Overview: What are we talking about?
In this article, we will cover how to use the “View All Owners” page. By the end of this article, you should have an understanding of how to access this page and how you can use its features to help you search, sort, and filter information to find exactly what you need.
The View All Owners page is a complete list of all owners in your database, including leads and inactive owner profiles.
How To: Access and use the "View All Owners" page.
To access the View All Owners page, go to Left Navigation: Owners and Pets » View All Owners.
From these pages, you can filter and sort the information in a wide variety of ways. Each column can be sorted, searched, filtered, pinned, and more.
Default Owners' Table Columns:
| Report Output | Description |
| Actions | In order of Icons from left to right: View Owner Profile, Edit the owner form, Download Virtual Contact File, Invoice History, Search Payment History |
| First Name | Displays the first name of the owner |
| Last Name | Displays the last name of the owner |
| Address | Displays street address |
| City | Displays City |
| Zip Code | Displays Zip Code |
| Owner's Primary Email Address | |
| Home phone | Owner's Home Phone Number |
| Cell Phone | Owner's Mobile / Cell Phone Number |
| Animals | Displays Names of pets attached to owner profile |
| Referral | Displays Referral Source From Owner Form's "How Did You Hear About Us?" |
| Card on File | Displays Blue "View" button is owner has card on file |
| Last Reservation | Displays Date of last reservation if applicable |
| Next Reservation | Displays Date of next reservation if applicable |
| Created At | Date Owner's profile was created |
| Receives Email | Displays an owners communication opt in/out status for system emails including system generated, marketing, and reminder emails. |
| Receives Text | Displays an owners communication opt in/out status for system sms including system generated marketing, and reminder sms |
| Delete Record? | If an owner's profile is eligible for deletion a "Delete" button will show in this column |
Sorting Content
Owners are originally listed in the order in with they were created. You can sort content the list of owners in your database by clicking through the arrow icons next to the column header.
Columns can be sorted alphabetically ascending or descending, filtered by typing in the search bar or by using the filter function with the following criteria: Equals, Not Equal, Starts With, Ends With, Contains, Does Not Contain.
Clicking the arrow icon one time will sort the list alphanumerically A/1 » Z/99. Clicking it a second time will sort it Z/99 » A/1. Clicking it a third time will put the list in its original state which lists owners in the order that they were created.
Searching and Filtering Content
You can search and filter content using the options below the column’s title header.
By default, the list will display any search results that contain the phrase that you typed. You can also refine your search results or exclude your search results by clicking the filter icon next to the search bar and changing your search criteria.
You can also stack search criteria to refine your search results even more.
Pinning and Auto-sizing Columns
By clicking the action menu button next to a column header title, you can pin, auto-size, and hide columns.
You can pin columns by selecting “pin this column” and choosing the side of the grid that you want to pin the column. Pinning a column will pin that information to the selected area so that you can scroll while still being able to view that information.
You can auto-size columns by selecting “auto-size this column” or “auto-size all columns” to fit the content within the column.
Adding Custom Columns
Custom fields from your Owner, Animal, and Reservation forms can be added to the View All pages by tagging those fields on the form.
To tag a field to these view all pages, you will go to Left Navigation: Admin » Owner, Animal, or Reservation Form.
For any field, you can edit it and select “View All” from the “Tags” section.
Marketing to and Exporting Lists
For any of these lists, as you search and filter results, you can add your results to a marketing campaign or export your results to a .csv file.
You can export a list or add to a marketing campaign at any time and as you begin to filter and sort a list, Gingr will only add the filtered results to your campaigns or export.
You can export or add to a campaign using the “Add to Campaign” and “Export to CSV” options in the top right of the list.
FAQ: Frequently Asked Questions
How can I delete an Owner entry from my database?
If an owner profile has no reservation or transaction history their profile can be deleted from the View All Owner's Report. If an owner's profile is eligible for deletion, there will be a button on the far right hand side of this page under the "Delete Record ?" column. If an owner has any transaction history the delete button will not be present.
What if I have duplicate Owner entries?
Duplicate Owner Profiles can be merged under Left Navigation: Admin » Merge Data. To merge Owner Profiles, the animals on each account must match so they can be successfully merged at the same time.
For more information on managing owner accounts and deleting or merging profiles check out Managing Owner Accounts
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