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    ezyVet

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      Getting started

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      Clients

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        Make client contact records and change their information

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        Find and show client information

        • Contact record search

        • Reports and methods to find client information

        • Find SMS messages of a client

        • 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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        Client messaging

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        Syndicates

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        Client management troubleshooting

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        Configuration of client contact records

      • Client management integrations

      • Client account balances in ezyVet

      • Financial information shown in contact records

      • Amount and Outstanding values in the Financial Records section

      • Client management integrations for ezyVet

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      Patients

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      Appointments

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      Products

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      Veterinary care

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      Invoicing

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      Payments

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      Refunds

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      Financial controls

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      Xero

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      Insurance

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      Document management

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      File attachments

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      Printing

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      Electronic signatures

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      Inventory

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      Staff management

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      ezyVet administration

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      Reference information

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      Customer support information

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      Release notes

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      Glossary

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    Vello

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    ezyVet Scan

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    ezyVet Go

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    Vet Radar

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    ezyVet Data Lake

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    IDEXX SmartFlow

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    ezyVet Connect

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    Knowledge Center: New and published

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    Pilot features

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  7. Find and show client information

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Find and show client information

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Show a list of clients

A list of clients can help your organization keep accurate data for reporting. The client list that you can use ezyVet to show includes many types of client information (for example, email addresses, phone numbers, and cities).

To show the list and save it to your device, do this procedure.
  1. Select Dashboard.
    The Dashboard tab
  2. Select Records.
    The Records tab
    ezyVet shows the Records screen.
  3. Set Record Type to Contact.
    The Contact record type
  4. Set Active to Yes.
    The Yes value of the Active setting
  5. In the All section, select the green plus button to add a filter.
    The All section
  6. Set the filter to Contact Type.
    The Contact Type filter
  7. Set the Contact Type filter to Customer.
    The Customer setting of the Contact Type filter
  8. Select Show Records.
    The Show Records button
    ezyVet shows the client contact records.
  9. Select the applicable client contact records.
  10. In the Perform Action section, select All or Selected.
    The All and Selected buttons
    Note: To do an export of all records of the search results, select All. To do an export of only the records that you select, select Selected.
  11. In the Action list, select Export - Contacts.
    The Export - Contacts setting
  12. Select Action.
    The Action button
    ezyVet shows an Output Contacts dialog box.
  13. Use the Format settings to select the applicable file format for the list (for example, Microsoft Excel).
    The Format settings
  14. Select Queue Report.
    The Queue Report button
ezyVet saves the client list to your device.
Parent topic: Find and show client information
Related concepts
  • Contact record search
  • Reports and methods to find client information
Related tasks
  • Find SMS messages of a client
  • Find all clients that have Hear About Option data
  • Show a list of new 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 SMS messages of a client
  • Find all clients that have Hear About Option data
  • Show a list of new 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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