Searching for a contact

Follow these steps to search for a contact: Open the Contacts form if it is not already open. Click the Find button in the PetLinx ribbon. Enter the criteria you wish to search for (e.g to search for all business contacts with a company name starting with “ABC”, enter ABC into the “Company Name” field).… Continue reading Searching for a contact

Editing a contact

Follow these steps to edit a contact: Open the Contacts form if it is not already open. If the contact that you want to edit is not displayed in the list on the left hand side of the form, then search for the contact. Once you have the contact displayed in the list, click on… Continue reading Editing a contact

Deleting a contact

Follow these steps to delete a contact: Open the Contacts form if it is not already open. Select the contact type in the “Contact Type” drop-down. In the list on the left hand side of the form, click on the business contact you wish to delete. Click the Delete button in the PetLinx ribbon.

Adding a new contact

Follow these steps to add a new contact (vet or vendor): Open the Contacts form if it is not already open. Select the contact type required in the “Contact Type” drop-down. Click the New button in the PetLinx ribbon. Enter all required information. Click the Save button in the PetLinx ribbon.

Editing a data list entry

Follow these steps to edit a data list entry: Open the Data Lists form if it is not already open. Select the list type in the “List Type” data list. In the list on the left hand side of the form, click on the data list entry to edit. Make any changes you require to… Continue reading Editing a data list entry

Deleting a data list entry

Follow these steps to delete a data list entry: Open the Data Lists form if it is not already open. Select the list type in the “List Type” data list. In the list on the left hand side of the form, click on the data list entry to delete. Click the Delete button in the… Continue reading Deleting a data list entry

Adding a new data list entry

New entries for drop-downs can be added by typing directly into the drop-down when adding or updating a record. You will be prompted to add the new entry when you move off the drop-down. Some drop-downs cannot be added to, such as the Sex drop-down on the Pet tab of the Customers and Pets form.… Continue reading Adding a new data list entry

Searching for an employee

Follow these steps to search for an employee: Open the Employees form if it is not already open. Click the Find button in the PetLinx ribbon. Enter the criteria you wish to search for (e.g to search for an employee called Tom Smith, enter “Tom Smith” into the “Name” field). If you don’t enter any… Continue reading Searching for an employee

Editing an employee

Follow these steps to edit an employee. If you are using the Network edition of PetLinx please note you cannot change the security level of the “Administrator” employee. Open the Employees form if it is not already open. If the employee that you want to edit is not displayed in the list on the left… Continue reading Editing an employee

Deleting an employee

Follow these steps to delete an employee. Please note you cannot delete the “Administrator” employee as it is required for use by PetLinx. Open the Employees form if it is not already open. In the list on the left hand side of the form, click on the employee you wish to delete. Click the Delete… Continue reading Deleting an employee