This is an old revision of the document!
Table of Contents
Reader Management
Each reader reference displayed on the left hand side of the Reader Dialog consists of an reader record forming a folder, and none, one or more contacts within it. Depending upon which record is selected, the right hand side of the dialog may display an reader record, or a contact record.
Tell me about:
How do I:
Creating a contact for an Reader
In order to create a new contact for an Reader, ensure that the required Reader is selected in the left-hand list and then select [Create new contact] from the [Manage Reader] menu (or press [shift]+[F5]).
Edit and existing Reader or Contact
n order to start the editing process of either an Reader or contact, locate it in the left-hand list and then right-click it in order to display its details on the right-hand side. All fields are immediately available for editing. When editing is completed, select [Update] to update the changes in the database.
Aborting an edit
If changes have been made to an Reader or contact the changes can be aborted simply by selecting any other record in the left-hand list. A warning will be displayed indicating that changes have been made - if the changes are required, select to save them. If the changes are not required, select to abandon them. In either case, the newly selected record will then be displayed.
Removing an existing Reader or Contact
In order to remove an existing Reader, locate it in the left-hand list then select it in order to display its details on the right-hand side. Select [Remove Reader] from the menu in order to begin the removal process.
Validation Before removal takes place, the Manage Reader dialog will validate the removal request. Part of this validation involves checking functional areas of the database to ensure that the record is not currently in use. Once it has been confirmed that this is not the case, the Reader is removed from the database.
If the Reader is still in use for any reason, removal will be refused.
Removing a contact
In order to remove a contact from the database, select the contact in the left hand list then select [Remove contact] from the menu. As contacts are not directly utilised by most functional areas, no validation is performed and the contact is removed immediately.
Editing Advanced Fields
Some Readers may possess advanced editing features, governed by the group type to which it has been assigned. In order to edit these additional fields, select the [Advanced Edit] command button at the bottom of the dialog. The editing page will be temporarily placed into advanced edit mode. In order to return the page to normal, select the same command button that will have changed to display [Simple Edit].
