Fields on Customer Search Results

Purpose: The following information displays on the Customer Search Results page.

•         Customer Search Results Tab

•         Search Query Panel

•         Customer Search Results Table

For more information:

•         Customer Search Results for an overview of the Customer Search Results page.

•         Customer Search Results Options for step-by-step instructions on the actions you can perform on the Customer Search Results page.

Customer Search Results Tab

Customer Results displays in the page tab that contain the Customer Search Results tab.

Search Query Panel

The Search Query panel displays the fields that you populated on the Order Search (Search for Orders or Customers) page to search for a customer. These fields can include:

•         Email Address

•         Phone Number

•         Last Name

•         Company Name

•         Postal Code

•         City and State/Province

•         Customer Number

•         Match Code

Customer Search Results Table

The Customer Search Results table lists the first 500 customers that matched the search criteria you entered on the Order Search (Search for Orders or Customers) page to search for a customer. For each customer record, the following fields display:

•         Customer # (Customer Number):

•         Customer Name: The customer name displays in last name, first name sequence.

•         If a company name is also defined, the company name displays below the customer name.

•         If a company name is defined without a customer name, the company name displays in place of the customer name.

•         Customer Address: The customer address that displays here does not display address lines 2, 3, or 4 or the apartment/suite number.

•         Phone (Phone Number): The Phone field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.

•         Email Address: If more than one email address is defined for the customer, up to five email addresses display on separate lines, with the primary email address first, followed by secondary email addresses in the order in which they were entered in the system. If there are more than five email addresses defined for the customer, + # Additional Email Addresses displays, where # is the total number of email addresses for the customer minus 5.

•         Last Order

 

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