How do I set up client categories?
Client categories allow you to group contacts together. You will be able to filter on contacts that have been put...
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Client management
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How do I create an invoice?
When you sell a product or a service to your clients you will need to create an invoice for them... -
How do I exclude clients from receiving marketing related messages?
In Animana you can easily send mailings to your clients. We would advise you to create an unsubscribe page on... -
How do I process a pre-payment?
This article describes how to create a pre-payment or credit value in a customer’s account. This is typically needed when... -
How do I make a client inactive?
Sometimes, you want to deactivate a client record. For instance, a client might move away or all of their pets... -
How do I add multiple email addresses to one client?
When creating a contact or client in Animana, you will be given the opportunity to add email details. This article... -
How can a client redeem client card points?
With the client card module, you can reward customers with points for purchases of products and services. This article will... -
Client Data – Discount and Subscription
Defining discount groups can be done by browsing to Client File > Client Data > Discount/Subscription tab; Assign a Price... -
What is in the Client Info tab?
Animana allows you to capture and manage a wide variety of information about your clients. In the Client Info you... -
How do I anonymize client data?
According to the GDPR every individual has the right to be forgotten. Which means that the data of the client...