Custom Fieldsallow clinics to track additional options for clients and animals. These can be used for marketing purposes or quick identification of a specific item, for example, the animal's preferred food.
There are four custom fields available for clients, animals and equine records.
Each animal species can have its own set of custom fields and these specific fields will take priority over general fields.
To set up or edit Custom Fields
Go to: Main menu > Maintenance module > Maintenance menu > Codes and Descriptions > Custom Field.
Click Insert.
In the Field Name, enter a name for the custom field.
Select whether this custom field relates to Client, Animal or Equine.
In Field No (1-4) type the number of the field which defines where it will be displayed on the Client Details, Animal Details or Equine Details window.
Client Custom Fields 1 and 2 are displayed on the Main tab of the Client Details window.
Client Custom Fields 3 and 4 are displayed on the Settings tab of the Client Details window.
To attach a species to a animal custom field, click the Species arrow and double-click to select a species.
For animal fields it is important that all breeds are associated with a species.
In the Add to List box, enter the selections for the custom field. Press ENTER after adding each selection to display the option in the Field Options list.
When all field options have been entered, click Save.
