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428 results found

  1. Appointment Based Request Limits

    It would be great if we had the option to set global request limits as well as appointment specific request limits. Ie, a user may be limited to 20 requests total, but only 5 of those could be for one appointment.

    26 votes

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    6 comments  ·  Permissions  ·  Admin →
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  2. Allow fields from additional tables to be called in the RequestFromFile process

    It would be useful to allow custom fields, transaction flags, and notes to upload via the RequestFromFile template.

    4 votes

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    1 comment  ·  Staff Client  ·  Admin →
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  3. Aeon client - custom search using 'any of' does not allow for editing of criteria

    Boston Public Library created a custom search based on requests being at one of several identified transaction statuses. After building the search, they realized they wanted to omit one of the selected transaction statuses. There was no way to do this. They had to delete the search and rebuild it from scratch.

    1 vote

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    0 comments  ·  Staff Client  ·  Admin →
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  4. Ability to verify valid email addresses when patrons register

    Boston Public Library would like to make sure that patrons add a valid, working email address when registering in Aeon. This goes beyond web validation for email address formatting; they would like for Aeon to be able to send an email validation to the patron to confirm that it is their email address.

    1 vote

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    0 comments  ·  Web Interface  ·  Admin →
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  5. 1 vote

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    0 comments  ·  Staff Client  ·  Admin →
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  6. In Staff Manager separate option to reset staff's view of Queues and Queue groupings from Grid settings

    If you make adjustments to the Staff Template specific to the Queue listing (Home tab), the only way to apply that is to use the Delete Grid options which will also clear out any column order or customization that staff have done to the Q view in their own client. If there were another way to do this it would be very helpful.

    1 vote

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    0 comments  ·  Admin Tools  ·  Admin →
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  7. 3 votes

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    1 comment  ·  Email  ·  Admin →
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  8. Allow researchers to cancel their appointments up until their appointment time

    It would be great if researchers could cancel their own appointments within the minimum lead timeframe.

    13 votes

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  9. Add functionality to display a field (including custom fields) when RequestFor is populated with an activity.

    When a user submitting a request selects an activity from the Request For dropdown, allow additional fields to display to ask for Date Needed or other data related to activity requests. This relates specifically to sites using appointments, where the appointment fields are hidden when an activity is selected.

    1 vote

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    0 comments  ·  Activities  ·  Admin →
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  10. Clearance status in the Appointments tab in the client

    In the Appointments tab, agenda view, you can currently see the researcher's name, user name, time slot, and number of requests. It would be helpful for there to also be an indication of their clearance status (perhaps with a column for cleared/not cleared, or by using a different text color or background shading for the different statuses). That way, it would be easy to look at the day's researchers and get a feel for how many are new, versus returning. Perhaps clearance status can show up in all the available views if possible.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  11. Adding waitlist functionality for appointment module

    We would love to see a waitlist functionality for users to sign up for when our reading room is full and a cancellation occurs. It would make slotting existing users in much easier as we're now trying to do this manually / on the fly as cancellations occur.

    3 votes

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    1 comment  ·  Staff Client  ·  Admin →
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  12. Segmented request limits, per location

    For sites with multiple sites, it would be great to set segmented request limits per location instead of one shared request limit across all locations.

    2 votes

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  13. Created automated email to send to user when new request is submitted

    • possible to send only on 1st request per day
    • key to turn on or off
    3 votes

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    0 comments  ·  Email  ·  Admin →
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  14. Would like an email notification from Aeon when a patron has paid for an order

    Georgia State University is using TouchNet to allow patrons to pay for orders via credit card. It is not enough of a notification that the order status changes to “Awaiting Item Delivery,” as there will be multiple orders in that queue at a time, including for patrons who weren’t charged, as well as pending file delivery from vendors. It’s difficult to understand which requests are new from TouchNet payments. They would ideally like for Aeon to send an email notification, or at least display some kind of flag on the Aeon client. For now, they are looking into TouchNet to…

    3 votes

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    1 comment  ·  Billing  ·  Admin →
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  15. Appointments: Remove start and stop time fields

    The University of Baltimore requires appointments for patron requesting, but would like to remove the start and stop fields from the appointment form. This will allow staff to have more flexibility with controlling access to the reading room. The appointment configuration fields in the customization manager are not fined-tuned enough to allow for per-visit/per-case flexibility.

    1 vote

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    0 comments  ·  Staff Client  ·  Admin →
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  16. Appointment scheduling - send an email to staff when a patron makes an appointment

    Georgia Archives would like for Aeon to email staff whenever a patron creates a new appointment.

    3 votes

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  17. Allow users to select multiple dates/date spans in the Aeon appointment calendar

    We desperately need for users to be able to choose more than one date on the calendar via a single request form. For researchers visiting for one week, for example, we would like them to be able to select their needed materials (from a finding aid, for example), and then be able to select the entire week they propose to visit, as opposed to having to submit a form for each day they want to visit (what if they are viewing one large collection for that entire week, for example - now they have to submit a form for each…

    6 votes

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  18. Allow appointments to be set for certain days only while leaving other days open for scheduling via scheduled date

    Allow more nuance in appointment configuration to set some days as appointment-only and allow other days to still be open by scheduled date or not require an appointment.

    4 votes

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    1 comment  ·  Admin Tools  ·  Admin →
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  19. Add associated appointments to info displayed in request lists

    An option to show patrons which requests they have linked to an appointment in the "Outstanding Requests," "All Requests" etc. lists would be great.

    12 votes

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  20. Customizable Print Template for Appointment Calendar

    Allow for the customization of the print template used for appointment calendar (as a word doc) so it can only show working hours and other visual changes

    11 votes

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    3 comments  ·  Printing  ·  Admin →
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