Currently, you can not search by business name. We are required to assign tax exempt customers to transactions in my state for the Comptrollers office. I can not pull up our non-profit or tax exempt customers by business name. There should also be a way to denote a customer as being tax exempt with form on file. Currently, we have to reprint each transaction and manually file it in a customer file (since switching from NCR to Clover). This is creating hours of extra work because half of our customers have a tax exempt status. The workaround is to use the name field, but that eliminates us having personal contact information for a rep from that company.

Also, on this subject, we have about 800 customers that receive a special discount from certain categories in our system based on their business type. Automatically applying that discount would be a huge time saver and would put Clover one step closer to being a usable POS system.