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      Clients

      • Find and show client information

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Find and show client information

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Find SMS messages of a client

Data about a client's SMS messages can help your organization keep accurate data for reporting.

To find SMS messages sent from ezyVet to a client or received in ezyVet from a client, do this procedure.
  1. Select Dashboard.
    The Dashboard tab
  2. Select Communication.
    The Communication tab
    ezyVet shows message settings.
  3. In the Communication Methods section, select the SMS button.
    The SMS button
  4. In the Communication section, set Status to the applicable SMS message status.
    The Status setting
    Note: For example, to find SMS messages that ezyVet sent correctly, select Done.
  5. Set Direction to the necessary setting.
    The Direction setting
    Note: To find messages sent from ezyVet, set Direction to Outgoing. To find messages received in ezyVet from a client, set Direction to Incoming.
  6. In the Contact box, select the contact record of the applicable client.
    The Contact box
ezyVet shows the SMS messages:
Search results of SMS messages
Tip: Use the other boxes of the Communication section to show different search results. For example, you can use the Animal box to select a patient's contact record. Then, ezyVet shows SMS messages that are related to the patient only.
Parent topic: Find and show client information
Related concepts
  • Contact record search
  • Reports and methods to find client information
Related tasks
  • Find all clients that have Hear About Option data
  • Show a list of new clients
  • Show a list of clients
  • Get a list of inactive clients
  • Show a report of all client records that are disabled
  • Find client contact records made in a date range
  • Find clients who are in a region
  • Get a list of client email addresses
  • Find all communication records of a client and do a record export
  • Find clients who spend the most money
  • Print a client address label
Procedure
ezyVet

Last updated: July 22, 2024

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Related Articles:

  • Find and show client information
  • Contact record search
  • Reports and methods to find client information
  • Find all clients that have Hear About Option data
  • Show a list of new clients
  • Show a list of clients
  • Get a list of inactive clients
  • Show a report of all client records that are disabled
  • Find client contact records made in a date range
  • Find clients who are in a region
  • Get a list of client email addresses
  • Find all communication records of a client and do a record export
  • Find clients who spend the most money
  • Print a client address label

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