Reports don't show partner or officer's names when the name has an apostrophe
Scenario
If a partner or officer's name includes an apostrophe, you may find that the application doesn't show their name on the report.
Solution A — entity is not integrated with Practice Management
- Select theSummarytab.
- SelectMembers / Partners / Directors.
- Select the person with the apostrophe, thenEdit.
- Edit theSurnameby removing the apostrophe.
- Open Microsoft Word, create a new document, then enter 2 apostrophes, which will appear as this: ‘’.
- Paste the 2nd of the 2 apostrophes (’) into the person'sSurnamefield.
- SelectOKandOKagain to save and close the windows.
- View the report again to check that it shows the person’s name and details correctly.
Solution B — entity is integrated with Practice Management
- Open Practice Management.
- Select theContactstab.
- Enter the person's name in the filter box to find their record.
- Double-click their record to open it.
- On theGeneraltab, remove the apostrophe from the name in theFull namebox.
- Open Microsoft Word, create a new document, then enter 2 apostrophes, which will appear as this: ‘’.
- Paste the 2nd of the 2 apostrophes into theFull namein Practice Management.
- Open the client record in Practice Management.
- SelectSave and closeto save the change.
- Open the client in Accounts Production Advanced and check the report shows the name correctly.