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          Credit limit configuration

        • Find clients who have a credit limit status

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Credit limits

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Find clients who have a credit limit status

To quickly and easily find clients who have a credit limit status, use the Records dashboard tab. For example, you can use the dashboard tab to find all clients who have the Stop status. As a result, it is not necessary to find and do a check of each client contact record to know a credit limit status.

To find applicable clients, do this procedure.
  1. Select Dashboard.
    The Dashboard tab
  2. Select Records.
    The Records tab
    ezyVet shows the Records screen.
  3. Set Record Type to Contact.
    The Contact record type
  4. In the All section, select the green plus button to add a filter.
    The All section
  5. Set the filter to Credit Status.
    The Credit Status filter
  6. Set the Credit Status filter to the status that you want.
    ExampleTo find all clients that have the Stop status, set the filter to Stop.
  7. Select Show Records.
    The Show Records button
ezyVet shows clients that have the credit limit status.
Parent topic: Credit limits
Related concepts
  • Credit limit statuses
  • Video: Set a credit limit for a client
Related tasks
  • Set a credit limit for a client
  • Set a credit limit for many clients
Related information
  • Credit limit configuration
  • About credit limits

Procedure
ezyVet

Last updated: July 30, 2024

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Related Articles:

  • Credit limits
  • About credit limits
  • Credit limit statuses
  • Set a credit limit for a client
  • Video: Set a credit limit for a client
  • Set a credit limit for many clients
  • Credit limit configuration

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