[OPEN-ILS-GENERAL] Family (Group) Accounts

[Erica Rohlfs]

Hello Deana,



 If this were set to "false", would the cloned patron then have their
address linked to the original patron's address in such a way that editing
the original would edit the cloned account as well?


Yes, editing the original patron’s address will, in effect, edit the other
patron’s account who displays this linked address. I sent another email
this morning with screen images of this particular part of the feature on
the other email thread.


What about if you edit the clone - does it then automatically edit the
original as well?

No. You can edit the address of the clone without it affecting the address
of the original patron.


I hope this helps.

Regards,

Erica


On Sat, Dec 14, 2013 at 1:19 PM, Deana Cunningham <
deana.cunningham at granvillecounty.org> wrote:

>  Thanks for the input on this - it sounds like we are talking about
> apples and oranges, but I find whenever I learn something new about
> Evergreen it comes in handy!
>
>  We do have the setting Michele mentions set to true - "Cloned Patrons
> get address copy". It sounds like what Michele is saying is this means they
> get a copy of the address which is NOT linked to the original patron in any
> way. If this were set to "false", would the cloned patron then have their
> address linked to the original patron's address in such a way that editing
> the original would edit the cloned account as well? What about if you edit
> the clone - does it then automatically edit the original as well?
>
>  Originally I was asking about grouping the cards in order to easily tell
> parents the amount of fines and overdues there are on all accounts that the
> family has. In Evergreen 2.3.2, this is in the "Other - Group Member
> Details" section of the patron record. In the patron registration itself is
> a check box for "Is Group Lead Account". I like this function a lot, but my
> director wants to know all the ramifications before we start implementing
> it in our system.
>
>  And if there is anyone out there who knows how to get the
> notification/action triggers to produce a text file, please let me know!
>
>  Thanks,
>
> Deana Cunningham
> Branch Manager, South Branch Library
> 1550 S. Campus Dr.
> Creedmoor, NC 27522
> Phone: (919) 528-1752
> Fax: (919) 528-1376
> deana.cunningham at granvillecounty.org
>



-- 

Erica Rohlfs, MLIS
Education Specialist
Equinox Software Inc. / The Open Source Experts
Phone: 770-709-5572 | 1-877-OPEN-ILS (673-6457) x5572
Email: erohlfs at esilibrary.com
Web: http://www.esilibrary.com
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