Vello cannot find a client's mobile phone number when the client tries to sign in to the Vello client portal
Do this troubleshooting if:
- A client entered the same mobile phone number in the sign-in screen of the Vello client portal that shows in their ezyVet client contact record
- Vello shows this message: Looks like you're new here! We couldn't find that email or phone number in our system. If you're new to Vello, we'll walk you through connecting your account
A client's mobile phone number shows in the Contact Methods section in more than one client contact record
Vello can show the message to a client if these conditions agree:
- A client's mobile phone number shows in the Contact Methods section of their client contact record
- A client's mobile phone number shows in the Contact Methods section of other client contact records (for example, in their partner's client record)
Remove the client's mobile phone number from the Contact Methods section in other client contact records
- To keep the mobile phone number in the client contact record, copy the phone number from the Contact Methods section and paste it in the Contact Notes section.
- In the Contact Methods section, select the red cross button adjacent to the client's mobile phone number.