You can identify a customer from the Look up Customer portlet in the
Customer Service view.
Procedure
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Log in to Sterling Store Engagement and switch to the
Customer Service View by using the eye icon.
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In the More Tasks portlet, click Look up Customer.
The Look up Customer portlet opens.
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Enter the customer's email address or phone number and search.
Alternatively, click
Advance Search and enter the First Name, Last Name
or Last Four Digits of Credit Card to identify the customer. You may also click Search without
entering any customer details to perform a blind search.
If your search results in a single
customer record, the customer's profile opens. Otherwise a list of matching customer records are
displayed from which you can select the appropriate customer record.