Editing Scheduled Change

The Schedule Change window opens displaying a list of existing scheduled changes that can be opened for viewing or editing. Use the magnifying glass to search for a current listing. The search criteria can be modified by selecting Date, All Scheduled Changes, Future or Applied.

When you make a scheduled address or phone change , you likely need yo make TWO scheduled changes. For example:

• If a person is moving in the future, you would set up a ONE-TIME change for:
  • The new address and the specific date in the future when you want it to be effective -and-
  • some time beyond that (say a couple of months), a scheduled deletion of the old address so that it is no longer in the patron record
• If the patron is a snowbird and is regularly changing addresses, you would indicate a RECURRING change:
  • for the month/day that address 1 becomes effective each year
  • for the month/day that address 2 should become effective each year

A process runs each morning that finds any changes that should become effective and implements them.

This feature can also be reached by using the "gear" icon next to the contact on the Contact Card

1. Use the Schedule Change button to open the Schedule Change window.

   

2. Double click on a Scheduled Change to the selected line in the display window.

   

3. Address or Contact Change wizard will pop up.

   

4. Make required changes to any step(s)and save.

   Note: In each of the 4 steps only one item within each step can be selected for change. If you need to make another change to a different contact information, simply create another New record to schedule the next change.