Preparing for E-mail Confirmation (optional)

You can send e-mail messages to borrowers to confirm the schedule for the media items they have reserved. If you want Horizon to send e-mail confirmation messages, you need to have these things set up:

A “sender” e-mail account from which you are sending the confirmation. This is an e-mail address for the library location from which you want to send the message.
A “recipient” e-mail address to whom the confirmation is being sent. This is the e-mail address of the borrower making or requesting the media item reservation.
An application that can send and receive e-mail. This is software such as Microsoft Outlook and Outlook Express, Eudora, etc. that acts as a MAPI server to send and receive e-mail. This application must be installed on the workstation where you want to send e-mail confirmations.

Borrower e-mail addresses may be stored as part of each borrower record, or may be entered at the time the confirmation is sent. If you want to store e-mail addresses as part of each borrower record, you must first edit the record and add the e-mail address.

To add an e-mail address to a borrower record

1 Start the Open CKO Window process.

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

2 Open a borrower record.

For instructions, search “identifying a borrower in checkout” or “adding a new borrower record” in the Circulation Guide.

3 Choose Borrower, Edit Borrower.

Horizon opens the Edit Borrowers window.

4 Click Page Down or resize the window to display these fields:

5 Complete these fields:

In this field

Do this

E-Mail Name

Enter the borrower’s name.

Internet Addr.

Enter the borrower’s e-mail address.

6 Save your changes.

 


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