View All Owners (How-To)

Article Details

Summary

This article shows you how to view a list of all owners in Gingr and how to filter, sort, and add columns to the list.

Steps

  1. Go to Left-hand Navigation: Owners & Pets » View all Owners.

Dashboard menu with 'View all Owners' highlighted.

Table of owners with contact details.

What You Can Do From the List

  • View an owner's profile. Select the i icon.
  • Edit the profile.
  • Download the owner's vCard information. Select the ID card icon.
  • Open the owner's Account History. Select the bank icon.
  • View Payment History by payment event or by invoices paid.

Filter and Sort the List

You can filter by one or more columns at once to narrow your search. To change the sort direction, select a column header. To see advanced search options, select the filter icon. You can filter by equals, greater than, less than, not equal to, or a set range.

Table of owners with contact details.

Table with owner details and filter options.

Add a Column to the List

  1. Go to Left-hand Navigation: Admin » Owner Form or Admin » Animal Form.
  2. Hover over the field you want to add to the table.
  3. Select the pencil edit button.
  4. In the Tags section at the bottom of the side window, select View All.
  5. Save your changes in the side window.
  6. Save again at the bottom of the form.

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