It's time to add a separate search field for bride & grooms last names.
With so many brides keeping their last name it's time to add a separate field for both the brides & grooms last names. This way we can search for either last name & find our client. It can be embarrassing if the bride gives you her last name & your search comes up blank.
2
votes
This option is actually already available. You can add the bride/groom as a family member on the client record and check the box for “Secondary Contact”. Spectra/myStratus will automatically find the secondary contact as well as the main contact when searching by last name.