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Do a check that client contact records have the correct names

The data conversion process converts contact records from your source practice information management system (PIMS) to ezyVet. You must make sure that the data conversion process correctly converted the names of client contact records.

Make sure that you have the equivalent contact record open in your source PIMS.
To do a check that the data conversion process correctly converted the names of a client contact record, do this procedure.
  1. Select Contacts.
    The Contacts tab
    ezyVet shows the contact records of your site.
  2. In the left sidebar, find and select the applicable client contact record.
    ezyVet shows settings and information of the contact record.
  3. If applicable, make sure that the Title box shows the correct title.
    The Title box
  4. Compare the names of the client contact record with the equivalent client contact record of your source PIMS.
    The First Name box
You completed a check that the data conversion process correctly converted the names of client contact records.