complete management software

Activities > Find Account - Pets Tab or 

Dashboard > Account Search - Pets Tab

 Use this page to view, add, delete or edit pet information for the account.

Add a New Pet

Step 1. Locate the Owner Account you need to work with using the Account Search feature on the Dashboard, or via Activities > Find Account. 

Step 2. Click the Pets Tab. 

Step 3. Click the Add Account Pet hyperlink. 

Step 4. Complete the fields in the Account Pet window, as needed. 

Step 5. Click the Save button to finalize, or the Save Add button to add more records. 

Edit a Pet

Step 1. From the Find Account Page - Pets Tab, Click the Pencil icon for the Pet you need to edit. 

Step 2. Make changes to the Account Pet window, as needed. 

Step 3. Click the Save button to finalize your changes.

Delete a Pet

Step 1. From the Find Account Page - Pets Tab, Click the Trash icon for the Pet you need to delete

Step 2. Click Confirm in the pop up confirmation box.