How do I exclude a specific patron from a list in my patron database? - Wed - Aug 5, 2026 - 9:32am

Maggie Kennedy

Updated: Wed - Aug 5, 2026 - 9:32am ⚬ 0 Comments Customers

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How to Exclude a Patron from a Segment

Important: A search must be saved as a segment before you can exclude a patron from it. Patrons cannot be excluded from an unsaved search.

If a patron appears in a segment but should not be included, you can exclude them from that specific segment.

1. Open the saved segment.
   
   
2. Find the patron you want to remove.
   
   
3. Click Exclude in the Actions column next to the patron’s name.

The patron will now be excluded from that specific segment.

To exclude the patron from every segment, click Exclude from All Lists.

To add an excluded patron back to a segment, click the blue circular arrow next to their name.

You can also view all segments from which a patron has been excluded.

1. Open the patron’s profile.
   
   
2. Scroll down to the Segment Exclusions section.
   
   

This section will display all of the segments from which the patron is currently excluded.

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