 Top Spender Report
New Top Spenders List report
shows your Top 50 spenders or your Top 100 spenders.
Report has
option to sort by and show Year to Date Spending, Previous Years
Spent, or Over All-Total Spent.
Appointment Confirmation by Email
 Digital
Scan Folders (for storing vaccination records, contracts,
and any other scanned document, jpg, bmp, txt, or pdf file) are now
created by double-clicking on the Clients line in the middle of the
Appointment and Clients screen. Folder are named based upon owner's
last and first name. This makes it very easy to migrate into a
paperless record keeping environment.
 Inventory
Item Info is now available be right clicking on an
inventory item. This will show the last time the price was changed
and what it was changed from. It will also show the last date the
"on hand" quantity was updated and what the quantity was updated
from.
 Birthday
Mailings (or emailing) can now be sent to any or all pets
having a birthday in the next week, two weeks, or month. This is an
excellent goodwill builder if you mention that it's also a birthday
gift for a free playtime or nature walk.
I'M A NEW CLIENT:
All appointments (boarding, day care, or grooming) for new clients
will have a bright yellow ball that says ”I’m New” in the
appointment. This is based upon this being the first visit for the
owner.
 NEW REFERRAL REPORT:
- This report shows dollars generated by all referrers. This is an
excellent tool to show what advertising or marketing efforts
(dollars) are working what are not. There is a report option for
Summary Only or Detailed (which lists owners and number of pets).
This report should be run with a condition such as began date is
“dated on or after 01/01/06”. You can also ask for a specific
referrer. Dates to use for demo are 01/01/06 to 12/31/06.
NEW SEARCH OPTIONS:
New search options allows you to browse, search and scroll thru
appointments or clients six records at a time. If you double click
on the word Pet in appointments and type: bud It will bring up
all of the Buds, Buddys, Budrows, etc. Double click on the one you
want and it will bring up that appointment. In appointments you can
use this to browse/search/scroll Last Name, Pet Name, Arrival Date,
Departure Date, or Groom Date. In clients you can
browse/search/scroll Last Name, Pet Name, Breed, or Home Phone
Number. When using the old “right click” method for searching, the
active search field will have the first letter italicized in the
appointment and client screen.
CREDIT CARD SECURITY:
For added security pet owner's credit card information is now
encrypted within the database. No hackers allowed!
ADDITIONAL CREDIT CARD
SECURITY: If a client record has no
credit card info then a person with a minimal logon level is
now able to click on the confidential tab and add credit card info.
Only a person at or above the confidential logon level will be able
to click on the confidential tab if there is current credit card
info. This info now appears on screen during check out. *REFERRAL FIELD:
The option to require that a client record can’t be saved without
placing data in the Referral field has been modified so that it only
affects new clients.
RETAIL DISCOUNTS: Retail discounts
now appear in the charge notes on a customer's receipt showing the
list price, percent of discount given and the amount they saved.
Previously only the net amount appeared.
DO NOT CHARGE
option is now available for retail items. These items must be set
with the “No Charge Permitted” box checked in the inventory section.
When checking a customer out, simply click the do not charge box and
it will automatically set the price of that item to zero. This is
also practical for businesses pulling retail items off the shelf for
in-house use.
GROOMING TOTAL DURATION:
Now you can find a total duration time for each groomer on grooming
calendar report if duration is selected rather than out time. Click
on Reports and go to the Grooming Calendar and type in date range.
REFERRAL LOOK-UP
in client record now has first letter search capability like vets.
INVENTORY CATEGORY FIELD
has been added and is available as a sort option when running
Inventory reports. Inventory now has a Record Info feature
(right-click in Inventory) that will show the previous price and
date modified and the previous on hand quantity and the date that
field was last modified.
LOOK-UPS COAT COLORS & INVENTORY CATEGORIES:
Coat Colors and Inventory Categories now have Look-Ups.
Mailing system has new
look and feel. Post
Cards (including email), Form Letters, Contracts, Mailing Labels,
Email Confirmations, and Print Histories are all accessed from a
single screen. DIGITAL STORAGE OF CLIENT RECORDS
- Atlantis can now store and retrieve digital scans
of multiple documents for each pet. Some of our users physically
store vaccination records, medical histories, contracts, and other
forms and correspondence. As such the time spent sorting, the
actual file storage, and the storage space required can become
significant. Digital scans are accepted as legal documents and
only require a scanner and some additional hard drive space.
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