In a new site, it is not necessary to enter all types of information to make and save a contact record. For example, a staff member can make and save a contact record that does not have date-of-birth information. If necessary, a practice manager can set mandatory types of information for new contact records. If a staff member does not enter the mandatory information in a new contact record, they cannot save the record.

1. Select Admin.
   
2. In the settings list, select Settings.
   
3. Select Record Properties.
   
4. Select Properties: Contact.
   
   ezyVet shows the properties of contact records.
5. Go to the tables at the bottom of the page.
   

   Note: Each item in the Field column of the tables is related to a type of information in a contact record.
6. To set a mandatory type of information, select the applicable checkbox that is in the Compulsory column.
   To make date-of-birth information mandatory for a new contact record, select the Compulsory checkbox of the Date of Birth item:
   
   
7. Select Save.
   
   ezyVet shows a confirmation message:
   
   

If a new contact record does not have the necessary information, ezyVet shows a warning message when a staff member tries to save the record: