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Properties tab

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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.

The sixth tab on the Customer administration screen contains customer properties configuration. On this tab, properties of the customer's account can be configured.

Properties fields

Field Description
Selection

A customer account can have a selection code. This can be entered at the time of registration or can be added or modified on this tab. The selection code can be searched using Selections.

When a customer has registered via the Internet, the field is auto-filled with the selection code INT (Internet registration). After the customer account has been verified, this selection can be changed. 

For more information and to configure the labels available for Selections, see (TABSEL) Customer selection codes.
Individual/Institution

Indicates whether the account belongs to a male, female, or an organization. If male or female is indicated, a gender-specific salutation can be included in marketing messages when configured.
Organization type This section can only be filled if Organization is selected for Person/Organization.
Bypassed check-in

A count of how many times items borrowed by this customer were returned incorrectly (put back on the shelf or left on a table instead of returning to the service desk/book drop). This field is used to track customers who may try to return books without being fined for overdue materials.

 Note: Fines can be configured for items that were reshelved without being checked in using the NNTBOET setting within the Wise configuration manager. See System options for more information. 

Punches on punch cards

Info on punch card

This displays the available punches remaining on the customer's punch card.

Click the Info on punch card button to see additional information about the customer's punch card. If no punches are on the customer's card, a pop-up message will appear. 
Reset login counter

After five unsuccessful login attempts with an incorrect password, Wise blocks customers from their account for 24 hours. To lift the block for a customer:

  1. Click Change at the bottom of the screen.
  2. Click the Reset login counter button.
  3. A confirmation message appears, Reset login block for this customer? Select Yes.
  4. Click OK.
  5. Click Save at the bottom of the screen. The customer can now try to sign in again.
Notify if title previously borrowed

During check out, the customers can allow Wise to notify them if they are borrowing titles that they have previously checked out. This feature can only be enabled when Show loan history is also enabled. A message will appear at the service desk and at self-service, if the self-service machine supports this kind of message.

 Note: The system option LEENHIS must be enabled within the Wise configuration manager to use this feature. See System options for more information.
Show loan history?

When Yes is selected, previous checkouts will appear in My Account. Wise also uses customer loan history to generate reading recommendations. When set to Yes, the customer's loan history also appears in the Historical overview and Log history within the Print customer materials menu. 

If No is selected, previous checkouts and recommendations will not appear until this option is enabled again, unless Clear circulation history is subsequently selected. 
Clear circulation history

Select Yes to clear the customer's circulation history.

When Clear circulation history is selected the customer can no longer:

  •  Use the Previously borrowed option to be notified of items that were previously borrowed at checkout.
  • Create an overview of previously borrowed materials in My account.

The customer's borrowing history will no longer appear in Loan history report, but the customer's log history will appear for 90 days.

 Note: The system option LRBBHST must be enabled to use this function. 
Block web portal and self-service

Select Yes to block the customer from using the web catalog and self-service features of the library. The customer will not be able to renew, reserve or update their personal information on their own. This message remains invisible at the service desk and the customer is able to borrow and return items directly to the service desk. 

General block

Select Yes to block the customer from service. This block can be overridden at the service desk. A notification will display in red below the customer's name and address information to notify staff that the account is blocked, and a confirmation screen will appear to override the block when the customer visits the service desk.

The customer is unable to log into the portal or use self-service when this block is applied.
Block message A custom message can be entered to display to a customer who has a block on their account when they try to access the account online or via self-service. Once a block is lifted, this message is automatically deleted.
Block details This field is automatically filled when a block is selected. It displays the date of the action as well as the staff account that created the block.
Address block Select Yes to block the customer when it is clear that the address is incorrect or unknown for the customer. A notification will display in red below the customer's name and address information to notify staff that the account is blocked. Once the address issue is corrected, remove this block.

Online membership block

 When a customer registers online for an account, this block is automatically set until the account is verified. When the customer accesses their account via My Account or a self-service portal, they receive a message: Registered via internet. The customer must verify their account at the service desk. Once verified, this block must be manually changed to No. 

