Patron Bulk Change - Address 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 Address tab control address and notification options for the records in the record set. Select the fields you want to change, and set the new option for the records.

• Address check date - Specify a date when the patrons’ addresses should be verified.
  • To set an exact date, type the date (mm/dd/yyyy format), or click the down arrow and select the date from the calendar.
  • To set a date according to the current date (such as two years from today), select the term in the Address check term box. The exact date is automatically calculated.
• Address for notices/bills - Select the appropriate addresses (for example, Home or Work) for each communication you want to change.
• Notification options - Select the patrons’ preferred notification method.

Note:
When your library sets up notification, the library can specify patron preference as the notification method for a specific notice type. In this case, the notice is sent by the method specified in the patron record. However, the library may choose to deliver certain notices by methods other than the patron preference. See Delivering Notices by Phone (Outbound Telephony).

• Additional TXT Notice - Select this option to send patrons a text message notice in addition to another method. Patrons  will receive the additional text message only if one Phone field in the patron record is a mobile phone with a selected carrier, and the TXT option is selected for that phone number.