How do I access the report that shows me my active clients?
If you want to keep track of your active clients, you can. There is a pre-set report in Animana that...
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Client management
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Client File
The Client File tab allows you to view a history of your interactions with a client. It also allows you... -
How do I filter specific activities in the client file?
When dealing with regular visitors their client file will build quickly and it can be difficult to find particular information.... -
How do I create and activate Treatment Plans
Treatment plans are used in large animal practices to define a list of medicines (products) available to be added to... -
Client Data – Extra addresses
In the Client Data – Extra addresses tab you can view, add and edit extra addresses associated with a client;... -
Interaction – Phone call
The Phone-call interaction is available within the Client file and the Patient file. To log either an incoming, or an outgoing call, click... -
Interaction – Product
The product interaction is available within the Client file and the Patient file. Note: If you are adding products under the client file these will... -
How do I edit a contact?
Information pertaining to an existing contact, such as names, phone numbers and addresses can be edited via the Client Data tab....