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Knowledge Center: New and published

Pilot features

If you have a group of owners for a syndicate, you can change an owner to a different one.

To change an owner, do this procedure.

Select Contacts.
Select Syndicates.
In the left sidebar, find and select the applicable syndicate record.
ezyVet shows settings and information of the record.
In the Associated Contacts section, double-click the entry of the applicable owner.
ezyVet shows owner information.
In the Owner box, select the owner that you want to change to.
Select Save & Close.
ezyVet shows a confirmation message:

The syndicate has the changed owner.

Last updated: January 8, 2025