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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

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        Find and show client information

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        Client messaging

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        Syndicates

        • Show all syndicate contact records

        • Make a syndicate contact record

        • Add a person to a syndicate

        • Change an owner of a syndicate

        • Adjust payment quantity for a syndicate owner

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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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      ezyVet API

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      Glossary

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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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Syndicates

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Show all syndicate contact records

To show all syndicate contact records that staff made, use the Contacts primary tab.

To show the contact records, do this procedure.
  1. Select Contacts.
    The Contacts tab
  2. Select Syndicates.
    The Syndicates setting
The left sidebar shows the records.
Parent topic: Syndicates
Related tasks
  • Make a syndicate contact record
  • Add a person to a syndicate
  • Change an owner of a syndicate
  • Adjust payment quantity for a syndicate owner
Procedure
ezyVet

Last updated: June 19, 2024

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Related Articles:

  • Syndicates
  • Make a syndicate contact record
  • Add a person to a syndicate
  • Change an owner of a syndicate
  • Adjust payment quantity for a syndicate owner

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