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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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      Patients

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      Appointments

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      Xero

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      File attachments

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      Printing

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      ezyVet administration

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      Release notes

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      Glossary

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    Vello

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    ezyVet Scan

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    Vet Radar

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    ezyVet Data Lake

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    Knowledge Center: New and published

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  7. Configuration of client contact records

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Configuration of client contact records

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Merge a client contact record

If your ezyVet site has two client contact records that have the same function, a practice manager can merge one with the other.

Make sure that the name given in the two contact records is the same.
To merge the contact records, do this procedure.
  1. Select Contacts.
    The Contacts tab
    ezyVet shows the contact records of your site.
  2. Find and select the client contact record that you want to keep.
    ezyVet shows the settings of the contact record.
  3. Select Merge.
    The Merge tab
  4. Use the box to select the contact record to merge with the contact record that you want to keep.
    The box to select the contact record
  5. Select Merge.
    The Merge button
    ezyVet shows a warning message:
    A warning message
  6. Select OK.
    ezyVet shows a confirmation message:
    A confirmation message
ezyVet merges the client contact record. And ezyVet shows which contact record you merged in the Records Previously Merged into this Record section:
The Records Previously Merged into this Record section
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
  • 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
Concepts
  • About record merge

Procedure
ezyVet
Practice manager

Last updated: July 18, 2024

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Related Articles:

  • About record merge
  • Configuration of client contact records
  • 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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