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Why has the other/comments section been removed from Customer Directory?

WHY DID YOU REMOVE THE OTHER/COMMENTS SECTION ON CUSTOMERS DIRECTORY?????? THIS IS INSANE. NOW WE CAN'T ADD ANY DATA AND WE CAN'T ACCESS OUR OLD DATA!!!!

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2 Best Answers

Best Answer

Hello! The Other or Memo field was removed from the Customer Directory. This change was made gradually, and the Memo field was fully removed at the start of this year. It sounds like we should have notified everyone of this change and I’m very sorry for the confusion it has created recently. I’ll share your feedback with the Customer Directory team - thank you for bringing this to our attention!

 

You can still access any memos or other notes that were added to a client’s profile from the Square Dashboard:

  1. Sign in and navigate to the Customers section.

  2. Click Directory > then click Import/Export > A file will download to your computer and you’ll see your notes under a column called Memo or Other.

 

If you’d like the memos you added in the past to be restored on your clients’ profiles, reply here to let us know or call our CS team directly. A Directory specialist will be able to help!


 From now on you can add a note to a client’s profile from the Point of Sale app:

  1. Tap the Customers section of the app > tap the name of a client.
  2. Scroll down > tap Add Note. (1,000 character limit)
  3. Enter your note and tap Save.

Or if you’d like to enter a note when you edit a customer’s profile you could create a custom fields from your Dashboard:

  1. Sign in to your online Square Dashboard > click Customers.
  2. Click Settings > then click Create Custom Field.
  3. Enter the name of the field (e.g. ‘Other’!) and choose the Field type ‘Text Input’ (100 character limit) or choose a different field type.

When you create a custom field it will be included as a column when you export your directory (Directory > Import/Export).

 

View Best Answer >

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Square Community Moderator

Best Answer

Hi there again @varnumvintners - Here's what the Product Team let me know: "The Seller can go into Customers and create a field.  To do this go to Customers >Settings >Configure Profile >Create Custom Field."

I hope this information is helpful but please do let me know if you have any additional questions.

Violet
Community Moderator, Square
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View Best Answer >

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Square

Hi @maria. We will have someone from our team reach out to you directly so we see what's going on and how we can fix it! 


Sean
he/him/his
Product Manager | Square, Inc.
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We're experiencing the same issue. Hopefully it's a bug that can be fixed as we use this field for misc info often!

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Admin

@llij96 @HeatherS Sorry for the confusion this has caused! A member of our Customer Success team is going to follow up with each of you by email to help you out. There hasn't been an update to the Customer Directory recently but I'll check for you and I'll reply here as soon as I can to clarify what happened! 

️ Helen
Seller Community Manager

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@Sean  I also noticed this issue. After I merged 2 customers in the Customer Directory in the Dashboard, the Other section appeared with the system merge note. It seems to be a Square system field now. I was not able to Edit it.

Did I miss a big announcement that the Other field was going to be taken away from us?

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Best Answer

Hello! The Other or Memo field was removed from the Customer Directory. This change was made gradually, and the Memo field was fully removed at the start of this year. It sounds like we should have notified everyone of this change and I’m very sorry for the confusion it has created recently. I’ll share your feedback with the Customer Directory team - thank you for bringing this to our attention!

 

You can still access any memos or other notes that were added to a client’s profile from the Square Dashboard:

  1. Sign in and navigate to the Customers section.

  2. Click Directory > then click Import/Export > A file will download to your computer and you’ll see your notes under a column called Memo or Other.

 

If you’d like the memos you added in the past to be restored on your clients’ profiles, reply here to let us know or call our CS team directly. A Directory specialist will be able to help!


 From now on you can add a note to a client’s profile from the Point of Sale app:

  1. Tap the Customers section of the app > tap the name of a client.
  2. Scroll down > tap Add Note. (1,000 character limit)
  3. Enter your note and tap Save.

Or if you’d like to enter a note when you edit a customer’s profile you could create a custom fields from your Dashboard:

  1. Sign in to your online Square Dashboard > click Customers.
  2. Click Settings > then click Create Custom Field.
  3. Enter the name of the field (e.g. ‘Other’!) and choose the Field type ‘Text Input’ (100 character limit) or choose a different field type.

When you create a custom field it will be included as a column when you export your directory (Directory > Import/Export).

 

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Message 6 of 24
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This reply was created from merging an existing thread: Customer Other field

 

The customer 'Other' field is no longer able to be updated. It appears that the system was updated to enable users to enter multiple notes, which are now being dated. But I had information in the old notes field entitled 'Other', and now I cannot update nor delete its contents. Any suggestions?

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Admin

Hey @ctmohio, I think the Best Answer in this thread will help. If you need some notes to be restored go ahead and call the CS Team. Phone support is available Monday-Friday 6am to 6pm PT.

️ Helen
Seller Community Manager

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@Helen @Chad   Which fields in the Customer Directory are searchable besides first and last names?

 

Also, when I combine dups contacts, the software creates enteries in Other.  How do you propose we edit or delete? The interface becomes cluttered with the system created Other enteries.  

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Hello @LSPA

 

The other searchable fields are phone number and email address. I tried merging some duplicates in my directory to see the entries in Other, but I couldn't find the section you were referring to. 

 

Could you send me a PM with a screen shot? I'd be more than happy to help out. 🙂

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I will need to have the memo section restored to our account please.

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Alumni

Hey @Lori-BESS - If you reach out to the CS team directly through the link included in Chad's answer above, they can help you take a look at your account.

Puka - She/They
Seller Community UX Designer
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Your directions for adding custom fields to the customer are missing one step - "select 'configure profiles option"

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I'd like my 'other' field restored - please update me on progress of this request.

Thanks

 

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Admin

Hey! Thanks for posting! We are still tracking feature requests for restoring the Other field for the Customer Directory, but I'm happy to share your thoughts with our Development Team Thanks for your feedback and please let me know if you have any other questions. 🙂

AshleyK
Community Moderator, Square
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How do I remove an existing "Other" Field note now that I can not access it? The Other field still shows in my directory and there is not way to edit the info in this field.

 

Thank you,

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Square Community Moderator

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

 

I am currently reaching out to our Product Team for more insight on this. I'll be sure to come back here with an update once I receive more information. I appreciate your patience in the meantime!

Violet
Community Moderator, Square
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Square Community Moderator

Best Answer

Hi there again @varnumvintners - Here's what the Product Team let me know: "The Seller can go into Customers and create a field.  To do this go to Customers >Settings >Configure Profile >Create Custom Field."

I hope this information is helpful but please do let me know if you have any additional questions.

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



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Message 18 of 24
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This reply was created from merging an existing thread.

 

Is there a beta program for the desktop program? I'd love to help you keep from making stupid changes that are unnecessary. For instance, why the latest change to the Customer profile screen. After randomly moving phone and email address around a few months ago, you've now eliminated the comments field where I had been storing data. Plus, the tab key no longer seems to move from field to field. Huh? 

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Admin

Hello @purplebutterfly, Helen here from the Community team.

 

If you're having trouble accessing any notes or comments you entered to a customer profile please call our CS team. A Directory specialist can help you to access that information. They'll be able to determine if the tab key issue you mentioned is a bug! 

 

I'm so sorry for the trouble these changes caused. New features are tested thoroughly but I agree an opt-in beta program would have been really useful in this case. We've shared a bit more information about the Customer Directory updates in this thread, so I've moved your post here. 

️ Helen
Seller Community Manager

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I would like to know how I can delete old information in my other section, hoping someone will help me here since the bots are no help...

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