Admin - Accounts - Customer Lookup

Admin - Accounts - Customer Lookup

Module: Customer Portal
Path: Admin > Accounts > Customer Lookup
Topic: Customer Lookup
OLX Version(s):  5.1
OLX Editions: Commerce, Call Center

The settings configured here set the parameters for your customers when they access the Login screen and select Create Account 


Navigate to Admin > Accounts > Customer Lookup

We have simplified the Customer Lookup options:
  1. Order Number and/or Credit Card last 4, and at least one other field:
    2. First Name
    3. Last Name
    4. Order Number
    5. Payment Amount
    6. CC Last 4
    7. Bill Phone Last 4
    8. Bill Phone Number
    9. Billing Zip 
    10. Order Date
  2. Last 4 of Credit Card and Billing Zip Code, and Customer Last Name


    • Related Articles

    • Admin - Accounts - Account Lookup Help

      Module: Customer Portal Path: Admin > Accounts > Account Lookup Help Topic: Account Lookup Help OLX Version(s):  5.1 OLX Editions: Commerce, Call Center From the login screen customers can select to create an account.  The next screen allows them to ...

    • 5.1.319 - Customer Portal Account Lookup Preset Rules

      Version: 5.1 Patch: 319 Title: Customer Portal Account Lookup Preset Rules Application Category: Other, CS Functionality Patch Type: Feature Description: Redesigned the Portal account lookup options tab. The previous interface allowed individual ...

    • Navigating Customer Portal

      Module: Customer Portal Topic: Navigation OLX Version(s): 5.1 OLX Editions: Commerce, Call Center This feature is currently in Beta, please contact Customer Care if you are interested in becoming a user of this feature. Customer Portal Customer ...

    • Customer Lookup

      Module: Customer Service Path: Customer Service > Customer Service > Customer Lookup Topic: Customer Lookup Version(s): Version 5.1 and up Editions: All Editions What Is Customer Lookup Use the Customer Lookup to find a customer by various ...

    • Admin - Accounts - Invitation

      Module: Customer Portal Path: Admin > Accounts > Invitation Topic: Invitation OLX Version(s):  5.1 OLX Editions: Commerce, Call Center From the Create Account screen customers will fill out the required and optional fields then click the Send Link ...