Insignia Library system

Additional Info tab

The additional info tab will allow you to track deposits for items in your library. Entering a value into the deposit field and selecting a date will allow you to track deposits made for that patron. We have also added four custom fields to this tab; you can use these fields for any value or information needed. The field names are customizable in the setup.

To enter a new deposit, follow these steps:

1. 
   Click on “Patrons” in the Navigator Toolbar.
   
2. 
   Click on “Find/Add Patron”.
   
3. 
   Find the patron you want to add the deposit to.
   
4. 
   Click on the “Additional Info” tab.
   
5. 
   Click on “Edit” then enter the deposit amount.
   
6. 
   Then click on “Save” to update your changes.
   
7. 
   If you wish to refund the deposit, repeat steps 1 to 3. Then, when clicking “Edit”, enter the refund amount and click on save to save your changes.
   

To enter a patron custom field, follow these steps

1. 
   Click on “Patrons” in the Navigator Toolbar
   
2. 
   Click on “Find/Add Patron”
   
3. 
   Find the patron you want to add the custom fields to
   
4. 
   Click on the “Additional Info” tab
   
5. 
   Click on “Edit” then enter the values in the desired box
   

5.1. Then click on “Save” to update your changes