 Note: If the system option INSMELD is not activated, Online membership blocks are automatically removed once the customer account is verified. 
Card reported missing by customer

When a customer reports that they have lost their library card, this block can be used to prevent another person from trying to use the account. This option must be enabled in Wise configuration manager. Although a customer may have multiple cards on their account, the system cannot differentiate between cards. This selection results in the entire account being blocked. To unblock the card, select No. 

The customer can still borrow items at the service desk. When the customer's account is accessed, a confirmation message appears: Borrower card blocked; card has been reported lost; Would you like to continue? Click Yes to proceed with the checkout process. 
Collection agency block Indicates that the customer’s account has been sent to a collection agency.
Block this customer at terminals (borrow) Select Yes to block the customer from borrowing materials via self-service stations. The customer can still check out items but must go to the service desk. A notification will display in red below the customer's name and address information to notify staff that the account is blocked.
Invoicing fines This option applies to organizations who want to be billed for fines and fees instead of settling at the service desk. When this function is enabled, outstanding items can accrue quickly and may cause an account to be blocked. Click Yes to enable access to public functions at all times
May request collections Indicates whether or not this customer has permission to request a full collection for check out.
Relationships

The relationships table is visible if configured in Wise configuration manager. For more information, see Create a new relationship.

Relationships

Relationships can be established in Wise to enable customers to perform actions on behalf of others. An account can have any of the following relationships associated with their account:

  • Head of family > Child
  • Child > Head of family
  • Authorization giver > Authorized person

A head of family/child relationship is not limited to actual family members and the customers do not have to share an address. However, the following limitations apply:

  • A customer can have only one Child > Head of family relationship
  • A customer can have multiple Head of family > Children relationships, but cannot also have a Child > Head of family relationship

This provision is primarily financial in nature. When a head of family makes a transaction at the service desk, they are asked if they want to pay for their related children as well.

 Note: To use Relationships, the license LIC_MACHTIGING must be active. Contact OCLC Support for assistance. 

Create a new relationship 

  1. Search for the customer whose account you would like to add a relationship to, and open their account.
  2. Navigate to the Properties tab. 
  3. Double-click on the Relationships table. A menu appears.
  4. Select Add relation. A customer search box appears. Select a search option:
    • Search customer: Opens a new search window
    • Search customer (via previous list): Opens a search window with the same search criteria from the last search performed
    • Search customers at the same address: Shows all customers who share the same address as the current customer
  5. Select the customer you want to add a relationship to and click OK. The Edit relationships screen opens. The top of this screen is not editable. It displays the library card numbers and names of the two customer accounts being linked.
  6. Select a Relationship type:
    • Head of family > child: This allows the head of family to pay fines and fees for their children 

       Note: Head of family > child relationships are only visible within the Wise client, not in My Account. Head of family customers can only pay fines for the child through the Client. Head of family customers cannot renew items for their children.

    • Child > Head of family: This allows the head of family to pay fines and fees for their children 

       Note: Child > Head of family relationships are only visible within the Wise client, not in My Account. Head of family customers can only pay fines for the child through the Client. Head of family customers cannot renew items for their children.

    • Authorizer > Authorized: This allows a customer to authorize another customer to renew items or make payments on their account
      • If this selection is made, indicate whether the authorized customer can Renew items or Pay fines on behalf of the customer. Only one of each type of authorization can be added within the Wise staff client per account 

      •  Note: The relationship types available to you depend on your system configuration. To add or remove the types of relationships available, contact your system administrator.

  7. Click OK. The relationship displays in the Relationships table.

Delete a relationship 

  1. Search for the customer whose account you would like to add a relationship to, and open their account.
  2. Navigate to the Properties tab
  3. Select the relationship you want to delete and right-click the line.
  4. Select Delete relation. A confirmation message appears, Delete relation?
  5. Click Yes to confirm. The relationship is deleted and the accounts are no longer linked.

View relation

  1. Select the relationship you want to view and right-click the line.
  2. Select View Relation. The related account opens.

 

 

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