home

Browse documentation

ezyVet Knowledge Center

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

Make a client contact record

You can make a client contact record in ezyVet Go. ezyVet Go syncs the client contact record to ezyVet.

To make a client contact record, do this procedure.
  1. Select the menu button.
    The menu button
    ezyVet Go shows the menu pane.
  2. Select Contacts.
    ezyVet Go shows the Contacts screen.
  3. In the First name* box, enter the client's first name.
    The First name* box
  4. In the Last name* box, enter the client's last name.
    The Last name* box
  5. Select Add Contact Method.
    The Add Contact Method button
    ezyVet Go shows the Contact Method screen.
  6. Use the Contact name* box to enter the client's name.
    The Contact name* box
  7. Select the Contact type* box.
    The Contact type* box
    ezyVet Go shows the Contact type screen.
  8. Select the applicable contact method (for example, Email).
    The Email setting
  9. In the Email* box, enter the client's email address.
    The Email* box
  10. Select Save Contact Method.
    The Save Contact Method button
    ezyVet Go shows the Add Contact screen.
  11. Select Add Contact.
    The Add Contact button
ezyVet Go has the client contact record. ezyVet Go syncs the client contact record to ezyVet.