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
Procedure
- Log
on to the IBM Sales Center.
- Optional: Select a store.
- 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.
- 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:
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.
- 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.
- Select the customer, and then click OK.
The profile displays in the Stores view and in the Customer menu.
- Optional: If you cannot find the customer, click New to
create a new customer.
