Intershop Documentation Center

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Introduction
This section provides an overview of basic concepts and architectural features used in Intershop Commerce Management.
Catalogs and Products
This section introduces catalog and product concepts and outlines administrative tasks related to repository management, catalog management, and import & export.
Content Management
This section covers tasks related to creating, managing and sharing master pages, components and other assets that are subject to content management.
Online Marketing
This section introduces online marketing concepts and outlines administrative tasks related to managing promotions and discounts, coupons and gift certificates, affiliate partners and partner programs, and short links.
Orders and Fulfillment
This section introduces the order process and outlines administrative tasks related to managing orders, including order status handling and order export, as well as managing shipping methods and payment methods.
Customer Management
This section outlines concepts and administrative tasks related to managing customer profiles and customer segments. It also covers customer import and export tasks.
Operation and Maintenance
This section gives an overview of typical activities in the context of managing the organization, channels, applications, partners, services and mass-data business operations.

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Customer Management
This section outlines concepts and administrative tasks related to managing customer profiles and customer segments. It also covers customer import and export tasks.
Customer Management: Tasks
Searching for Customers and Users

Introduction
This section provides an overview of basic concepts and architectural features used in Intershop Commerce Management.
Catalogs and Products
This section introduces catalog and product concepts and outlines administrative tasks related to repository management, catalog management, and import & export.
Content Management
This section covers tasks related to creating, managing and sharing master pages, components and other assets that are subject to content management.
Online Marketing
This section introduces online marketing concepts and outlines administrative tasks related to managing promotions and discounts, coupons and gift certificates, affiliate partners and partner programs, and short links.
Orders and Fulfillment
This section introduces the order process and outlines administrative tasks related to managing orders, including order status handling and order export, as well as managing shipping methods and payment methods.
Customer Management
This section outlines concepts and administrative tasks related to managing customer profiles and customer segments. It also covers customer import and export tasks.
Operation and Maintenance
This section gives an overview of typical activities in the context of managing the organization, channels, applications, partners, services and mass-data business operations.

Searching for Customers and Users

The customer and user search is available via the customer list view.

Simple Customer and User Search

The Simple Search mask allows you to search for a customer or a user of a business customer by its name or ID. To use the Simple Search mask:

Select the channel from the context selection box, then select Customers | Customers.
This displays all customers and users in a single list view.
Specify the name or ID of the customer or user to be retrieved.
Click Find.
The results are displayed in the list view.

Tip:

The Simple Search mask is displayed by default. If you previously used the Advanced Search mask, click Switch to Simple Search.

Advanced Customer and User Search

Using the advanced search, you can increase the accuracy of your searches by specifying the exact search criteria. You can search for customers as well as for specific users of a customer. To use the Advanced Search mask:

Select the channel from the context selection box, then select Customers | Customers.
This displays all customers and users in a single list view.
Click Switch to Advanced Search.
Specify your search criteria in the corresponding fields.
The following criteria are available:
Customer:
- Customer ID
- Company Name
- Customer Type
- Creation Date from
- Creation Date to
- Status
- Approval Status (only displayed if customer approval is enabled, see Managing Customer Approval Preferences)
- External Customer ID
User:
- User ID
- Login
- First Name
- Last Name
- Creation Date from
- Creation Date to
- Status
- External User ID
Click Find.
The results are displayed in the list view.