64 results found
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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 -
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…
2 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
2 votes -
Please create a VIP filter.
Please create a VIP Filter!!
2 votes -
Sync Customers profiles with clover and ECWID
The merchant is using Ecwid and Clover and creating customer profiles on both ( which is creating duplicate customers). The merchant would like the option to combine or sync customers from ecwid and clover
2 votes -
View customer tied to order
should be able to view and click on customer tied to an order right from the register (open/ current order) screen
2 votes -
Merging Clients
Being able to merge clients in the "customers app".
i.e. Joe Schmoe has come 15 times, but his past purchases are not all under the same profile. He has multiple profiles. If I need to look up past orders, I have to scroll through each one. I know I can create a new order under that name, but the existing profiles of him wont account.
1 vote -
Emails Delivered to Clients
The ability to track all historical emailed receipts delivered to clients.
1 vote -
Have the option to remove a customer and ban them
We need to be able to block or ban a customer. I had an employee sign up, save customer printed receipts and then collect all of the points and redeem the points on cash paying tables and pocket the discounted amount that was paid.
1 vote -
Customer Engagement
It's too time consuming to "add customer" when you quickly need to take a payment......The suggestion is to show the card holders name in the transaction history so when we need to confirm that a payment was made we can see the clients name, regardless if we did not "add customer"
1 vote -
Additional Features
I think some good features to have on Clover would be the following: being able to merge customers profiles as well as putting in customer info after time of sale if it was not put in at time of sale.
For example. We have returning customers who sometimes pay with credit cards Jane C. Smith and Jane Smith or they pay with a card with another name on it. Therefore, because they pay with 2 different cards or more they could then have 2 possible accounts in our profile. I would like to merge their transaction history for us to…
1 vote -
Customer Numbers
Can we add a customizable customer number with new and/or existing customers.
Different software programs (payroll, AP/AR for example) have identifiable numbers associated with each employee and (or) customer.
Having this show up in the reports under its own column, to identify the customer by name and number so we can easily identify across different software programs. This feature would minimize manual entries and spreadsheets.
On receipts, it would be helpful to view the customer # with other customer information (when the option is selected in receipt view)
1 vote -
Merchants would like the ability to search the customer app by using the Company name field
The merchant would like to be able to search his customers by First and last name and as well by company name. Right now the only search options are phone numbers, email, first & last name. But we are unable to search by company name.
1 vote -
Sort customer list by surname as an option.
I have a membership program for my business. It would be really helpful if the customer list could be sorted by Surname instead of by first name only.
1 vote -
Add Function: Export a customer template
The idea I had for this came up when I was updating inventory templates for different merchants/Vendors. Instead of having to manually update new customers, there could be a customer template in the same fashion that inventory exports are. This would allow management to upload multiple customers at once without the need for a transaction. I think this would be especially useful for companies that deal with large volumes of customers like school districts and other agencies.
1 vote -
Customer last payment and date to be included on export & Customer History
It would be great if the last payment amount and date were included on the Customer App export along with the option to print & export a customer's history
1 vote -
Customers
There needs to a place to enable customers to be divided by groups as well as being alphabetized.
1 vote -
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 -
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
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