Open and edit patron record from item record
When viewing an item record, you can double click on the patron# and you can view the patron record of the person who currently has the item on loan. It would be good to also be able to have the option to actually edit the patron record, and to also be able to access what they currently have checked out.
Idea Value
This would negate having to have another Sierra session open and do a separate search for the patron's record so as to check what else they might have on loan, and/or to amend their record/add a message etc. A situation which seems to occur quite a lot especially when following up on overdue items, holds, etc., and the extra steps involved in doing another search for the patron so as to access their record to edit it, is time consuming and frustrating.
Cathy Ahern
shared this idea
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MEEP candidate July 2024
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Kimberly Allen
commented
I occasionally volunteer at the circ desk when we are short staffed and I was astounded that this functionality wasn't already baked in. I also concur with Alison that we should be able to open/edit a patron record in a review file.
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Patricia R Stockbridge
commented
This would definitely save time. The two suggestions below would also be great.
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Tara Major
commented
I would also like to be able to open the patron record from the Check in (No Patron) screen by double clicking on their name and then have access to their checkouts/holds/fines, etc. This would eliminate the step of having to change to the Circulation Desk screen, and enter their information in the search bar to pull up their account.
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Alison Pruntel
commented
This would certainly save a lot of time. Would also like to be able to open the patron record (and edit) from a review file.
