Removing Patron Record Exclusions from Collection Agency Reports
If you want the system to include a patron record in Collection Agency Reports that you previously excluded, perform the following steps:
- Verify that the related NOTE variable-length field contains the exact phrase Collection Agency Exclusion. If it does not, edit the NOTE field to include this exact phrase. The NOTE field can contain additional data as long as the phrase "Collection Agency Exclusion" is intact.
- Go to the Edit menu.
- Verify that the Collection Agency Exclusion menu item does not display a checkmark. To remove a checkmark, select the Collection Agency Exclusion menu item.
- Verify that the system has removed the related NOTE variable-length field. If the patron record still displays the Collection Agency Exclusion NOTE field, contact Innovative.
When the Collection Agency Exclusion menu item is not checked and the patron record does not contain a NOTE variable-length field displaying the phrase "Collection Agency Exclusion", the system includes the patron record in the Collection Agency reports.