Product Described: Cloud CRM
A Clover POS user was unable to complete a transaction on Clover without entering customer information, which delayed checkout and confused staff. The issue came down to a setting inside the Cloud CRM app, designed to require customer details at the time of sale — a feature that’s optional, but may be enabled by default.
Here’s how to fix it:
Go to the Cloud CRM app on your Clover POS:
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Tap the three lines in the upper-left corner to open the menu.
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Select Workflow Management.
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Locate the Require Customer Select on Checkout setting.
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Turn this switch OFF or check the box that allows you to opt out of collecting customer info.
Once this is disabled, you’ll be able to proceed with sales without selecting or entering customer information.
If you prefer to capture customer data only for certain transactions (like loyalty programs or marketing), you can leave the feature off and manually assign customers when needed.
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