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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.