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Microsoft Dynamics RMS (Archived)

Customer popup message

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Is there a way or an addon available that would prompts Customer Notes field or Custom Field Text at time of tendering a sale 

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  • Suggested answer
    Community Member Profile Picture
    on at

    Not that I know of.  But I dont know all the addons.  Retail Realm and Rite have some addons that deal with customers.

    What are you trying to achieve by prompting for a custom field when you tender?

  • Suggested answer
    Community Member Profile Picture
    on at

    The DRS V.I.P Zone add-in can pop up a message that's stored in the customer notes field when the customer is selected. You would use it instead of the F7 Set Customer function.

    www.digitalretailer.com/rms-add-ins

  • Community Member Profile Picture
    on at

    You can use Visual Basic to make a DLL file and call it from a hook. I have one that puts it into Transaction.comment, but I'm sure it can be tweaked to go into Customer Notes.

  • Community Member Profile Picture
    on at

    we want to warn the cashier that customer as a 30 days TERM and to use the Account tender type 

  • Suggested answer
    Community Member Profile Picture
    on at

    An addon would need to used to accomplish this exact action.  

    But you could use a one of the custom captions for customers, put your message under that caption.  Then when the customer is selected, the default status bar at the top of the transaction would display your message.  It would not however popup, so the cashier would have to check.  

  • Community Member Profile Picture
    on at

    This will work with Visual Basic 6 and using the HookType = 2:

    Public Function Process(MySession As Object) As Boolean

    If Len(Trim(MySession.Transaction.Customer.Name)) <> 0 Then

     If MySession.Transaction.Customer.CustomText1 = "30 DAY TERM" Then

       MsgBox ("Customer Is a 30 days TERM")

     End If

    End If

    Process = True

    End Function

    You could also throw in some:

    SendKeys "{DOWN}"

    putting it right after the MsgBox to make it so the cursor goes right to the "Account" tender row in the Tender screen.

  • Community Member Profile Picture
    on at

    David , i have no knowledge in programmation , can you send me a private message at freddorais@gmail.com 

    thx

  • RMS Wizard Profile Picture
    1,205 on at

    You may be able to do this by modifying the HTML status window where if Condition A exists, flash a message to the cashier in the status bar. Perhaps someone else can chime in with the HTML code required to do this.

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