Patron Sidebar Settings

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

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.

Visible Panels

• Circulation - Shows or hides the Circulation panel
• Fines Ledger - Shows or hides the Ledger Panel
• Notice History - Shows or hides the Notice History panel
• Family - Shows or hides the Family Panel
• Notes - Shows or hides the Notes Panel
• Edit Log - Shows or hides the Edit Log panel

Other Settings

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

• Settings : Patrons : General
• Settings : Patrons : Types
• Settings : Patrons : Custom Fields
• Settings : Patrons : Groups