Contrary to popular belief, sometimes more is not always better. This is exactly the case in WorkCenter Office. Last year we had so many training classes for office and I showed the videos that Spencer recorded to go along with the Ashley Jenkins scenario. I even watched the videos with you-for the most part! Fast forward a few months and now there are questions regarding duplicate Contacts and how to delete from WCO. Unfortunately, no contacts can be deleted from WCO. But, even as I watched the videos last year, I took something new from each viewing. Such was the case when I held a class a few weeks ago. When searching for a new contact, Spencer mentioned entering the first 3 letters of the first or last name. I know that my habit has been to type until I see the search box. Trouble with that method is that if you type more than 3 letters, the box flashes on the screen and is gone- in a flash (!).
So, to avoid possible duplicates, try the 3 letter rule and hopefully that will cut down on the number.
I have also been hearing questions about the search in WCM. Instead of using the search box in the upper right hand corner, which according to the latest documentation I have will only allow to search a contact, try using the filters on the Business name column. I have had much more success using that search method. Any tips or tricks you have discovered, pass them along-I will put them here so all can be knowledgeable!