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  1. Functional Solutions International
  2. SmartSuite
  3. Patron Management

Patron Management

  • Setting up Automatic Patron Sync with TASS
  • Updating Patrons using Patron Import
  • Viewing a Patron's Loan History
  • Viewing a Patron's details in Patron Management
  • How to convert a *.xlsx file to a CSV File in Microsoft Excel
  • Unlocking a Locked Patron account.
  • Adding a new administrator
  • Adding a Teacher
  • Adding a Student
  • Deleting a Patron
  • Patron Import - Overview and Prerequisites
  • Teacher Import - Prerequisites
  • Managing User Roles
  • Uploading Patron Photos
  • How to create a new user and get them logged in
  • Uploading Patron Images (V3)
  • Enabling/Disabling Lock Limits
  • TV4Education Teacher Links
  • SmartSuite Teacher links.
  • Sending a welcome letter from Patron Managemnt
  • Sending login information to users
  • Patron Management - Assigning Permissions (v3)
  • Running a Current Loans report from Patron Management.
  • Patron Management - Changing / Setting a password. V3
  • Patron Management - Reserving a Book Through Patron Management
  • Patron Management - Changing or Adding a Patron Image (v3)
  • Paron Management - Re-Ordering Tabs in Patron Management (v3)
  • Patron Management - Setting up loan limits for a specific patron.
  • Patron Management - User Reports (v3)
  • Patron Management - Disabling User Borrowing
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