Notifications tab

Notifications (public)

Notifications appear when the customer record is accessed through Customer administration or circulation functions. Four messages with a maximum of 60 characters can be created for each customer. If a message is included in the Notices section, it will appear on the screen any time the customer account is accessed. These messages are visible only to library staff. 

 Caution: These notifications can be viewed by all library staff with access to customer administration.

Notifications can be added and edited from several locations:

• Check in > Customer > Notification
• Customer administration > Notifications
• Branch management > Customer account > Customer administration

If there are notices on a customer's account, a note will display below the customer name and address box in the top of the customer administration screen. Once the notice is removed, this note disappears.

Notices can be manually typed into the text boxes, or a Predefined message can be inserted.

Comments (private)

Staff comments are intended for library employees only. If a customer has a comment on their account, a pop-up will appear when accessing their account through the staff client. Private comments can be added by clicking Change and typing the comment into the Comment (private) box. 

 Note: When a Wise system has multiple Library Organizations or LOs (ex: a consortium), these notifications (public) and comments (private) are only visible within the LO they were added.

Predefined messages

Predefined messages can be created in Wise configuration manager at OCLC Wise > Customers > System tables > (TABLML) Customer notifications. These messages can be automatically inserted into both the Notification and Comment section. To add a predefined message to the customer's notifications:

1. Select the message you wish to add from the Predefined messages drop-down list.
2. Click Insert in notification or Insert in comment. The predefined message is added.