Messages/Blocks on Patron Accounts - Option to Apply to Linked Accounts
Would like Sierra to flag/make it obvious when there are issues with linked accounts. Ideally, when you insert a message in one linked account, you then have the option (yes/no) to apply that message (insert it) on all linked accounts. Same for when you delete a message that has been applied/added to all linked accounts.
If it's a serious issue (billed item, large fines remaining after billed items, etc.), we apply a family block, which acts as an alert to staff to look at the details of linked accounts. For other cases, we use the message field to note something staff should be aware of (e.g., kid is checking out on parent's card, child's card is expired, etc.), put that on all linked cards, and then have to remember to remove all of the messages when the issue has been resolved.
Idea Value
Ensure library staff are aware of any issues that apply across linked accounts.
Cut down on staff time applying and removing messages on patron accounts.
Alison Pruntel
shared this idea
This idea has been reviewed with Engineering. Although the ability to manage messages and blocks across linked accounts would have benefits to patrons and staff, the ability to keep these messages and blocks synchronized across linked accounts would be very difficult.
This idea will be archived for future reference and may be reconsidered for a later release.
