Use the following procedure to edit a note for 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.
Select one or more accounts, and click the Notes button. The Account Notes grid is displayed. Any previous notes for the patron’s accounts will be displayed in the grid.
4. If necessary, filter the grid by selecting a note type from the Type drop-down menu.
5. Click Edit next to a note in the List of Notes grid. Edit the following fields, as necessary:
•Select a note Type from the drop-down menu.
•In the Date field, enter a date or use the calendar date menu to select a date.
•Enter note text in the Note field.
•To set the note as alert, select the Alert check box.
•If the Alert check box is selected, enter or select an Expiration Date when the note will no longer be displayed as an alert.
6. When finished editing a note, click Save.