Merge patron function write note to Dated Notes
When merging patron records, the system currently appends merge details to the Non-Blocking Notes section. However, with the introduction of Dated Notes and the ability to hide Non-Blocking Notes, this information can be lost depending on system settings.
We would like to see one of the following options implemented:
Allow administrators to choose where the system writes merge notes.
Have the system automatically write merge notes to both note types (Non-Blocking and Dated Notes).
Aaron Thomas
shared this idea
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Sarah St. Martin
commented
We are looking at implementing Dated Notes but that block/note for merged patrons would need to be in the Dated Notes first. The idea of an administrative setting to choose where to add the merge note is preferable, so that if we switch that information would only exist in one place. If we disable the classic notes and that migrated note appears there (whether alone or in addition to the dated notes), the "Patron has notes" block still appears, and staff would not be able to access that classic note to delete the content which would remove that block unless they log into the client, which not all circulation staff have access to.