Customer email/phone number not autofilling in receipt of team member only.

[KeyMeister]

Hi, when I take down a customer's email or phone number and process the transaction, the following receipt screen autofills in with the customer's phone number or email address.  My team member however doesn't have the email or phone number autofilling in when they process a transaction.  They're on standard permissions right now.  Can you tell me what I need to do permission wise or what settings they need to change to enable the auto fill of the customer's email or phone number on the receipt screen so they avoid having to take down the customer's information 2 times?

Thank you.

[Summer2024 · Accepted solution]

Hi @KeyMeister ! I am going to outline some different troubleshooting options and things to check! Let me know if this doesn't work and I will go back to the drawing board. 😃

Check Permission Settings

Update Team Member Access

Dashboard →
Team →
Select Team Member →
Edit Permissions →
Enable:
- Customer Directory access
- View customer information
- Edit customer information

Customer Directory Settings

Point of Sale Settings →
Customer Directory →
Enable:
- Autofill customer information
- Search by phone/email

Step-by-Step Solution

Verify App Settings

Square POS App →
More →
Settings →
Customer Directory →
Enable Search & Autofill

Team Permissions Check

• Customer Directory access
• Transaction history view
• Contact information access
• Receipt management

Best Practices

1. Setup Verification

   • Test with sample transaction
   • Verify autofill works
   • Check customer lookup
   • Confirm receipt options

2. Team Training

   • Show lookup process
   • Explain autofill feature
   • Demonstrate customer search
   • Review privacy guidelines

Questions to Check

1. Is the team member signed into their own account?
2. Are they using the latest app version?
3. Have they cleared app cache recently?

I hope this helps!