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    ezyVet

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      Getting started

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      Clients

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        Make client contact records and change their information

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        Find and show client information

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        Client messaging

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        Syndicates

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        Client management troubleshooting

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        Configuration of client contact records

        • Merge a client contact record

        • About changes to names of many client contact records

        • Change the names of many client contact records

        • About removal of the Customer Satisfaction section from client contact records

        • Configure optional date-of-birth information when staff make client contact records

        • Configure mandatory Hear About Option tags for client contact records

        • Configure mandatory email addresses for client contact records

      • Client management integrations

      • Client account balances in ezyVet

      • Financial information shown in contact records

      • Amount and Outstanding values in the Financial Records section

      • Client management integrations for ezyVet

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      Glossary

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    Vello

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  7. Configuration of client contact records

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Configuration of client contact records

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About changes to names of many client contact records

You can use the Records dashboard tab to change the name of many client contact records at the same time.

This image and table gives the applicable settings:
Figure 1. Name change settings

Name change settings
SettingFunction
Auto Clean & Capitalise WordsezyVet changes the first letter of each word to a capital letter.
Find And Replace CharactersezyVet finds the given text and replaces it with the new given text.
Move Text To End Of NameezyVet:
  1. Finds the given word and replaces it with the new given word
  2. Moves the new word to the end of the name
Note: For example, a client contact record has the name Owen Craig. In the Word to be replaced box, you enter Owen. Then, in the Replace with word (appended) box, you enter McDermott. Result: ezyVet changes the name Owen Craig to Craig McDermott.
To change the names of contact records, it is not necessary to use the settings given in the table. During the name change procedure, the Records dashboard shows one more dialog box that you can use to change the names. Clean Names dialog box shows an example of the dialog box. The Old Last Name boxes show two records that have an incorrect * character in the name. In the New Last Name boxes, a staff member removed the incorrect character from the records.
Figure 2. Clean Names dialog box

Clean Names dialog box
Parent topic: Configuration of client contact records
Related concepts
  • About removal of the Customer Satisfaction section from client contact records
Related tasks
  • Merge a client contact record
  • Change the names of many client contact records
  • Configure optional date-of-birth information when staff make client contact records
  • Configure mandatory Hear About Option tags for client contact records
  • Configure mandatory email addresses for client contact records
Tasks
  • Change the names of many client contact records

ezyVet

Last updated: July 22, 2024

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Related Articles:

  • Change the names of many client contact records
  • Configuration of client contact records
  • Merge a client contact record
  • About removal of the Customer Satisfaction section from client contact records
  • Configure optional date-of-birth information when staff make client contact records
  • Configure mandatory Hear About Option tags for client contact records
  • Configure mandatory email addresses for client contact records

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