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Searching for customer accounts

Arc XP Identity allows Customer Service Representatives (CSRs) to manage end-user data efficiently.

With an intuitive interface and powerful features, Arc XP Identity lets CSRs update and audit user information, ensuring a seamless and responsive customer service experience. By centralizing data management, the system enhances accuracy, reduces response times, and helps deliver personalized support, making it an essential tool for maintaining high-quality customer interactions.

This page walks you through use cases related to Arc XP Identity using the Arc Admin tool.

Procedure

Searching for customer accounts

Use the Search Arc Subscription page to search and retrieve customer account information. CSRs can search for customer accounts using some parameters. The system returns a list with one or more results, depending on your search parameters. To search for a customer account, complete the following:

  1. Navigate to Subscriptions. The Search Arc Subscription page opens with the Search customers tab selected by default.

    You can click the Search orders tab to search users by their Order information parameters.

  2. In the Customer information section, fill in one or more of the following parameters for the search:

    • First name - enter a name. The system returns all prefix matches. For example, if you enter Jess, the system returns all customer accounts whose name matches Jess, including Jess, Jessi, and Jessica.

    • Last name - enter a last name. The system returns all prefix matches. For example, if you enter Smith, the system returns all the customer accounts whose last name matches Smith, including Smith, Smithson, and Smitherman.

    • Email - select between the following options:

      • Enter the full email - enter the full email, and the system performs a fuzzy search, returning the exact match and similar results, which is helpful as typos are common when typing emails.

      • Enter a substring with the * symbol - use a substring with a * symbol to trigger a wildcard search. The system returns all items matching the substring, ignoring the characters replaced by the wildcard.

      Tip

      Click icon_plus.png More search options to display the following fields.

    • Phone number - enter a phone number. The system searches based on the prefix. For example, if you enter 1234, the system returns all customer accounts whose phone number is 1234 or starts with 1234.

    • Login ID- enter a customer account's unique user identifier (uuid). The system searches for the exact match.

  3. Click Search. The system returns a list with one or more results, depending on your search parameters.

Click the name on any row to open that user's Identity and Requests pages.

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