QuickLink : View Customer

Customer Information

Salutation

Birth Date

First Name

Loyalty Card #

Last Name

Customer Type

Code

Address Information

Company

Email Address

Address 1

Address 2

City

State/Prov

Zip/Postal Code

Country

Phone 1

Phone 2

Mobile Phone

Fax Number

Pricing

Price Level

Customer is exempt from taxes

Additional Name

First Name 2

Last Name 2

Relationships

Parent Account

Account #

Customer Referral 1

Account #

Customer Referral 2

Account #

Custom Fields

Custom Codes

Validate Address on Save

The following customers were detected as possible duplicates :

Account Number	Name	Phone Number	Address	Zip

Enter the Search Criteria

No customer found

Customer Summary

Account:

Loyalty Card #:

Email:

Birth Date:

Company:

Mobile Phone:

Address:

Phone 1:

Phone 2:

Fax Number:

Account Information

Account Balance:

Credit Limit:

Tax Exempt:

Sales

Total Sales:

Total #:

Loyalty Account

Name

Balance

Groups

Clubs

Programs

Clubs

Club	Delivery	Status	Join date	Expiration date	Closed date

Frequent Buyer Program Balances

Program Code	Program Name	Quantity Balance

Program Code:

Program Name:

Product Code	Product Name	Quantity

Program Code:

Program Name:

Trans ID	Product Name	Product Code	Discount Rule Code	Quantity	Type Of Transaction

Below is frequent buyer transfer summary. Click transfer to proceed.

	Source Program	Target Program

Conversion Rate:

Rounding Strategy:

Pickup Orders

Order Id	Shipment Id	Status	Order Title	Shipment Number	Pickup Date

Total: $

Instructions:

Package Number	Lookup Code	Title	Quantity

Comment:

Groups

Group Name	Member Since

Shipping Addresses

Title	Name	Address 1	Address 2	City	State	Zip

Customer Notes

Id	Title	Message	Created

Purchase History

Page-

Transaction Id:

Receipt #:

Order Id:

Transaction Id:

Receipt #:

Line ID	Lookup Code	Product Name	Price	Discount	Quantity	Total

Frequent Buyer Transaction

Transaction Id:

Product Code:

Trans ID	Product Name	Product Code	Quantity

Loyalty Points Transactions

Transaction Id:

Store Code:

Reference Id	Trans Type	Customer Code	Points

Loyalty Currency Transactions

Transaction Id:

Store Code:

Reference Id	Trans Type	Customer Code	Amount

Enter the Search Criteria

No customer found