thread Re: search virtual terminal notes in Archived Discussions (Read Only)

search virtual terminal notes

everettconsidin — Sat, 15 Sep 2018 21:14:23 GMT

Can I search the "notes" fields in the virtual terminal? I put the customer name there and I'd like to be able to find a transaction that way.

Re: search virtual terminal notes

Chad — Tue, 18 Sep 2018 18:58:26 GMT

Hello @everttconsidin, welcome to the Seller Community!

This is a good question that I can help answer 🙂. You can search by notes on the Square Dashboard. Just head to the Sales Tab and your Transaction Report. You should see a filter at the top that says "Card #". Select "Note" from the drop down and type in your customers name to the search box on the right.

If you need help finding this filter feel free to reach out to me!

Re: search virtual terminal notes

Geniesue1 — Mon, 30 Dec 2019 19:31:06 GMT

Thank you! This is exactly what I need!

Re: search virtual terminal notes

Joe — Tue, 31 Dec 2019 15:29:16 GMT

Glad we were able to get this one solved, @Geniesue1! Let us know if you have any other questions 📈