean, and nothing is lost when an account stops trading.

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