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Data conversion information for AlisVet: Data of client contact records

The data conversion process converts your data from AlisVet to ezyVet. It is important that you know how data of client contact records is converted into ezyVet. For example, it is important that you know how the data conversion process converts phone numbers and email addresses of contact records.

This table shows:
  • The different types of data of a client contact record of AlisVet
  • If the data conversion process can convert the data
  • Information about how ezyVet shows your organization's data after the data conversion process is completed
AlisVet dataCan convert?Notes
Records of clients.YesThe data conversion process can convert client records. The equivalent in ezyVet is a client contact record. A client contact record is a contact record that has the Customer setting activated:
A contact record with the Customer setting activated
The status of a client record.YesThe data conversion process converts the status of client records.
The code of a client record.YesThe data conversion process converts the code of a client record. After the data conversion process is complete, the Code box shows the code of the ezyVet client contact record:
The Code box
Note: the data conversion automatically adds a prefix to the code of the client contact record.
Notes of a client record.YesThe data conversion process converts the notes of a client record. After the data conversion process is complete, the Contact notes box shows the notes of an ezyVet contact record:The Contact Notes box
Client alerts.YesThe data conversion process converts client alerts of a client record. After the data conversion process is complete, the Contact Notes box shows the client alerts of an ezyVet contact record.
Note: If the data conversion process converts a client alert, the data conversion process automatically selects the Notes Important checkbox.
Title and names of client records. For example:
  • Title
  • First name
  • Last name
  • Organization name
YesThe data conversion process converts the titles and names of client records. After the data conversion process is completed, an ezyVet contact record shows the data in the Personal Details section:
The name of the contact record
Other contacts of client records.YesThe data conversion process converts other contacts of client records. After the data conversion process is complete, the Secondary Contact section shows the secondary names of the client record:
The Secondary Contact section
Phone numbers and email addresses of client records.YesThe data conversion process can convert phone numbers, email addresses, and fax numbers of contact records. After the data conversion process is completed, an ezyVet contact record shows the phone numbers, email addresses, and fax numbers in the Contact Methods section:
The Contact Methods section
The addresses of contact records.YesThe data conversion process can convert the addresses of contact records. After the data conversion process is completed, an ezyVet contact record shows the address in the Physical Address section:
The Physical Address section
Note: If necessary, staff can add a postal address to a contact record.
File attachments of contact records (for example, PDF documents or images).NoThe data conversion process cannot convert file attachments of contact records. After the data conversion process is complete, you can use the Attachments section to show related files and images:
An attachment record
Other information of client records.YesThe data conversion process converts some data of client records as tags. For example, after the data conversion process is complete, the Tags section shows:
  • The name of the referral veterinarian
  • The discount group
  • The discount category