Operate > IBM Sales Center for WebSphere Commerce > Customers and organizations
Find a customer profile
To find a B2B or consumer direct customer profile, you have the choice of two search methods: quick and advanced. The quick-find method uses common search criteria, such as name, customer ID, and e-mail address. The advanced-find method uses an expanded list of search criteria that includes additional search fields such as state, country or region, and secondary e-mail address.
You can enter all or part of the information in any of the search fields. For example, if you were searching for a customer and were not certain of the spelling of his last name, you might use advanced find and enter MyLastname* in the Last name field. This would retrieve all customers associated with a particular store whose last name begins with MyLastname*.
Quick find
Procedure
- Log on to the IBM Sales Center.
- Optional: Select a store.
- Execute one of the following actions:
- Right-click the store in the Stores view, and then click Find > Customer (Ctrl + F, Ctrl + R).
- Click Customer > Find from the main menu.
- Select a search option and enter search criteria in all fields, and then click Find. You can enter all or part of the information in each field.
Tip: Use an asterisk (*) as a wildcard in a field to broaden the search. Search information can be entered in the following formats:
- *
- XXX *
- * XXX *
where XXX is a partial string to search on. If search information is entered in any other format, the Find button will be disabled.
- Scroll through the Search result table to find the customer for which you are searching.
Tip: Click a column heading in the Search result table to sort the current page of results (there may be more than one page) based on that heading.
- Select the customer, and then click OK. The profile displays in the Stores view and in the Customer menu.
- Optional: If you cannot find the customer, click New to create a new customer.
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