Step 1: Enter one or more criteria to search customer information:
» Customer ID
» System ID
» Company – if applicable.
» First Name – the first name of the specific customer.
» Last Name – the last name of the specific merchant.
» City – billing city of the customer.
» Client Type – Regular or Data Vault (or All).
» Address – billing address of the customer.
» Phone – phone number of the customer.
» Postal Code – billing postal code.
» Payment Type – payment used by the customer. The list of payment types includes:
- Credit Card
- Star Card
» Account Number – the number of the account pertaining to the customer.
» Custom Fields – all custom fields with the scope Customer or Both.
Step 2: Click on the Submit button.
Step 3: Click Customer ID to view and edit customer information.
If type of the client is Data Vault then 'Edit Client' page will be open.
Step 4: To view Transaction Details click Transaction ID on Customer Information page. You can also edit 'Chargebacks', 'Disputes' fields and add notes here.