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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

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Configuration of client contact records

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Configure mandatory email addresses for client contact records

A practice manager can configure mandatory email address information for client contact records. As a result, staff cannot save contact record settings unless they enter an email address.

To configure mandatory email addresses, do this procedure.
Note: This procedure changes the configuration of all contact record types. You cannot change the configuration of client contact records only.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Settings.
    The Settings setting in the settings list
  3. Select Record Properties.
    The Record Properties setting
  4. Select Properties: Contact.
    The Properties: Contact setting
    ezyVet shows the properties of contact records.
  5. For the Email setting of the Field column, select the Required checkbox.
    The Required checkbox of the Email setting
  6. Select Save.
    The Save button
    ezyVet shows a confirmation message:

Before staff can staff save a client contact record, they must enter an email address. If they do not enter an email address, ezyVet shows an Email needs to be defined error message:
An Email needs to be defined error message
Parent topic: Configuration of client contact records
Related concepts
  • About changes to names of many client contact records
  • 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

Procedure
ezyVet
Practice manager

Last updated: May 16, 2024

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Related Articles:

  • 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

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