Filter customers by city

[pondcountry]

Previously, I have been able to create a smart group and filter customers by city (in this case, I wanted to send a marketing email to everyone but customers within a specific city).  This has been working for the past few years, but I noticed this year that the ability to do this was gone.

Is this a glitch or was this ability to sort customers by address (like city) removed?  If removed, is it something that will be coming back?

Thank you.

[TheRealChipA]

Hey there @pondcountry.  Intriguing.  This is, unfortunately, a question I’m going to have to tag the Square Moderators to investigate for you. @_Violet @MayaP @RobynR @Katie_SQ @Summer2024 Can the development team provide any insight here?  Thanks.

[Summer2024 · Accepted solution]

Hi @pondcountry ! 

You're correct that this was previously available. Square recently made some changes to customer filtering options, and while some location-based filtering capabilities have been temporarily limited, there are several workarounds you can use:

1. Alternative Filtering Methods:

   • Use Custom Fields to tag customers by city
   • Create groups based on postal/ZIP codes
   • Use the Directory feature to organize customers geographically

2. Temporary Workaround Using Custom Fields:

   1. Go to Customers > Settings > Custom Fields
   2. Create a new Custom Field for "City"
   3. Bulk update your customer profiles with city information
   4. Create Smart Groups using this Custom Field

3. Export-Import Method:

   • Export your customer list to CSV
   • Filter by city in a spreadsheet
   • Create a group from the filtered list
   • Import this as a new customer group

I hope this helps! 

[TheRealChipA]

Thanks. @Summer2024. Im

adding those to my troubleshooting toolbox. I hope one of them helps @pondcountry.