Customer menu
Learn about the options within the Customer menu in Customer administration.
- Search for customers
- Learn how to search for customer accounts in the Customer administration section of the Wise staff client.
- Add new customer
- Learn how to add a new customer account in the Wise staff client.
- Borrowed items
- Learn how to view information about a customer's borrowed items within Customer administration.
- Change return date
- Find information about the change return date option within Customer administration.
- Holds
- Learn about the options available within the Holds menu in Customer administration.
- Notification
- Learn how to add a message to a customer account using the Notification option within Customer administration.
- Set PIN and Reset password
- Learn how to reset a customer password in the Customer administration section of the Wise staff client.
- Financial menu
- Learn about the functions available from the Financial menu of the Customer administration screen in the Wise staff client. From this menu, staff can add fines and fees, waive, and add deposits.
- Customer correspondence
- Learn how to view customer messages, invoices and other correspondence in the Customer administration screen of the Wise staff client.
- Print customer receipt
- Learn how to print customer receipts from the Customer administration screen in the Wise staff client.
- Print customer materials
- Learn how to print customer materials from the Customer administration function of the Wise staff client.
- To checkout and To check in
- Learn how to navigate to circulation screens from the Customer administration screen in the Wise staff client.