About client contact records in ezyVet Go
A contact record in ezyVet Go is a client contact record that ezyVet Go synced from ezyVet. The Contact Details screen in ezyVet Go shows a client contact record.
The Contact Details screen has information that includes:
- Client name
- Client phone number and address information
- Patients that the client has
- An Edit Contact button that you can select to make changes to client information
- A Financial History button that you can select to show invoices for the client
- An Add Animal button that you can select to add patient records to the contact record
Client information changes in ezyVet Go
To make changes to client information, select the Edit Contact button that shows in the Contact Details screen. ezyVet Go syncs client information changes that you make to ezyVet. Example changes include new addresses or changes to a client name.
The Edit Contact screen has an Is Syndicate setting. Use Is Syndicate to tell ezyVet Go that a contact record is for a syndicate.
About new client contact records
ezyVet Go usually syncs client contact records from ezyVet. As an alternative, you can make a contact record in ezyVet Go directly. After you make the record, ezyVet Go syncs it to ezyVet.