71 results found
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Grouping Items Renewed separately from Items Not Renewed
There's a need for different blocks within the Almost Due / Auto Renew notice.
The top block should group all the items that failed to renew and are due soon. The second block should group all the items that renewed and are due later.53 votes -
Design a way to unblock a previously Hard Bounced email address
Once an email address has Hard Bounced, there is no way to unblock it and continue sending notices by email. We have had an example where a patron's email address Hard Bounced, preventing further notices from being sent to it. We have since confirmed that the email address is valid and can receive email but there is no way for us to unblock the address in LX Starter to try to resume sending email notices to the patron.
We have tried putting in a new email address and then re-adding the email address that previously bounced and LX Starter still…
13 votes -
Add "Reason", "Additional Info", and "Charging Library/Branch" Merge Tags to Manual Bills
Please add essential merge tags—"Reason", "Additional Information", and "Charging Library/Branch"—to the Manual Bill feature in LX Starter for Polaris libraries. These tags are fundamental to our billing processes and are conspicuously absent, impeding our ability to relay comprehensive billing details to patrons as is standard in Polaris' Manual Bill, as per the documentation in Polaris Staff Client Help - Bill a charge manually to a patron account (https://documentation.iii.com/polaris/7.5/Default.htm#PolarisStaffHelp/Patron_Services/PPuseacct/BillChargeManu.htm)
It's also come to our attention that Sierra libraries are encountering similar issues with missing merge tags, as highlighted in the idea titled "Library Name, Library Address, Branch Name, Branch…
14 votes -
Ability to send test message with data pulled from the ILS
The key functional feature of the notice templates are merge tags. When sending a test message, the most important thing you would want to be testing is whether merge tags are displaying correctly. However, since dummy data is used in the test notices, the test notices don't allow you to assess if your merge tags are working or not. It would be really nice if test emails could be sent with data pulled from the customer's ILS so we could see if our merge tags were working.
43 votesReviewing this idea for possible future development.
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resend notices
The ability to retry sending a notice after you update an email address. I deal with student patron records. We send all notices to the students email accounts - however, after they are no longer a student there student email is shut off. However, many if not all of them have alternative email addresses in their student records. So we could resend the notice to the alt-email.
5 votes -
Pull DVD artwork for notices using BOTH ISBNs and UPCs
Pull DVD artwork for notices using BOTH ISBNs and UPCs
35 votesReviewing this idea for future development.
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Ability to send checkout receipts
It would be helpful if LX Starter allowed for patrons to receive checkout receipts via email. Sierra currently supports customizable checkout receipt emails using Due Slip print templates, but these are difficult to work with.
30 votes -
Take a good, hard look at patrons' data privacy in LX Starter
LX Starter seems to be bringing over and storing most of the personal data from a patron's record whenever it sends them an email. (See screenshot attached.) Even though much of it is hashed, it raises 2 major concerns:
why is LX Starter NOT treating all of this information, such as patron barcode and last 4 of phone number, as PII, since in many libraries this combo can be used to access patron records through the online catalog?
why is it bringing over this additional information at all (address, phone, birthdate, etc.) when the only PII LX Starter should need…
30 votesWe appreciate you raising these concerns with PII and security and will continue to review them as we work to improve the product.
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39 votes
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Add a list of merge tags and what they correspond to in the ILS
Merge tags use different terminology than either Sierra or Polaris ILS. Create a key that maps merge tag names to the corresponding field in each of the two ILSes so that users can understand what data will be pulled when they insert a particular merge tag.
34 votesWe are actively working with our Documentation team to produce this documentation.
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Add message to account when "marked as spam"
Please also put a message in the patron account when they mark our email as spam. I think anytime the notice preference is automatically updated by the system, a note should be added.
21 votesWe will consider this idea for possible future development. Thank you!
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Use library email addresses for email testing.
When testing the email workflow in LX Starter, the emails are currently sent from vega@iiivega.com. Instead, it would be better to send test emails from the actual email addresses configured for the library.
This would more fully validate the end-to-end email process and catch any issues before LX Starter is live, as reliable email delivery is critical.
Benefits:
- Tests the full email process from the library's email address
- Catches email issues before product launch
- Validates reliability of email workflow before sending emails to patrons.
Suggested Implementation:
- Update the LX Starter email test feature to send from the configured library…
19 votes -
Patron Expiration Date Merge Tag
We'd like to be able to add the expiry date into some of our notices to help patrons be more proactive with their account management.
5 votes -
Ability to upload fonts
Ability to upload fonts under Library Settings, same as images and colours.
7 votes -
Patron choice for full account visibility with each notice sent
We have received feedback from patrons regarding post-introduction of LX Starter, and one common complaint is that the new emails do not display the complete details of all items currently checked out on their account. While this change appeared logical to most patrons, as they only receive notifications for items requiring action, some individuals are still dissatisfied that we no longer send the full account information with each notification. To address this issue, implementing a feature in 'My Account' that allows patrons to toggle between receiving complete account details or streamlined notifications would be a valuable addition, helping to minimize…
16 votes -
Show copy of the notice sent in LX starter backend
When we look at the notice information LX Starter backend, we should be able to see and download a copy of the notice sent to the patron.
This would give you the ability to print out the notice if necessary - to either mail or hand the patron.
28 votesReviewing this idea for possible future development.
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Update templates using a saved block that is modified
When a saved block is edited, we would like it to automatically update any templates using that saved block rather than having to go to each template and re-add the updated block to each template one by one.
30 votesWe will consider this idea for possible future development. Thank you!
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Include a Sandbox or Testing option for editing template designs
Include a Save As option, or some kind of sandbox/testing area in Template Design so users can play around with the notice design and save different versions before publishing.
16 votes -
Add setting for default font in branding setup
In the library brand settings, add the ability to select a different default font for all templates which have not yet been customized.
24 votesWe will consider this idea for possible future development. Thank you!
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Add Merge Tab to show sample of how hold is filed on shelf
For enhanced privacy, we have configured Polaris Hold Tag to file patron holds under 2 characters of last name, first initial(s) and then last 4 digits of barcode number. We would love to have a merge tag that can pull in the "Hold Tag" template from Polaris that we can title "Filed Under" so patrons will know in advance what information they will need to locate their hold on our shelf.
3 votes
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