Create a reusable Patron group
Steps to Create Patron Group
- Select “Groups” > “Create Group”
- Open the “Create Patron Group” tab and complete required “*” fields
- In “Patrons”, set “Include/Exclude”, choose “Patron Type”, and enter “CIF”; update “Patron Name”, “Patron Address”, and “Subsidiary” as needed
- Choose an action: “Save”, “Validate”, or “Transmit”