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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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      Patients

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      Veterinary care

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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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      Document management

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      Glossary

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      ezyVet for partners

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    Vello

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    ezyVet Go

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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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Notes of a client contact record

An ezyVet contact record can have dedicated notes information. Use notes to enter general information about the record that you or other staff can easily refer to.

Enter the notes in the Contact Notes box of the Details tab of a contact record.
The Contact Notes section of the Details tab of a contact record

The {ContactNotes} template variableCopy

You can use the {ContactNotes} template variable to show the notes of a contact record in a document.

The Notes Important settingCopy

The notes box of the contact record has a Notes Important setting:
The Notes Important setting
If you select Notes Important, the box shows a red color after you save the record:
The box shows a red color after you select Notes Important then save the record
Notes that you set to Notes Important show in the invoices of the related client. This helps you to easily identify important information about the client and their invoices:
Notes that you set to Notes Important show in the invoices of the related client
Notes that you set to Notes Important show when you hover over an applicable appointment in the ezyVet calendar:
Notes that you set to Notes Important show when you hover over an applicable appointment in the ezyVet calendar
Notes that you set to Notes Important show when you hover over the Client box of a new appointment:
Notes that you set to Notes Important show when you hover over the Client box of a new appointment
Notes that you set to Notes Important show when you hover over the Owner section of ezyVet's left sidebar.
Notes that you set to Notes Important show when you hover over the Owner section of ezyVet's left sidebar
Parent topic: Make client contact records and change their information
Related concepts
  • About automatic address search of client contact records
  • 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

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ON THIS PAGE

  • Notes of a client contact record

    • The {ContactNotes} template variable

    • The Notes Important setting

ezyVet

Last updated: April 23, 2025

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Related Articles:

  • 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
  • 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
  • Troubleshooting of client contact records

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