home

Discover resources

ezyVet Knowledge Center

Get access to documentation, training, and other high-quality resources.

Do a check that contact records of product suppliers have the correct information

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

To do a check that a contact record of a product supplier has the correct information, do this procedure.
  1. Select Contacts.
    The Contacts tab
    ezyVet shows the contact records of your site.
  2. Select Suppliers.
    The Suppliers setting
  3. Find and select the contact record of the applicable supplier.
    ezyVet shows the settings of the contact record.
  4. Compare the name of the contact record with the name of the equivalent contact record of your source PIMS.
    The Business Name box
  5. Compare the contact methods with the equivalent contact record of your source PIMS.
    The Contact Methods section
You completed a check that the data conversion process correctly converted the information of a contact record of a product supplier.