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Related payment data

Today, we’re introducing a powerful matching algorithm to our payment integrations that makes tracking customer relationships smarter than ever. Our system now automatically suggests related customers across Stripe, Paddle, and Lemon Squeezy — even when they contact you from different channels.

Always link customer metadata, no matter from which email they write you
No more manual linking or missing context. Whether your customer writes from their personal email, work account, or any other address, you’ll always have their complete payment history and subscription details at your fingertips. If our automated suggestion algorithm doesn’t catch the right match, you can still manually link them.

We’ve also fixed several minor issues with this release:

  • Better handling of edge cases for customers with multiple subscriptions
  • Reworked on the tooltip for agent and customer details
  • Added a 2FA indicator for admins to see their team status
  • Added the ability to mark conversation as resolved
  • Updated UI to fix dark mode inconsistencies
  • 38 other minor bug fixes and improvements

https://getfernand.com/updates/related-payment-data/

, Co-founder of Icon for Fernand
Fernand
on October 9, 2024
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