New Customers & Record Management

11 Articles

Schedule Reports

Exatouch makes it easy to set up and run custom and standard reports in advance. Navigate to the report work area to set up your report range and type, then tap Send Excel, Send PDF, or Send Word to…

Update Factor4 Customer Data Automatically!

Updating customer data? Make all the changes you need in the Customer Detail work area, then tap Save to save your changes to Exatouch and update the information via API to Factor4. A timestamp added to the…

Hard-Coded Email Settings

Exatouch uses a designated hard-coded email address in the “POS Cloud” for sending reports and customer receipts, so merchants do not have to rely on their own email settings. This makes receipt delivery more reliable should a…

Check Loyalty Balance

Loyalty rewards balance can be viewed at the register and/or on a customer’s profile.

Find Customer Details

Customer profiles and their corresponding details are accessed from the Customers module.

Set Customer Order Limit

Set order limits within a customer’s profile. When an order limit is set, Exatouch tallies the outstanding balances from a customer’s open orders and alerts you when the designated limit is reached. A manager’s PIN is required…

Update Customer Info

Keep client records up-to-date so you can stay in touch and track their preferences.

Address Verification Settings

The perfect compliment to the  Delivery Manager is address verification!  Delivery Manager is the quintessential tool for all restaurants that offer delivery service to their customers, helping to save valuable time while delivering orders to their proper…

Enter a New Customer

Better monitor customer purchases and preferences by keeping accurate customer records.

Link a Customer to an Order

Consistent linking of customers to their orders builds a robust customer database that you can use to track customer preferences and ensure accurate reporting. These tools help you create a better customer experience.