Customer Search Window Areas

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(New page: ==Search Parameters Area== In the Search Parameters area, you can select the criteria for your customer search. You must select at least one parameter; the Search button is disabled if yo...)
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In the Search Parameters area, you can select the criteria for your customer search. You must select at least one parameter; the Search button is disabled if you do not select at least one parameter. If you select multiple search parameters, a customer must match all of the criteria to appear in the results list.
In the Search Parameters area, you can select the criteria for your customer search. You must select at least one parameter; the Search button is disabled if you do not select at least one parameter. If you select multiple search parameters, a customer must match all of the criteria to appear in the results list.
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You can search using the following parameters:
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{| style="border:1px black solid; border-collapse:collapse; text-align:left;" cellpadding="6"
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|-
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!style="width:100pt; background:#2B90DC; color:white; border-spacing:0px;" | '''Parameter'''
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!style="width:400pt; background:#2B90DC; color:white" | '''Description'''
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|-valign="top"
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! Customer Name
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| If the value entered matches the beginning characters of a customer’s name or sort field value, it is considered a match and the customer’s information will be included in the results list.
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|- valign="top"
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! Account ID
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|If the value entered matches a customer account ID, that customer’s information will be displayed in the results list. The value will be considered a match if it is the exact account ID, or if it is the account ID for a customer excluding any leading zeros.
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|-valign="top"
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! Recipient Name
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| If the value entered matches the beginning characters of a customer’s recipient’s first or last name, it is considered a match and the customer’s information will be included in the results list.
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|-valign="top"
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! Contact Name
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| If the value entered matches the beginning characters of a customer’s contact’s first or last name, it is considered a match and the customer’s information will be included in the results list.
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|-valign="top"
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! Email Address
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| If the value entered matches any portion of a customer’s email address, it is considered a match and the customer’s information will be included in the results list. For example, if you enter jane in the Email Address field, jane@somewhere.net and jane@nowhere.net will be matches, as will janet@somewhere.net. Likewise, if you enter somewhere.net as the search parameter, jane@somewhere.net, janet@somewhere.net, and steve@somewhere.net will all be matches.
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|-valign="top"
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! City/State or City/Province
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| When using the city/state or city/province for a customer search, you must enter the city name and select the state or province. To be considered a match, the value you enter for the city must match the beginning of the customer’s city in
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the selected state. (That is, if you search for Portland, ME, only customers in Portland, ME will be a match, and not customers in Portland, OR.)<br><br>The state of the store you are currently logged in to is by default the selected
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state.
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|-valign="top"
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! Phone Number
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| If the value you enter matches the beginning of the customer’s primary phone number (area code, prefix, or entire phone number), it is considered a match and the customer’s information is included in the search results list. Special characters (such as parentheses, periods, or dashes) are ignored during the search.
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|-valign="top"
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! Credit Card Number
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| If the value you enter is either an exact match for a credit card on file, or if the value you enter is four digits and it matches the last four digits of a credit card on file, the customer’s information is returned in the results list.
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|-valign="top"
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! Contact Phone Number
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| If the value you enter matches the beginning of a customer’s contact’s area code, prefix, or phone number, it is considered a match and the customer’s information is included in the search results list. Special characters (such as parentheses, periods, or dashes) are ignored during the search.
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|-valign="top"
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! Customers with Standing Orders
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| If you select this option, customers with Standing Orders will be included in the results list.
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|-
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|}
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Back to [[Customer Maintenance]]
Back to [[Customer Maintenance]]

Revision as of 13:02, 24 April 2008

Search Parameters Area

In the Search Parameters area, you can select the criteria for your customer search. You must select at least one parameter; the Search button is disabled if you do not select at least one parameter. If you select multiple search parameters, a customer must match all of the criteria to appear in the results list.

You can search using the following parameters:

Parameter Description
Customer Name If the value entered matches the beginning characters of a customer’s name or sort field value, it is considered a match and the customer’s information will be included in the results list.
Account ID If the value entered matches a customer account ID, that customer’s information will be displayed in the results list. The value will be considered a match if it is the exact account ID, or if it is the account ID for a customer excluding any leading zeros.
Recipient Name If the value entered matches the beginning characters of a customer’s recipient’s first or last name, it is considered a match and the customer’s information will be included in the results list.
Contact Name If the value entered matches the beginning characters of a customer’s contact’s first or last name, it is considered a match and the customer’s information will be included in the results list.
Email Address If the value entered matches any portion of a customer’s email address, it is considered a match and the customer’s information will be included in the results list. For example, if you enter jane in the Email Address field, jane@somewhere.net and jane@nowhere.net will be matches, as will janet@somewhere.net. Likewise, if you enter somewhere.net as the search parameter, jane@somewhere.net, janet@somewhere.net, and steve@somewhere.net will all be matches.
City/State or City/Province When using the city/state or city/province for a customer search, you must enter the city name and select the state or province. To be considered a match, the value you enter for the city must match the beginning of the customer’s city in

the selected state. (That is, if you search for Portland, ME, only customers in Portland, ME will be a match, and not customers in Portland, OR.)

The state of the store you are currently logged in to is by default the selected state.

Phone Number If the value you enter matches the beginning of the customer’s primary phone number (area code, prefix, or entire phone number), it is considered a match and the customer’s information is included in the search results list. Special characters (such as parentheses, periods, or dashes) are ignored during the search.
Credit Card Number If the value you enter is either an exact match for a credit card on file, or if the value you enter is four digits and it matches the last four digits of a credit card on file, the customer’s information is returned in the results list.
Contact Phone Number If the value you enter matches the beginning of a customer’s contact’s area code, prefix, or phone number, it is considered a match and the customer’s information is included in the search results list. Special characters (such as parentheses, periods, or dashes) are ignored during the search.
Customers with Standing Orders If you select this option, customers with Standing Orders will be included in the results list.


Back to Customer Maintenance

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