[Evergreen-general] "Default phone" required field in the patron edit screen

Mon Jul 26 10:28:43 EDT 2021

Hi All,

This makes me think that the notification settings need to be less default and more intentional.

So instead of phone and email methods being selected by default, they are only selected if certain fields are filled in during the registration process.

Example:
Daytime phone being filled in prompts the copying of information to the default phone number field and selection of the phone notification box.
Email field prompts the selection of the email notification box.
Filling the SMS info prompts the selection of the SMS notification box. (Way to test SMS notice at this point would be great, few patrons really know the carrier and make guesses.)

We have a Library Setting to use the last 4 digits of the daytime phone for the PIN. This setting could a starting point to creating a setting that takes the daytime phone and inserts it into the default phone number field?

Jennifer Bruch, ILS Application Specialist, Pennsylvania Integrated Library System

717-818-2703, support at sparkpa.org

Submit a SPARK Support Request<https://sparkpa.helpspot.com/index.php?pg=request>

________________________________
From: Evergreen-general <evergreen-general-bounces at list.evergreen-ils.org> on behalf of Joan Kranich via Evergreen-general <evergreen-general at list.evergreen-ils.org>
Sent: Friday, July 23, 2021 8:58 AM
To: Jane Sandberg <sandbej at linnbenton.edu>; Evergreen Discussion Group <evergreen-general at list.evergreen-ils.org>
Subject: Re: [Evergreen-general] "Default phone" required field in the patron edit screen

Hi Jane,

For some of our libraries we have batch updated the patron records copying the number in the Daytime Phone to the Default Phone Number.
Other libraries manually copy the Daytime Phone to the Default Phone Number.
For new registrations staff just uncheck the email or phone setting for records without a phone number or email address.  The same is true for SMS.

Hope this helps.  It would be great to get this bug fixed.

Joan

On Thu, Jul 22, 2021 at 4:34 PM Jane Sandberg via Evergreen-general <evergreen-general at list.evergreen-ils.org<mailto:evergreen-general at list.evergreen-ils.org>> wrote:
Hi Evergreeners,

We just upgraded from 3.4 to 3.7, and are running into bug 1901726<https://bugs.launchpad.net/evergreen/+bug/1901726>.  Basically, when we go to edit any of our patrons, there is a field called "Default phone number", which is now required.  It's almost always empty, meaning we can't save the form until we fiddle with it.

It's frustrating that we have to fiddle with this field before making any changes to patron records.  Are there any workarounds that your libraries are using to reduce this frustration?

  -Jane

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