wishlist: populate Default Phone notification from one of the other phone fields

Bug #1835833 reported by Andrea Neiman
66
This bug affects 15 people
Affects Status Importance Assigned to Milestone
Evergreen
Confirmed
Wishlist
Unassigned

Bug Description

This came up in user testing for the Update Holds Notifications project (bug 1570072).

The desire is for a prompt to ask the staff user about auto-filling in the Default Phone Number notification field from one of the existing phone number fields (Day Phone, Evening Phone, Other Phone).

Changed in evergreen:
importance: Undecided → Wishlist
status: New → Confirmed
Michele Morgan (mmorgan)
tags: added: holds
tags: added: circ-holds circulation
removed: holds wishlist
Revision history for this message
Jessica Woolford (jwoolford) wrote :

My preference would be for the default phone setting to indicate the type of phone in the User Settings, and for the chosen field from actor.usr to be used to populate hold notification settings, rather than having the phone number copied into this field.

Revision history for this message
Millissa (millissam) wrote :

We just had a library request something like this. I'm having trouble explaining why they have to enter a phone number in this field when email for instance can just use the email field from the main patron screen. It would be helpful to only enter phone numbers once to avoid typos.

Revision history for this message
Josh Stompro (u-launchpad-stompro-org) wrote :

Related bugs:

Bug 1901726 - This is discussing the change that was made in Bug 1570072 that forced the use of the default phone number user settings fields.

Bug 2073896 - This fixes a bug that prevented the Angular staff catalog place holds from making use of the fall through preferences that exist.

The Angular Staff Catalog was coded to make use of both the Day and Evening phone fields as the default for phone notification if the default phone user setting wasn't populated.

We (LARL) have had a local customization that uses the day phone field as the default for SMS also, although I need to update the Angular staff catalog with that change.
https://gitlab.com/LARL/evergreen-larl/-/commit/64852249322239b823c9569d2262b76c33ef2b1a

I liked the fall through settings model, and dislike having to have the default phone number user preference filled in. Having to have duplicate information entered means that when a customers phone number changes, it has to be updated in 3 spots instead of one spot. (If SMS and Phone are both use) We have found that it gets missed quite often during renewals or updates.

If the patron editor was to be changed, I would like to see the Default Phone/SMS user settings fields show a visual indicator that they default to the Day_phone, show the current value for day_phone and require a click to edit them. And it should also not allow setting the number to the same value as the day phone to avoid duplicate data being entered if it isn't needed. But that would only work if the fall through preferences worked in all the various hold placement methods.

Josh

Revision history for this message
Rogan Hamby (rogan-hamby) wrote :

I see libraries with requests for several other variations including last four of card number or a predetermined static one.

Revision history for this message
Scott Bonner (sgbonner) wrote :

Seconding the request for a predetermined static option.

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