Helen Barrell

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  1. 8 votes
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  2. 7 votes
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    2 comments  ·  Alma » Fulfillment  ·  Admin →
    Helen Barrell commented  · 

    Hi Moshe,
    When we reject the partner from this page, and add an internal note, the internal note is added to the Notes tab.

    (see attached rspic1).

    We use this page when rejecting a partner, as we need to check other partners are on the list, so we do not lose the external ID.

    (see attached rspic2)

    When we use this reject function, the internal note does not transfer to the notes tab. We would assume both reject buttons would work the same, as they both give you the option to fill out the internal note field.

    Why are they not behaving in the same manner? There is often more than one way to do the same thing, but we need the same result. Having to change between the two pages is just adding more clicks to each request.

    Helen Barrell shared this idea  · 
  3. 55 votes
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  4. 12 votes
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    0 comments  ·  Alma » Fulfillment  ·  Admin →
    Helen Barrell shared this idea  · 
  5. 179 votes
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    under review  ·  3 comments  ·  Alma » Other  ·  Admin →
    Helen Barrell supported this idea  · 
  6. 178 votes
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  7. 73 votes
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    3 comments  ·  Primo » Primo VE  ·  Admin →
    Helen Barrell supported this idea  · 
    Helen Barrell commented  · 

    This would be very useful for Primo 5 too!

  8. 139 votes
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    6 comments  ·  Alma » Fulfillment  ·  Admin →
    Helen Barrell commented  · 

    We would also like the ability to send the borrowing activity email as scheduled (once a month) plus on demand when a borrower asks, but to turn it off so it doesn't automatically send when renewing items. This has caused us issues with borrowers who might have racked up many fines which we're in the process of waiving, and they've been upset receiving an automated email telling them they've got a huge fine to pay. To get round this, we have to warn them that the email is coming as part of the procedure, but it would be far better to have the control to turn it off from sending automatically in that situation.

    Helen Barrell supported this idea  · 

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