Fee tab
Customer fee fields
The third tab in the Customer administration screen contains information about the customer's account type.
Field | Description |
---|---|
Registration date | Date when the customer was added to the system. |
Library cards |
All library cards that the customer uses appear in this field. Past library card accounts are also visible here. The following information is displayed for each card:
Note: A new line is added for each library card period (if there is an expiration period). Library card types are changed using this table. See Change library card type for more information. |
Terminate |
To deactivate a library card, select when you would like the card to expire. See Deactivate a library card for more information. |
Reason for deactivation |
Select a reason from the drop-down list for deactivating the card. See Deactivate a library card for more information. |
Iban | Not for use in US libraries. |
Bic | Not for use in US libraries. |
Change membership or extend a membership
A library card type can be changed on this tab.
- Click Change at the bottom of the screen.
- Click Change membership below the Library cards table. A confirmation message appears: Membership will be changed. Start directly?
- Click Yes to start the change immediately. The Library card type list appears.Select the desired account type and click OK.
- Click No to allow the change to take effect once the current card expires.
- The Membership window opens. Select the membership type that will replace the current account type and click OK.
- Click Save to save changes.
Deactivate a library card
A card can be deactivated at the service desk or online by the customer if enabled in My Menu method.
When a customer chooses to deactivate their card online, the change will not take effect until the card expires. To deactivate immediately, the change must be made at the service desk.
Note: Deactivated customers will still appear in search results within the Client. Deactivated accounts appear in red within the search results screen.
To deactivate a card:
- Click Change at the bottom of the screen.
- Select the library card you wish to deactivate from the Library cards table.
- Select a cancelation option from the list:
- Deactivate account now: Deactivates the card immediately. The card is assigned the status "Deleted". If there are costs associated with this account type, the amount is calculated and reimbursed immediately.
- Deactivate card from <expiration date>: The card is deactivated at the end of the expiration month. If there are costs associated with this account type, the reimbursement is not calculated until after the date that the card is deactivated.
- Deactivate the card from <selected date>: Select a date from the drop-down list. If there are costs associated with this account type, the reimbursement is not calculated until the card after the date that the card is deactivated.
- Select a reason for deactivation from the Reason for deactivation drop-down list. This reason will display in the blue bar at the top of the customer information screen.
- Click Save. If the customer has outstanding items on the card, a message will appear with information.
Deceased customers
When a customer is deceased, their account can be removed from Wise by selecting the option to Deactivate account now and choosing Deceased as the Reason for deactivation. When this action is performed, it is important to also:
- Ensure that the items they checked out have been returned
- Process any fines/fees
- Delete any family relations
- Deactivate the membership effective immediately
Once this action is performed, Wise will update the account so that:
- An asterisk (*) is placed in front of the customer's name
- When searching by name, the deceased customer will not be returned in search results
- The message preferences for the account are deleted
- The email address is deleted
- A general block is added to the account:
Note: The customer will still appear in search results when searched by street address or zip code. Deceased customers will not appear in a name search.
Customers deleted for non-payment
Customers who have not paid for their account is assigned status 4 = Payment overdue after a number of months. If the payment is not received after a longer period, the status is changed to 9 = Deleted. The terms of these statuses are defined in Wise configuration manager.
Banned customers
A customer can be banned by selection the option to Deactivate card now and choosing Banned as the Reason for Deactivation. This status is defined in Wise configuration manager. Banned customers are assigned the status 8 = Banned. Customers with this status will not be removed from the system. If a customer wants to register again in the future, the banned status will show in their account.
Reactivate an account
To reactive an account for a customer who is no longer active in the system, go to Customers > Search customer or scan the customer's old library card barcode. A message appears with the option to use the existing customer data. You can view the information before using it.
Even after a customer's account has been deleted (status 9), it can be reactivated in the system.
If you are issuing a new card, based on name, ZIP code and date of birth, Wise will check for duplicate accounts before the new account is created. If an existing account is found, a confirmation message will appear.
Click Yes to go to the existing customer account.
Once the account is opened, you will see if there are outstanding fees or items in the customer's possession. Click Reregistering at the bottom of the screen. You will be prompted to select a membership type. From here, the account can be reopened, and registration fees (if applicable) paid.
Permanently delete customer data
Customer data can be deleted from Wise. Once a month, Wise automatically purges customers who have been unregistered for more than five years.
To manually delete a customer:
- Cancel the customer's library card by following the steps above.
- Ensure that all fines and fees have been settled.
- Click Change at the bottom of the screen.
- Click Delete at the bottom of the screen.
Note: Only staff with authorization are able to permanently delete a customer account. Once an account is deleted, it cannot be recovered.
Merge duplicate customers
It is possible within the Customer tab to merge duplicate accounts.