Access Patron Information

You access patron information via the User Lookup and Edit screen.

  Action
1 Open the ILLiad Client for Borrowing.
2 In the Menu Bar, select Edit.
3

In the resulting drop-down list, select Edit Customer.

Result: The User Lookup and Edit screen appears.

4

In the Search for Customer area, enter one or more search terms and select the Search button.

Result: The area to the right becomes populated with users who information match your search term(s).

5

Double-click on a UserName.

Result: The remainder of the screen becomes populated with information for your selected patron.

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