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Sierra How-To Guide: Adding a Note to Patron's Record

Adding a Note to a Patron's Record

Inserting a new field:  A faculty member or an administrator may designate an authorized user to retrieve materials for them from the library.  The faculty member or administrator will have completed the necessary paperwork before hand but you may need to insert a Note field in both the faculty member and authorized user's account.

To do this, start by opening the person's account.

Click Edit, then click Insert.

At the top a new field will open. On the left is a pop-up menu of optional fields to add. Scroll down to Note.

Type the data into the field on the right, then click Ok. The data will be inserted below.

Finally, click Save/Close to save the changes.

These steps are repeated to add an note to the authorized user's account.

Next, let's review how to modify due dates.