Searching for a customer

Note: If you see a Potential Customers or Based on Customer dropdown list, select the customer you are looking for from the list. If the customer you are looking for is not in the dropdown list, continue with the steps below.

 

Use one or more of the following search techniques and click Search:

 

For Express Registrations (with a simplified registration process that does NOT require the customer to have account), enter the customer's First Name, Last Name and Email Address, and then click the Submit button. If matching existing customer accounts are found, then you can either:

 

Related topics

Enabling the enhanced customer account view for customer searches

Adding or removing fields to use in customer searches

Adding or modifying a customer

Adding or modifying a company