thread Re: Losing contact info when merging customers in Customer Engagement

Losing contact info when merging customers

phillylobster — Sun, 21 Sep 2025 09:55:19 GMT

Occasionally, I go into my customer directory to merge duplicates. Recently, I noticed that when I do this, the email and phone number information is lost in the merged profile. This is obviously not good for marketing purposes, especially since these are repeat customers. Has anyone else experienced this? Curious if this is a bug or by design.

Re: Losing contact info when merging customers

JJ_ — Thu, 30 Nov 2023 18:03:58 GMT

This sounds like a bug to me, but I believe

this a good question for our Support team, @phillylobster

They can take a look at your account with you to help shine a light here, as they can look at your account alongside you to pinpoint what's going on with your Customer Directory. Please reach out by phone or email when you have a moment by logging into your Square account and heading here.