User

Cara T.

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Total activity 31
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Activity overview

Latest activity by Cara T.

  • Cara T. created an article,

    CardConnect Application: Digital Signature Process (How-To)

    We have used the information you provided to prepare an official application with CardConnect. This application includes all your rate-match details, contact information, and other necessary da...

    • Cara T.
    • Updated
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  • Cara T. created an article,

    Manage Customer Referral Sources (How-To)

    All Gingr apps come pre-loaded with the "How Did You Hear About Us?" Referral Sources dropdown field on the owner form. This is a system field that ties back to the Customer Sources Report. Commonl...

    • Cara T.
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  • Cara T. created an article,

    Delete Deactivation Reasons (How-To)

    Delete a Deactivation Reason Navigate to Left-hand Navigation: Reports & More » Admin » Deactivation Reasons. Select the checkbox next to the temperament type that you want to delete. Once yo...

    • Cara T.
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  • Cara T. created an article,

    Add Deactivation Reasons (How-To)

    Deactivation Reasons allow you to specify why an animal in your database has been deactivated. Deactivated animals can be viewed in bulk by running a Deactivation Reasons Report. Your Gingr app wil...

    • Cara T.
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  • Cara T. created an article,

    Deactivation Reasons (Topic Outline)

    There are various reasons you may want to deactivate an animal profile such as when an animal passes away, is re-homed, or is banned from your facility. You will be able to update the animal profil...

    • Cara T.
    • Updated
    • 1 follower
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    • -1 votes
  • Cara T. created an article,

    Add Pet to an Existing Owner (How-To)

    Additional pets can be added to an owner profile at any time. An existing Owner Profile is required to add a pet to.    Add a Pet to an Existing Owner Search for the Owner that you would like to a...

    • Cara T.
    • Updated
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  • Cara T. created an article,

    Create an Owner Profile (How-to)

    The Owner Profile contains everything you need to know about a customer and their history with your business. In this article you will learn how to create a new owner account/profile.   Before You ...

    • Cara T.
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    • 1 follower
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  • Cara T. created an article,

    Disable an Owner Account (How-To)

    If an account is not eligible to be deleted because of past transaction history and they request their account be deleted or disabled, there are a few steps to consider. You will need to cancel/del...

    • Cara T.
    • Updated
    • 1 follower
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  • Cara T. created an article,

    Delete an Owner Account (How-To)

    If an owner has no reservation or transaction history it is possible to fully delete the account. This may be useful if the account was imported and no longer is relevant to your business or if you...

    • Cara T.
    • Updated
    • 1 follower
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  • Cara T. created an article,

    Manage Owner Accounts (Topic Outline)

    There are several ways an owner's account may need to be managed. If you have duplicate accounts you may want to merge these together. If you no longer need a record of an owner and their pets, it ...

    • Cara T.
    • Updated
    • 1 follower
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    • 0 votes