To search for a customer:
Select the Customers tab.
In the Customer Search panel, enter the search criteria, such as a first or last name, a phone number or a log in name.
Click Search.
The system returns a list of customers with names that match the full or partial name you provided.
You can select the customer from the list by clicking Select. Selecting the customer makes them the current customer, as displayed in the page header. Subsequent actions you perform (such as creating an order) will use this customer’s profile.
To make the customer active, click the Select link.
The customer name will appear in the page header indicating that the customer is the active customer and a message appears indicating that the customer is now the active customer.