MX Merchant Ideas

Your vote matters! Tell us what you think will make MX Merchant even better!

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2 VOTE

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

No description provided.

Created 2 months ago by Guest

MX Merchant / Customers

1
1 VOTE

Allow us to add attachment to customer

upload an attachment to my created customer file. Even if the account has no balance due. This way I can upload my own actual contract.

Created 2 months ago by Guest

MX Merchant / Customers

0
3 VOTE

Add a payment to an existing customer account AFTER the payment was taken

If a payment is taken via the "Quick Pay" feature and then realized after the transaction was completed, there should be an option to attach that payment back to the customer s there is a complete and accurate history for any reporting purposes.

Created 2 months ago by Guest

MX Merchant / Customers

0
1 VOTE

Allow multi-user access to stored records

It'd be nice if customer database entries created by one user could be accessed by another. Maybe a specific role permission that allowed this?

Created 3 months ago by Nick Bencivenga

MX Merchant / Customers

2
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 3 months ago by Guest

MX Merchant / Customers

0
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 3 months ago by Guest

MX Merchant / Customers

0 Already exists
1 VOTE

Make the customer primary billing address the "addresses" tab the primary billing address in the "vault" tab

I finally figured out why I have clients with downgrading transactions for customers with stored primary billing addresses. Previously, if you added a primary billing address to a contact, that would be the primary billing address associated w...

Created 3 months ago by Guest

MX Merchant / Customers

0
3 VOTE

Merge customers

When Link2Pay is used, a customer may be created more than once in the database. Or, the merchant may create multiple customer names for the same person (Robert, Bob...) and realize later it is the same person and want to merge their data togethe...

Created 4 months ago by Jennifer Autian

MX Merchant / Customers

0
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 w...

Created 5 months ago by Guest

MX Merchant / Customers

1 Already exists
1 VOTE

Add Countries to contact fiield

When I add an address, the field for COUNTRY only allows for U.S. and Canada. to be selected. Please add a field for all countries around the globe.

Created 5 months ago by Guest

MX Merchant / Customers

0

MX Merchant Ideas

Your vote matters! Tell us what you think will make MX Merchant even better!

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

Allow us to add attachment to customer

Add a payment to an existing customer account AFTER the payment was taken

Allow multi-user access to stored records

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

Supervisor Roll has access to Make Customer Edits

Make the customer primary billing address the "addresses" tab the primary billing address in the "vault" tab

Merge customers

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

Add Countries to contact fiield

Filter by Status

Filter by Category

Identify yourself with your email address

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

Allow us to add attachment to customer

Add a payment to an existing customer account AFTER the payment was taken

Allow multi-user access to stored records

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

Supervisor Roll has access to Make Customer Edits

Make the customer primary billing address the "addresses" tab the primary billing address in the "vault" tab

Merge customers

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

Add Countries to contact fiield