Setting Default Values for Borrower Record Fields

Horizon lets you set default values for some fields in new borrower records. When library staff creates a new borrower record, Horizon completes the fields with your default values. These fields are editable.

You can set defaults for multiple locations by using alternate views. You do this by creating a template with default values that are common to all locations. Then copy the template and create alternate views with values that are specific to each location.

You may want to assign default values to fields like these:

Location
Phone Type
City, ST
Postal Code
Mail Sort Type

To set default values for borrower record fields

1 Open the mq_view view in the Table Editor, or start the View Control process.

The default location of this process is the Administration\System Setup folder on the navigation bar.

Horizon opens the List Search window.

2 Enter “borrower_fast” in the Search for field.

The borrower_fast view controls default information for both fast-added and regular borrower records.

Horizon opens an Edit Horizon View window.

3 Display the Edit View group:

 

 

4 Use the drop-down menu to choose the field for which you want to specify a default value. (For example, choose the location column.)
5 In the Default Value field, specify the default values you want to use for the column you chose. (For example, enter your library’s name.)
6 Save your changes.

 


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