Customer Search allows you to search for customers using customer profile information. See Searching for Customers.
Note: Customer information contained in Customer Search view is based on customer profile information stored in the ATG customer profile repository. You must be using ATG profiles in order to create, view, and manage customer profile information.
Customer Results
The Customer Results panel displays customer information (including linked tickets) based on customer profile search criteria.
Customer Results includes:
Customer Results Item | Description |
|---|---|
| Click to view the ticket history and order history linked to the customer profile. Click a ticket ID to display the Ticket Details pane. Click an order ID to display the Order Details pane. |
Login | Displays the customer profile identification number. Click the Login ID to view the customer profile in Customer Management view. |
Last Name | Displays the customer last name. |
First Name | Displays the customer first name. |
Phone Number | Displays the customer telephone number. |
Displays the customer email address. | |
Postal Code | Displays the customer postal code. |
Select | Click the Select link to open the customer profile for editing in Customer Management view. |
