View All Owners (How-To)

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View All Owners

You can view a list of all owners from Left-hand Navigation: Owners & Pets » View all Owners.

 

From here you can:

  • View an Owner's profile by clicking the i icon.

  • Edit their profile.

  • Download their vCard information with the ID card icon.

  • Access their Account History with the bank icon.

  • View Payment History by payment event or invoices paid.

You can filter by one or multiple columns at once to narrow your search. In any column, click the header to change the sort direction. Click the little filter icon to display advanced search features such as filtering by equals, greater than, less than, not equal to, or in a set range.

 

To add a column to this table, navigate to Left-hand Navigation: Admin » Owner Form and Admin » Animal Form. Hover over the field you would like to add to this table and click the pencil edit button. At the bottom of the side window is the Tags section, where you can select View All. Save your changes to the side window and again at the bottom of the form.

 

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