Patron Management
- Allocating Patron information during a Patron Import
- Setting Up Your SmartSuite SMS Package
- SmartSuite Self-Registration Form
- Setting up Student Login
- 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
- SmartSuite Teacher links.
- Sending a welcome letter from Patron Managemnt
- Sending login information to users
- 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.