Tags: Libraries, Staff Actions
When viewing a reader’s profile from the admin view, staff can add notes to individual readers. This can be helpful if tracking location-specific information or incentives that are not collected site-wide.
To add, edit, or view a note:
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Log in to the admin view of your site.
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Navigate to People > Find A Person.
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Search for the reader and click their name in the “Reader” column to open their profile page.
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Click the “Actions” dropdown in the top right corner of the screen and select “Add Notes.”
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Add or edit the information in the note.
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Click “Save.”
To view all readers’ notes in a report, staff can run the “Individual Reader Participation by Challenge” report, customize the columns to include the “Notes” column, and then download the report and sort by that column.