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:
    1. First Name
    2. Last Name
    3. Order Number
    4. Payment Amount
    5. CC Last 4
    6. Bill Phone Last 4
    7. Bill Phone Number
    8. Billing Zip 
    9. 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 ...
    • 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 ...
    • Admin - Accounts - Password Changed

      Module: Customer Portal Path: Admin > Accounts > Password Changed Topic: Password Changed OLX Version(s):  5.1 OLX Editions: Commerce, Call Center Your customers will receive an email after their password has been changed. To configure this email ...
    • Admin - Accounts - Password Reset

      Module: Customer Portal Path: Admin > Accounts > Password Reset Topic: Password Reset OLX Version(s):  5.1 OLX Editions: Commerce, Call Center From the Login screen your customers can click on the Forgot Password? link.   They will be redirected 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 ...