Graphic guide to sending reminders

We can send reminders on the Loans tab. Here we expand the Action button and select the Send reminders option from the menu.

(fig. 1)

In the window of reminders being sent, in the filter we tick the numbers of the reminders that we want to send to readers. The list shows the readers together with the number of the reminder that will be sent to them. By clicking the Send by email button we send the reminders by both email and SMS at the same time.

(fig. 2)

After a while the result of the sending is displayed, with the total number of reminders successfully sent and a list of readers to whom the electronic reminder could not be sent. We can Close this window.

(fig. 3)

The successfully sent reminders have disappeared from the overview in the main window. Readers who have no email address or phone number given then need to be sent a reminder in printed form. We do this by expanding the Print button and selecting the Reminders option.

(fig. 4)

In the overview we mark a suitable output and choose PDF as the file format. We open the generated output and print it.

(fig. 5)

As the last step, in the dialog window we click the Yes button to mark the printed reminders as sent.

(fig. 6)