71 results found
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Dashboard/ Customer contact list
Can you please add the ability when exporting customer contact list from the dashboard to see the # of transactions a customer has done. Since merchants are not able to export any information from a customer once within that customer profile, merchants are requesting on the excel sheet a column that provides the number of transactions that customer has done. We have some merchants that want to start their own loyalty program but not enough information provided when exporting the info to excel.
1 vote -
change automatic customer name retrieval from credit cards to optional
there needs to be a way to turn off the automatic retrieval of customer names from credit cards. All it does is add useless information to the customer list and make using that feature impossible.
2 votes -
Remember and associate customer email with credit card number across network in order to send receipt
This is exactly what Square does, and it works wonderfully and seamlessly. When a customer pays at a Square terminal with a credit card and inputs their email address for a receipt, the card number and email are automatically associated and saved across the network. From then on, any Square terminal will automatically email a receipt to the same address when that card number is processed.
Presumably some customers will not want this option, even if the address isn’t used for marketing purposes, so there should be a way to opt out.
This saves time, receipt paper, and contact with…
28 votes -
User should be able to "sort" or "filter" customer list
When looking at the customer list on clover.com, I want to be able to sort alphabetically through my customers but there is no way to do this
3 votes -
Customer file sync issues
We are seeing duplicate customer in the customer file. I suspect that there is a sync issue between the customer file, rewards, & text/email receipts. We can manually add a customer on the back end, but when they sign up for rewards it creates a new customer record. On transactions where we have a validated customer, if we select to email/text them a receipt it prompts us to re-enter phone number/email address which creates yet another duplicated customer record. How do we keep our customer file 'uncluttered' with duplicates?
2 votes -
Option to merge customer profiles.
It is extremely annoying to have 2 customer profiles after they have purchased items, and also set up a membership online
1 vote -
STATION DUO: Please autofill customers phone number and/or email if on file for the text & email receipt option on the customer facing mini
Since the Station DUO (previously called the PRO) came out i haven't had a more frequently requested suggestion from my retail merchants. Typically if a customer has a phone number or email on file in the customers app the merchant has the ability to select email receipt or text receipt (on file) after the sale. This option is still here w/ the station duo however on the customer facing display the options for email receipt/text receipt will not autofill w/ the customers info on file. Rather if they desire to receive their receipt via text/email they have to manually enter…
3 votes -
Disable - Saving Credit Card Info via Terminal and Contactless
Admin / account holders should have the option to disable saving any customer information. Regardless if the payment is made Virtual Terminal, or via contactless payment. Not having / not saving any of this data could / would be preferable form a PCI compliance and security standpoint.
1 vote -
Customers app notes should show up in Register when a tab opens with their name
When a card is run with the same name as someone in the Customers app with notes, the note should appear in a popup in the Register. That way, for example, we can write "Always gets 10% off" or "Use house tab" or "Do not serve" and it will show up to more easily communicate with our staff.
2 votes -
AUTOMATICALLY POPULATE EMAIL ADDRESS FOR VIRTUAL TERMINAL WHEN ADDING EXISTING CUSTOMER.
Merchant is using the payments service plan and is able to download and use the customer app, create, edit and save customer profiles. But when he processes transactions through VT and assigns a customer to the invoice, the email doesn't automatically populate.
Merchant is Bert Warakomski. CONTACT: 203-874-4159.2 votes -
it would be helpful to be able to use a Barcode Scanner in the Customers app
Other systems allow customers to use a barcode for an employee to search their profile in the system. It would be very helpful if the barcode scanner, (built in or USB) would be able to be an authorized input device within the Customers App.
1 vote -
Membership number field in Customer App
Add a Membership Number field in the customer app
1 vote -
Pre-order option
Can we add an option within the customer record or order functionality to pre-order an item, or re-order it?
1 vote -
Open/Closed
I would really love to add an open/closed button under each customer's name so that we can tell whether a customer has an open order.
1 vote -
Customer's birthdays grouped by each individual month to send out a text each month with birthday coupon.
I would like to send my customers a birthday coupon for each month. So if there is a way to group just the birthdays for one month to send to only those customers that one month. Like January birthdays could be pulled up and send a mass text to just those customers with a Happy Birthday message and a coupon. Then month to month for the year. I do have my customers set up on the reward program so I do collect their birthday information each time they sign up. Thanks!!!
1 vote -
Add a Import Customers from other POS. Have tons of Customers that we will have to manually move.
Please add this feature, have hundreds of customers and it's a real pain to move them manually.
3 votes -
4 votes
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Retain customer email address
As a customer it is annoying to have to enter my email address with every transaction. Square is able to retain a customer's email address (presumably tied to credit card).
7 votes -
Ability to export customer transactions
Non-profit needs the ability to export each transaction by customer at the end of the year. If you add this feature, it will greatly expand Clover into non-profits.
5 votes -
Notify Customer before processing Payments in offline
First Notify Customers that clover is in offline mode before processing payments. This enables customers to resolve connectivity issues
1 vote
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