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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.
    To 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.