71 results found
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Option to select a saved email to send the receipt to after a transaction
After we process a payment, there should be an option to select a main email accounts to send the payment receipt. At the moment, we have to manually type in the email account each time we want to send the receipt to our email.
This will save time and also reduce error by not needing to manually type in the email for most transactions.
1 vote -
merge customer profile
Merge customer profiles if multiple are accidentally created in order to maintain customer records and history and loyalty tracking.
1 vote -
Bulk delete spam customer profiles
Thousands of spam customers were added (not sure how!) and need to be deleted but currently the only option is to do so one by one. They are all from the same invalid domain @example.com so would be very easy to bulk delete. Not sure why this isn't a feature already.
1 vote -
Customer Purchase History Transfer
Customer purchase history needs to be able to be transferred from one Clover sales channel to another. At this time there is no 3rd party app to assist with purchase history - only customer name. This is important for repeat business and for the merchant to engage on going with their customers.
1 vote -
Delete customers
I can delete one customer at a time, but I cannot delete all my customers and start fresh. Please add that option.
1 vote -
Need to add street address this is how we lookup customers. Can't use system at this time because of this . Need Urgent Assistance
Need to add street address this is how we lookup customers. Can't use system at this time because of this . Need Urgent Assistance
1 vote -
Sort Customers by date of purchase
I would like to be able to have filters to sort Customers different ways MOSTLY by date of visit/purchase
0 votes -
terry.tuel@fiserv.com
Merchant would like Register app to pop up with Customer Name when they put their phone number in Clover Duo customer terminal so they know if that customer is currently in their network or customers app.
1 vote -
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.
4 votes -
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.
2 votes -
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.
2 votes -
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 -
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 -
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
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