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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

        • Make a contact record for a new client

        • Video: Make a contact record for a new client

        • Notes of a client contact record

        • About automatic address search of client contact records

        • Identify accurate address and phone information for clients

        • The Hear About Option tag category

        • Set a tax override for a client

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          Troubleshooting of client contact records

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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

      • 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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      Products

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      Veterinary care

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      Invoicing

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      Payments

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      Refunds

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      Financial controls

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      Xero

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      Insurance

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      Document management

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      File attachments

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      Printing

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      Electronic signatures

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      Inventory

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      Staff management

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      ezyVet administration

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      Reference information

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      Customer support information

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      Release notes

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      Glossary

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      ezyVet for partners

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    Vello

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    ezyVet Scan

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    ezyVet Go

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    Vet Radar

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    ezyVet Data Lake

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    IDEXX SmartFlow

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    ezyVet Connect

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    Knowledge Center: New and published

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    Pilot features

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  7. Make client contact records and change their information

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Make client contact records and change their information

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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.
Parent topic: Make client contact records and change their information
Related concepts
  • Notes of a client contact record
  • About automatic address search of client contact records
  • Identify accurate address and phone information for clients
  • The Hear About Option tag category
Related tasks
  • Set a tax override for a client
Related information
  • Troubleshooting of client contact records
  • Video: Make a contact record for a new client

Procedure
ezyVet

Last updated: July 22, 2024

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Related Articles:

  • Make client contact records and change their information
  • Video: Make a contact record for a new client
  • Notes of a client contact record
  • About automatic address search of client contact records
  • Identify accurate address and phone information for clients
  • The Hear About Option tag category
  • Set a tax override for a client
  • Troubleshooting of client contact records

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