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Suggestions for Customer Search in Directory

The title of this thread has been edited by a Square Moderator from the original: "Sorting and searching customers by address and other fields in the customer pane"

 

Hi All,

 

Currently there is no way to sort for, or search by Address in the Customers pane. The customer dashboard seems to be very selective in what you can search for.

 

Further, you cannot even add Address as a column in this pane.

 

Is this a feature that will happen in the future?

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Square Community Moderator

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Hi @mannyh- Thanks for reaching out to us here on the Square Seller Community👋

 

At this time, your suggestions would be considered as feature requests. Although these features aren't currently available with Square, it’s a great idea and I can see how it would be beneficial to your business.

 

I’ve shared your feature request with our Product Team, as they are constantly improving our products based on feedback like this. To learn more about how feature requests work, please see this post from one of our Seller Community Moderators.

 

In the meantime, keep an eye out for any updates, here, in our Seller Community. We appreciate your input.

Violet
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.



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To add on to this, these are what I consider some great features that many other CRM's support and Square sellers could definitely benefit from. These are really limiting our business from moving over entirely to Square:

 

  1. In the All Customers pane, The text search pretty much only looks for names and phone numbers. For field service, majority of the time we go by addresses as oppose to customer names and numbers.
  2. Ability to change the order of columns (including custom attributes) in the All Customers pane.
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Square Community Moderator

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Hi @mannyh- Thanks for reaching out to us here on the Square Seller Community👋

 

At this time, your suggestions would be considered as feature requests. Although these features aren't currently available with Square, it’s a great idea and I can see how it would be beneficial to your business.

 

I’ve shared your feature request with our Product Team, as they are constantly improving our products based on feedback like this. To learn more about how feature requests work, please see this post from one of our Seller Community Moderators.

 

In the meantime, keep an eye out for any updates, here, in our Seller Community. We appreciate your input.

Violet
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.



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Thanks Alanah, appreciate your reply and you forwarding this to the product team. They can reach out any time to me as well if they need details on my business use/business case.

 

A quick question for you: would joining the beta community get me access to beta dashboard/web-app changes as well or is mainly just beta features for the POS system?

 

Thanks!!

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