Related Blog Posts
Blog Posts
-
End-of-year tips: Managing patrons
created by
May 03, 2022
-
Assigning policies–the complete guide
created by
Mar 23, 2022
-
Setting rules–Patron Policy Preferences
created by
Mar 08, 2022
-
Search smarter!—Combine search results
created by
Oct 13, 2021
-
Introducing... FAQs!
created by
Jul 07, 2021
-
Saved field mapping—Easy peasy imports
created by
Feb 10, 2021
-
Top 5 Tips of 2020
created by
Dec 21, 2020
-
From our librarians—Reusable book menu cards
created by
Nov 18, 2020
-
New Patron Details—We listened to your feedback!
created by
Sep 09, 2020
-
When are my books due?—Send Patron Details to everyone
created by
Mar 04, 2020
Patron Records List
Last Updated: Feb 02, 2021 14:05
Records List
Patron > Records List
The left-hand side of the module contains the Patron Records List pane, where all patron and operator records matching your Find criteria will be displayed in the user-specified List sort order. The Patron Records List also contains shortcuts where you can Add patron or operator records to your database.
If there is no patron in the Current Patron pane of the Circulation module when the Patrons Management module is accessed, the default selection will be the first of your Most Recently Modified patrons.
Selecting a patron from the Patron Records List will make that patron or operator record current in the Current Record pane (i.e. the larger, right-hand section of the Patrons Management module).
The area situated below the record list contains tools that useful for adding, browsing, and finding patron or operator records
- Add. Click to add a new patron or operator record to your database.
- Quick Search. Which patrons do you want to view? Click here for a few simple, predefined search options.
- Most Recently Modified
- Most Recently Created
- Find. Click to open the Patron Lookup dialog.
