Add fields for Name and email address to the Action>Email option
Our students have started using the Action>Email option which is available when displaying a record in Primo to ask questions about that title/item.
Unfortunately they don't realise that their Name/email address isn't being included and so we are receiving messages to our library email from Primo asking us to help without details of the patron!
If you could add fields for Name and email address to the Action>Email form that would resolve the issue.
Hi,
This is planned to be developed in the new Primo Discovery Experience (NDE).
Best regards,
Yael.
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Manu_Schwendener commented
A)
Logged in patrons:
Their email address automatically fills the From: field
If you want parity to Primo BO, their email addres also populates the To: fieldB)
Logged out patrons:
Have an empty, mandatory From: field -
Manu Schwendener commented
This is the clumsy workaround we have at the moment to try and get our patrons to add their email address so we can get back to them.
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Andy (UCLA) commented
UCLA supports this... apparently it didn't get enough votes this year, hope it gets some popularity.
If our users don't think to add their email address to their note, we can't get back to them, which is poor customer service. Logged-in users have email addresses in Alma, the email should come from, or at least include, that email address.
We opened case 06856366 and were referred to this Idea. Our case asked "How can we include the email address of signed-in users to the Email Records Letter?"
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Manu Schwendener commented
NERS 8185, open for voting now.
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Sandra Wong commented
Logged in - a user's email is autopopulated in the "To" field - but if they change it to a different email address, the recipient does not know who sent the email. There is not enough text space to add instructions to the "Notes" section of the function to give users directions to include their own contact if they change the to: email address.
For non-logged in users, if the user doesn't email it to themselves, it would be helpful to have both a To: field and a From: field. I think allowing "Notes" to non-logged in users would also be helpful. The function here should be the same whether logged in or not - with the "To" field auto-populated when logged in.
Thanks for considering. I agree with the other comments - that logged in users may not know that their own contact info is not included when they send these emails from Primo to library email addresses.
Thank you.
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Irene commented
Dear Ex Libris, do you have any updates on this?
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Brian commented
Bonkers that we even need to ask for this. What was the thought process behind configuring this such that no contact info is captured?
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Manu Schwendener commented
@ExLibris: While you're working on it: sending an email via the email icon should trigger a confirmation message.
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Mirjam Oberholzer commented
We strongly suppport this issue as we have experienced the same problem, i.e. request mails from patrons which we cannot respond to since patron details are lacking.
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Manu Schwendener commented
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Manu Schwendener commented
Yes, this is important. We need to know the patron's email address to be able to reply.
Patrons do not understand why nobody replies to their emails, because they have no way of knowing that we don't see who sent them.– For logged in patrons, use their email address as sender.
– When patrons are not logged in, let them send the email, but force them to fill in a 'sender email' field
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Tamara Kemp commented
We are also receiving request emails from patrons using the Action-Email form. For logged-in users, it would be helpful to automatically include their name/contact information in the email. See also: ability to customize the information of the email, similar to other Alma letters
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Bonny Woods commented
I would also like to add these capabilities too to make the email form fully fledged and useful:
https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/20507773-add-citation-capabilities-to-the-email-functionAnd also add to it, the ability to include URLs because we will oftentimes send URLs in these messages to give patrons other info.