Notes of a client contact record
An ezyVet contact record can have dedicated notes information. Use notes to enter general information about the record that staff can easily refer to.
Note: This documentation gives examples of notes in a client contact record. But you can also add notes to other types of contact record (for example, supplier contact records).
Enter the notes in the Contact Notes box of the Details tab of a contact record:
Important: For security, do not enter card information in the Contact Notes box (for example, a card number or CVV).
The Notes Important setting
Adjacent to the Contact Notes box, contact records have a Notes Important setting:
If you select Notes Important, the Contact Notes box shows a red color after you save the record:
Notes that you set to Notes Important show in the pop-up windows that usually show when you hover over an applicable area of a record. For example, this image shows a note in the pop-up window that shows when you hover over a calendar appointment for the applicable client:
Notes that you set to Notes Important show in the invoices of the applicable client:
The {ContactNotes} template variable
You can use the {ContactNotes} template variable to show the notes of a contact record in a document.