| Owners/Pets |
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| View Content | Add New Owner | Steps for adding a new owner. |
| View Content | Modify Existing Owner | The steps to modify an existing owner's account. This menu item is also used to bring up an owner's account in the system.
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| View Content | Delete An Owner | Steps to delete an owner from the system. Note: Owners and pets are never really deleted, only marked inactive.
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| View Content | Undelete an Owner | Click the "Undelete" link to restore the owner to active status.
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| View Content | Multiple Owner Deactivation | Use Multiple Owner Deactivation to deactivate pet owners based on last purchase date. Generally used to clean up your active pet owner list and deactivate pet owners without a recent order/purchase.
Caution: New owners recently added to your PetExec system may not have an order history and you may want to exclude these pet owners prior to deactivating. Click View Content for additional details. |
| View Content | Owner Purchase | The Owner Purchase function allows you to search for an owner and apply one or more products or services to their cart. For example, this option can be used to complete an owner purchase of a retail item or a daycare/boarding package.
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| View Content | Add a New Pet | Steps for adding a new pet to an existing owner. The Owner must be added before associated pets can be added.
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| View Content | Modify Existing Pet | The steps to modify an existing Pet record. This menu item is also used to bring up a pet record in the system.
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| View Content | Move Pet to New Owner | Reassign a current pet to a new owner.
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| View Content | Pet List | Pet List is a list of all pets in the system.
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