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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.
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3 REPLIES 3
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!
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Thank you! This is exactly what I need!
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Glad we were able to get this one solved, @Geniesue1! Let us know if you have any other questions 📈
Joe
Community Moderator, Square
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Community Moderator, Square
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