About client contact records in ezyVet Go
ezyVet automatically syncs client contact records to ezyVet Go. As a result, you can use ezyVet Go to enter and change information about clients. And you can use ezyVet Go directly to make client contact records.
This image is an example of the information that ezyVet Go shows in a client contact record:
A client contact record has settings that you can use to enter and change client information. This table shows each setting and its function:
| Setting | Function |
|---|---|
| First name and Last name | The client name. |
| Code | The code of the client contact record. |
| Business Cust. | If you set Business Cust. to Yes, the contact record is an organization. |
| Is Syndicate | If you set Is Syndicate to Yes, the contact record is a syndicate. |
| The client’s email address. | |
| Mobile | The client’s phone number. |
| SMS | The client’s phone number for SMS messages. |
| Address: Postal | The client’s postal address. |
| Address: Physical | The client’s physical address. |
| Address: Herd address | The address of the client’s herd animals. |
Financial histories in client contact records
A client contact record has a Financial History button. If you select Financial History, ezyVet Go shows a Financial History screen. The Financial History screen shows a client’s invoice records. You can select each invoice record to show information about the invoice.
This image shows the relation between an invoice record in ezyVet and the same record that shows in the Financial History screen of ezyVet Go:
About new client contact records
ezyVet Go usually syncs client contact records from ezyVet. As an alternative, you can make client contact records in ezyVet Go directly. After you make the record, ezyVet Go syncs it to ezyVet.