User Buckets - Additional Features

6

(Updated title and content with more ideas - Terran 11/1/2017)

Our staff are excited about the new user buckets and batch editing, but there are more things we'd like to be able to do:

 

Additional batch editing functions:

  • Add new Alerts or Notes
  • Change addresses
  • Change phone numbers
  • Change email address

 

Add patrons to a bucket from the user bucket (instead of from the patron search screen). This could either be by barcode or via a pop-up patron search box like the one used when placing a hold for a patron.

 

Add patrons to a bucket from the groups screen.

 

Add patrons to someone else's shared bucket (right now, a shared bucket can be retrieved, but you can only add patrons to a bucket that you create).

Category

Status: 
Under review