You can view the customer's details, product recommendations, recently viewed products,
wish list, order history and so on from a customer's profile.
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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On the customer's profile, you can view the following information:
- Click Show info to view the customer's details such as customer ID,
email-ID, phone number, address, birthday and so on. You may click Hide info
to hide customer information.
- Recommendations: You can view the system-driven product recommendations, which is based on the
customer's purchase history.
- Recently Viewed: You can view the products that were viewed recently by the customer and the
keywords that were used to search products on an online shopping interface.
- Wish list: Products in the customer's wish list retrieved from an external source.
- Open Carts: The products from the customer's online cart are displayed in this tab.
- Order History: A link to view the history of orders placed by the customer.
- Appointments: A link to view the customer's open appointments.
- Notes: An icon representing notes with a count of notes.
