Delete a Patron Account Note

Use the following procedure to delete a note from a patron’s financial account:

1.  From the Patron menu, select Search for Patron and perform a search for a patron.

2.  From the Patron List grid, click a row to select a patron.

3.  Select the FT tab. The Accounts grid displays all accounts associated with the patron. Refer to the Accounts Grid Overview for information about each grid column.

Click the Notes button. The Account Notes grid is displayed.

4.  If necessary, filter the grid by selecting a note type from the Type drop-down menu.

5.  Click Delete next to a note in the Account Notes grid. A confirmation message is displayed.

6.  Click OK.