Finding a customer

Use the WebSphere Commerce Accelerator to find a customer.

Procedure

1. Open WebSphere Commerce Accelerator

2. Choose the appropriate option:

   • From the Operations menu, click Find Customers.

   • (B2B direct) From the Sales menu, click Find Customers.

   A search dialog opens.

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.

   • (B2B direct) Specify an account name for the customer as follows:

     • 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 we want the system to perform our search.

       2. Click Find Account.

   We can also select the type of search we 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 that start with "john"; for example, the system might find "john", johnbrown, and johnsmith.

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

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

   • If you type johnsmith and select Exact match, the system searches for the occurrences of your exact search query; for example, the system might 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
Registering a customer to a store
Changing a customer's information
Printing a customer summary
Viewing a customer summary