-
Table of Contents
Print

Customer Search in Web-Based Admin

To locate a specific customer, use the ‘Customer Search’ feature in the web-based admin.  The admin can use the advanced customer search feature by clicking on the ‘Customers’ tab and then ‘Find A Customer (User)’.

The customer database can be filtered by Customer Type (Retail Or Wholesale), Customer Status (Verified Or Non-Verified), Last Name, First Name, Company, Email Address, Shipping City (Registration City) , Shipping Zip Code (Registration Zip Code) and Registration Date Range.

Note: By default, the ‘Registered Between’ start date will be one year prior to today. If you are searching for a customer that may have registered over a year ago, make sure you modify the ‘Registered Between’ range to a longer time period.

Below is a screenshot of the customer search form:

customre_search_form_screenshot.jpg

 

After the customer search form has been submitted, the search results will be displayed. Click on the specific customer’s record to view their profile, manually verify their account, assign a preferred discount, assign a preferred user message, view their customer’s order history and edit their registration information

 

Below is a sample customer search results page screenshot:

 

customer_search_results_screenshot.jpg


Previous Customer Management Via The Web-Based Admin
Next Customers Details in Web-Based Admin
Help (KB) Topics