How does one search/use Aliases. I have just entered a new organization which is a numbered company that operates under a business name.  I have entered the business name under 'Org Name" and in the 'Aliases' option I have added their numbered company name.  I would like to be able to search either option but the 'Check aliases' is not accessible when I'm in the "Open a Contituent" screen.  Perhaps I should have used something different than the alias field?  What is the best way to ensure that if I search either 'ABC Company' or '123 Limited', the company will show up?  As it stands right now only ABC Comapny will show up.

Hi Rose,

You can't tick/untick the check aliases box until you populate one of the fields. As soon as you put a single character in a field ('name' for example) then you should have the option to tick the aliases box.

Hope this helps (and proves true)

Lee

Hi Lee and Rose,

You can also set your duplicate criteria to consider aliases by ticking the box in the lower left corner of the Configuration, Business Rules, Duplicate Criteria for either Individuals or Organizations and can use Options in that area to automatically check for duplicates.

I hope that you find this helpful,

Naomi

Thanks, both suggestions were helpful and resolved my issue.