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Do a check that client contact records have the correct contact methods

The data conversion process converts contact records from your source practice information management system (PIMS) to ezyVet. You must make sure that the data conversion process correctly converted the different methods that you can use to speak to the client.

To do a check that the data conversion process correctly converted the contact methods of a client contact record, do this procedure.
  1. Select Contacts.
    The Contacts tab
    ezyVet shows the contact records of your site.
  2. In the left sidebar, find and select the applicable client contact record.
    ezyVet shows settings and information of the contact record.
  3. Compare the contact methods with the equivalent client contact method of your source PIMS.
    A method that you can use to speak to the client
You completed a check that the data conversion process correctly converted the different methods that you can use to contact the client.