Patron Detail Tabs: Contact Info Tab

Patron Detail Tabs: Contact Info Tab (Reference)

Patron Detail Contact Info Tab
Patron Detail Contact Info Tab

This tab is used to show all the contact information for a patron, such as phone, fax, email and web links. You can alter key preferences from the list or you can go to the Patron Contact Card to add, edit or delete any of the contact information.

Type

An image representing the type of contact information represented on this line. Contact data can be one of:

  • Email addresses (multiple allowed, each of which logs into the same account online)
  • Phone numbers (home, work, cell, emergency, etc)
  • Fax numbers (multiple allowed)
  • Web sites (personal or work related)

Location

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


Phone/Email/Website

The detailed contact information.


alt="Contact
Contact Button

Opens the Contact Card so that you can edit their contact information.


alt="Add
Add Button

Adds a piece of contact information to the patron's record. Each selection opens another flyout to select. When you make your selection, the Contact Card opens to the field selected.


alt="Remove
Remove Button

Removes the highlighted piece of contact information from the patron record.


alt="Set
Set Primary Button

Changes the highlighted information to the primary contact information for the patron.


alt="Primary
Primary Contact Icon

The primary contact information is recognized by this green dot symbol.


alt="Reset
Reset Password Button

This button will be activated when an email contact is selected. Clicking it begins the password reset process.


alt="Password
Password Reset Popup Window

This is the password reset confirmation popup. If you continue, the patron's current password will be reset and rendered un-usable. A password reset email will be sent with a 48-hour reset link. If the patron does not make a new password within 48 hours, you (or they) will need to reset the password again and get a new email.