On the top right side of the page, click the customer search icon. On the Customer Search page, you can use the following criteria to search for customers in your system:
First and last name.
Email.
Phone number.
Zip code.
Account.
This feature may not be enabled in your environment.
Click Create New Customer to open a dialogue where you can enter a new shopper into your system. Select the check box to provide merchant updates to the shopper via email.
In a multiple site environment, when creating a new customer profile, do the following:
In the Select Site menu, choose the site the shopper wants to be associated with initially.
Select the email updates check box to enable email notifications for the selected site only.
To manage email notifications for multiple sites (opt-in or opt-out of notifications for the sites associated with your business), go to the shopper’s profile. The right menu displays the current site properties for the shopper.
Under Email Preferences, select or clear the check box to enable or disable email notifications for the site.
Select a different site from the right menu to make changes to notification for each site.
The search criterion is based on Starting With, either letters or numbers. For example, typing a K in the First Name search field could produce results of Kara, Kim, and Kyle. Typing Ki would limit the search to Kim as a related result.
For information on creating contacts for accounts, see the Manage Account-based Contacts section.
