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Finding current records based on user input

Question asked by dscott23 on May 23, 2013
Latest reply on May 24, 2013 by dscott23

Title

Finding current records based on user input

Post

     When a customer calls in we need to enter their name..first and last...we need to see if they are already in our DB...so a list of "John Smith's" needs to show up that includes city, state, age so the we can go to the correct record, rather than create a duplicate.

      

     Can someone point me to a solution?  I know I've seen it work, someone demo'd this concept at a developers meeting last year.

     Thanks.

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