Editing a Borrower

The details below explain the two methods to edit an existing borrower. This can be done through two areas for convenience both of which are demonstrated below.

Method 1 - Through Borrowers

·Open the borrowers table from the left hand menu to load a list of all the currently enrolled borrowers. Another way to get to the borrowers table is to click Database / Borrowers from the menu at the top of Management.

·Locate the borrower in the list. This can be done several ways but normally the fastest way is to type the name into the quick search box at the top right of the Management page and press Enter.

·When the borrower has been located, double-click on the corresponding record with the mouse or highlight the record and click Edit from the right menu to open the record card.

·The record card showing the details of the borrower will open.

·When any required changes have been made, click Save to retain these alterations.

Method 2 - Through Circulate

The record card of a borrower can also be accessed directly from Circulate by a user logged in with the appropriate permissions. This may be useful to update a record with the borrower when they are requesting to take a book out rather than having to load their record in management. The steps below explain how to get to a borrower record card from Circulate.

·Open Circulate and load the borrower record so that the Current Loans / Past loans etc. are visible like in the example image below.

·Click the Details button on the left of the Circulate page.

·The associated borrower record card will open.

·When any required changes have been made, click Save to retain these alterations and return to circulate.