MX Merchant Ideas

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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 3 months ago by Alecia Keegan

MX Merchant / Customers

0
2 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 3 months ago by Guest

MX Merchant / Customers

0
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 3 months ago by Guest

MX Merchant / Customers

0
4 VOTE

Alphabetize Customers

It would be nice to have the customers alphabetized

Created 4 months 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 5 months 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 9 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 9 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 9 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 10 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 10 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!

Filter by Status

Filter by Category

Ask if you want to duplicate a Merchant

Combine Customers

More credit cards allowed in account vault

Alphabetize Customers

Add the Ability to Personalize Customer Notes

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

Filter by Status

Filter by Category

Identify yourself with your email address

Ask if you want to duplicate a Merchant

Combine Customers

More credit cards allowed in account vault

Alphabetize Customers

Add the Ability to Personalize Customer Notes

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