Edit Phone Number

Evergreen v.2.2

Concepts

Use Edit Phone Number to change the notification phone number associated with the hold, to add phone notification to the hold, or to disable phone notification. If the patron has multiple holds and wishes to the change to be effective for all of her holds, they all must be selected. Changing the patron's phone number using PatronEdit will not change the phone notification number associated with an existing HoldRecord.

ALERT! Hold notification phone numbers DO NOT need to correspond to other phone numbers in the patron account.

Procedure

  1. Retrieve the patron account
  2. Click Holds
  3. Select the hold to update
    • To select all holds, click on the first record, press and hold the Shift key, click the last record
  4. Right click or click on Actions for Selected Holds
    Holds_Actions_EditPhoneNumber.png
  5. Select Edit Phone Number
  6. In the "Choose a Hold Notification Phone Number" dialog
    • If you are adding a new number, or changing an existing number, type a phone number in the box
      Holds_ChooseHoldNotifyNumber.png
    • If you are removing phone notifications, leave the box empty
      Holds_ChooseHoldNotifyNumber_Empty.png
  7. Click Done
  8. In the "Modifying Holds" dialog, click Yes
    Holds_ModifyPhoneConfirmation.png
  9. The phone number has been modified
ALERT! Unless you have selected "Phone Notify" from the ColumnPicker, the hold notification phone number will not display in the Holds List.

EvergreenWebForm
Topic Subject Holds
Service Evergreen
Documentation type Procedure
Year

Includes RT Form? No
Status

Topic revision: r4 - 28 May 2015 - 10:01:21 - LindsayStratton
Evergreen.EditPhoneNumber moved from Evergreen.EditPhoneNotification on 06 Nov 2012 - 19:14 by LindsayStratton - put it back
 

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