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Order of names when adding Contributor

Posted: Wed May 15, 2013 9:12 am
by MTZMichigan
From the Enter Contributions screen is a button that opens another panel to Add Contributor. Is there a way to change the order of the names that appear?

Example: under the search criteria if you enter the name Smith a list of all the Smith's in the database appear. Unfortunately, they do not seem to be in any particular order. Smith is a common name so this leaves us to scroll thru a list of ALL the Smith's. Often we miss an existing person and Add another with the same name and a new envelope number.

Is there a better way to do this or is there a means to set the order of the names that appear?

Michael Sanchez
PC11 at current ML
Clarkston, Mi

Re: Order of names when adding Contributor

Posted: Wed May 15, 2013 10:21 am
by Jeff
The contributor look up is in Last Name + First Name order. If someone has a preferred name entered, the look up will show the preferred name and the given name in parenthesis. In this case it will be ordered using the preferred name.

Re: Order of names when adding Contributor

Posted: Sat May 18, 2013 12:20 pm
by beas
I'll just chime in here, Jeff. I agree that when entering a contributor on the fly, for me it would make more sense to have the lastname field come first. I'm constantly reversing these, but I usually catch them before I finish. This should probably go in the wish list area, but since it had been brought up....