Learner guide: Wise Staff client Customer administration

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Course overview

The Wise Staff client: Customer administration course provides instruction on how to navigate the Customer administration menu, manage customer accounts, and perform advanced customer account scenarios. This course is best suited for library staff who are new to Wise and already have a basic understanding of navigating the Staff client.

Note: This learner guide is designed to accompany the Wise Staff client: Customer administration course.

Getting Started: Menu Navigation

Within the Wise Staff client, customer accounts are created and managed in customer menus.

Customers menu - Provides access to Customer administration and the search customer screen.
Customer administration menu - Open Customer administration from the Customers menu or utilize the shortcut to open Customer administration from the Wise dashboard. Customer accounts are created and managed in Customer administration.
Customer menu - Accessed from the Customer administration screen, provides options to search for customers or add new customers. Once a customer account is open, customer circulation and financial menus are available.

Customer accounts

Opening a customer account

Search customer is available from the Customers menu or the Customer menu from the Customer administration screen. Staff can search for a customer via the customer details screen or by item number (library card barcode).
Search customer (directly) can be accessed from the Customer menu from the Customer administration screen. This option will open the Customer details screen where staff can enter customer information (i.e. name, address, or phone number) to search for a customer account.
Search customer (via previous list) can be accessed from the Customer menu from the Customer administration screen. Staff are able to return to the last customer search performed in the customer details screen to search for a customer account.
Add new customer is available from the Customer menu from the Customer administration screen. When selected, Wise prompts staff to enter relevant new customer information to set up a new customer account.

Editing a customer account

The Customer administration screen allows staff to view and modify customer information. Customer information appears in the customer administration screen on a series of tabs. To edit customer accounts, staff will navigate to the corresponding tab to modify customer information and preferences. The table below highlights the more commonly used tabs for editing customer accounts.

Note: Before any modifications can be made to customer information, Change must be selected from the bottom bar to enable editing for each tab.

Screenshot of Change button

Address details	Default tab when a customer account is opened Edit customer name, address, phone number, and e-mail Customers can have more than one address type associated with their account Main address Mailing address Billing address Alternative address
Notifications	Create and track notes and comments for a customer account Notification (public) - messages viewable by customers and staff Comment (private) - messages viewable only by staff Predefined messages - can be created in the Wise Manager to be inserted as either a Notification or Comment
Properties	Modify customer communication preferences, blocks, and loan history Create and edit customer relationships
Notification preferences	Modify how the customer will be notified by the library
Cards	View card type and status Replace customer library card Block or unblock customer library cards

Circulation Tasks

When a customer account is open in Customer administration, the Customer menu provides options to view customer account details. The Customer menu is used in conjunction with circulation tasks for the associated customer. From this menu, there are shortcuts to the checkout and check in screens.

Borrowed items	View current items checked out to the associated customer Renew items
Holds	View current items requested for the associated customer Place new items on-hold Pause, cancel, and place hold conditions on current customer hold requests
Set Pin and Reset password	Staff can reset customer Pin numbers Staff can print a temporary Password reset for customers to use to change their OPAC My Account password
Financial menu	Customer fines and fees can be viewed and managed from the financial menu

Advanced Customer administration options

Deduplicate customers	Customer accounts can be reviewed for possible duplicate accounts Merge duplicate customer accounts
Relationships	Customer accounts can be associated with a separate customer account in order to pay fines or pick up holds Customers can have more than one type of relationship associated with their account Authorizer - > Authorized - Can be used to associate any type of account Child - > Head of family - there can only be one Head of family associated with a child account Head of family - > Child - A Head of family can have multiple child accounts associated to their account
Badges	Badges allow libraries to keep track of customer permissions Staff can assign or unassign badge permissions for customers Customers can have more than one badge assigned to their account
Lost cards	Staff can block a lost library card from the Cards tab Staff can utilize the Replace option from the Cards tab to update the card barcode for a customer
Deactivate accounts	Staff can fully deactivate customer accounts from the Fee tab with the following options: Deactivate account now Deactivate card from end of current membership Deactivate card from specific date (select a date from the dropdown list)

Test your knowledge

Which Customer administration tab has the option for staff to update a customer's message preferences?

a. Notifications

b. Account changes

c. Notification preferences

A customer can have only one of which customer relationship type?

a. Authorizer - > Authorized

b. Child - > Head of family

c. Head of family - > Child

Which Customer administration tab has the option to deactivate a library card?

a. Fee

b. Cards

c. Properties

Answer key

c. Notification preferences
b. Child - > Head of family
a. Fee

Additional information

Wise Staff client Customer administration documentation
Wise Staff client FAQ & Troubleshooting articles
OCLC Community Center: Wise community
- Connect with OCLC staff and peers using Wise Staff client.
- Share workflows and feedback, and submit enhancement requests.
- Attend webinar events and keep up with product news