294ac9ccc8
This patch updates the text and links in the patron related help files. To test: * visit all patron pages * Click help * confirm test and links Signed-off-by: Galen Charlton <gmc@esilibrary.com>
55 lines
No EOL
2.2 KiB
Text
55 lines
No EOL
2.2 KiB
Text
[% INCLUDE 'help-top.inc' %]
|
|
|
|
<h1>Patrons</h1>
|
|
|
|
<p>The Patrons module stores the information you add about your patrons.</p>
|
|
|
|
<p>Clicking on the link to the Patron module will bring you to a search/browse screen for patrons. From here you can search for a patron by any part of their name or their card number.</p>
|
|
|
|
<p>Clicking the small plus sign [+] to the right of the search box will open up an advanced patron search with more filters including the ability to limit to a specific category and/or library.</p>
|
|
|
|
<p>Depending on what you have chosen for the 'Search fields' you can search for patrons in various different ways.</p>
|
|
|
|
<ul>
|
|
<li>Standard:
|
|
<ul>
|
|
<li>Enter any part of their name, username, email address or barcode</li>
|
|
</ul>
|
|
</li>
|
|
<li>Email:
|
|
<ul>
|
|
<li>Enter any part of their email address and choose 'Contains' instead of 'Starts with'</li>
|
|
</ul>
|
|
</li>
|
|
<li>Borrower number:
|
|
<ul>
|
|
<li>Enter the Koha borrower number</li>
|
|
</ul>
|
|
</li>
|
|
<li>Phone number:
|
|
<ul>
|
|
<li>Enter the phone number exactly as it is in the system or by using spaces between each batch of numbers.</li>
|
|
<li>Example: To find (212) 555-1212 you can search for it exactly as it was entered or by searching for 212 555 1212</li>
|
|
</ul>
|
|
</li>
|
|
<li>Street address:
|
|
<ul>
|
|
<li>Enter any part of the patron's address (includes all address fields) and choose 'Contains' instead of 'Starts with' to find the string anywhere in the address</li>
|
|
</ul>
|
|
</li>
|
|
<li>Date of birth
|
|
<ul>
|
|
<li>A tooltip will appear telling you how to enter the date of birth, most libraries will be entering MM/DD/YYYY for the birthday search</li>
|
|
</ul>
|
|
</li>
|
|
</ul>
|
|
|
|
<p>You can also choose to either search for fields that start with the string you entered or contain the string. Choosing 'Contains' will work like a wildcard search.</p>
|
|
|
|
<p>You can also choose how your results will be sorted by using the 'Order by' pull down menu at the end of the form.</p>
|
|
|
|
<p>You can also browse through the patron records by clicking on the linked letters across the top.</p>
|
|
|
|
<p><strong>See the full documentation for the Patrons module in the <a href="http://manual.koha-community.org/3.14/en/patrons.html">manual</a> (online).</strong></p>
|
|
|
|
[% INCLUDE 'help-bottom.inc' %] |