Searching for clients and patients is one of the key functionalities you should master. While the search functionality also allows you to search for vets and suppliers, this article only focuses on finding the right client in Animana.

Step-by-step instructions

At the top of Animana, a search bar will always be displayed:

1. When the arrow on the right side is clicked, a list of search filter options will become available: Make sure that Client is selected – this will tell Animana to find contacts with your search terms within active clients. If an inactive client needs to be found, change the search option to Client Inactive.
2. Type in a search term and press Enter or click on the Client button:

   

3. A list of clients will be displayed that meet your search term:

   

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   Note: when you have selected ‘Address’ as a search filter in step 1 you will search for addresses in your entire client database, this includes addresses of inactive clients as well.

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   Which specific fields are searched when I search for a client?

   When performing a client search, Animana searches for your search term in any of the following fields of the client data information:

   • First name (as entered in the Client Data > main tab)
   • Surname (as entered in the Client Data > main tab)
   • Email (as entered in the Client Data > main tab)
   • Visible notes (as entered in the Client Data > subtab Info)
   • Client code (as entered in the Client Data > subtab Info)