Operate > WebSphere Commerce Accelerator > Customer information

Find a customer

Use the WebSphere Commerce Accelerator to find a customer.

Procedure

1. Open the WebSphere Commerce Accelerator.
   

2. From the Operations menu, click Find Customers. From the Sales menu, click Find Customers. A search dialog opens. If you do not see this menu, then the logon ID does not have the appropriate authority to perform this task. Contact the Site Administrator.
   

3. Provide any of the following customer information. At least one field must be specified.

   • In the Customer logon ID field, type all or part of the customer's logon ID.

   • In the First name field, type all or part of the customer's first name.

   • In the Last name field, type all or part of the customer's last name.

   • In the Phone number field, type all or part of the customer's primary phone number.

   • In the E-mail address field, type all or part of the customer's primary e-mail address.

   • In the City field, type all or part of the city of the customer's contact address.

   • In the ZIP/Postal code field, type all or part of the ZIP or postal code of the customer's contact address.

   • Specify an account name for the customer by doing one of the following:

     • From the Select account list, select the name of the store.

     • Search for an account:

       1. In the Search for accounts field, type the all or part of the account name and from the list below this field, select how you want the system to perform the search.

       2. Click Find Account.

   You can also select the type of search you want the system to perform from the list beside each search field. For example, to search for the logon ID "johnsmith", note the following:

   • If you type john and select Match case, beginning with, the system searches for matches starting with "john"; for example, the system may find "john", "johnbrown", and "johnsmith".

   • It you type john and select Match case, containing, the system searches for matches with the string "john" in it; for example, the system may find "123john", "john123", and "johnsmith".

   • If you type john and select Ignore case, beginning with, the system searches for matches starting with any variation of the string "john", using upper and lower case (such as "john" or "JOHN" or "John"); for example, the system may find "johnbrown", "JohnSMITH", and "johnsmith".

   • If you type john and select Ignore case, containing, system searches for matches with any variation of the string "john", using upper and lower case (such as "john" or "JOHN" or "John"); for example, the system may find "123johnbrown", "JohnSMITH123", and "johnsmith".

   • If you type johnsmith and select Exact match, the system searches for the occurrences of the exact search query; for example, the system may find "johnsmith".

4. Click Find. The system performs a fuzzy search and a list of customers that match the search criteria displays.

Related concepts

Customer information

Related tasks

Register a customer to a store

Changing a customer's information

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