64 results found
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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 -
Clover Go Customer info missing
Clover go needs to be able to input customer info: name, email, phone number, etc. This is super important for marketing and follow-up, and I can't believe you left this important function out.
2 votes -
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 -
Please allow more functionality in the Customer App
Please, please, please add the features below asap...
-Allow merchants to merge duplicate customer profiles
-Allow merchants to export all of the sales data for individual customers (needed for frequent buyer programs etc.)
-Provide different options for sorting customer names
-The customer search function needs to retrieve any part of the customer's name. For example if the customer has two last names the search function only works if you search for the first one10 votes -
Customers
There needs to a place to enable customers to be divided by groups as well as being alphabetized.
1 vote -
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
2 votes -
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 -
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.
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…
24 votes -
Membership number field in Customer App
Add a Membership Number field in the customer app
2 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
2 votes
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