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 click save.

Helpful Hint Each pet type can be marked as active or inactive, as well as each breed within that type. If the pet type or breed is inactive, it will not be a selection in the setup of a pet profile.

Ref: C-A09

• 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 ...

• 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 ...

• Aircraft Profile Tab

  This article will detail: The functions of all data entry points within the Aircraft Profile tab Related: Quick Start Guide: Account Setup Vendor Aircraft ACCESSING THE PROFILE Go to: My Company > Aircraft > [select aircraft] > Profile tab. ...

• Setup Quote Pricing (Contracts)

  Setup multiple rates (contracts) on the aircraft profiles and/or the account records. Each contract created on the aircraft profile can encompass owner payback details, which drives the profit percentage in the profit analysis within the quote. ...

• Finance Module Setup Guide

  This guide walks through the initial setup and use of the Advanced Finance module specific to managing expenses from entry to invoicing. This module allows an operation to set expense requirements and define approval workflows making certain all ...