1. On the menu bar, go to ARRIVALS ->
WALKINS, and click on WALKINS.
2. Press the NEW
button located at bottom, left-hand side of screen.
3. Press the YES button when Message Box appears asking, "Do
you wish to add a new client?"
4. Use the TAB
key, ENTER key, or mouse to move through the
data fields of the "Client Information" form. Enter data
into fields (Note: First and last name of client is
required.)
5. Use mouse to move between tabbed data
areas near bottom of screen (Information, Account Details,
etc.) and enter additional information.
6. When
finished entering data, press the OK button located at the
bottom, right-hand side of screen. This action will take you
to the "Clients & Pets" form from which you may enter or
edit
1. On the menu bar, go to
ARRIVALS -> WALKINS and click on WALKINS.
2. Search
for the client whose information you wish to modify by
entering the client�s last name or last name and first name
(Format: Last Name, First Name) in the Client Search input
box and then pushing the LOCATE button which is to the right
of the input box (or, you may press the ENTER key on
your keyboard).
When the client whose information you
wish to modify is located, select the client by clicking
once in one of the yellow highlighted fields (Account, First
Name, or Last Name).
3. Push the MODIFY button
located at the bottom, left-hand side of the screen. You
will now be at the Clients & Pets screen for the selected
client. You may edit the particular client's information by
selecting either the DELETE OWNER or MODIFY OWNER button.
Both of these buttons are located at the bottom, left-hand
side of the screen. Pushing the DELETE OWNER button will
allow you to delete the client. Pushing the MODIFY OWNER
button will allow you to update personal information about
the client.
4. When you are finished editing the
client�s information, push the OK button located at the
bottom, right-hand side of the screen. This action will
return you to the Clients & Pets screen. Pushing the CLOSE
button at the bottom, right-hand side of the Clients & Pets
screen will return you to the main Arrivals screen where all
clients are listed.
If more than four phone numbers
need to be recorded for the client, click the ADD NUMBER
button located at the bottom, right of the screen. As each
additional phone number is entered, it will be assigned a
number (1, 2, etc.) in the "#" field.
These additional
phone numbers can be edited in the future by simply
highlighting each field and entering the new information.
To delete an additional phone number, highlight the "#"
field of the phone number to be removed and click the DELETE
NUMBER button located at the bottom, center of the screen.
To record an Activity (phone call,
correspondence, etc.) with a client
On the Client
Information form, push the ACTIVITY or COMMUNICATE button located at the
bottom, left-hand side of screen. Select the type of
activity from the drop down list by pushing the down arrow
on the right hand side of the list box. You may then enter
the duration and purpose of the activity, as well as any
additional comments concerning it.
A summary of all
activities related to the client may be obtained by pushing
the SUMMARY button located on the bottom, left-hand
side of the Client Information form.