Summary

Move your animal icons to owner icons in three steps: copy the icons, assign them to owners, and remove the old animal icon types.

Steps

Step 1: Copy Animal Icons

First, copy the icon templates so you can use them as owner icons. Gingr has a copy tool for this.

1. Go to Left-hand Navigation: Admin » Animal Icons.
2. Select all the animal icons to copy to owner icons.
3. Select the orange Copy Icon(s) button at the top of the list.
4. Read the pop-up message, then select Copy Icons.

   Reference: Copying icons also copies all icon alert preferences and assigned icon groups.

5. To see the copies, go to Left-hand Navigation: Admin » Owner Icons.

Step 2: Assign Owner Icons

Icons can have notes. In families with many pets, an icon can have many notes. Gingr does not assume which notes to move, or whether to move notes at all. So you must assign owner icons to each owner account that needs one.

The Icon Comparison Report helps. It lists families that have or do not have icons assigned to owners and animals.

1. Go to Left-hand Navigation: Reports and More » Reports » Icon Comparison Report.
2. Run the report to find animals with the old icons you copied and owners without the new icons.

   

   Reference: The report lists families where the animals have the old icon and the owner does not.

3. Review the icon notes on the pets' icons. Decide which notes, if any, to move.
4. Assign the new owner icons to the owner accounts from the report.
5. Remove the icons from animal accounts that you moved to owner icons.

   Important: Before you delete an animal icon, make sure any notes are copied to the new owner icon.

Step 3: Remove Old Animal Icon Types

When you are sure you moved all your owner icons, remove the migrated animal icons from Gingr so they are no longer an option.

1. Go to Left-hand Navigation: Admin » Animal Icons.
2. In the list of custom animal icons, select the icon types you no longer need.
3. Select Delete Item at the top of the list.

   Important: Deleting icon types is permanent. Make sure you fully moved these icons to owner icons first. This prevents data loss.

Related Articles

• Animal Icons Topic Outline
• Owner Icons Topic Outline
• How to Find an Owner or Animal ID Number How-To