Manually Registering Patrons


#1

I’m trying to manually register some people and this is what I get:

As you can see, none of the required fields are available for me to fill out. Suggestions? Thanks!


#2

Under Settings -> Registration Settings (on the left in the “System Settings” area of the ribbon) you are able to customize which fields are:

  • shown during registration (Ask for Field?)
  • required during registration (Required?)
  • shown on the user’s “My Account” and the Control Room “Patron Account Details” page (Show on Profile?)
  • editable on the user’s “My Account” page (Allow Edit?)

These are helpfully (?) shown in a big grid which makes it really hard to follow which checkbox goes with which field. It’s also possible to do nonsensical things in this configuration such as make a field required for registration but then not show it during registration or on the profile. I’m sorry it’s such a mess, this is a part of the software I have not yet had the opportunity to try to fix up. :confounded:

My suspicion here is that some of the Required? checkboxes are checked but the Show on Profile? boxes are not checked.


#3

Aha! That fixed it. Thank you!


#4

@harald Okay…this is the next issue I’m running into. I had to (sloppily) paint in what the mouse looks like when I mouse over these fields because print screen left it out:


#5

It looks like you have to check the Allow Edit? checkbox in the Registration Settings area in order to edit this value from the Control Room.


#6

Ah! This thread made me discover that “Allow Edit” and “Show on Profile” were also restricting (if not checked) fields from showing on the STAFF side as well. *crosses “ability to show age of patron in Control Room” off GRA wishlist