How to Search for a Customer

Explains how to locate specific customer records rapidly using search queries and directory filters.

Before You Begin

• Obtain the buyer name, email address, phone number, or associated order number.
• Access the Customers module in the Admin Panel.

Step-by-Step Instructions

Step 1: Open Customers View

In your Admin Panel sidebar, expand Commerce and click Sales.

Step 2: Select Customers

Click Customers (URL: /admin/customers) to open the merchant customer directory.

Step 3: Search or Filter Customers

Use the Search customers… input box to search buyers by name, email, or role.

Step 4: Inspect Customer Profiles

Review columns: Customer Name, Email, Role, City, Pincode, and Phone Number.

Step 5: View Customer History

Click the View (eye) icon or customer row to open their profile showing past orders, total spend, and delivery addresses.

What You Should See

• Instant lookup of customer profiles matching your search parameters.

Common Problems & Troubleshooting

Problem: Search Yields No Results for a Known Buyer

Solution: Check for typos in the email or phone number, or search by order number in the Orders section.

Related Help Articles

• How to View Customer Information (/merchant-guides/customers/view-customer-information)
• Understanding Customers in Shopiators (/merchant-guides/customers/understanding-customers)

Complete Settings Reference

The table below details every configuration field, option, and toggle for this feature, explaining what each setting controls with practical merchant examples.

Setting / Option Name	What It Does (Platform Function)	Merchant Example / Use Case
Search Customers Input	Instant dynamic search filtering table records across Customer Name, Email Address, and Role.	When a customer calls support, enter their email to immediately pull up their account.
Page Size Selector	Controls how many customer records appear per page (10, 15, 25, 50, or 100).	Switch to 50 or 100 Customers when performing bulk customer reviews or exports.
Customer Role Badge	Classifies customer account permissions (e.g. customer vs wholesale/B2B buyer).	Identifies wholesale accounts eligible for bulk pricing tiers.
Customer Order History	Tracks lifetime purchase count, total rupees spent, and delivery addresses for each buyer.	Identify your top 5% highest-spending VIP customers to send exclusive loyalty rewards.