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:
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Sign in and navigate to the Customers section.
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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:
- Tap the Customers section of the app > tap the name of a client.
- Scroll down > tap Add Note. (1,000 character limit)
- 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:
- Sign in to your online Square Dashboard > click Customers.
- Click Settings > then click Create Custom Field.
- 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).
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:
-
Sign in and navigate to the Customers section.
-
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:
- Tap the Customers section of the app > tap the name of a client.
- Scroll down > tap Add Note. (1,000 character limit)
- 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:
- Sign in to your online Square Dashboard > click Customers.
- Click Settings > then click Create Custom Field.
- 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).
