MX Merchant Ideas

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3 Vote

Would like a feature to be able to delete or make a current customer inactive.

I would like to be able to delete a customer if it was entered by mistake or no longer comes to our facility. It would also be helpful if we could also be able to archive customers that no longer come here. This will be an issue in the future with...

Created 02 Feb 21:25 by Guest

MX Merchant / Customers

1 Already exists
3 Vote

Card on file (vault) for swiped transactions

MX will put a card in the vault if its keyed, but not if its swiped. This means its a great way to get the card on file for future payments IF the cardholder call you with the card. If they swipe, you're out of luck. This results in a "maybe we ha...

Created 04 Jan 17:11 by Guest

MX Merchant / Customers / Processing A Payment

0
2 Vote

I would like a report that will provide the fees charges per customer

No description provided

Created 20 Apr 23:55 by Guest

MX Merchant / Customers

1 Already exists
2 Vote

It would be great if the office can be able to delete the old credit card from the MX Merchant

It would be useful because this way is less information on file

Created 29 Mar 16:11 by Guest

MX Merchant / Customers

0 Already exists
2 Vote

Supervisor Roll has access to Make Customer Edits

Supervisors needs to have access to Edit Customers. Currently only administrators have this access. With more & more clients using MX Merchant will a downhill stream, Supervisors need to have this ability.

Created 22 Mar 20:15 by Guest

MX Merchant / Customers

0 Already exists
2 Vote

list all accounts/retail locations under the "person" icon

list all accounts/retail locations under the "person" icon. It makes NO SENSE to click "edit" in order to change to another location/account that I have with you. I think " this is where I would edit the listed locations address or title" NOT let ...

Created 04 Sep 16:43 by Guest

MX Merchant / Customers

0 Won't Do
2 Vote

Please Add Puerto Rico to the State List!

I have clients from Puerto Rico. You list Hawaii, so you need to add PR!

Created 26 Apr 13:33 by Guest

MX Merchant / Customers

0 Won't Do
2 Vote

Language for Merging Customer Database Needs to Be More Clear Please

Hello, It is not very apparent in MXM currently how merging customer database works, and also the buttons have some scary language Change Database and Delete Database - when really it seems that it just a merge database. Also need to be able ...

Created 17 Mar 14:09 by Guest

MX Merchant / Customers

0 Won't Do
2 Vote

Customer Default sort order

Allow the merchant to choose a default customer sort order. Currently it defaults to most recent on top and merchant has to click on Name field to resort. Would be nice to choose sort order to stay as default.

Created 19 Jan 15:51 by Jennifer Autian

MX Merchant / Customers

0 Won't Do
2 Vote

Customer Information - Business Name and/or other related names

I have this request often! Merchants want to be able to show Customer Name and Business Name on invoice. Additionally, for business, they would like to have associated names such as Office Manager Jane Smith Phone/Email; Sales Rep John Doe Phone/E...

Created 19 Jan 15:47 by Jennifer Autian

MX Merchant / Customers

1 Won't Do