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Tools > Utilities > Patrons > General
Advance Patron Grade
Moves specified patrons to the next grade (i.e. level)
Grade is the default term for the Level terminology field. You can customize the term in Preferences > Localization > Terminology.
Change Patron Grade
Changes the grade (i.e. level) of selected patrons to the specified grade
Grade is the default term for the Level terminology field. You can customize the term in Preferences > Localization > Terminology .
Change Patron 2nd Location
Changes or adds a specified 2nd location for selected patrons
2nd Location is the default term for the Sublocation terminology field. You can customize the term in Preferences > Localization > Terminology.
Change Patron Location
Textbook Tracker
Changes the location of selected patrons to the specified location
"Location" is a customizable term that can be changed in Preferences > Localization > Terminology. "Homeroom" is a common alternative.
Change Patron Security Group
Changes the security group of selected patrons to the specified security group
Change Patron Status
Changes the status of selected patrons to the specified status
Forgive Charges
Forgives selected charges, fees, or fines created during the specified transaction date range
This utility is only available to those with a Centralized Catalog.
Move Patrons to Site
Moves selected patrons from their current site to the specified site
Reassign Union Site Patrons
Changes selected patrons' assigned site from the Union Site to the site specified on the Options tab
Remove Patron History
Removes everything but Lexile history from selected patrons' histories
Remove Patron Pictures
Removes the pictures of all selected patrons
Remove Patrons
Textbook Tracker
Removes selected patron records from your database
Renew Patron Cards
Renews the library cards of all selected patrons
Reset Passwords
Resets selected patrons' passwords to their last name (all lowercase letters)