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Client button descriptions

The toolbar at the top of the Client Details Window contains the following buttons:

Button

KEYS

Action

F7

Saves changes that you have made.

F8

Cancels any changes you have made.

F5

Opens a blank Client Details window for you to add a new client record.

F6

Only enabled when you have selected to not be in permanent edit mode. See information below.

F4

Search for another client record.

CTRL+I

Opens the Client Invoice window allowing you to sell products, services and fees.

CTRL+Y

Displays the client's financial history.

CTRL+N

Opens a blank Animal Details window for you to add a new animal record or will display the Animal Details window for the selected animal.

CTRL+Q

Opens a blank Equine Details window for you to add a new equine record.

CTRL+Z

Opens the Appointment List window.

Not applicable

Opens the Appointment List window.

Searches for client appointments.

CTRL+R

Allows you to enter RVM allocations for the selected client.

CTRL+E

Allows you to enter reminder details.

F9

Closes the Client Details window.

Permanent edit mode or edit lock down?

If VisionVPM is in permanent edit mode, simply make your required changes to the record and click Save.

If VisionVPM is not in permanent edit mode, you will need to click Edit to enable editing. The required changes can now be entered and then click Save.

See Also

Client Details

Search for Client

Client Details window

Clients Details sidebar

Settings tab

Balances tab

Reports tab

Creating a Client record

Working with Syndicates

Inserting a Write Off

Dealing with duplicated client records

How to print a statement for the client

How to print an address label for a client

How to record equipment on loan