Client lists
Client lists group clients so you can organize them, use them as a target audience for campaigns, and report revenue per list. A client can belong to multiple lists at the same time.
Create a list
You manage lists under Clients > Lists. A list has a name (required, maximum 200 characters) and an optional description (maximum 4,000 characters).
Go to Clients > Lists and click Add list.
Enter a name and, optionally, a description.
Click Save.
Add and remove clients
Add existing clients or create new clients or intakes directly from the list.
In the list view, click Add client and choose Existing clients, New client, or New client via intake.
Under Existing clients, select existing clients and add them.
A new client or new client via intake is linked to the list immediately.
Remove a client from the list via Options > Remove from list. This does not remove the client from Vetocare.
Search in a list
The search field on the list page searches only the clients who are members of the list, not the entire client database.
The field searches the members' client and contact details, as well as those clients' animals: animal name, chip number, and passport number.
You can combine multiple search terms, separated by spaces. All terms must occur somewhere in the record.
The ABC bar below the list is accent-insensitive: names such as Öner can be found under the letter O. The same applies to the ABC bar in the client overview.
Click a letter in the bar to see only the list members whose names start with that letter.
The bar and sorting follow the practice's name display setting, meaning the selected order of first and last name, rather than always sorting by the full name. See Set client name.
To search the entire practice, use the shared search function described in Search in Vetocare.
Manage list membership
A client can belong to multiple lists at the same time; the client record shows each list as a badge.
In the client record, select the lists via Select lists (Select, Deselect, Confirm, Cancel).
Without membership, the record displays: This client is not in a list.
Export a list
Export the clients in a list as an Excel or CSV file.
In the list view, click Export.
Choose Save as Excel file or Save as CSV file.
Use lists for campaigns
Use a list as the target audience for an email campaign by selecting the list under Select customers.
Report revenue per list
The Revenue per list report displays revenue grouped by list. You can find it under Reports > Clients > Revenue per list.
Select a period (for example, This month or This year) and click Filter.
The report is based on the invoice date.
The table shows List, Revenue (including VAT), Net (excluding VAT), VAT, and Total.
Clients without a list appear as Customers without a list.
Expand a list to see the ten clients with the highest net revenue.
Export via Export > Save as Excel file.