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ezyVet Knowledge Center

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ezyVet

Getting started

Clients

Make client contact records and change their information

Find and show client information

Client messaging

Syndicates

Show all syndicate contact records

Make a syndicate contact record

Add a person to a syndicate

Change an owner of a syndicate

Adjust payment quantity for a syndicate owner

Client management troubleshooting

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

Patients

Appointments

Products

Veterinary care

Invoicing

Payments

Refunds

Financial controls

Xero

Insurance

Document management

File attachments

Printing

Electronic signatures

Inventory

Staff management

ezyVet administration

Reference information

Customer support information

Release notes

ezyVet API

Glossary

Vello

ezyVet Scan

ezyVet Go

Vet Radar

ezyVet Data Lake

IDEXX SmartFlow

ezyVet Connect

Knowledge Center: New and published

Pilot features

Change an owner of a syndicate

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

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