Add a new customer
New customers can be added within the Wise console from the Customers tab.
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 |
Enter the customer's preferred name. system option. Preferred name cannot be deleted in My Account. A staff member will need to delete the additional name via the Staff client. Note: Preferred name will only appear if the library has enabled the ADDL_NM |
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 |
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:
|
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 |
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.