Use this dialog to search for a customer. At least one field must be specified. For each field, type all or part of the information you want to search by and select the type of search you want the system to perform from the drop-down list beside this field. For example, to 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 your exact search query; for example, the system may find "johnsmith".
- Customer logon ID
- Type all or part of the customer's store logon ID and select the type of search you want the system to perform from the drop-down list beside this field. This field accepts up to 31 alphanumeric characters.
- First name
- Type all or part of the customer's first name and select the type of search you want the system to perform from the drop-down list beside this field. This field accepts up to 64 characters.
- Last name
- Type all or part of the customer's last name and select the type of search you want the system to perform from the drop-down list beside this field. This field accepts up to 64 characters.
- Phone number 1
- Type all or part of the customer's primary phone number and select the type of search you want the system to perform from the drop-down list beside this field. This field accepts up to 32 characters.
- E-mail address 1
- Type all or part of the customer's primary e-mail address and select the type of search you want the system to perform from the drop-down list beside this field. This field accepts up to 254 alphanumeric characters.
- City
- Type all or part of the city of the customer's contact address and select the type of search you want the system to perform from the drop-down list beside this field. This field accepts up to 128 characters.
- ZIP/Postal code
- Type all or part of the customer's ZIP or postal code and select the type of search you want the system to perform from the drop-down list beside this field. This field accepts up to 40 alphanumeric characters.
Account name
- Select the account name associated with this customer. By default, this value is blank and the account name will not be used as part of the search criteria. This is typically the name of the organization with which the customer is associated, and this organization has defined contracts with the store, stipulating terms for the customer to shop at the store. For example, the organization IBM may have contracts with the ABC Office Supplies Store.
- Find
- Click this button to search for a customer based on the search criteria specified. If one or more fields are specified, the system performs a fuzzy search.