Chapter 16. Patron Message Center

Table of Contents

Creating a Patron Message in the Patron Account
Creating a Patron Message using Action Triggers
Managing Patron Messages in the Staff Client
Viewing Patron Messages in the OPAC

Creating a Patron Message in the Patron Account

  1. Retrieve a patron account in the staff client.
  2. Within the account, go to Other → Notes.
  3. In the Notes interface, click on Add New Note. A new window will pop up that allows you to create a note on the patron account.
Message Center 1
  1. Check the box next to Patron Visible? This will make the message appear in the patron’s OPAC account.
  2. Enter a subject for the message in the Title field.
  3. Enter the body of the message in the Note field.
  4. Enter Initials if staff are required to add initials to notes.
  5. Click, Add Note. The note will now appear as a Patron Visible note in the staff client and as a Message in the patron’s OPAC Account.
Message Center 2

9.The patron visible note will also create a message in the patron account in the staff client in Other → Message Center. See Managing Patron Messages in the Staff Client below.