What does the field "Search Name" on a Customer Card actually do and how does it go about getting updated?
I notice a lot of Names on Customer Card are different from Search Name.
It doesn't really matter, but I am curious.
For example, I have one customer like "Name: Customer1 **", but under Search Name it just says "Customer1". There's a LOT of them like this, not that it really matters.
Then I have another like "Name: Customer2", but under Search Name it is "Customer2 ********" which leads me to at one point this customer was blocked, but we've got no notes in the Comment Sheet to document that. (We use ** on Names as a visual indicator to show blocked customers, yeah I know it's a wildcard and shouldn't be used, they started this before I was working here)
Another is entirely different all together.. it might be like "Name: Tom's Hardware, Inc." but the Search name is "Tom's Hardware Store #105".