Personal

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Customer information and preferences can be found within the Personal section of the Customer data tab within the Wise console.

Customer personal information can be viewed and updated within the Personal section of the Customer data tab.

Personal information fields

The following fields can be updated. An asterisk (*) indicates a required field:

Section

Editable fields

Personal information fields

Identifier	The customer's preferred title.
Last/Family*	The customer's last name.
First/Given/Personal*	The customer's first name.
Middle	The customer's middle name.
Suffix	If applicable, the customer's suffix.
Customer tag	A customer tag can be used to search for an account using the Last/Family name field from the Advanced search screen. This field can be used to identify special accounts.
Date of birth*	The customer's date of birth
Home Branch*	The customer's home branch.
Individual/Institution	Indicates whether the account belongs to a male, female, or an organization.

Contact information fields

Phone*	The customer's phone number.
mobile	The customer's preferred number to receive text messages.
Email	The customer's email address
Contact person	Used for schools and organizations. The contact person's name is printed on messages to the customer.
Contact phone number	Used for schools and organizations. The phone number used to reach the indicated contact person.

Proof of ID fields

Identification type*	The type of identification provided for proof of identification. Select an option from the drop-down menu: Military ID European identity card Passport Driver's license Unknown Immigration document
Identification number	The number associated with the identification type provided by the customer.
Country	The country associated with the customer's identification.
State	The state associated with the customer's identification.

Address fields

Additional addresses can be added in this area by clicking +Add button in the right corner.

Addresses can also be blocked for use by clicking the Block address box in the right corner.

Type*	Select an address type from the drop-down menu. The following options are available: Main Billing Mailing Alternative
Street number*	The house number of the customer's home address.
Street name*	The customer's home address street name.
Address Line 2	If applicable, the second line of the customer's street name.
City*	The customer's city of residence.
Country*	The customer's country.
State*	The customer's state.
Zip/ Postal Code*	The customer's zip code.

Preferences

Customer preferences can be viewed and edited by clicking the Preferences cog icon () within the Personal section of the Customer data tab at the top right of the page.

Selection

A customer account can have a selection code. This can be entered at the time of registration or can be added or modified in this area. The selection code can be searched using Selections. When a customer has registered via the Internet, the field is auto-filled with the selection code INT (Internet registration).

For more information and to configure the labels available for Selections, see (TABSEL) Customer selection codes.

Bypass check in

A count of how many times items borrowed by this customer were returned incorrectly (For example, put back on the shelf or left on a table instead of returning to the service desk or book drop). This field is used to track customers who may try to return books without being fined for overdue materials.

Note: Fines can be configured for items that were re-shelved without being checked in using the NNTBOET system option.

Borrowing options

The following borrowing options can be enabled or disabled:

Borrowing option	Description
Show loan history	When this box is checked, previous checkouts will appear in My Account. Wise also uses customer loan history to generate reading recommendations. When checked, the customer's loan history also appears in the Historical overview and Log history within the Print customer materials menu in the Wise Client. If the box is not checked, previous checkouts and recommendations will not appear until this option is enabled again, unless Clear loan history is subsequently selected.
Clear loan history	Check the box to clear the customer's loan history. When Clear loan history is selected the customer can no longer: Use the Previously borrowed option to be notified of items that were previously borrowed at checkout. Create an overview of previously borrowed materials in My account. The customer's borrowing history will no longer appear in Loan history report, but the customer's log history will appear for 90 days. Note: The system option LRBBHST must be enabled to use this function.
Invoicing fines	This option applies to customers who want to be billed for fines and fees instead of settling at the service desk. When this function is enabled, outstanding items can accrue quickly and may cause an account to be blocked. Check the box to enable access to public functions at all times
May request collections	Indicates whether or not this customer has permission to request a full collection for check out.
Notify if title is previously borrowed	During check out, customers can allow Wise to notify them if they are borrowing titles that they have previously checked out. This feature can only be enabled when Show loan history is also enabled. A message will appear at the service desk and at self-service, if the self-service machine supports this kind of message. Note: The system option LEENHIS must be enabled within the Wise configuration manager to use this feature.

