Patron Detail Tabs: Address Tab

Patron Detail Tabs: Address Tab (Reference)

Patron Detail Address Tab
Patron Detail Address Tab

This tab is used to store address information for a patron.

Location

The location for the patron information. This is a customizable field in Code Tables >> Location.


Addr-Line 1

Patrons street address or P.O. Box.


Addr-Line 2

Additional line for patron address details if needed.


Add-City

City of the address.


Province/State

Province or state of the address.


Postal/Zip Code

Postal code or zip code of the address.


Country

Country of the address.


alt="Contact
Contact Button

Opens the Patron Contact Card.


alt="Add
Add Button

Clicking this opens a flyout to select the address type you want to add (e.g. home, work, summer, winter, etc). Making a selection opens the Patron Contact Card with the correct tab for data entry.


alt="Remove
Remove Button

Removes an address from the patrons record, unless it is the primary address for the patron. If the primary address needs to be removed, set another address on the account to the primary address.


alt="Set
Set Primary Button

Changes the primary address for the patron.


alt="Click
Click Address Link

The primary address is recognized by this green dot symbol.


alt="Click
Click Address Area

Highlighting a patron's address in the window changes the display to show the number of miles/kilometers from the patron's home to the address set in Company Preferences. The calculated distance will replace the existing text.


Context Menu   Top

Address Tab Context Menu
Address Tab Context Menu

When a patron's address is highlighted on the Address Tab, several additional functions are available on the context menu via right-click (Windows) or control-click (Mac).

Preferences

These Column Preferences allow this toolbar to be customized.


New

Adds a new address to patron's record.


Open

Opens a selected address from patron's record.


Delete

Removes an address from patron's record, unless it is the primary address for the patron. If the primary address needs to be removed, set another address on the account to the primary address.


Duplicate

For future development.


Print

For future development.


Import

For future development.


Export

Allows for the patron address record to be exported to text or MSExcel document. Follow the patron address export steps to export data for patron number, address lines 1 and 2, city, province/state, country, first and last names, etc.


Hide Selected Lines

For future development.


alt="Get"
Get

There are three Get functions related to a patron's address. These functions can be accessed through the Contact List as well:


Google Map

Allows the patron's address to link directly to Google Map through a web browser.


Geocode Addresses