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      Clients

      • Configuration of client contact records

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Configuration of client contact records

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Configure optional date-of-birth information when staff make client contact records

When staff make a client contact record, it is usually necessary to enter date-of-birth information. But a practice manager can configure optional date-of-birth information.

To configure ezyVet to use optional date-of-birth information, do this procedure.
Note: This procedure changes the configuration of all contact record types. You cannot change the configuration of client contact records only.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Settings.
    The Settings setting in the settings list
  3. Select Record Properties.
    The Record Properties setting
  4. Select Properties: Contact.
    The Properties: Contact setting
    ezyVet shows the properties of contact records.
  5. Clear the Required checkbox that is adjacent to the Date of Birth box.
    The Required checkbox that is adjacent to the Date of Birth box
  6. Select Save.
    The Save button
    ezyVet shows a confirmation message:

When staff make a client contact record, it is not necessary to enter data-of-birth-information.
Parent topic: Configuration of client contact records
Related concepts
  • About changes to names of many client contact records
  • About removal of the Customer Satisfaction section from client contact records
Related tasks
  • Merge a client contact record
  • Change the names of many client contact records
  • Configure mandatory Hear About Option tags for client contact records
  • Configure mandatory email addresses for client contact records
Procedure
ezyVet
Practice manager

Last updated: May 16, 2024

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Related Articles:

  • Configuration of client contact records
  • Merge a client contact record
  • About changes to names of many client contact records
  • Change the names of many client contact records
  • About removal of the Customer Satisfaction section from client contact records
  • Configure mandatory Hear About Option tags for client contact records
  • Configure mandatory email addresses for client contact records

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