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      Clients

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        Find and show client information

        • Find all communication records of a client and do a record export

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Find and show client information

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Find all communication records of a client and do a record export

If you want a full record of all messages that you made and sent for a client, use the Records dashboard tab. The Records dashboard gives you the communication records of the messages. After you find the communication records, you can do an export to a file.

To find the records, do this procedure.
  1. Select Dashboard.
    The Dashboard tab
  2. Select Records.
    The Records tab
    ezyVet shows the Records screen.
  3. Set Record Type to Communication.
    The Communication record type
  4. In the Any section, select the green plus button to add a filter.
    The Any section
  5. Set the filter to Contact.
    The Contact filter
  6. Set the Contact filter to the applicable contact record..
    The contact record box of the Contact filter
  7. If necessary, do steps 4 thru 6 again and again to add more contact records.
  8. Select Show Records.
    The Show Records button
    ezyVet shows the applicable communication records.
  9. Select the applicable records.
  10. In the Perform Action section, select All or Selected.
    The All and Selected buttons
    Note: To do an export of all records of the search results, select All. To do an export of only the records that you select, select Selected.
  11. In the Action list, select Communication - Export.
    The Communication - Export setting
  12. Select Action.
    The Action button
    ezyVet shows an Output Communications dialog box:
    An Output Communications dialog box
  13. In the Format section, select the applicable file format for the report output.
  14. If necessary, select Include Client & Address Details.
    Note: If you select Include Client & Address Details, the report output includes full address information of the client.
  15. Select Queue Report.
    The Queue Report button
Your browser downloads the report file.
Parent topic: Find and show client information
Related concepts
  • Contact record search
  • Reports and methods to find client information
Related tasks
  • Find SMS messages of a client
  • Find all clients that have Hear About Option data
  • Show a list of new clients
  • Show a list of clients
  • Get a list of inactive clients
  • Show a report of all client records that are disabled
  • Find client contact records made in a date range
  • Find clients who are in a region
  • Get a list of client email addresses
  • Find clients who spend the most money
  • Print a client address label
Procedure
ezyVet

Last updated: July 22, 2024

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Related Articles:

  • Find and show client information
  • Contact record search
  • Reports and methods to find client information
  • Find SMS messages of a client
  • Find all clients that have Hear About Option data
  • Show a list of new clients
  • Show a list of clients
  • Get a list of inactive clients
  • Show a report of all client records that are disabled
  • Find client contact records made in a date range
  • Find clients who are in a region
  • Get a list of client email addresses
  • Find clients who spend the most money
  • Print a client address label

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