Follett VERSION 6.00 Manuale Utente

04/04

189

How to add or edit an important message or a note

To display miscellaneous information about a patron when his or her record is

accessed, Patron Maintenance lets you attach important messages and notes to

patron records.
An important message appears automatically when anyone accesses the patron's

record in Circulation Desk and Patron Maintenance (see Important messages for

patrons," page 126). Use an important message to alert library staff to special

issues regarding individual patrons, such as having a large fine or a change in

borrowing privileges.
A note appears only when the Note tab is selected from the Patron Information

dialog (see Viewing and printing patron information," page 130). Use a note to

inform the staff of noncritical information about a patron, such as a reminder

that the patron is looking for literature about organized bicycle rides in Iowa.
1. From the Add or Edit Patron dialog, click Message or Note. The appropriate

dialog appears:

The text field is fully

editable for a message

and note.

To delete an important mes

sage or note, select Clear. At

the message, click Yes.

2. When you finish adding, editing, or clearing the information, click Save.

Once the Add or Edit Patron dialog reappears, click Save.

How to add, replace, or remove a patron picture

Once a patron's picture is added to a record, any time the patron's information

displays in a window, the patron picture will also appear in a floating window

that the user can move around. In Circulation Desk, the picture displays when

the patron's record is accessed for Checkouts, Checkins, Ready Holds, Fines

attached, Renewals, Copy Status, and Lost Copies.

Note: 

 A Show Patron Picture/Hide Patron Picture toggle is available from the

File menu in Circulation Desk (see page 122).

See also:  

For information about importing patron pictures, see page 204.

1. To add a patron picture, from the Add or Edit Patron dialog, click Picture.

The Add Patron Picture dialog appears. Select the file that contains the

patron's photograph and click Open. The image is added to the Patron

Picture window. If the image can't be loaded, a message appears. Make sure

your pictures meet the format, color, and size requirements outlined in the

table on page 190. To save the image in the patron database, click Save on the

Add or Edit Patron dialog.