Defining Patron Management Settings

Requires purchase of the optional Patron Management module.

To configure settings that apply to all users, choose Tools » Global Settings » Patron Management.

Field

Description

Data Storage

Select the types of information to be retained about admitted and/or refused entrants.

Show Entry Limit options for Subjects

If selected, the Subjects profile form (Entries tab) allows users to limit the number of entries in a period.

Match Criteria

Define the weighting for various criteria to be used in identifying possible matches to existing subjects.