Reviewing a Borrower’s Profile Using a Home Service Process

You can review the borrower’s profile along with other Home Service fields on the borrower record.

To review a borrower’s profile using a Home Service process

1 Start the Update Home Service Borrower process.

The default location of this process is the Home Service folder on the navigation bar.

Horizon opens the List Home Service Borrowers window.

Note: If a Home Service borrower is not listed, make sure his or her borrower record has been assigned to a route. (For more information, see Editing a Borrower Record.)

2 Double-click the Home Service borrower whose borrower’s profile you want to review.

Horizon displays the Edit Home Service Borrowers window:

3 Review the information in the Readers Profile field. (For a description of these fields, see the table in Assigning a New Borrower Record to Home Service.)

 


© 1998-2017 Sirsi Corporation