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pexring




Joined: 01 Jan 2010
Posts: 23


PostPosted: Mar 23, 2010 01:15pm    Post subject: Customer Search Reply with quote

When I search customers, the customers who bought from the store do not show up in the search. Using the goofy menu-driven search, I search for last name great than 0 (gosh I hope this style of search goes away in MMv4). How do I get the customers name to show up who haven't created an account? They show up when I click on orders.

Mark

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Answering Your Questions Since... 9:30am

Joined: 28 Aug 2005
Posts: 198


PostPosted: Mar 24, 2010 10:25am    Post subject: Reply with quote

Hello,

Quote:
When I search customers, the customers who bought from the store do not show up in the search. Using the goofy menu-driven search, I search for last name great than 0 (gosh I hope this style of search goes away in MMv4).


To search criteria that will contain text, it is recommend to use the contains, starts with, ends with, or is search operators and to search the text criteria with a text search phrase. For example: to search for a customer with the name "John Smith" the search to perform may look something like this: "Last Name" "IS" "Smith"; which will pull up all customers with the last name of Smith.

If it is a list of customers who have purchased from the store is the end goal, a search like this might work better: From the Administration area, please go to [Navigation Menu > Customers > Search Customers] search for "Total Spent" "Is greater than" "0". This will list all customers who have spent more than 0 dollars in the store.

Quote:
How do I get the customers name to show up who haven't created an account? They show up when I click on orders.


Customers who purchase via "Guest Checkout" do not have a Customer Account created during the checkout process. Due to this, the only way to search for them is via their order(s) placed. By going to [Navigation Menu > Orders > Search Orders] and searching for "Billing Last Name" "IS" "Smith" will list all customers (including Guest Checkouts) with the last name of Smith.

Orders that were placed via Guest Checkout will show a Red "X" next to the customer's name, signifying that there is no customer account for this customer.

Note: To retain a Customer Record the customer would need to choose "Create a Customer Account" in the checkout1.php page during the checkout process. If they choose Guest Checkout, no customer record will be created.

I hope this information was helpful. If you have any further questions, please let us know.
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