Customer Notes No Longer Visible in Transaction List
The recent change to the Clover reporting interface has made it significantly more difficult for us to use customer notes.
Previously, customer notes were visible directly from the transaction/reporting screen. With the new layout, I now have to open each individual transaction to determine whether a customer left a note.
This is a major issue for us as a charity. Our donors use the customer notes to indicate where they would like their donations to be designated. Being able to see these notes directly from the transaction list is essential for accurately processing and allocating donated funds.
Having to manually open every transaction to check for a note is extremely inefficient, especially when processing a large volume of donations, and creates unnecessary risk of missing important donor instructions.
Please consider restoring customer note visibility to the main transaction/reporting view, or providing a way to display/filter transactions that contain customer notes.
This functionality is not simply a convenience for us.. it is an important part of how we accurately administer donor-designated funds. Thank you for considering this feedback.
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