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      ezyVet administration

      • Record configuration

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Record configuration

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Set mandatory information for new contact records

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.

To set mandatory information, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Settings.
    The Settings setting in the settings list
  3. Select Record Properties.
    The Record Properties setting
  4. Select Properties: Contact.
    The Properties: Contact setting
    ezyVet shows the properties of contact records.
  5. Go to the tables at the bottom of the page.
    The tables of the contact record properties
    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:
    The Compulsory checkbox of the Date of Birth item
  7. Select Save.
    The Save button
    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:
A warning message when you try to save a contact record
Parent topic: Record configuration
Related information
  • Record configuration troubleshooting
Procedure
ezyVet
Practice manager

Last updated: May 15, 2024

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Related Articles:

  • Record configuration
  • Record configuration troubleshooting

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