Profile matching for one borrower
In This Topic
To profile match for a selected borrower:
- Load the borrower details in Circulation.
- Click Home Services and then Match Borrower.
- Click Match. You'll see a brief display of possible matches. If there are no matches you can try changing the location filter.
- Do one of the following.
- Click Select Set to match all the records.
- Click the checkbox next to the records you want, and then click Select Records to match just those records. You can select records across pages. At the bottom of the browser you'll see the number of records selected. You can click Clear to deselect all the records.
- Display a record in full, and then click Select Record to match just this record.
- Click Close to finish matching for this borrower.
See Also