List of customers

List of customers

Here all veterinarian customers are shown, by alphabet. Data shown in quick preview is Subject, address and phone number.

On list of customers we  finde:

1. Filtering

2. Informations

2.1 Customer Informations

2.2 Treatment history

2.3. Adding more Holdings

3. New customer

If we have  settings for Credit Limit on the owner and the owner exceeds the debt limit we get a message

1. Filtering

With click on button  we can search customers. In search text we can enter: first name, last name, Farmer ID ( holding),....

When we start entering letters or number the list of owners appare

HINT On the list of customers and in the section search we do not see Inactive customers.

2. Informations

Click on button  we can see:

- Custumer information

- Treatment history

- Navigation on the customer

2.1 Customer informations

Click on button Customer information, we can see and edit data about custumer 

Clcik on button  we can edit the data. After we edit them, we save them with click on button .

2.2 Treatment history

Here we see all treatment for chosen customer.

By clicking on arrow we can see which animal we have treated

Cliko on button  we move to basic information about animal

Cliko on button we move totreatment details

2.3 Adding more Holdings

If the Owner has multiple holdings, they can add them through the mobile app.

By the field Holding ( GMID) we have button GMID ( Holding).

To add a new holding, simply click on the GMID button and the mask for adding it will appear.

GMID	Enter  GMID ( Holding ) number.
Subject	Data is automatically populated with the owner's information when we click the GMID (Holding) button.
Title	The Address where this GMID ( Holding) is registered.
Postal	We select the Postal.
Contact	Enter the contact person.
Status	If GMID ( Holding ) is active we tick this option.
Note	Enter the note if we have any.
	After entering the data, we simply click on the "Save" button.

3. New customer

We can also enter a new customer via mobile. With click on button  we can add new customer.

When we add all data thtat we need we click on button save. The data about customer we see also in hosting database.