Using the "Gear" Buttons

The "Gear" button on the Contact Card can be used for several functions depending on the contact field the gear button is next to. For example, with these buttons you can:
  • Schedule the removal of a phone, fax, email, website or address.
  • Schedule a change to the primary phone, fax, email, website or address as a one-time occurrence (and then change it back again at a later date).
  • Show a map of the patron's address.
  • Show the weather at the patron's address.
  • Send an email to the patron.
  • Reset the web sales password for the patron's account and send a one-time login email.
  • If its an email address, then you can ask the system to display a Forgotten Password Reset Log which shows effort around the patron trying to login, forget their password, their success and checkouts
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Sending a Patron an online password reset email

If a Patron calls and asks for their online password because they have either forgotten it, or don't know that they have one, you can send them a one-time password reset email so they can reset the password themselves.

For security reasons, you cannot send the patron their actual current password.

You can only:

  • cause the password to be reset (which means nobody can use it)
  • cause an email to be sent to them which they can use to change their password. (A password can only be known to the account owner).

  1. Locate their Patron Record
  2. Open their Contact Card
  3. On the Contact Details panel, click the next to their email address
  4. Choose the option for Reset web sales password and send one-time login email

The email will go out immediately. Have the Patron check their inbox for a new email. They can then follow the prompts in the email to change their password.

It is exactly the same email that the patron would receive if they had initiated the password reset themselves online

If the email does not appear in the Patron's inbox within a few minutes, it may have gone to their "SPAM" or "Junk" folder. Have them check those folders. If it is there, they should also adjust their Mail Settings so that future emails from you are not also placed there.
An email will not be sent it there are two patrons in separate households with the same email address. If this is the case, you will need to de-dup the email addresses before it can be sent.

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How To