MX Merchant Ideas

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1 VOTE

improve ACH reporting in customer profiles

if an ACH payment is returned you can find the information on the ACH report, but it would be nice for the return status to also appear in the customer's profile in some way (assuming it was created beforehand)

Created 9 months ago by Guest

MX Merchant / Customers

0 Planned
7 VOTE

Notifying us if the Customer Name already exists

This would avoid adding a Customer twice. If a patient hasn't been in for a while we may not check and then there are two accounts for the same name. It can get confusing when we look at History or which Account to use

Created 10 months ago by Guest

MX Merchant / Customers

0 Planned
1 VOTE

Customer Custom Fields - Adding a Link

Please consider adding the custom field option of adding a LINK to the customer. This would enable outside data to be linked directly to the customer as needed.

Created 10 months ago by Guest

MX Merchant / Customers

0 Planned
1 VOTE

Ask if you want to duplicate a Merchant

I have had more members of my team add a Merchant who is already in MX Merchant. Is there away to let the user know that the merchant is in the system already so they do not duplicate the Merchant. This has happened far too frequently and should...

Created about 1 year ago by Alecia Keegan

MX Merchant / Customers

0
3 VOTE

Combine Customers

Give us the opportunity to combine customers so that if you mistakenly enter a customer twice or run a credit card without setting up a customer you can consolidate the two transactions. This will help you keep all the customers transactions unde...

Created about 1 year ago by Guest

MX Merchant / Customers

1
1 VOTE

More credit cards allowed in account vault

I have customers with cards for each contractor within there company. The account vault will only hold 10 cards. Would be convenient if it can hold more to get around this problem.

Created about 1 year ago by Guest

MX Merchant / Customers

0 Needs More Votes
4 VOTE

Alphabetize Customers

It would be nice to have the customers alphabetized

Created about 1 year ago by Guest

MX Merchant / Customers

1 Already exists
1 VOTE

Add the Ability to Personalize Customer Notes

Our company wants to use the Customer Note section to keep a history of the customer with us. It would be helpful to have a category marker to customize the type of note made and upload pictures/images for paperwork inclusion.

Created over 1 year ago by Guest

MX Merchant / Customers

1 Already exists
2 VOTE

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

No description provided.

Created over 1 year ago by Guest

MX Merchant / Customers

1 Already exists
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 over 1 year ago by Guest

MX Merchant / Customers

0