User Tools

Site Tools



This shows you the differences between two versions of the page.

Link to this comparison view

Next revision
Previous revision
admin:settings:address_alerts [2019/03/19 17:09]
tmccanna created
admin:settings:address_alerts [2019/03/19 17:11]
Line 27: Line 27:
 [{{:​admin:​settings:​pasted:​20190319-160833.png|Alert message for an extended stay hotel}}] [{{:​admin:​settings:​pasted:​20190319-160833.png|Alert message for an extended stay hotel}}]
 +**How to add an address to the alert list:**
 +  - Log into the Evergreen Staff Client using a Local Administrator account or another account that has been granted the proper permission.
 +  - Click on Administration > Local Administration > Address Alerts.
 +  - Click "New Address Alert."​
 +  - A form will open with the following fields to fill out:
 +     * Owner (Choose your library system or branch. This controls which staff members will see the alert.)
 +     * Active (Check)
 +     * Match All Fields (Check)
 +     * Alert Message (Enter the message you wish to display to staff members.)
 +     * Street (1) (Consider using wildcards - see below.)
 +     * Street (2) (Consider using wildcards - see below.)
 +     * City
 +     * County
 +     * State (Consider using wildcards - see below.)
 +     * Country
 +     * Postal Code (Consider using wildcards - see below.)
 +     * Billing Address (Check)
 +     * Mailing Address (Check)
 +**How to use wildcards:​**
 +You may use a dot-asterisk (.*) as a wildcard to accommodate slight variations in addresses. For example "123 W.* Smith St.*" will generate an alert whether the patron'​s address is entered as "123 West Smith Street"​ or as "123 West Smith Str." or as "123 W. Smith St." You may add wildcards in the Postal Code field to adjust for the various four-number codes that are added. For example, "​30236.*"​ will accommodate "​30236"​ and "​30236-1234."​ If you use "​G.*"​ it will accommodate both "​GA"​ and "​Georgia."​
 +**How to edit or delete an address on the alert list:**
 +Double-click on any address in the list in order to edit it. If you wish to delete an address, select the checkbox next to the address and then click the "​Delete Selected"​ button.
admin/settings/address_alerts.txt · Last modified: 2019/03/19 17:11 by tmccanna