Customer workflows
Find workflows for use in the Customer administration section of the Wise staff client.
- Access previously viewed customer records in the Client
- Find information on how to access customer records that were previously viewed in the Client.
- Add fines to a customer account
- Learn how to manually add fines to a customer account.
- Claims returned workflow
- Learn how to manage items customers claim to have returned within Wise.
- Enabling or disabling loan and circulation history
- Learn how to enable or disable loan history, and how to clear circulation history from customer accounts.
- Establish a customer relationship
- Learn to view, establish, and delete customer relationships within Wise.
- Print a library card
- Learn how to print various types of library cards for customers.
- Waive fines or fees
- Learn how to waive customer fines or fees in Wise.