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How to find new patrons with a specific note type?

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5 months 3 weeks ago - 5 months 3 weeks ago #1938 by Katharina
How to find new patrons with a specific note type? was created by Katharina
A branch library called today wondering how they could find the patrons that the main library added. Fortunately in their case when the main library adds a patron, they add a comment  with the Note Type "SRL" which can be queried on.
Quick Search
Library ID - Begins - [library]
Registration Date - Is Between - [date 1] and [date 2]
Advanced Search
Comments - Note Type - Begins - SRL [or whatever your note type is labeled]

The other parts of a Comment you can query on are: Add Date, Modified Date, Subject and Note Text. When querying on Subject or Note Text use "Matches" instead of "Begins" to get the most results.

If there's a type of comment you want to easily query for, we can add a Note Type for it - just let us know!
Last edit: 5 months 3 weeks ago by Katharina. Reason: formatting

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