Using visual reminders

How to enter a Visual reminder for a client

Go to: Clients menu > Client Details > select client.

1. From the Client Details window, click the Settings tab.
2. Click Select.

   

   • There are two sets of icons.
3. Click the selection button to view each set.
4. Double-click to select an icon.
5. Enter any notes required in the Reminder Text field.
6. Click Save.

Result

• The text will be displayed in the Visual Note field on the Settings window.
• Both the Visual Reminder and the text will be displayed at the bottom of the Main tab on the Client Details window.

How to enter a Visual reminder for an animal

Go to: Clients menu > Animal Details > select animal.

1. Click Visual.

   

   

   • There are two sets of icons.
2. Click the selection button to view each set.
3. Double-click to select an icon.
4. In the Reminder Text field, enter any notes if required.
5. Click Save.

Result

• The Visual Reminder and text will be displayed at the bottom of the Main tab on the Animal Details window.