Customer administration screen
Learn about the layout of the customer administration screen and how to view and make changes to customer information in the Wise staff client.
Customer information appears in the customer administration screen on a series of tabs. By default, the customer administration page opens to the second tab, Address details. Tabs will vary, depending on the Customer type.
To return to the customer information view from circulation or other administration screens, you can do any of the following:
- Double click in the top part of the page
- Go to Customer > Customer administration
- Customer administration screen layout
- Find information about the layout of the Customer administration screen.
- Customer tab
- Learn how to view customer information in the Customer administration section of the Wise staff client.
- Address details tab
- Learn how to view and edit customer address information in the Customer administration section of the Wise staff client.
- Fee tab
- Learn how to view and edit customer fee information, change membership types, and deactivate accounts in the Customer administration section of the Wise staff client.
- Account changes tab
- Learn how to view customer account changes in the Customer administration section of the Wise staff client.
- Notifications tab
- Learn how to view customer notifications, add private comments, and add predefined messages in the Customer administration section of the Wise staff client.
- Properties tab
- Learn how to view and edit customer properties within the Customer administration area of the Wise staff client. This includes communication preferences, blocks, loan history, customer relationships, and more.
- Notification preferences tab
- Learn how to view and edit customer notification preferences in the Customer administration section of the Wise staff client.
- Cards tab
- Learn how to manage customer library cards in the Customer administration section of the Wise staff client.
- Marketing tab
- Learn how to view and edit customer marketing preferences in the Customer administration section of the Wise staff client.
- Roles tab
- Learn how to view and edit customer roles in the Customer administration section of the Wise staff client.
- Profiles tab
- Learn how to view and edit profiles for a customer in the Customer administration section of the Wise staff client.
- Badges tab
- Learn how to assign and remove badges from customer accounts in the Wise client.
- Customer batch changes
- Learn how to change fields in batch on customer accounts sharing the same address.