Pet Profile: Converting Existing Contacts to Pet Profile
This article will cover:
Converting an existing contact to a Pet Profile
Convert Contact to Pet Profiles
Open the contact record to convert and click the paw symbol in the upper-right of the profile.
When prompted, click yes to convert to a pet profile
The name of the contact will remain when converting to a Pet Profile
Related Articles
Pet Profile: Create New
This article will cover: Creating new pet profiles Searching for pet profiles Use cases for pet profiles Creation of New Pet Profiles In Contacts, click 'Create' and select 'Pet' as the profile type. Select the type and breed from the list (these are ...Pet Profile: Setup
This article will cover: The setup of Pet Profiles Creation of Pet Profiles In Operations> Settings> Classifications, click on the tab labeled Pet Types and then click on the 'Create' icon. Enter in the pet type, description, create breeds and then ...Aircraft Profile Tab
This article will detail: The functions of all data entry points within the Aircraft Profile tab ACCESSING THE PROFILE Go to: My Company > Aircraft > [select aircraft] > Profile tab. Account(s) An aircraft may be associated with one or any number of ...Add travel documents to a contact record
Travel documents such as passports, visas, TSA Pre-Check, Residence Cards, ESTA docs, etc. can be added to Travel Documents within the Contact record. Access the contact record you want to add the information to. Click on the "Travel Documents" tab ...Add personnel and crew contacts to a vendor record
Go to the vendor record you want to add contacts to Click on the "Contacts" tab Click "Create" Enter information for all fields and click "Save & Edit" or "Save & Close" Ref: C-V04