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Square’s free Customer Directory is a contact management tool where you can store customer information, view how they interact with your business, and engage with them. There are several ways you can add a customer profile to your Customer Directory:
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Square Customer Directory is a free customer relationship management, or CRM, software that’s built into all your Square payment tools. Store your customers’ information, analyze how they interact with your business, and engage with them — all in one place. Grow your customer base effortlessly.
Square’s Customer Directory is a contact management tool where you can store customer information, view how they interact with your business and engage with them – all in one place. Customer profiles can be added, viewed and edited right from the Square Point of Sale app.
Adding customizable fields in your Customer Directory gives you more flexibility when collecting and storing customer information, and more control over grouping and filtering customers based on the qualities relevant to your business.
Visit your Customer Directory from your online Square Dashboard. Within the All Customers group, if multiple records exist with the same email address or phone number, you’ll receive an alert notifying you there may be duplicate entries.
Manage Your Customer Directory Online; Import Customers Online; Manage Customer Groups and Filters; Viewing Customer Information; Create Custom Fields In Your Customer Directory
