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.
- 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 data | Can convert? | Notes |
|---|---|---|
| Records of clients. | Yes | The 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: |
| The status of a client record. | Yes | The data conversion process converts the status of client records. |
| The code of a client record. | Yes | The 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: Note: the data conversion automatically adds a prefix to the code of the client contact record. |
| Notes of a client record. | Yes | The 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: |
| Client alerts. | Yes | The 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:
| Yes | The 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: |
| Other contacts of client records. | Yes | The 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: |
| Phone numbers and email addresses of client records. | Yes | |
| The addresses of contact records. | Yes | Note: If necessary, staff can add a postal address to a contact record.
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| File attachments of contact records (for example, PDF documents or images). | No | The 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: |
| Other information of client records. | Yes | The data conversion process converts some data of client records as tags. For example, after the data conversion process is complete, the Tags section shows:
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