Searching for a contact

Searching for a contact

Follow these steps to search for a contact:
  1. Open the Contacts form if it is not already open.
  2. Click the Find button in the PetLinx ribbon.
  3. 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). If you don’t enter any search criteria, all contacts will be displayed.
  4. Click the Find button again in the ribbon. Any contacts matching the search criteria will be displayed in the list on the left hand side of the form.
    • Related Articles

    • 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 ...
    • 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 ...
    • 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. ...
    • Searching for a Customer

      In the Menu (search by name) Above the Customer/Pet List, click in the field labelled “Enter text to search”. Start typing any part of the customer’s name, and any customers matching will be shown. To search for all customers including those with a ...
    • Searching for a Pet

      In the Menu (search by name) Above the Customer/Pet List, click in the field labelled “Enter text to search”. Start typing any part of the pet’s name, and any customers with pets matching will be shown. To search for all pets including those with a ...