General
|
General |
|
|
Here is we enter all the general information about the client. To complete the screen use TAB to move into the various boxes or click in the relevant box.
Type the address into the relevant spaces. Once you have typed in a Town Name or a County Name it will automatically be saved and will be available for selection next time using the drop down box. Alternatively you can set up your towns and counties by going to Preferences/Settings/General/City or Preferences/Settings/County, (Note: if America or Canada the address format will automatically show the States and if Australia the territories will show)
You can add as many contact numbers as you like for a client including email and internet addresses
The Surname/Last Name is the only field that MUST be completed, the remainder of the details are entirely optional although obviously the more details you enter for a client the more help the system will be to you.
Whilst on the Client screen we have provided the ability to Add the Horses at the same time as adding a client. This saves you having to go back to the menu to open the horses area. Simply click on the Add button below the horses section :-
You will note that the client's name has already been entered for you when you arrive at the Add/Edit Horse screen:-
There is plenty of space to enter any notes for the client into this area. Once again it is a feature that may help enhance the trimmer/client relationship. It is also useful if another trimmer/apprentice is making a visit to the client.
The photo feature can be very useful if you are attending a yard/barn where the horses belong to several different clients. Perhaps it is a new client or maybe you are sending an apprentice on the visit. The fact that you can recognise the client can enhance the trimmer/client relationship and make you stand out from the competition maybe.
It maybe that when you are adding a client it may be that the person is a Stable Owner. If so tick this checkbox will create the stable for you.
You will note that when you tick the checkbox two more checkboxes are visible.
1. The "Horses NOT shod by this trimmer" means that although you attend the stable/barn/yard, the actual stable owner does not have his/her horses shod by you. If you leave it unticked it will assume that you also treat the stable owner's horses.
2. When you tick the Stable Owner box you will see that "Name of Stable" has been automatically completed for you. However you can delete this and enter a new one.
3. The
In the Canada and United States version there is ability to add a Tax Code for the client to cover out of state taxes.
Selecting the Title of the client from the dropdown box saves you having to type it in every time.
|
allows you to delete the Stable if required.