Address details tab

Address details fields

The Address details tab is the default tab that opens when a customer account is accessed. The following information is found on the Address details screen:

Field	Description
Title	Customer preferred title (For example, Mr., Mrs., etc.)
First name	Customer first name
Middle name	Customer middle name or initial
Last name	Customer last name
Suffix	Customer suffix
Preferred first/given/personal name Preferred last/surname/family	Customer can opt to add a preferred first and/or last name. The Customer's preferred name will display in place of their legal name in customer-facing applications, and in addition to their legal name in staff-facing areas of Wise. Note: ADDL_NM must be set to Yes in system option, in order to enable this functionality.
Customer tag	A customer tag can be used to search for an account using the Name field from the search screen. This field might be used for special accounts, such as "nursing home" so that a search for "nursing home" returns all nursing home customers in the system.
Born	Date of birth, use the format MM/DD/YYYY
Phone	Customer telephone number
Fax	Customer fax number
Telephone-2 Telephone-3	Additional telephone number
mobile number	Customers preferred number to receive text messages
Email	Customer email address
Email-BCC1 Email-BCC2	When configured, the customer can include BCC address(es). For example, a parent or guardian may choose to include their email address as a BCC email on a child's account. All administrative messages (notifications, reminders, etc.) sent to the primary email address will also be sent to the BCC address(es). Newsletter and marketing messages will not be sent to these addresses. Note: The BCCMAIL system option must be turned on in order to use BCC email addresses.
Billing email	Used to send bills to a separate billing email address.
Contact person	For schools and other organizations, the contact person's name is printed on messages to the customer.
Telephone contact person	For schools and other organizations, the number used to reach the indicated contact person.
Branch	Home branch for the customer. The branch number can also be viewed in the customer bar at the top of the screen.
Addresses	Additional addresses, see Change, add, or delete addresses.

Change, add, or delete addresses

Additional addresses can be added to the Address details tab.

A customer may have the following address types:

Address type	Description
Main address	Required, if configured by your institution.
Mailing address	Optional. All print notifications are sent by default to the mailing address, if provided.
Billing address	Optional. Fees and fines bills are sent by default to the billing address, if provided. If no billing address is provided, bills are sent to the Main address.
Alternative address	Optional. An extra address for information purposes. It might be used for a vacation address.
Contact address	Optional. An extra address that can be entered if someone other than the patron should be contacted.

If no additional addresses are provided, all mailed communications will be sent to the main address.

To add or change an address:

Double click on the address line you want to add or edit. An Edit address screen appears.
Provide new address information and click Save.

To delete an address:

Highlight the address line you want to remove and right-click.
Note: The main address cannot be deleted. It can only be changed.
Select Delete address. A confirmation message appears.
Click Yes to confirm.

Watch a video

Manage Customer Addresses

Run time: 2:54

This video demonstrates how to successfully add, delete, and modify the various addresses of a customer in the Wise staff client.

Deduplicate customers

When using the deduplicate option, Wise checks for unexpired accounts in the system that share the same last name, address, or date of birth. These fields must be an exact match to be considered a duplicate customer.

Note: In order to use the deduplication functionality, the system option ONTKCLI must be activated.

To review and merge duplicate customer records:

Search for the customer that is duplicated.
Click Change to edit the customer record.
Click Deduplicate at the bottom of the screen. If there is a possible match, the Deduplicate window opens.
If needed, click Move 'primaries' to change which record is Primary. The record in the top box is the primary record and will be kept, the bottom record will be merged into this record.
Check the box Deduplicate to remove the duplicate customer and merge existing data to the primary customer. This action cannot be reversed. If this option is selected, the following data will be merged to the primary customer:
- Checked out items
- Holds
- Loan history
- Membership
  Note: The primary account membership will be carried over as the active membership. Memberships from the merged account will be deactivated and retained for reference.
- Financial details
- Library card numbers
- Email addresses
Click Process to complete the process.