Patron Contact Card - Contacts
Contact Info
There can be as many lines of contact information within the contact area as are needed. Location types can be customized to meet needs.
 | Type of contact information for the patron. |
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Location of the contact. For information on how to edit this drop down field click here. |
| Contact | Contact information for the patron. |
 |
Adds a piece of contact information to the patrons record. Each selection opens another flyout to select. When you make your selection, the patron's Contact Card opens to the field selected. |
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Removes the highlighted piece of contact information from the patron record. |
Diataxis:
Add Contact Information
A patron may have as many contact types such as phone numbers, email addresses, fax numbers or websites as are needed.
- To Add a new contact type to patron's record, click on the ADD button at the bottom of the the Contact window.
- Select the type of contact to add Phone, Email, Website or Fax. A sub menu will populate off of each of these contact types.
Mouse over or roll over the contact type and end by clicking the contact type and the location in the sub menu.
- Enter the patron contact information in the new line provided and SAVE.
Diataxis:
Remove Contact Information
When a patron's contact type(s) changes or becomes no longer valid, the phone number, email address, fax number or website can be remove as long as it NOT the primary contact.
- To Remove a contact type from the patron's record, click on the REMOVE button at the bottom of the Contact window.
- Select the type of contact to remove Phone, Email, Website or Fax. A sub menu will populate off of each of these contact types.
Mouse over or rollover the contact type and end by clicking the contact type and the location in the sub menu.
- Confirm the contact to remove.
Diataxis:
Alternate Way To Remove A Contact
- Click on the "Gear" next to the contact. A sub window appear. Mouse over or rollover the Remove Now and end by clicking.
- Confirm the contact to remove.
Diataxis: