thread Re: Why has the other/comments section been removed from Customer Directory? in Payments Troubleshooting

Why has the other/comments section been removed from Customer Directory?

maria — Sat, 20 Sep 2025 14:50:06 GMT

WHY DID YOU REMOVE THE OTHER/COMMENTS SECTION ON CUSTOMERS DIRECTORY?????? THIS IS INSANE. NOW WE CAN'T ADD ANY DATA AND WE CAN'T ACCESS OUR OLD DATA!!!!

Re: Upcoming Improvements to Customer Directory in your Point of Sale App

Sean — Wed, 06 Mar 2019 19:35:02 GMT

Hi @maria. We will have someone from our team reach out to you directly so we see what's going on and how we can fix it!

Re: Why has the other/comments section been removed from Customer Directory?

llij96 — Wed, 06 Mar 2019 22:18:48 GMT

We're experiencing the same issue. Hopefully it's a bug that can be fixed as we use this field for misc info often!

Re: Why has the other/comments section been removed from Customer Directory?

HeatherS — Thu, 07 Mar 2019 14:21:39 GMT

@Sean I also noticed this issue. After I merged 2 customers in the Customer Directory in the Dashboard, the Other section appeared with the system merge note. It seems to be a Square system field now. I was not able to Edit it.

Did I miss a big announcement that the Other field was going to be taken away from us?

Re: Why has the other/comments section been removed from Customer Directory?

Helen — Thu, 07 Mar 2019 16:15:03 GMT

@llij96 @HeatherS Sorry for the confusion this has caused! A member of our Customer Success team is going to follow up with each of you by email to help you out. There hasn't been an update to the Customer Directory recently but I'll check for you and I'll reply here as soon as I can to clarify what happened!

This reply was created from merging an existing thread: C...

ctmohio — Sun, 10 Mar 2019 21:52:53 GMT

This reply was created from merging an existing thread: Customer Other field

The customer 'Other' field is no longer able to be updated. It appears that the system was updated to enable users to enter multiple notes, which are now being dated. But I had information in the old notes field entitled 'Other', and now I cannot update nor delete its contents. Any suggestions?

Re: Why has the other/comments section been removed from Customer Directory?

Chad — Sun, 10 Mar 2019 21:48:29 GMT

Hello! The Other or Memo field was removed from the Customer Directory. This change was made gradually, and the Memo field was fully removed at the start of this year. It sounds like we should have notified everyone of this change and I’m very sorry for the confusion it has created recently. I’ll share your feedback with the Customer Directory team - thank you for bringing this to our attention!

You can still access any memos or other notes that were added to a client’s profile from the Square Dashboard:

Sign in and navigate to the Customers section.
Click Directory > then click Import/Export > A file will download to your computer and you’ll see your notes under a column called Memo or Other.

If you’d like the memos you added in the past to be restored on your clients’ profiles, reply here to let us know or call our CS team directly. A Directory specialist will be able to help!

From now on you can add a note to a client’s profile from the Point of Sale app:

Tap the Customers section of the app > tap the name of a client.
Scroll down > tap Add Note. (1,000 character limit)
Enter your note and tap Save.

Or if you’d like to enter a note when you edit a customer’s profile you could create a custom fields from your Dashboard:

Sign in to your online Square Dashboard > click Customers.
Click Settings > then click Create Custom Field.
Enter the name of the field (e.g. ‘Other’!) and choose the Field type ‘Text Input’ (100 character limit) or choose a different field type.

When you create a custom field it will be included as a column when you export your directory (Directory > Import/Export).

Issues with latest change to the Customer profile screen

purplebutterfly — Mon, 11 Mar 2019 21:22:31 GMT

This reply was created from merging an existing thread.

Is there a beta program for the desktop program? I'd love to help you keep from making stupid changes that are unnecessary. For instance, why the latest change to the Customer profile screen. After randomly moving phone and email address around a few months ago, you've now eliminated the comments field where I had been storing data. Plus, the tab key no longer seems to move from field to field. Huh?