Block options

The following types of blocks can be added to the customer account.

Note: When a block is present on a customer account, a note will appear in red in the Membership field within the Customer summary panel.

Block	Description
Address	Check the box to block the customer when their address is incorrect or unknown.
Card reported missing by customer	When a customer reports that they have lost their library card, this block can be used to prevent another person from trying to use the account. Although a customer may have multiple cards on their account, the system cannot differentiate between cards. This selection results in the entire account being blocked.
Collection agency	Check the box to add a collection agency block to the customer account.
General	Check the box to block the customer from service. When a General block is applied to an account, the customer is unable to log into My Account or use self-service.
Online membership	When a customer registers online for an account, this block is automatically set until the account is verified. When the customer accesses their account via My Account or a self-service portal, they receive a message: Registered via internet. The customer must verify their account at the service desk. Once verified, this checkbox must be manually unchecked.
This customer at terminals (borrow)	Check the box to block the customer from borrowing materials via self-service stations. The customer can still check out items but must go to the service desk. A notification will display in red below the customer's name and address information to notify staff that the account is blocked.
Web portal & self-service	Check the box to block the customer from using the web catalog and self-service features of the library. The customer will not be able to renew, reserve, or update their personal information on their own. This message remains invisible at the service desk and the customer is able to borrow and return items directly to the service desk.

Messages

The Messages section of the Preferences screen is used for adding block messages. Functionality in this section has not yet been implemented.

Relationships

Customer relationships can be viewed within the Preferences screen.

Wise console relationships screen

Relationship fields

The following information about customer relationships displays:

Field	Description
Type	The type of relationship. Options include: Parent - The customer displayed is the head of family. They are able to pay fines and fees for their children. Child - The customer displayed is a child. The parent is able to pay fines and fees for the child. Authorizer/Authorized - Depending upon the relationship function, the customer is allowed to pay fines or renew items for the customer.
Card	The customer's library card number.
Name	The name of the customer. Click the customer's name to open their library account.
Customer status	The status of the customer.
Function	The function field displays what actions the customer in an Authorization relationship type is allowed to perform. Authorization relationship types will show whether the customer is able to renew items or pay fines in the function field. All other relationship types will show Not applicable.
Status	The relationship status. This field will display whether a relationship has been confirmed. If it has not yet been confirmed, the status displays as Pending confirmation by the patron.

Add a relationship

To add a new relationship:

Within a customer account in the Wise console, navigate to Customer data > Personal > Preferences > Relationships.
Click + Add.
Select the relationship type that you would like to add. After selecting the desired relationship type, the Add Relationship window opens. The following relationship options are available:
- Child - The customer selected is a child. The parent is able to pay fines and fees for the child.
- Head of family - The customer selected is the head of family. They are able to pay fines and fees for their children.
- Authorization - Depending upon the relationship function, the customer is allowed to pay fines or renew items for the customer.
Scan, paste, or type the barcode into the Search for Customer box. You can select if you would like to search from customers within your Local Branch, Network, or All Branches. Click Search.
If a customer matching the barcode is available, their name will appear. Click the name to select the customer.
If you are adding an Authorization relationship type, you have the option to select whether the relationship can Renew items or Pay fines. If selecting a different relationship type, skip this step.
Click Save.

Delete a relationship

Relationships can be deleted within the Wise console. Once a relationship is deleted, this action cannot be undone.

To delete an existing relationship:

Within a customer account in the Wise console, navigate to Customer data > Personal > Preferences > Relationships.
Check the box next to the relationship that you would like to delete. Or, click the Select all box if you would like to delete all relationships.
Click Delete. The Delete Relationship(s) window appears.
Click Delete to proceed with deleting the relationship.