Customer status
Customer status contains two tables, (ACSTBL) Actor Status STAFF and (ACSTPL) Actor Status PUBLIC. In these tables, you can edit the description of the customer statuses as they appear in the system. The values of the statuses are fixed and cannot be changed. Multiple membership rules can be applied to a customer account, depending on the status. These rules can apply to the customer for a related period (for example, "New customer" might apply to the customer until they provide proof of address).
Customer statuses
The customer status is always displayed in the staff client for the period in which the client's work date falls. Customer statuses can be assigned the following values:
| Status value | Description |
|---|---|
| 0/1 - New | New customer. This status is assigned immediately after the customer is registered. |
| 2 - Invoiced | The customer has a membership cost debt. The period for which this amount is charged has not yet started. |
| 3 - Reminder | The customer has a membership fee and the period for which this amount is charged has already started. |
| 4 - Delinquent | Similar to status 3, but according to the institution, the membership status is now considered delinquent. |
| 5 - Normal | Normal. The customer does not owe membership costs. |
| 6 - Internet registration | Registered via the internet, customer data has been verified. |
| 7 - INVALID | Registered via the internet, the registration process is ongoing and not all data has been received and/or verified. |
| 8 - Banned |
The customer's membership has ended. Status 8 was assigned manually. The purpose of status 8 is to register the intention to exclude a customer as a new member in the future (they are blocked from re-registering). When registering new customers, the system will show possible duplicates with status 8 based on birth date and surname. |
| 9 - Expired | The customer's membership has ended. |
Customer status display for staff and public
(ACSTBL) Actor Status STAFF
In the Actor Status STAFF table, you can define how customer statuses display in the staff client, Wise console, and on internal lists and reports. These statuses are only visible to library staff.
Edit statuses
To edit statuses for STAFF:
- In the Wise configuration manager, go to OCLC Wise > Customers > Customer status > (ACSTBL) Customer Status STAFF.
- Click Open next to your system.
- Click Detail next to the status you want to edit. The Customer status BNG Long window opens.
- Edit the information in the window:
Field Description Type Automatically set by the system. Branch Automatically selected by the system. Code Do not change. This is the Customer status code. Description Description of the status. Please report to the service desk If Yes, a message will display at the service desk when working with customer accounts with this status. Block My Menu functions If Yes, customers with this status will not be able to access My Account functions from the public catalog. Block borrowing If Yes, borrowing will be blocked for customers with this status. Block at service desk If Yes, service desk functions will be blocked for customers with this status. - Click OK to save changes.
Note: It is possible to set a block in Branch configuration on the Service desk tab for customers with status 3 for My Account functions and customers with status 4 for service desk functions.
(ACSTPL) Actor Status PUBLIC
In the Actor Status PUBLIC table, you can define how customer statuses display in public functions, such as the web catalog and self-service.
Edit statuses
To edit statuses for PUBLIC:
- In the Wise configuration manager, go to OCLC Wise > Customers > Customer status > (ACSTPL) Customer Status PUBLIC.
- Click Open next to your system.
- Click Detail next to the status you want to edit. The Customer status PUB Long window opens.
- Edit the information in the window:
Field Description Type Automatically set by the system. Branch Automatically selected by the system. Code Do not change. This is the Customer status code. Description Text description of the status, this is what will display to customers. - Click OK to save changes.