Searching and viewing accounts

To search for and view customer accounts:

 

1.Login to the storefront administration website. The Storefront Dashboard page is displayed.

 

2.On the left Navigation pane, click Accounts under Customers. The Accounts page is displayed listing all registered customers in the database.

 

3.To search for a customer:

 

•Search Account: Enter a keyword. This can be a partial First Name, Last Name, Company Name, Login Name, Account Number, Contact ID, Phone Number or Email ID.
•Select a Profile: Select the profile from the drop-down list.
•Start Date: Enter the start date in MM/DD/YYYY format OR click the calendar button beside the date box to set the date.
•End Date: Enter the end date in MM/DD/YYYY format OR click the calendar button beside the date box to set the date.
•Click Search. All accounts matching the search criteria will be displayed under Account List.

 

4.Click View on the account to view its details. The Customer Account page is displayed listing the customer details.

 

 

See Also:

Editing an account

Download account information to Excel