603 results found
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Add a note field when resolving Lost item charges at Check-in
We would like there to be an option to add a note when resolving lost item charges, processing fees, and overdue fees when checking in a Lost item. Currently, if we want to add a note when waiving processing fees or overdue fees, we have to first charge the fees, then go to the patron record and waive from there after the fact, just so we can add the notes. It would be much easier if we could add the notes right on the screen that pops up (see screenshot).
17 votes -
Edit inventory date via a record set
We would like the ability to update the inventory date directly via a record set. Currently, to update the date for recently checked-in items, we must generate a text file of barcodes and upload it through the Check In - Inventory workform. We are hoping for a feature that allows us to edit inventory dates within a record set, similar to the 'edit due dates' function.
16 votes -
Ability to bulk move a patron's existing notes data over to the Dated Notes and disable the old Notes section.
Love the new Dated Notes section with the 8.0 upgrade, however, we would like to be able to bulk move the existing non-blocking and blocking notes to the new Dated Notes fields and then disable the old Notes section.
I know the non-blocking notes can be suppressed to not appear at checkout, but I'm referring to disabling all blocking and nonblocking notes allowing staff to only use the new Dated Notes section.
I think it will cause confusion for member library staff to have both Notes sections enabled and nearly impossible to get them all to agree to use one…
16 votes -
Ability to have a different 'Number days held for pickup' based on Material Type
Our member libraries would like to have their admission passes (Material Type 'Pass') configured for a 3 or 4 business day pickup window, whereas all other material types are configured for 10 days. (10 days is too long to hold admission passes for pickup, but makes sense for everything else.) I could see where this might be beneficial for other material types also.
16 votes -
Add Temporary shelf location to picklist
Make temporary shelf location visible on picklist. Adding this to the picklist will allow staff to quickly locate items that might be on display or some other temporary shelf location.
16 votes -
LEAP Add indicator for open Tabs or Records
Tab session visibility is unclear, leading to records being locked unknowingly by users.
In addition to "hamburger" on upper left-hand side of the screen three horizontal lines.Please add Tab indicators or auto-close function when navigating away.
16 votes -
Add "patron barcode for damaged item" option in SimplyReports
We would like to see a "Patron barcode for damaged item" option as an output column in SimplyReports, similar to the one available for Lost items called "Patron barcode for lost item". This would help us when running reports on Damaged items.
16 votes -
Block patrons with lost items from checking out on SIP2 selfcheck
We'd like to block patrons from checking out on selfcheck units if they have lost items. Even though Polaris SA has a configuration in place, that setting only works for API setup, not sip2. we'd like to have a similar setting for sip2.
16 votes -
edit transaction notes in account summary
I would like to be able to edit the transaction notes field in a patron account summary. We recently had an instance come up where someone forgot to add information to an item that a patron was being charged for. It would be nice to be able to go in and edit it after the fact as opposed to having to delete the charge and start over.
16 votes -
Cancel Holds in Bulk Based on Item Circ Status
We’d like the ability to “bulk” cancel holds for items by status (lost, missing, withdrawn, etc.) either by being able to view the circulation status in the patron holds view, or by having the ability to “bulk” cancel holds from a record set.
16 votes -
Create a Back End Updating Feature
A few days ago, we discovered an issue in Polaris. It wasn't a huge problem, but it was a bit disturbing for our cataloguers in that they encountered an error when trying to open up a record set. I checked with others in the IUG and, sure enough, there were other libraries who'd seen the same problem.
So I put in a ticket through the Supportal and received a prompt response. It was a known issue (though it wasn't on the list of Known Issues) and there was a patch available for it. I was asked if I'd like the…
16 votes -
Move Leap timeout setting to SA
We would like to be able to adjust the timeout in Leap after inactivity ourselves. Currently, we have to contact support to do this after each upgrade, since it resets itself. If the setting was in SA, we could reset it ourselves after each upgrade.
16 votes -
Allow libraries to customize info displayed in Leap Patron Record header and properties
We need a way to bring perennial critical patron info to staff attention without creating blocks for customers or forcing staff to open the full patron registration. Having this info in the patron record header or properties would be ideal. For example: at our library, customer registered at branch is not critical info yet it is the most prominent value displayed in the header after name and card number, if we could designate UDF values to take it's place (such as bookmobile stop or language assist needed) or have space to reveal a designated UDF value under patron properties, it…
16 votes -
More Configuration Options For Hold Pickup Slips
We would like to be able to have more options for configuring the Hold Pickup Slip. Our current hold pickup slip is printed using an older piece of Bibliotheca RFID software that is no longer supported. The software allows us to configure the position, orientation and font size of each element on the hold slip. We are also able to select the number of characters to print for each of those elements, for example, first 3 characters of the last name, first character of the first name, etc.
16 votes -
Add email notices to Use Name on Identification in LEAP Registration
If the check box is checked for Use Name on Identification it only applies to print and telephone notices. It needs to apply to email notices too.
16 votes -
LEAP: Pop-up when paying for an outside library's item
Allow for a pop-up when paying for an outside library's item, e.g. 'this is not your library's item, would you like to pay for it' hit continue or cancel, similar to when you're trying to scan a requested item that is meant for another patron. There have been times when a patron comes to pay for another library's item in cash, and unless the staff member checks to make sure that it's only overdue fees or fees that pertains to their particular library, they keep that outside library's payment. They then have to reimburse the item-owning library or the item-owning…
15 votes -
LEAP: Change status from checkout to Lost or Damage in an item's record
A patron doesn't have their library card number on hand, can there be a way to change the circ status to lost from the item record so the replacement cost can be automatically be charged to the current patron's record? At least from the owning library's side, I understand messing with anything in the 'Details' tab shouldn't be done by another library. Hopefully, it can be done with less hoops to jump through by going through the item history and making sure to select the correct patron or hitting any of the other tabs.
15 votes -
Item and Patron barcode printing
We would like the ability to print an item's barcode while in Leap. We have items that either require multiple barcodes for processing or items that have lost their barcode and it would be nice to print these directly from Leap to the printer of our choice.
Currently staff need to grab the barcode from Leap and then open a different software to print the barcode label.
This idea would also be nice if we can expand to a patron's barcode. Patrons come in and don't have their card for that visit but need it to access the computer. Rather…
15 votes -
Separate Almost Overdue & Autorenew notice strings
We recently did an overhaul of our messaging in the notice strings to make things clearer for patrons, and we had issues with clear messaging for Almost Overdue and Autorenew notices, since there are sometimes two separate options for Almost Overdue and Autorenew notice strings, but not always. This only allows us to partially customize them separately, when we would like fully separate options. As a result, for certain strings, we are forced to be more vague, which is not ideal.
Please offer separate options for the email subject line and the email 'other header' strings, as well as the…
15 votes -
Add a note when declaring an item lost on a customer account
When declaring an item lost on a customer account, there is no way to add more to the note on the resulting lost item charge. All that is in the note field is "Declared Lost". It is sometimes important to give more context to the charge and that is why being able to add a note would help!
15 votes
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