|Owners & Pets|
|View Content||How can I quickly find an owner/pet in PetExec?|
The best way to find an owner/pet is to use the Global Search (the oval in the top left corner) and search by owner first and last name or pet first and owner last name. Click View Content for details on searchable fields.
|View Content||Why do I have an owner in my system twice and how can I fix it?|
Sometimes duplicate owner accounts are created by employees or the owners themselves. View Content for more details.
|View Content||How do I see all the emails, SMS/texts, and app messages that I have sent to an owner?|
You can access all communications for an owner via the owner menu-->Owner Communications. Click View Content for more details and screen shots.
|View Content||How do I send a text message to a customer?|
Use the icon in the customer's menu to open the SMS window, type in your message and click on the "Send SMS Message" button. See details for more information.
|View Content||How do we sell a product to someone that is not a client?|
We recommend that you create a generic owner called "Retail" or "Walk-In" with an associated pet and use that owner when doing an Owner Purchase. View Content for more details.
|View Content||How do I not require an email address when adding an owner?|
You can turn off email addresses by un-checking the "Require Owner Email" preference located in the Miscellaneous tab under Company Preferences -> Application Preferences.
|View Content||How do I control which agreements/contracts are shown in the owner menu?|
With PetExec 3.5 you have to option to choose which contracts you show in the owner menu. Click View Content for details.
|View Content||Why do I have duplicate pet advisories after PetExec 3.6?|
With PetExec 3.6 we added the ability to add custom icons to pet and owner advisories. Packmates can select the icons and the colors and choose to show individual icons throughout the system. Click "View Content" for details on deleting the duplicates without impacting pet records which are associated with the default pet advisories.