Patron Detail Tabs: Profile Tab

Patron Detail Tabs: Profile Tab (Reference)

Patron Detail Profile Tab
Patron Detail Profile Tab

This tab provides a place to save some more personal information about the patron

Formal Name

The patron's formal name. The formal name is a combination of salutation, first name, initial and last name.


Greeting

Displays the name the patron likes being called in every day life. It is quite often the patron's first name or a version of it.


Birthday

Date of patron's birth. Use the calendar button to select a date or type a date in the field provided.


Anniversary

Patron's anniversary date. Use the calendar button to select a date or type a date in the field provided.


Spouse

Patron's spouse's birthday. Use the calendar button to select a date or type a date in the field provided.


Notification

Select an electronic notification from the drop down. This will send an electronically generated letter to a designated employee alerting that employee of activity in this patron's record.