Ability to suppress patron codes at registration
Our system uses over 20 patron codes but less than half are used when first registering an account. We'd appreciate the ability to suppress some patron codes from the patron code dropdown menu in the NEW patron workform (but not when displaying an existing patron account that has already been saved and had a patron ID assigned). This would cut down on staff accidentally selecting the incorrect patron code when registering accounts.
Emma Olmstead-Rumsey
shared this idea
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Emma Olmstead-Rumsey
commented
That's correct. That lets you suppress patron codes by org ID (branch), but not by WHEN in a patron record's life cycle the account is being modified.
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Wes Osborn
commented
Just verifying, you've tried this and it doesn't work for you? https://documentation.iii.com/polaris/7.8/Default.htm#PolarisStaffHelp/UI_Ref/PRadminPat/Patron_Registration_Filter_Patron_Codes_Dialog_Box.htm