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    ezyVet

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      Clients

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        Syndicates

        • Make a syndicate contact record

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Syndicates

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Make a syndicate contact record

A syndicate contact record has a special function that is applicable to a syndicate.

To make the record, do this procedure.
  1. Select Contacts.
    The Contacts tab
    ezyVet shows the New Contact screen.
  2. In the Contact Type section, select Business.
    The Business option
  3. In the Contact Type section, select Syndicate.
    The Syndicate setting
  4. In the Business Name box, enter a name for the syndicate.
    The Business Name box
  5. Enter the remaining necessary information for the contact record (for example, a physical address and email address).
    An email contact method and related email address
  6. Select Save.
    The Save button
    ezyVet shows a confirmation message:

ezyVet has a syndicate contact record. ezyVet changes the icon of the contact record to the syndicate icon:

Parent topic: Syndicates
Related tasks
  • Show all syndicate contact records
  • Add a person to a syndicate
  • Change an owner of a syndicate
  • Adjust payment quantity for a syndicate owner
Procedure
ezyVet

Last updated: December 8, 2024

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Related Articles:

  • Syndicates
  • Show all syndicate contact records
  • Add a person to a syndicate
  • Change an owner of a syndicate
  • Adjust payment quantity for a syndicate owner

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