---
title: "Patron Sidebar Settings"
slug: "patron-view-sidebar"
updated: 2026-02-19T17:59:50Z
published: 2026-02-19T17:59:50Z
canonical: "docs.surpass.cloud/patron-view-sidebar"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.surpass.cloud/llms.txt
> Use this file to discover all available pages before exploring further.

# Patron Sidebar Settings

All pages in the Surpass Cloud administration site have a [sidebar](/docs/getting-around#sidebars) you can access by clicking on the button in the upper-right corner of the page. The [Patrons : View](/v1/docs/patron) page's sidebar has a Settings tab that affects how the page behaves and gives you convenient access to patron-related settings.

![patron-view-sidebar3](https://cdn.document360.io/dd4d24fa-d091-45a6-be6a-9adef7b432ec/Images/Documentation/patron-view-sidebar3.png)

## Searching

- **Exclude inactive** - If this is switched on, search results will not include patron records with a patron type of **Inactive**.  This is usually kept on to keep inactive patron records from appearing in searches.

## Data Entry

- **Field value defaults** - If this is switched on, this will use the city, state, ZIP, security level, type, expiration date, and local address from prior patron as defaults when adding a new patron.
- **Send welcome email** - If this is switched on, when adding a new patron it will prompt you to send a welcome email. This is active by default and may be switch off.

## Visible Panels

- **Circulation** - Shows or hides the Circulation panel
- **Fines Ledger** - Shows or hides the [Ledger Panel](/docs/patron-view-ledger)
- **Notice History** - Shows or hides the Notice History panel
- **Notes** - Shows or hides the [Notes Panel](/docs/patron-view-notes)
- **Family** - Shows or hides the [Family Panel](/docs/patron-view-family)
- **Restricted Resources** - Shows or hides the [Restricted Resources](/docs/patron-view-restricted-resources) panel
- **Edit Log** - Shows or hides the [Edit Log](/docs/patron-view-log) panel

## Other Settings

This is convenient access to patron-related settings you would find on the Patrons : Settings menu.

- **[Settings : Patrons : General](/docs/setting-patron-general)**
- **[Settings : Patrons : Types](/docs/setting-patron-type)**
- **[Settings : Patrons : Custom Fields](/docs/setting-patron-field)**
- **[Settings : Patrons : Groups](/docs/setting-patron-group)**

## Related

- [Patrons View Page](/patron.md)