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Notices

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Coming soon: Reports will be split up into 3 types—informational Reports, email Notices, and Labels! We’ll be sharing betas with our users in upcoming months.


Complete Notices List

Notice NameNotice Description
Account Expiring NoticeEmails patrons whose accounts are expiring in the next 30 days

Account Introduction

Informational slips for patrons with their login credentials and other important library information
Coming Due Items NoticeNotices for patrons letting them know that their items are due soon
Damaged Items NoticeNotices and/or mailing labels for parents of patrons with damaged item fees
In-Stock Hold NoticeNotices for patrons letting them know that an in-stock hold is ready for them to pick up
Loaned Items NoticeNotices to inform patrons of items they currently have checked out. 
Overdue Items NoticeNotices for patrons with items that are overdue
Overdue Items or Unpaid Charges NoticeNotices for patrons with overdue items and/or unpaid charges
Send EmailSends out a customizable email to a selection of patrons
Send Patron Details EmailSends out an individualized Details report to selected patrons
Suspended PatronsList of patrons with a Suspended status and/or suspension notice letters for both patrons and parents
Unpaid Charges NoticeNotices for patrons with charges, fines, and/or fees that haven't been paid yet

Notices allows you customize and save the email and print notices that you send to your patrons. 

Navigation

Notices contains a few different areas, including:

  • The top menu, which includes the Lock Icon, the to add a notice, and the Actions menu. 
  • The records list on the left side, where you can sort/ filter notices.
  • The details pane, which shows the Add notice, See scheduled notices, and Learn about notices buttons, until a notice is selected, when it will show the details of the selected notice. 

Actions Menu 

 

  • Duplicate. Duplicate the selected notice. 
  • Remove. Remove the selected notice. 
  • Run. Run the selected notice. 

Create new notice

The notice templates are listed by category on the left, with more description of the report on the right, and an example PDF (if the Preview option is toggled). 

Overview

Selections

Options

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