At times it may be necessary to add certain notes to a patron's record in the circulation area. These notes are added to the patron via the Circulation screen and may be highlighted on Issue or merely exist as an historical note. Multiple notes may be added to any patron on a variety of subjects. eg. Lost item payments, access to specific resources.
a. To add notes to a user:
1. Search and find the user on the Circulation screen.
2. Click on Notes tab.
3. Click 
button.
4. Add text for note.
5. click 'Highlight on issue' box if you wish the note to pop-up each time you issue to the person.
6. Save changes.
Notes can be edited to remove the 'Highlight on issue' and kept as historical notes, or deleted.
b. Block patron from borrowing resources
Borrowers can be blocked from borrowing by:
- bringing the person up in Circulation,
- clicking on the Notes tab, then
- clicking the
button as shown below.
Note: they can later be unblocked by repeating this and turning the block off again.
