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Make a contact record for a new client

A client contact record is the correct type of contact record to use for your clients.

To make a record, do this procedure.
  1. Select Contacts.
    The Contacts tab
    ezyVet shows the New Contact screen.
  2. In the Contact Type section, select Customer.
    The Customer settings
  3. Use the Personal Details section to select a title and enter the client's first name and last name
    The boxes to select a title and enter a name
  4. In the Email / Phone box, enter the email address or phone number of the client.
    The Email / Phone box
  5. In the Type box of the Contact Methods section, select Email if you entered an email address.
    The Type box
    Note: If you entered a phone number, use the Type box to select the type of phone number.
  6. Use the boxes of the Physical Address section to enter an address.
    Note: If the client's postal address is different to their physical address:
    1. Clear the Post Mail to Physical Address setting
    2. Use the Postal Address boxes to enter their postal address information
  7. Enter remaining information as necessary (for example, select record tags).
  8. Select Save.
    The Save button
    ezyVet shows a confirmation message:

ezyVet has the client contact record.