25
Hello there,
As per the Custom control matrix mentioned in the site https://docs.microsoft.com/en-us/dynamics365/commerce/dev-itpro/pos-custom-control, adding custom controls to the customer add/edit page is supported but work in progress. This was the update on 09/15/2017. Since its been couple of years, is there an update to it? Is this supported now? Or, do we know by when this will be made available? Please advise.
Thank you, Ramune. I assume that the customer add/edit page is now extensible. Thank you, Alexandru and AeyPKA for your responses.
Hi,
You are correct, at this time, there is no way to achieve that, without customer attributes (docs.microsoft.com/.../customer-attributes) or some extensions in that form.
You can take a look also at this feature - Capture multiple emails and phone numbers and consent for marketing on these contacts - docs.microsoft.com/.../enhanced-customer-record-creation-edit-capabilities-pos.
Also, please take a look at the clienteling features available:
- docs.microsoft.com/.../enhanced-customer-record-creation-edit-capabilities-pos
- docs.microsoft.com/.../clienteling-overview
Hope this helps.
Kind regards,
Alexandru
Update data to Customer contact field via Real-Time Service. That's how you can do.
You are not allowed to modify any standard field like hide field, only add extension fields.
See example in RetailSDK\Documents\SampleExtensionsInstructions\EmailPreference and apply.
Thank you, AeyPKA. We understand that. One of the requirements we have is to enforce the cashier to use the proper format while keying in the customer phone number. For example, <+> <Country code> <phone no.>. Since the phone number is a standard field, we want to utilize the same and not to create attributes. We thought of couple of options
1. Create attributes for country code and phone number and update the standard phone number field while updating the phone number related attributes. The standard phone number field will be made non-editable. This way, the cashiers are not comfortable scrolling down to the attributes section all the time and do this, as a matter of fact, we have lots of attributes created and it is hard to locate phone number every time they do this.
2. If we can hide the standard phone number, and bring up only the phone number related attribute to the position where the standard phone number is, is another option. Not sure if this is even possible though. But this does not require a major customization on the functionality as we can make use of the existing attributes feature, it is just that we need to position the selected attributes in a different place.
This is one of the requirements and we do have many data quality checks on the customer data which requires us to extend the customer add/edit page. Any inputs on this would be greatly appreciated. Thanks!
If Customer Add/Edit Page, must use customer attribute.
The example is in RetailSDK\Documents\SampleExtensionsInstructions\EmailPreference
I also shared some codes in community.dynamics.com/.../update-custom-field-samples-for-version-7-3
Thank you, Ramune. We use Update 34 (7.0.5600.35524)
product version: 10.0.10 (10.0.420.10007)
#1
André Arnaud de Cal...
291,602
Super User 2024 Season 2
#2
Martin Dráb
230,340
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (
