How do I add/edit a note on a patron record?

Answer

Search for the user, select the notes tab and click on add note. To continue to check out materials, click manage fulfillment services.
add note on notes tab in user record
 

To EDIT, go to Fulfillment > Manage Patron Services, search user and find the note that you want to edit. Once you find the note, click on the ellipsis on the right-hand side and select “Edit.”

You will be presented with this screen to edit:

edit note

 

user note example

  • Last Updated Sep 06, 2023
  • Views 76
  • Answered By Timothy Jackson

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