Look up customer information

When you know the email :

Click on top menu People
Click on Search User by Email
Put part of the email address in.
Click Apply
Click on red User Name
Click on appropriate tab for info for their account.
Do not change password unless customer is having difficulty logging in.

When you know the order number or login name

Click on Orders
Find their name:
Click on Invoice
Click on Revisions
Use the email address and follow the “know the email” instructions

 

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