Customer Lookup

Customer Lookup

Module: Customer Service
Topic: Customer Lookup
Version(s): Version 5.1 and up 
Editions: All Editions


Navigate to the Customer Lookup screen from the C.S. Agent menu. (C.S. Agent > Customer Lookup) Use the Customer Lookup to find a customer by address information.



  1. Select a filter option from the drop down menu and then enter the value of that search option. Click a 2nd, 3rd and or 4th filter to further narrow down the results.
  2. To sort the records, click on the hyperlink of the column header you wish to sort by.  Click once for ascending, and then again for descending sort order.  These include:

    1. Customer ID
    2. First Name
    3. Last Name
    4. Address
    5. City
    6. State
    7. Zip
    8. Phone
    9. Evening Phone
    10. Email

  3. Once you see the customer you want to view, click on the Customer ID hyperlink beside their name. This will bring you to the customer detail screen.
     
  • To return to the previous page, click the  back button.
  • To navigate to the product lookup page, click the  product lookup button.
  • To navigate to the order lookup page, click the  order lookup button.
  • To print the current page, click the  print button.




Customer Lookup
Copyright 2019
Revised 5.7.2019

    • Related Articles

    • Customer DeDupe

      Module: System Path: System > Customer DeDupe Topic: Customer DeDupe Version(s): 5.1 and up Editions: All What Is Customer DeDupe Customer DeDupe is an organizational and cleaning process that merges customer records validated via the customers ...

    • 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 ...

    • Quick Order/Customer Lookup

      Module: Home Topic: Quick Order/Customer Lookup Version(s): Version 5.1 and up Editions: All Editions The quick order lookup can be used to access an order or customer based on an OLX order number or external web order number, from anywhere in the ...

    • 5.1.317 - Customer Portal Logging

      Version: 5.1 Patch: 317 Title: Customer Portal Logging Application Category: Other, Functionality Patch Type: Feature Description: Implemented Customer Portal activity logging. Most actions performed by a customer within the portal are now logged to ...

    • Lookup History

      Module: Home Topic: Lookup History Version(s): Version 5.1 and up Editions: All Editions The lookup history shows the last ten orders and customers you have viewed. To access the order details screen for an order, click on the link next to the ...