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can this be done? (Manager customizations)

Can buttons be added to the Store Operations Manager screens? I would like to add a button to the screen where new customers are created. This will open another screen where additional information for the customer can be entered. (I am trying to add fields; I know there are certain "additional fields" but I don't want to use those.

So, I am not sure if

  1. A button can be added.
  2. Can the form be opened and additional information be tied to the customer.
  3. Only open this from the Manager screen. (not on a Customer Save event in the Store Operations screen.)

Even if a button and additional forms can't be added, can more fields be added to the screen where customer's are created?

Reply to
aozm
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Thanks for your reply. If I did a new form, would I still be able to use the existing table that is used in the current Customer Property screen? Would the form have to be compiled as an exe to be accessible from the Add-Ins menu? I didn't know you could just access an add-in from the menu in the Manager's screens - the customization guide has instructions on how to access an add-in from a POS button, but I thought the Manager add-ins had to be hooks that were invoked?

Reply to
aozm

I looked at that, but I believe it said that exe add-ins will not have access to QSRules, which is what I still want access to in my customization.

Is this not the case - I can make an exe that has access to QSRules?

Reply to
aozm

No, you can't add a button or any other controls to the built in screens.

You can use the SaveCustomer event to open a supplemental screen to capture your additional fields. As you note, this is going to happen in both Manager and POS.

You can write your own form to completely replace the Customer Properties form. You would call this from the Add-Ins menu in Manager or from a Custom POS Button in POS.

Reply to
Glenn Adams [MVP - Retail Mgmt]

There's one page in the Customization guide regarding "Standard EXE Add-ins" that should answer your questions.

Reply to
Glenn Adams [MVP - Retail Mgmt]

You can't pass an active session to that type of add in, but if you need QS Rules you can create your own instance of it - You'll have to manually connect it to the database though.

Reply to
Glenn Adams [MVP - Retail Mgmt]

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