FAQs: Copying User Records
How do I register family members using the Copy User wizard?
If one family member is already registered, you can use the Copy User wizard to quickly create matching records for other family members.
To register family members
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In the Users group, click the Copy User wizard. |
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Enter name or user ID of the family member who is already registered. |
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In the New ID list, click AUTO for WorkFlows to automatically generate the new patron ID. |
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Type specific information for this patron such as name and birth date. |
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Click Clone/Copy to New User to copy existing user information to create a new user record. |
How is Charge History handled when copying a user record?
When copying a user record, the Charge History Rule (for example, ALLCHARGES) is copied to the new user record; however, the Charge History records themselves are not copied to the new user record.
Related topics
Copy User Wizard
Copy User Wizard Properties