Overview
The Contact module in DaySmart Vet is used to manage and store contact information for various individuals and organizations associated with your practice. This includes vendors, referring veterinarians, specialists, shelters, and more.
A "Contact" profile should be used for people. A "Company" profile should be used for businesses. To learn how to best utilize the Contacts Module, click here .
Adding a New Contact or Company
Click on "Contacts"
Click on "New Contact" or "New Company," as applicable
Complete the form that appears, and click "save + done" to save the current record and close the form, or "save + add new" to save the current record and add another record
Editing a Contact
Click on "Contacts"
Search for the contact or browse for the contact by name under "contact list," and click on the contact's name
Click on "Edit Contact"
Make the desired changes and click "Save + Done"
Deleting a Contact
Click on "Contacts"
Search for the contact or browse for the contact by name under "contact list," and click on the contact's name
Click on "Delete Contact"
Confirm your intent to delete the contact
