--- title: "Patrons View Page" slug: "patron" updated: 2026-03-27T21:18:32Z published: 2026-03-27T21:18:32Z canonical: "docs.surpass.cloud/patron" --- > ## 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. # Patrons View Page The Patrons View page is where you search for, view, add, and edit library patron records. Every user of Surpass Cloud, from patrons, to library staff, to administrators, has a patron record. ## How To - [Search for Patrons](/docs/patron-view-search) - [Add and Edit Patrons](/docs/patron-view-edit) - [Delete a Patron Record](https://docs.surpass.cloud/v1/docs/deleting-patron-records) - [Add and Edit Patron Photos](/docs/patron-view-photo) - [Change Patron Passwords](/docs/patron-view-passwords) - [Add and Edit Patron Family](/docs/patron-view-family) - [Add Patrons to Groups](/docs/patron-view-group) - [Customize Patrons List](https://docs.surpass.cloud/v1/docs/patron-view-list) - [Collect Payments and Make Ledger Adjustments](/docs/patron-view-ledger) - [Making Notes](/docs/patron-view-notes) - [View a Log of Edits](/docs/patron-view-log) - [Print a Patron Record](https://docs.surpass.cloud/v1/docs/patron-view-print) ## The Patrons View Page Like many pages in Surpass Cloud, Patrons View uses a split-page design with a list of patrons on the left and details for the selected patron record on the right. The List and Detail panels can be expanded individually to the full width. See [Getting Around](/docs/getting-around) for more about how to use split pages. ![patron-view](https://cdn.document360.io/dd4d24fa-d091-45a6-be6a-9adef7b432ec/Images/Documentation/patron-view.png) ### 1. List Panel The List panel shows the list of patron records found after you perform a [search](/docs/patron-view-search). Select a record from the list to see the record in the Detail Panel. ### 2. Detail Panel The Detail Panel shows detailed information on the selected patron and is where you will edit the patron record to make any changes. ### 3. Circulation Panel The Circulation Panel shows a list of resources currently on loan to the patron, the date each was checked out, and the due date. The due date is shown in red if overdue. Use the **On Loan** and **History** tabs on the Circulation Panel to switch between showing what's currently on loan and showing the patron's full circulation history. ![patron-view-circ-history](https://cdn.document360.io/dd4d24fa-d091-45a6-be6a-9adef7b432ec/Images/Documentation/patron-view-circ-history.png) Privacy Settings Affect Circulation History The **Retain Circulation History** setting, found on the [Settings : Patron : General](/docs/setting-patron-general) page, affects whether any history detail is shown here. ### 4. Ledger Panel ![patron-view-ledger](https://cdn.document360.io/dd4d24fa-d091-45a6-be6a-9adef7b432ec/Images/Documentation/patron-view-ledger.png) The Ledger Panel shows the history of fines, payments, and adjustments. You can record payments and add adjustments from this panel. See [Collect Payments and Make Ledger Adjustments](/docs/patron-view-ledger). ### 5. Family Panel ![patron-view-family](https://cdn.document360.io/dd4d24fa-d091-45a6-be6a-9adef7b432ec/Images/Documentation/patron-view-family.png) The Family Panel shows the relationships between this patron and others. See [Add and Edit Patron Family](/docs/patron-view-family). ### 6. Notice History ![patron-view-notices-2](https://cdn.document360.io/dd4d24fa-d091-45a6-be6a-9adef7b432ec/Images/Documentation/patron-view-notices-2.png) The Notice History panel shows a list of notices sent to the patron, by email, paper, or text. Click the on any notice to see the detail. Retry If a emailed failed to send there is a **Retry** option with a tracker of how many retries have been used. You can find all bounced emails using the the report under [Patrons : Reports : Standard Reports : Bounced Email and Text Messages](/v1/docs/patron-report-bouncedmessages). ![patron-view-notices-retry](https://cdn.document360.io/dd4d24fa-d091-45a6-be6a-9adef7b432ec/Images/Documentation/patron-view-notices-retry.png) ### 7. Search Bar ![patron-view-search](https://cdn.document360.io/dd4d24fa-d091-45a6-be6a-9adef7b432ec/Images/Documentation/patron-view-search.png) This is where you search for patron records. See [Searching for Patrons](/docs/patron-view-search). ### 8. Search-In Button ![patron-view-search-in](https://cdn.document360.io/dd4d24fa-d091-45a6-be6a-9adef7b432ec/Images/Documentation/patron-view-search-in.png) Click this button to access search options and change which field(s) you want to search. See [Searching for Patrons](/docs/patron-view-search). ### 9. Add New Button ![resource-view-detail-add-button](https://cdn.document360.io/dd4d24fa-d091-45a6-be6a-9adef7b432ec/Images/Documentation/resource-view-detail-add-button.png) Click the **Add New** button to add a new patron record. ### 10. Notes ![patron-view-note](https://cdn.document360.io/dd4d24fa-d091-45a6-be6a-9adef7b432ec/Images/Documentation/patron-view-note.png) The Notes panel shows any notes recorded on this patron record. See [Patron Notes](/docs/patron-view-notes). ### 11. Restricted Resources ![patron-view-restricted-resources](https://cdn.document360.io/dd4d24fa-d091-45a6-be6a-9adef7b432ec/Images/Documentation/patron-view-restricted-resources.jpg) The Restricted Resources panel shows specific restrictions made to the patron. You can click to add a restriction or click on an existing restriction to delete it. See [Restricted Resources](/docs/patron-view-restricted-resources). ### 12. Edit Log ![patron-view-log](https://cdn.document360.io/dd4d24fa-d091-45a6-be6a-9adef7b432ec/Images/Documentation/patron-view-log.jpg) The Edit Log panel shows when changes were made to the patron's record and who made them. You can click a row to see more detail. See [Patron Edit Log](/docs/patron-view-log). ## Related - [Patron Types](/patron-types.md) - [Patron Photos](/patron-photos.md) - [Patron Groups](/patron-view-group.md) - [Patron Family](/patron-view-family.md) - [Patron Sidebar Settings](/patron-view-sidebar.md) - [Patron Notes](/patron-view-notes.md) - [Patron Ledger](/patron-view-ledger.md) - [Adding Patron Records](/adding-patron-records.md) - [Patron Edit Log](/patron-view-log.md) - [Patron List Options](/patron-view-list.md)