Viewing Customer Information


Screenshot
     


Description
Once a customer is found after a search, one can view all of the information that is in the system about that customer. Once the customer is in the "View Customer" window (steps 1 to 3) you may then print, save, modify or delete the customer as described below.


How To Use This Function
  1. Perform a search based on your customers profile.
  2. Highlight your customer from the search results and click on the "Select" button, or double click your customer from the search results window.
  3. The "View Customer" screen will pop up with all of your customers information filled in.
     From here several actions are possible. To save the customer information, click on the "Save" button and a box will pop up asking for a filename to save to. Enter the filename and select "OK" or "Quit" if you don't want to save this list. If your save has been successful , a message will appear indicating so.
     To print the customer information, select the "Print" button at the bottom of the window and the customer information will be automatically printed
     To modify a customers information do the following:
     
  1. Type over the information you wish to change. NOTE: if you change the Maximum books a customer can borrow, or the Fines assessed to the customer (restricted information) you will require a supervisors password to process the changes.
  2. Click on the "Update" button. If there any format errors a message box will appear informing you of the errors. If this happens, correct the errors and retry step 2.
     If no errors have been made and a supervisor password is not required the system will make the changes, and give you a message box, confirming that the customer has been updated.
     To remove a customer select the "Remove" button. The system will inform you if the customer has unpaid fines, or if he/she has books on loan. You will have to check in any unreturned books to successfully remove the customer. A supervisor can, however override the unpaid fines. If the customer does not have books on loan then the system will pop a message box with the message "Are you sure you want to remove this customer". If you wish to, select "Yes" and the customer will be permanently deleted. Otherwise, select "No" and the customer will not be deleted.


Error Recognition And Handling
Printing/Saving results of an unsuccessful search
Message: a window appears stating 'Search did not return any information - cannot save/print'
Handling: Left click 'OK' button to continue.

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