If there is a note in a patron’s record, a *Staff Notes* message appears underneath the patron’s name when the record is retrieved. Notes are strictly communicative and in the Evergreen Staff Client are only visible from within the Notes field. Notes can be made visible to the patron, via their account on the OPAC.
To insert/remove a note, retrieve patron account and click Other → Notes.
Click on Patron Visible for patron view in OPAC. Click OK when prompted.Enter note information and click Add Note.
To delete a note, go to Other → Notes, use the Delete This Note button under each note.
Confirmation screen.
Click below to watch the tutorial.