Searching in Vetocare
Search all your clients, animals, and invoices with a single search function. Open the search modal from the left-hand menu or with a keyboard shortcut. It searches names, numbers, contact details, and invoice details.
Opening and closing the search function
The search field is located below the logo in the left-hand menu and is only intended to open the search modal; you do not type in the field itself.
Click Search... below the logo in the left-hand menu, or press Ctrl+K (Windows/Linux) or Cmd+K (Mac). The keyboard shortcut opens and closes the modal from any page.
Close the modal with Esc, the cross (×) in the modal, or by clicking outside the modal.
Searching and opening results
Searching starts automatically after two characters; there is no search button. Use the tabs to choose whether to search everything or only clients, animals, or invoices.
The tabs are called All, Clients, Animals, and Invoices. The Invoices tab is visible only if you have invoice permissions; for other users, the tab is completely absent—it is not grayed out or disabled.
The All tab shows a maximum of 5 results per category; a category tab shows a maximum of 12.
Before you start typing, the modal displays: Type to search by name, invoice number, or description. If there are no matches, you see No results.
The top result is already selected, with the ↵ icon. Open a result as follows:
Move the selection up and down with the arrow keys or the mouse.
Press Enter, or click, to open the selected result. A result opens the corresponding record: the client record, animal record, or invoice.
Searching for invoices
An invoice matches on invoice number, customer name or company name, animal details on the invoice, and descriptions of invoice lines.
An invoice result displays the invoice number and the client or company name. A line description is shown only when the result was found through that invoice line. If the invoice already matches on number, client, company, or animal details, no line description is shown, even if a line also matches.
What the search function matches
Searches are case- and accent-insensitive: zoe also finds Zoë. Multiple search terms separated by spaces must all occur somewhere in the record.
The search function searches:
Clients: first name, last name, full name, company name, email address, phone number, mobile number, website, visiting address, and customer number (only if the practice has made the customer number field visible). In addition, through the client's animals: animal name, chip number, and passport number.
Animals: animal name, chip number, passport number, breed, animal type, owner, and the visible animal and customer numbers.
If you want to search within a single client list instead of your entire practice, read how this works in Client lists.