Professionals, suppliers & pharmacies

Track referring vets, farriers, trainers, the companies you buy from, and pharmacies.

Not every contact is a client. decavet keeps the rest of your network in the same address book, labeled by category, so you can reference them without cluttering your client list.

Prerequisites: none.

The other categories

  • Professional — referring vets, farriers, trainers, and other professionals you work alongside or refer to.
  • Supplier — the companies you buy medications and supplies from. You can link a supplier to inventory items as the preferred source.
  • Pharmacy — pharmacies you send prescriptions to.

Steps

  1. Click ContactsNew Contact.
  2. Set the category to Professional, Supplier, or Pharmacy.
  3. Choose Individual or Business as appropriate.
  4. Enter the name, address, and contact methods.
  5. For a business, you can record a primary contact person and an account number.
  6. Click Save.

You'll know it worked when…

The contact appears under its category in Contacts and is available to pick where relevant — for example, a supplier when setting up an inventory item.

Tip: Filter the Contacts list by category to get a clean directory of just your suppliers, or just the professionals you refer to.

Next steps