Viewing customer details

You can view all the consumer customer-related information such as notes, address, demographics, payment methods, and so on.

1. Log on to Sterling™ Call Center. The Home page opens.
2. Go to the Customer Details screen by doing one of the following steps:
   • In the Customer panel, select or enter the appropriate details, and click Find Customer. For example, to search for a business customer, select Business.
   • In the Related Tasks panel, click Customer Search. The Customer Search screen opens. Enter the appropriate details and click Search.

   If the search results in a single customer record, the Customer Details screen opens. If the search results in multiple customer records, the list of customer records that match the search criteria is displayed. Select the customer record that you want to view.

   You can view the customer name, status of the customer record, the "Bill to" and "Ship to" addresses, and so on. For business customers, the parent organization and "Sold to" address are also displayed.

   You can also view notes, draft orders, orders, returns, alerts, addresses, and payment methods. You can also view contacts in case of business customers.