Patron Bulk Change - General Tab

Use the Patron Record Bulk Change dialog box to make the same changes to all the records in a patron record set. See Creating and Using Record Sets and Bulk-Changing Patron Records.

The settings on the General tab control miscellaneous options on the Patron Registration and Patron Status workforms. Select (check) the fields you want to change, and set the new option for the records in the record set.

• Gender - Select from drop down menu. (None) is selected by default.
• Language - Select the patrons’ primary language.
• Date of original registration - Type the date (mm/dd/yyyy format), or click the down arrow and select the date from the calendar.
• eReceipt option - Select None (default), E-mail, TXT, or All. The system changes a record in the record set if that change would be allowed for a single record. For example, if a branch has not enabled eReceipts, the bulk change does not affect records from that branch and an error is written to the bulk change report. If a branch has enabled one type of eReceipt but not both, no change is made for the receipt type that is not enabled. But in this case, if All is selected for bulk change, the system does set a record to the supported eReceipt type. For more information about eReceipts, see Setting Up eReceipts.
• Exclude from Notices and Reminders - Select the check boxes for the overdue and/or reminder notices to exclude for the patrons in the record set.
• Exclude from collection agency - For libraries that use collection agency reporting. Select this option to prevent any patron account in the record set from being reported to the collection agency. See Patrons in Collection.
• Maintain permanent reading list - Select this option to start reading histories for all patrons in the record set. See Working with Reading Histories.
• Do not delete patron record - Select this option to prevent the deletion (either manual or automatic) of any record in the record set. See Deleting Patron Records.
• E-mail notices in plain text - Select the check box to send e-mail notices in plain text to the patrons in the record set.
• Secure the patron record - Select the check box to secure the patron records in the record set. See Secure a patron record.