Before proceeding, read about scheduled changes.
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Open the Patron Window and then click on the patron's name to open the Contact Card. Make sure all addresses, phone numbers, emails, etc that you wish to change to/from are correctly entered on the record. When ready, click the Sched Changes button.
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The Scheduled Changes List Window opens. The list will be blank if the patron does not yet have any scheduled changes in place.
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Click the New button.
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Select the appropriate radio button option for each of the four steps:
- Select the Action to perform for the the address/contact change.
- Use Set address to primary on to set the date on which the change should occur.
- Assign the change to the household or a specific patron in the Applies to step.
- Pick one of the addresses/contacts to change under the Assign which item will be set to primary on the selected date step.
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Click the Save button.
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The vast majority of scheduled changes require at least two entries. Click the New button on your saved first scheduled change entry to open a new instance of the Scheduled Changes Wizard.
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Select the appropriate items for each step of the wizard for this second entry.
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Click Save. If needed, repeat steps 7-9 until you have entered and saved all of the necessary address and contact changes.
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Once you close any open wizard windows, the Scheduled Changes List Window will now show all of your saved scheduled changes.