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Set a credit limit for many clients

To set a credit limit for many clients at the same time, use the Records dashboard tab. As a result, it is not necessary to set a credit limit for each client each time.

Make sure that your ezyVet site has the configured credit limit.
To set the credit limit, do this procedure.
  1. Select Dashboard.
    The Dashboard tab
  2. Select Records.
    The Records tab
    ezyVet shows the Records screen.
  3. Set Record Type to Contact.
    The Contact record type
  4. Select Show Records.
    The Show Records button
    ezyVet shows a list of records.
  5. Select the applicable client contact records.
  6. In the Action list, select Change Credit Limit.
    The Change Credit Limit setting
  7. Select Action.
    The Action button
    ezyVet shows the Change Credit Limit dialog box.
  8. In the Change Credit Limit To box, select the applicable credit limit.
    The Change Credit Limit To box
  9. Select CHANGE CREDIT LIMIT.
    ezyVet shows a confirmation message.
The clients have the credit limit.