I would like to limit my Team Members' view of certain customers on each of their devices. To my disappointment, I learned there is no way to do this. Even if I myself filter customers by a group name, such as "lapsed", my whole team can still view the entire list of customers, past and current. They themselves would have to apply the filter "lapsed"; I have no control over what they do with their POS app on their device.
My company offers professional healthcare services. When we're no longer seeing a client, I try to get rid of that customer from Square to protect their information and prevent our customer directory from building and building endlessly. I used to delete the customer when they ended services with us, but sometimes I needed to look back on transaction history that was no longer available, because all history gets deleted when you clear out a customer.
Therefore, I've been searching for a way to download transaction history by customer before I delete the customer permanently. But I've found no way to do this. Any suggestions???
