Go into the Circulation module and click the Borrower button…

Find

• To locate a borrower by surname start typing in the first few characters of the name.
• As each character is added the list is adjusted accordingly to match the name to the search.

Filter

• The filter option allows you to locate a borrower by using any of the fields in the borrower details screen.
• Select your filter option from the drop down list and in the next field select the type of search you want to do… then type in your search string.  Now click the Filter button.
• If you need to search using a different filter you need to click on the ‘Clear filter’ button.

Resorting data by clicking on the columns

• Once you have generated your list to screen you can sort your data by shifting the columns.
• Any column with a * in the column name, eg * Group, can be sorted using the data in this field by simply clicking on the column name.

Resorting Columns

• Columns can also be moved to make viewing information easier.
• Select the column you wish to move, click on it and hold down using the left button of the mouse then drag the column to the new location.
• Any column can be moved to either the left or right of screen eg.
  

Deleting Borrowers

• In Bulk…

• • See Bulk Deleting Borrower Info.
• Individually…
  • Find the borrower you would like to Delete, click on the borrower in the list and click Borrower Detail tab.
  • There is now a – button up the top…

• YES to confirm and borrower record will turn red and be deleted next time you do a Backup… OR if you are in a hurry you can jump into Utilities > Pack > Circulation to remove deleted Circulation records/items.

Tags: add borrowers, add students, change borrowers, clients, edit borrowers, edit students, setup borrowers