WebSphere Commerce EnterpriseWebSphere Commerce Professional

Finding a customer profile

To find a B2B or Deprecated featureconsumer direct customer profile, you have your choice of two search methods: quick and advanced. The quick-find method uses common search criteria, such as name, customer ID, and e-mail address. The advanced-find method uses an expanded list of search criteria that includes additional search fields such as state, country or region, and secondary e-mail address.

About this task

You can enter all or part of the information in any of the search fields. For example, if you were searching for a customer and were not certain of the spelling of his last name, you might use advanced find and enter MyLastname* in the Last name field. This would retrieve all customers associated with a particular store whose last name begins with MyLastname*.

Quick find


  1. Log on to the IBM Sales Center.
  2. Optional: Select a store.
  3. Perform one of the following actions:
    • Right-click the store in the Stores view, and then click Find > Customer (Ctrl + F, Ctrl + R).
    • Click Customer > Find from the main menu.
  4. Select a search option and enter search criteria in all fields, and then click Find. You can enter all or part of the information in each field.

    Tip: Use an asterisk (*) as a wildcard in a field to broaden your search. Search information can be entered in the following formats:

    • *
    • XXX *
    • * XXX *

    where XXX is a partial string you want to search on. If search information is entered in any other format, the Find button will be disabled.

  5. Scroll through the Search result table to find the customer for which you are searching.

    Tip: Click a column heading in the Search result table to sort the current page of results (there may be more than one page) based on that heading.

  6. Select the customer, and then click OK. The profile displays in the Stores view and in the Customer menu.
  7. Optional: If you cannot find the customer, click New to create a new customer.