Customers

  1. Customer App: edit profile to add to audience any time

    When we complete a transaction, you should be able to add a customer to the audience file for promos regardless if they request an email receipt. Or at any point, if you go into a customer file and add a phone number or email, you should be able to edit profile an add them as an audience member. Should not be email receipts only or manual entry.

    1 vote
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  2. 3 votes
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  3. 2 votes
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  4. Customer check in

    On the Clover Mini and Station, add to the customer app a "customer check-in" mode. The device can be left in a "Kiosk" customer facing manner, the customer comes up to the screen which is asking them to enter their phone number to check-in, and if the customer record is present, it creates a new order, if the customer record is not present, it has the customer enter their information, then creates a new order.

    After check-out, the merchant rotates the screen back around to be customer facing again. Would work well for service and repair type businesses as well…

    1 vote
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  5. Prevent Clover from saving customer information when they swipe their card

    Merchant wants to prevent the Mini from saving customers info when they swipe their cards (their full names)

    Merchant referred to the "CCPA Requirements"
    This law will make it illegal to storage customers information for his type of business.

    1 vote
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  6. 2 votes
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  7. 1 vote
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  8. Save customers in all caps

    Merchant is requesting to be able top save customers in all caps, right now if you save it in all caps only first letter comes up in caps

    2 votes
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  9. Erase email from customers app

    Requesting that while you are editing an email you should have the option to delete the email by tapping on the "erase arrow" and that the device should allows you to remove the email that way.

    1 vote
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  10. Link Gift Card to Customer

    Merchant wants to be able to link the gift card to the customer on customers app.

    4 votes
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  11. Customers App - Merge Customer Profiles

    Merchant would like to add locker numbers to customers' profiles for tracking purposes and be able to merge customers together to stop duplicate profiles when different cards are used for payment

    33 votes
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  12. Customer App: Payment Card Rolodex

    Keep encrypted card information on file in the Customers app to allow the merchant to process a transaction without entering card information each time.

    3 votes
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  13. Import Customers

    Merchant has a over 1000 customers he needs to bring over from a different device and would like this enhancement for the clover.

    8 votes
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  14. Customers App reporting

    The merchant request to have reporting for customers where she can see which items was purchase per customer and date. The merchant would also like to be able to filter by date in the customer app.
    The merchant is able to export the spreadsheet however the items is not on the spreadsheet.

    5 votes
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  15. 1 vote
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  16. 2 votes
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  17. 3 votes
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  18. Customer App: Sorting by recently added

    Merchant would like the customers app to sort by most recent transaction. Breaking down by each date/most recent as it was previously before the upgrade.

    8 votes
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  19. Customers App: Exporting Customer Transaction history

    Export function that includes all transaction details (service/product sold/provided) and total paid of each customer.

    Current export function only lists customer information.

    As of right now, merchants can go into the dashboard and go into each individual Customer and see transaction history--but exporting it does not include transaction history.

    17 votes
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  20. Customers app: Different types of phone numbers

    Merchant wants to be able to enter a phone number but wants to make sure they can break it down in the form of: cell, home, fax etc

    3 votes
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