Staff
Note: The Wise Console is still in development, and some features may not yet be available.
Customer communication preferences can be edited within the Staff section of the Communication tab.
Preferences
The Preferences button (
) within the Staff tab allows you to update options surrounding communication preferences and customer alerts. The Preferences screen is divided into two sections: Staff and Correspondence.
Staff
The following preferences can be updated in the Staff section of the Preference screen:
| Field | Description |
|---|---|
| Customer receipts | Receipt preferences can be configured at the customer level using the Customer receipts option. If a customer does not wish to receive printed receipts, uncheck the box and no receipt will be printed when items are checked out. |
| Hold notifications | By default, hold notifications are sent to a customer when holds are available for pick up. If the customer would prefer to not receive hold notifications, uncheck the box. |
| Classification |
Classification codes can be selected from the drop-down menu. A membership can have separate classification codes. These codes are used to divide customers into specific groups for reporting purposes. |
| Preferred language | Select the customer's preferred language from the drop-down menu. |
| Affiliation number 1 |
This field allows you to store a customer's number from a system outside of the library. Examples include student ID numbers, card numbers from other library systems, passport numbers, etc. This field can be searched in the External number field within the Advanced search screen. |
| Affiliation number 2 |
This field allows you to store a customer's number from a system outside of the library. Examples include student ID numbers, card numbers from other library systems, passport numbers, etc. This field can be searched in the External number field within the Advanced search screen. |
| Username | The customer's selected username. |
| Delivery process | Select a delivery process from the drop-down menu, if applicable. If no delivery process is selected, the customer's home branch is used. |
| Download Customer Data via My Account | Check this box to allow the customer to download their personal data via My Account. When checked, a link will appear in the options within the customer's account. The customer can follow the link to download their data. |
Correspondence
Customers can select how they receive communications from the library. These selections can be made at the service desk or in My Account, if enabled by the library. If no selections are made by the customer, default settings will apply.
For a message to appear as a selection, it must first be configured in systemWise Messages and Message preference configuration. Contact your system administrator for assistance.
For each message type, the customer can select from available delivery options, as configured by your library. When changes are made to this table, you can choose to revert back to defaults by clicking Reset to default settings.
Message type options can include:
| Selection | Description |
|---|---|
| This option can only be selected if the customer has provided an email address. If an email address is not known for the customer, the system will prompt that an email address is needed to use this option. | |
| Phone | Automated phone messages can be selected, when implemented by the library. The customer must provide a phone number in order to select this option. |
| Postal mail | Messages are printed and mailed to the customer. |
| mobile | This option can only be selected if the customer has provided a telephone number to receive text messages. |
| Inbox | This option sends the message to the customer's inbox in My Account. If push notifications are offered, the customer also has the option to receive messages to both email and inbox. |
| Email & Inbox | Both an email and inbox message are sent. |
| Opt out | No messages are sent. The customer must explicitly choose this preference. This option is only available if the message type is useful, but not necessary. |
| Default | The default value, determined by the system, is used. |
Click New message and select Inbox to send a direct message to a customer's inbox.