We are trying to figure out if there is a way to have the Global Customer Notes Field popup (if there is data in it) at the point of sale.
We utilize the Item Notes feature and were hoping we could do something similar with customer records.
Basically when a customer is assigned to a sale, if there are notes in their record, can we have it display automatically to the cashier processing the sale?
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Now that I am thinking about this a little more this information could also be displayed in the HTML status screen. In fact I think we have already created one of these. Give me a call.
There is a way, though customization. RMS was built to be extensible by having 'hooks' throughout the sales process ie tender begin/tender end/customer add etc. We can trigger a customer note field to be displayed at any of these hook points in the transaction.
If this is something you would like to discuss feel free to reach out.
Adam Wilcox
awilcox@newestech.com
503 235 4656
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