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Find which clients bought a product (Records dashboard method)

To find the clients who bought a product, you can use the Records dashboard tab.

To find the clients, 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. In the All section, select the green plus button to add a filter.
    The All section
  5. Set the filter to Product Invoiced.
    The Product Invoiced filter
  6. Set the Product Invoiced filter to the applicable product.
    The box to select a product record
  7. Select Show Records.
    The Show Records button
ezyVet shows the contact records of persons who bought the product. The contact records include client contact records.