Access previously viewed customer records in the Client
Find information on how to access customer records that were previously viewed in the Client.
Library staff performing customer administration in the Wise Client are able to navigate back to previously accessed records. The list of previously viewed customer records in the Client is located in the customer administration screen.
Note: In the client, the customer records for the current day are displayed. There is no limit to the number of records per day that will display.
To access records previously opened in the Client:
- Go to Customers > Customer administration.
- From the Customer administration menu, choose Customer > Search customer (recently viewed) to open the Recently viewed window with a list of recently viewed records. The following details are included:
| Detail | Description |
|---|---|
| Barcode | The patron’s library card number. |
| Name | The patron's name. |
| Fm – Family Relationship | K = Child, H = Head of Family, D = Invalid subscription. |
| Birth | The patron's date of birth. |
| At – Attention | J indicates that there is a report with this customer. |
| Status | Patron's membership status. |
| Rg – Registrations | How many open registrations the customer has. |
| Rs – Reservations | Number of reservations not yet processed; in brackets the number of reservations received. |
| Ex – number of borrowed items | The number of overdue items in (shown in parentheses). |
| Customer ID | Patron's customer ID |
| Time | The time that the record was last viewed. |
- Click on the record you want to open and click OK. The record is opened.