Chapter 17. Patron Notes

Notes are strictly communicative and may be made visible to the patron via their account on the OPAC. In the OPAC, these notes display on the account summary screen in the OPAC.

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To insert or remove a note, retrieve the patron record as described in the section Searching Patrons.

Open the patron record in edit mode as described in the section Updating Patron Information.

Use the Other menu to navigate to Notes.

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Select the Add New Note button. A Create a new note window displays.

Tip

Your system administrator can add a box in the Add Note window for staff initials and require those initials to be entered. They can do so using the "Require staff initials…" settings in the Library Settings Editor.

Enter note information.

Select the check box for Patron Visible to display the note in the OPAC.

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Select OK to save the note to the patron account.

To delete a note, go to Other → Notes and use the Delete button on the right of each note.

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