In this section, you will learn different options for finding clients in HQ, understanding different client types, and managing your clients.
Find Clients And Animals
The easiest way to search for clients or animals is through our new Quick Search feature. Click the search bar at the top of the navigation menu, or click Ctrl + K on your keyboard. You can search by client name, phone number, animal name/number, or microchip number.
If you aren’t finding the client or animal you are looking for, try searching via Clients > Client Management > Search Clients / Animals. This allows you to filter your search by client type and animal details and view more results.
You can search by the following categories:
- Public Client Name
- Public Client Phone Number (cell and/or home)
- Volume Client Name
- Volume Client Owner Name
- Volume Client Owner Phone (cell and/or home)
- Animal Number
- Animal Name
- Animal Name + Last Name
- Microchip
- Rabies tag
Ten items per page is the default display; however, you can adjust this by selecting the “Per page” drop-down menu at the bottom of the page.
How Search Works
Client Names
Type in a minimum of any two characters, and the software will search for those characters in combination. Quick search will pull up the top 5 most relevant records. It is useful to be as specific as possible for common names.
Example: If you type in “sam” (without the quotes) any name with sam in it will populate. So Sam Smith and Brenda Sampson, and Rose Sambrano will all appear on the list.
Items are alphabetized by the owner’s first name in the case where only a partial name is input. For example, Brenda Sampson would precede Rose Sambrano because B comes before R alphabetically.
Client Phone Numbers
Type in a minimum of any two characters, and the software will search for those characters in combination. You can search for partial phone numbers when an area code is unknown for example. Or you can simply ask for the last four digits of a client’s phone number.
Rabies Tags and Microchips
This is also a partial search with a minimum of two characters. Rabies tags are best searched via Client Management > Search Clients / Animals since you can filter by Rabies tag.
