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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

        • Make a contact record for a new client

        • Video: Make a contact record for a new client

        • Notes of a client contact record

        • About automatic address search of client contact records

        • Identify accurate address and phone information for clients

        • The Hear About Option tag category

        • Set a tax override for a client

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          Troubleshooting of client contact records

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        Find and show client information

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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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    Vello

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  7. Make client contact records and change their information

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Make client contact records and change their information

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About automatic address search of client contact records

A practice manager can configure ezyVet to do automatic address search of client contact records. As a result, ezyVet tries to automatically find and completes address information that you enter in a contact record,

To start the search when you enter an address, you must enter a minimum of five characters. After you enter the initial five characters, ezyVet shows search results that have the same text that you entered. If you see the correct address, select it. Then, ezyVet will automatically enter the full address information.

To start an automatic address search, enter the initial characters in the Address Search box of a client contact record. This example shows the initial text and the related automatic search results:
Automatic search results of an address search
This example shows the address information that ezyVet automatically enters after you select the correct address:
Address information that ezyVet automatically enters
Note: Automatic address search uses the country that is set in your site to show applicable search results.
Parent topic: Make client contact records and change their information
Related concepts
  • Notes of a client contact record
  • Identify accurate address and phone information for clients
  • The Hear About Option tag category
Related tasks
  • Make a contact record for a new client
  • Set a tax override for a client
Related information
  • Troubleshooting of client contact records
  • Video: Make a contact record for a new client
Tasks
  • Configure automatic address search

ezyVet

Last updated: October 9, 2024

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Related Articles:

  • Configure automatic address search
  • Make client contact records and change their information
  • Make a contact record for a new client
  • Video: Make a contact record for a new client
  • Notes of a client contact record
  • Identify accurate address and phone information for clients
  • The Hear About Option tag category
  • Set a tax override for a client
  • Troubleshooting of client contact records

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