Patron Notes - Adding Patron Notes

All patron notes will have a printed date assigned to it immediately after the note has been created.

To add a patron note, you perform the following steps:

  1. Find the patron you wish to add a note to

    Click Here to learn how to find a patron.

  2. Click on the Letters Tab

    This will open the Patron Letters Window.

  3. Click the Add Note Button

    This will open the Patron Notes Window.

  4. Select the note type

    You can have titles for different notes. The type of note can be set in Code Tables. Click Here to learn how.

  5. Select the period to which the note applies
  6. Select the security level of the note

    If the note is personal or deals with private information you can set the security level so only selected employees may view it. Click Here to learn about security levels.

  7. Enter the note content
  8. Click OK once all the note information has been entered

    You will return to the Patron Letters Window. The note will now be displayed in the table.

Deleting a Note

To delete a patron note, you perform the following steps:
  1. Find the note you wish to delete

     Click Here to learn how to find a note.

  2. Select the note(s) you wish to delete

    Do this by single clicking the note(s).

  3. Click the Delete Button on the toolbar

    The following confirmation window will appear

  4. Click Yes to confirm the deletion

    Click No to cancel the deletion

Note: You can also right click on the note you wish to delete and select delete from the pop - up menu instead of clicking the delete button.

Patron Notes - Editing an Existing Note

To edit a patron note, you perform the following steps:
  1. Find the note you wish to edit

     Click Here to learn how to find notes.

  2. Once you have found the note double click it

    The Patron Notes Window will open displaying the note information.

  3. Make the changes to the note
  4. Click OK

    You will return to the Patron Letters Window. In the Date Printed column (you may need to expand the window to view this column) you will see the last time the note was updated.

Patron Notes - Finding an Existing Note

Since notes are specific to a patron you must first find the patron to which the is note attatched.

  1. Find the patron you wish to add a note to

    Click Here to learn how to find a patron

  2. Click on the Letters Tab

    This will open the Patron Letters Window

    There are limited entries sort the list by type to separate the letters from the notes. If there are many entries you will need to use the search parameters.

  3. Select the field you which to search by

    You have the following choices

  4. Enter the search information into the From and To fields
  5. Click Search

    All the results maching your parameters will be returned. You can now view the note contents by double clicking it.