Add a new customer

To add a new customer using the Wise console:

Navigate to Menu > Customers. The Customer Management screen opens.
Click + New Customer. Select the customer type that you would like to create.
In the Card number field scan a barcode or enter a number manually. To auto-generate a card number, check the Auto-generate card number box.
Populate the Personal, Address, Contact, and Membership information fields. To use information from an existing record, click + Copy customer record. For more information on copying customer records, see Copy customer record.
Click Save.

Personal

The first section that appears during the + New customer process requires that you provide personal information about the customer.

Required fields are marked with an asterisk (*).

Field	Description
Legal name
Title	Select a title for the customer from the drop-down list. Titles can be used for titles or preferred pronouns, which will need to be added in the Wise configuration manager in the (TABTIT) Form of address coding table before they can be used.
First	Enter the customer's first name.
Middle	Enter the customer's middle name.
Last*	Enter the customer's last name.
Suffix	Select the customer's suffix from the drop-down menu, if applicable. (i.e., Jr. or Sr.)
Preferred name
First name Last name	Enter the customer's preferred name. Note: Preferred name will only appear if the library has enabled the ADDL_NM system option. Preferred name cannot be deleted in My Account. A staff member will need to delete the additional name via the Staff client.
Date of birth*	Enter the customer's date of birth using the format MM/DD/YYYY, or click the calendar icon to select the date. Note: Once the date of birth has been entered the system checks for possible duplicate customer records. For more information, see Duplicate record detection.
Home branch*	Select the customer's home branch from the drop-down menu.
Individual/Institution	If the customer is an individual, select their gender from the drop-down menu. If the customer being added is an institution, select Institution.
Preferred language	Select the customer's preferred language from the drop-down menu.
Selection	Choose a Selection code from the drop-down menu. Selection codes can be used to create reports within Statistics and Selections in the Wise staff client. For more information and to configure the labels available for Selections, see (TABSEL) Customer selection codes.

Address

The Address section contains customer address information. Required fields are marked with an asterisk (*).

Field	Description
Country*	Select the customer's country from the drop-down menu.
ZIP/Postal Code*	Enter the customer's ZIP code.
Street number*	Enter the customer's street number from their address.
Street name*	Enter the customer's street name.
Address Line 2	If applicable, enter the second line of the customer's address.
City*	Enter the customer's city.
State/Province*	Select the customer's state or province from the drop-down menu.
Use this address for billing	If the address entered can be used for billing, check the box.

Contact

The Contact section contains contact information such as phone number and email. Required fields are marked with an asterisk (*).

Field	Description
Phone	Enter the customer's phone number.
SMS	Enter the customer's mobile phone number used for text messaging.
Email*	Enter the customer's email address.
Customer does not wish to provide	Check this box if a customer does not wish to provide an email address.
Proof of ID checked?	Check the box if the customer's identification has been checked.
Identification Type	Select an identification type from the drop-down menu. The following options are available: Military ID European Identity Card Passport Driver's License Unknown Immigration document
Identification number	Enter the customer's identification number.
Country	Select the country associated with the customer's identification card.
State/Province	Select the state or province associated with the customer's identification card.
Wishes to receive library newsletters	Check the box if the customer wishes to receive the newsletter.

Membership

The Membership section contains information about the customer's membership, including membership type and costs. Required fields are marked with an asterisk (*).

Field	Description
Age	The customer's age. This field is automatically populated based on the Date of birth field on the Personal screen.
Membership*	Select a membership type from the drop-down menu.
Expiration Month	The expiration month is the month in which the membership will expire or be renewed. This is defined by the type of membership selected.
Rights Up to and Including	If you want to waive part of the membership fee because the customer can show proof of cancellation of membership from a different library, you can enter the date here through which the customer has paid at the other library. The amount is then offset. Note: If your library does not offer membership discounts, this field can be removed from the customer administration screen by removing code A960 from the Waived transactions table in the manager. For more information, see Waived transaction journal codes.
Membership Cost	The cost of the membership type selected appears in this field.
Discount	If you would like to apply a discount to the membership fee, enter the amount in this field.
Total	The total cost of the membership appears in this field.
Discount code	Select a discount code from the drop-down menu, if applicable.

Duplicate record detection

After the date of birth field is populated the system will search for possible duplicate customer records. If the name and date of birth entered are a match with an existing customer, a notification box will appear that displays the possible duplicate accounts.

Use this Record is selected by default. Click View Record to check the existing record the system matched on, or click Continue Adding New Person to proceed with the new record creation.