When the Customer Service Representative selects the search criteria and clicks Search, customer search results are listed. There is a limit of 250 results.
From here, duplicate customer records can be merged into a single customer record.
This table describes the links and buttons that appear on the Customer Search Results listing.
Links and Buttons | Description |
---|---|
Page Indicators and Navigation Arrows ![]() ![]() |
Progresses to a specific page in the series of pages or to the Next
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Column links | Sorts the customers based on the selected column link. |
Customer ID link | Shows the Customer Information page. |
Column headings | Columns on this page include the following information on each order
listed:
|
Merge Customers button | Merges duplicate records into a single customer record when multiple
customer records exist. Select the customer records that you want to merge,
and then click the Merge Customers button. The message “Customers
Merged successfully into customer XXXX.” Note: You can also merge
records in the Administration module. See Merge
Customers in the Administration module online help.
|