Re: Customer Other field

Helen — Sun, 10 Mar 2019 21:53:13 GMT

Hey @ctmohio, I think the Best Answer in this thread will help. If you need some notes to be restored go ahead and call the CS Team. Phone support is available Monday-Friday 6am to 6pm PT.

Re: Why has the other/comments section been removed from Customer Directory?

LSPA — Thu, 14 Mar 2019 13:00:37 GMT

@Helen @Chad Which fields in the Customer Directory are searchable besides first and last names?

Also, when I combine dups contacts, the software creates enteries in Other. How do you propose we edit or delete? The interface becomes cluttered with the system created Other enteries.

Re: Issues with latest change to the Customer profile screen

Helen — Mon, 11 Mar 2019 21:21:10 GMT

Hello @purplebutterfly, Helen here from the Community team.

If you're having trouble accessing any notes or comments you entered to a customer profile please call our CS team. A Directory specialist can help you to access that information. They'll be able to determine if the tab key issue you mentioned is a bug!

I'm so sorry for the trouble these changes caused. New features are tested thoroughly but I agree an opt-in beta program would have been really useful in this case. We've shared a bit more information about the Customer Directory updates in this thread, so I've moved your post here.

Re: Why has the other/comments section been removed from Customer Directory?

Chad — Wed, 20 Mar 2019 17:34:17 GMT

Hello @LSPA!

The other searchable fields are phone number and email address. I tried merging some duplicates in my directory to see the entries in Other, but I couldn't find the section you were referring to.

Could you send me a PM with a screen shot? I'd be more than happy to help out. 🙂

Re: Why has the other/comments section been removed from Customer Directory?

Lori-BESS — Mon, 22 Apr 2019 18:21:49 GMT

I will need to have the memo section restored to our account please.

Re: Why has the other/comments section been removed from Customer Directory?

puka — Tue, 23 Apr 2019 15:39:55 GMT

Hey @Lori-BESS - If you reach out to the CS team directly through the link included in Chad's answer above, they can help you take a look at your account.

Re: Why has the other/comments section been removed from Customer Directory?

LECA_Rich — Mon, 17 Feb 2020 13:48:20 GMT

Your directions for adding custom fields to the customer are missing one step - "select 'configure profiles option"

Re: Why has the other/comments section been removed from Customer Directory?

LECA_Rich — Mon, 17 Feb 2020 13:53:20 GMT

I'd like my 'other' field restored - please update me on progress of this request.

Thanks

Re: Why has the other/comments section been removed from Customer Directory?

AshleyK — Tue, 18 Feb 2020 15:58:24 GMT

Hey! Thanks for posting! We are still tracking feature requests for restoring the Other field for the Customer Directory, but I'm happy to share your thoughts with our Development Team Thanks for your feedback and please let me know if you have any other questions. 🙂

Re: Why has the other/comments section been removed from Customer Directory?

nbuican — Thu, 23 Sep 2021 00:23:15 GMT

I would like to know how I can delete old information in my other section, hoping someone will help me here since the bots are no help...

Re: Why has the other/comments section been removed from Customer Directory?

JJ_ — Fri, 24 Sep 2021 23:25:48 GMT

Hello @nbuican! 👋

You may edit your Customer Profiles either from the Square Point of Sale application or from the Square Dashboard:

From the Square Point of Sale Application:

Tap on More
Select Customers
Choose the desired customer you would like to edit
Tap on Edit next to Personal Information

From your Square Dashboard:

From the Customers tab in your online Square Dashboard, click a customer’s name to view their full profile > click Edit.
Make any necessary changes > click Save.

This page offers more information on managing your customers online and this one how do it on the app.

I hope this information is helpful! Don't hesitate to ask for help if you need a hand!

Re: Why has the other/comments section been removed from Customer Directory?

nbuican — Fri, 24 Sep 2021 23:30:39 GMT

Hello JJ, I’m looking to delete the he old information that is still showing under “other”. How can this be accessed?