Showing Customer Details during check-in

DISCLAIMER: This article involves Advanced Customizations, which can be technically challenging to get working and is not part of standard support.  This is programming and must be done precisely or the results can be unpredictable.  This information is provided as a service for those who have the technical skills to work through it -- we cannot help you solve any issues with getting it working.  For more information about Advanced Customizations, see the full documentation:

https://campgroundmaster.com/help/overview32.html

If you would like to have the Customer Details window open up automatically when a customer is checked in, for instance to verify their information, you can do it with a simple Event Action, under Advanced Customizations.  (This requires Campground Master version 4.0 or later.)

1. Go to Maintenance / Advanced Customizations / Event Actions.

2. Click "Add event action".

3. Enter a name, like "Details after check-in"

4. For the Event Trigger, select "Check in reservation, after".  

5. In the Action expression, put:

 EditCustomer(ThisCust())

6. Click Save.

That should do it -- customer details will appear before the normal Transactions dialog so you can verify information before completing the check-in.  

Note however that this is Customer details, not Reservation details, so changes to the number of people, discounts, etc. won't affect the specific reservation you're checking in.  For that you would still need to go into Reservation Details.  But whatever you do, don't be tempted to change this event to edit the reservation!  That would cause problems because you might already be in Reservation Details when you do the check-in, resulting in reservation details being open twice and potentially causing data corruption!