Follett VERSION 6.00 - Manual (Page 189)

04/04 Chapter 15 Maintaining individual patron records 189
How to add or edit an important message or a note
To display miscellaneous information about a patron when his or her record is
accessed, Patron Maintenance lets you attach important messages and notes to
patron records.
An important message appears automatically when anyone accesses the patron's
record in Circulation Desk and Patron Maintenance (see Important messages for
patrons," page 126). Use an important message to alert library staff to special
issues regarding individual patrons, such as having a large fine or a change in
borrowing privileges.
A note appears only when the Note tab is selected from the Patron Information
dialog (see Viewing and printing patron information," page 130). Use a note to
inform the staff of nonĆcritical information about a patron, such as a reminder
that the patron is looking for literature about organized bicycle rides in Iowa.
1. From the Add or Edit Patron dialog, click Message or Note. The appropriate
dialog appears:
The text field is fully
editable for a message
and note.
To delete an important mesĆ
sage or note, select Clear. At
the message, click Yes.
2. When you finish adding, editing, or clearing the information, click Save.
Once the Add or Edit Patron dialog reappears, click Save.
How to add, replace, or remove a patron picture
Once a patron's picture is added to a record, any time the patron's information
displays in a window, the patron picture will also appear in a floating window
that the user can move around. In Circulation Desk, the picture displays when
the patron's record is accessed for Checkouts, Checkins, Ready Holds, Fines
attached, Renewals, Copy Status, and Lost Copies.
Note: A Show Patron Picture/Hide Patron Picture toggle is available from the
File menu in Circulation Desk (see page 122).
See also: For information about importing patron pictures, see page 204.
1. To add a patron picture, from the Add or Edit Patron dialog, click Picture.
The Add Patron Picture dialog appears. Select the file that contains the
patron's photograph and click Open. The image is added to the Patron
Picture window. If the image can't be loaded, a message appears. Make sure
your pictures meet the format, color, and size requirements outlined in the
table on page 190. To save the image in the patron database, click Save on the
Add or Edit Patron dialog.