View Notes for a Patron Account

Use the following procedure to view a note in a patron’s accounts:

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 View to display the note. The note’s text will be displayed below the List of Account’s Notes grid.

6.  Click Close to close the note.