Monday, August 15, 2022
Advanced Customer Lookup
Due to RMS End of Life, sales of this plug in to new customers has ended. Existing users of this plug in can obtain additional licenses and support by contacting us at 888-267-7483

RITE's Advanced Customer Lookup for Microsoft RMS adds significant power and simplifies the tools cashier have to manage customers at the POS.

With Advanced Customer Lookup you get;
  • An advanced search form, making it much faster to locate a specific customer in a large database.
  • A simplified customer form - you only see what's needed, not 6 different tabs of information.
  • The ability to require certain fields - allowing you to control how a cashier inputs a customer record.**
  • The ability to update a global customer record at the store even when using HQ.

Advanced Searching

Typically when a user exceeds 15,000 customer records RMS's native search function gets slow and cumbersome.  With Advanced Customer Lookup you have the ability to pinpoint a record and is still simple to use for a cashier.  Advanced Customer Lookup has been tested to work with customer databases of 1.5 million customers.

Updating Global Customer Records at the Store while using RMS Headquarters

By using this tool along with our HQ Updater tool (sold separately) a cashier can update a global customer records at the store and the change will automatically synchronize to all other store locations.

Control Over Cashiers

With Advanced Customer Lookup you can require a cashier to enter specific fields when creating a new customer record, like phone number, name, address, etc.

For users that have large customer databases, are multi-store chains, or manage customer data on a regular basis Advanced Customer Lookup is tool that provides big benefit.

Microsoft Dynamics Retail Management System

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