Professionals, suppliers & pharmacies

Track referring vets, farriers, trainers, the companies you buy from, and pharmacies.

Not every contact is a client. decavet keeps the rest of your network in the same address book, labeled by category, so you can reference them without cluttering your client list.

Prerequisites: none.

The other categories

  • Professional — referring vets, farriers, trainers, and other professionals you work alongside or refer to.
  • Supplier — the companies you buy medications and supplies from. You can link a supplier to inventory items as the preferred source.
  • Pharmacy — pharmacies you send prescriptions to.

Steps

  1. Click Contacts → New Contact.
  2. Set the category to Professional, Supplier, or Pharmacy.
  3. Choose Individual or Business as appropriate.
  4. Enter the name, address, and contact methods.
  5. For a business, you can record a primary contact person and an account number.
  6. Click Save.

You'll know it worked when…

The contact appears under its category in Contacts and is available to pick where relevant — for example, a supplier when setting up an inventory item.

Tip: Filter the Contacts list by category to get a clean directory of just your suppliers, or just the professionals you refer to.

Next steps