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  1. Add search for "business name" to search field, not just person's name or email address

    8 votes

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    Back Log  ·  2 comments  ·  Taking Payments » Virtual Terminal  ·  Admin →
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    Peter Mariani commented  · 

    We are a B to B company. My invoices are to a business no to a person. I should be able to do a search on a transaction by company name as I could in payeasy

    none of this info in retained "Search transactions by ID, transaction number, last 4 digits on the payment card, external ID, or invoice ID"

    If I type in the company name the field when setting up the payment the field and info is there why can I not search for it?

    The lack of this search feature is a gross oversite by the coders and greatly extends the time to reconcile the cc payments or answer customer questions about charges.

  2. Merchants would like the ability to search the customer app by using the Company name field

    3 votes

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    3 comments  ·  Engaging Customers » Managing Customers Internally  ·  Admin →
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    Peter Mariani commented  · 

    It is crazy this is not there already

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    Peter Mariani commented  · 

    100% of my sales are B to B. The name on the card my not be the name of the buyer but both work for the same company name. I need to find a company name when I look at transactions or sales history. People's names do not help me to find a transaction. The dashboard and transaction should be able to list the company names for sales in the past week or part month or whatever

    Peter Mariani supported this idea  ·