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11.6.2 Operations: Find Customer

To find a registered customer for the store:

1. From the Operations menu, select Find Customers to display the Find Customers page.

2. Enter any combination of the following search criteria fields:

Customer logon ID

First name

Last name

Phone number

E-mail address

City

ZIP/Postal Code

3. For each field, one of the following search capabilities can be selected:

Match case, beginning with: Criterion will match any records with the selected field that begins with the value entered (case-sensitive).

Match case, containing: Criterion will match any records with the selected field that contains the value entered (case-sensitive).

Ignore case, beginning with: Criterion will match any records with the selected field that begins with the value entered (not case-sensitive).

Ignore case, containing: Criterion will match any records with the selected field that contains the value entered (not case-sensitive).

Exact match: Criterion will match any records with the selected field that contains the value exactly as entered.

4. Enter a value in at least one search criteria field and click Find.

This displays a list of all customer records that match the search criteria on the Find Customers - Search Results page.

The Find Customers - Search Results page is a typical search results page. It enables the user to:

Scroll page-by-page through results with First, Last, Previous, and Next links.

Go directly to a page by entering the page number and clicking Go.

Select all rows in the table by selecting the check box at the top of the table.

Select individual rows by selecting the check box next to each individual row.

Sort the table of results on any column.

However, the Find Customers - Search Results page also enables the user to perform the following actions specific to customers:

Reset a customer's password by selecting the check box beside the customer record and clicking Reset Password. For more about resetting customer passwords, refer to 11.6.4, Operations: Reset Customer Password.

Create a new customer by clicking New Customer. This displays the Create Customer - General page. For more information about creating customers, refer to 11.6.1, Operations: Create New Customer.

Change a customer's details by selecting the check box beside the customer record and clicking Change. This displays the Change Customer Information - General page. For more information about changing customer details, refer to 11.6.3, Operations: Update Customer Details.

Find all orders for a customer by selecting the check box next to the customer record and clicking Orders. This performs a search for all orders belonging to the selected customer and displays the results on the Orders page. For more about finding orders, refer to 11.6.5, Operations: Find Orders.

Place a guest order for a customer by selecting the check box next to the customer record and clicking Place Order. This displays the Place Order - Products page. For more information about placing guest orders, refer to 11.6.6, Operations: Place Guest Order.

Find all returns for a customer by selecting the check box next to the customer record and clicking Returns. For more information about finding returns, refer to 11.6.22, Operations: Find a Return.

Create a return for a customer by selecting the check box next to the customer record and clicking New Return. For more information about creating returns, refer to 11.6.23, Operations: Create a Return.

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