Use these instructions for searching for accounts already existing in the system.

How to Find a Customer Account

1. From the Customer Search you can perform a search using various customer information.  The most popular searches are by Email Address, Last Name & Zip Code or Phone Number.  Country is only required if the customer is not in the US.

   Country Code	Identifies the country for the account. For US based affiliates, this field will default to blank. All US customers are identified with a blank country code. When searching for a customer outside of the US, this field is necessary for searching for accounts.
   Postal Code	In the US, this is the zip code of the customer. Search results can be narrowed by using the full 9 digit zip code. Due to the size of the customer database, it is encouraged to search using more information than just the 6 digit postal zip code. Outside of the US, this is identified as a postal code. Note that not all countries have postal codes.
   Last Name	The last name on the account. In general, searches made by customers contacting by phone will be by postal code + last name. Due to the size of the customer database, it is encouraged to search using more information than just the last name. This field can be used in conjunction with other search fields as well to narrow search results, for instance last name and Street 1 contains.
   First Name	The first name on the account. This is used to narrow search results and in conjunction with other search fields and should not be used alone.
   Company Name	For accounts that contain a company name, this search field can be used to narrow results. This search is also used for affiliates that sell to businesses, or B2B.
   Phone Number	The phone number searches all contact phone numbers on accounts. This search field can be used alone or in conjunctions with other search fields to narrow results.
   Email Address	The email address searches all email addresses associated on accounts. In general, searches made by customers contacting by email will be searched using this field alone, however this search field can be used in conjunction with other fields to narrow results.
   Customer Number	The account number for the customer. Using this search field will bring back the account and all associated addresses with the account and is used alone.
   Item Number	Identifies customer accounts that have purchased the item - including subscriptions, products, AMB and conferences. Due to the size of the customer database, it is encouraged to search using more information than just the item number.
   Street 1 Contains	Used to perform a search with a street address contained. For example, if the customer lives on Main Street, you can enter Main and it will look for any address where 'main' is used in the Street 1 field. Due to the size of the customer database, it is encouraged to search using more information than just the street 1 field.
   Order Number	Used to perform a search for an account with the Advantage Order Number. This search field can be used alone.
   Customer PO #	The web order number for orders placed online. This search field can be used alone.
   Search Filters	Search filters allow for more search options. These options can be on top of or in place of the searches available on the screen directly. Due to the size of the customer database, it is encouraged to search using more information than less to optimize your search time and results.
   For	This defaults to searching for active customers. Customers can be set to inactive when consolidated or unintentionally by a user.
   Using	This defaults to Soundex Match. Exact Prefix Match and Complete Match can be used to narrow results. For more information on the using search filter, go here.
   Xref...	Used for affiliates with previous system order data. Generally used after an affiliate has converted to Advantage from another system.

2. To select the customer, click on the account so the line is highlighted in blue.

3. Double click on the customer account line, or click the Select Current Customer Icon to select the customer's account.

   Selecting a customer's account in make sure customer number and customer information will be carried over from screen to screen. In addition, when you select the customer, the customer number will automatically be copied to your clipboard.