Scheduling Changes to Patron Contact Information

Thu, 11/12/2009 - 11:33 — Barb

Schedule Changes to the Contact Card

With scheduling, you can change a Patron’s contact and/or address information, in particular, the time at which it is planned these events will take place. This feature includes:

FUNCTION	EXAMPLE
The ability to schedule the removal of a phone, fax, email, website or address	The Patron is moving away from your area.
The ability to schedule setting the primary phone, fax, email, website or address as a one-time occurrence	The Patron is moving within your area.
The ability to schedule setting the primary phone, fax, email, website or address as a recurring item on a given day every year	The Patron has a summer or winter residence and wishes to continue to receive information

Click the New button. The address or contact change for the Patron window opens. The window consists of four parts.
In Part 1, choose the action for the address.
In Part 2, enter the date (or select from the calendar) the date the change is to take place.
In Part 3, you can choose to apply the change to the Household or a single Patron within the Household.
In Part 4 you can select the specific address or contact information that is to be affected by the schedule.
Click the Save button to add the scheduled change. You can now close the Address or contact change window or add more changes to the Patron or Household.