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Add a person to a syndicate

For correct operation, a syndicate contact record must have a relation to the applicable persons.

  • Make sure that your ezyVet site has a contact record with the correct configuration for the syndicate
  • Make sure that your site has the necessary contact record of the person that you will add
To add a person to a syndicate, do this procedure.
  1. Select Contacts.
    The Contacts tab
    ezyVet shows the contact records of your site.
  2. Select Syndicates.
    The Syndicates setting
  3. Find and select the applicable syndicate contact.
  4. Select Details.
    The Details tab
  5. Adjacent to Associated Contacts, select the plus button.
    The plus button that is adjacent to Associated Contacts
    ezyVet shows the New Contact Association dialog box.
  6. In the Association box, select Syndicate Member.
    The Association box
    Trouble: If the Association box does not show Syndicate Member, make sure that the contact record is a syndicate contact record.
  7. In the Contact box, select the contact record of the applicable person.
    The Contact box
  8. In the On Bill(%) box, select the percentage that the person will pay for the patient's invoices.
    The On Bill(%) box
  9. Select Add.
    The Add button
    ezyVet shows a confirmation message:

The Associated Contacts section of the contact record shows the person:
The Associated Contacts section

If necessary, do the procedure again to add more persons to the syndicate.