How to Assign Agents to an Animal Profile

How to Assign an Agent with an Existing Contact Without Going Into the Animal Profile

1. Navigate to Records → Animals (located on the left-hand side of the page)
2. Search for the animal using the search bar
3. Select Actions (far right of the page — you may need to use the scroll bar at the bottom to right to locate this)
4. Select Add Agents
5. Start typing the agent's name into the field and select them from the dropdown
   Select save bottom right of the box to save these changes How to Add an Agent to an Animal's Record Without Opening the Animal Profile

1. From the main navigation menu, go to Records and then select Animals.
2. Use the search bar to locate the desired animal.
3. Scroll to the far right and click Actions.
4. Select Add Agents.
5. Begin typing the agent's name in the field and select the correct name from the resulting dropdown list.

6. Click Save in the bottom-right corner of the box to confirm and apply the changes.
   
   
    

Search for the animal or owner using the search bar

1. Select the checkmark box (to the left of each animal's name) for each animal you want the same agent added to
2. Select Actions (top right of the box, located under the blue Create Animals button)
3. Select Add Agents
4. Start typing the agent's name into the field and select them from the dropdown
   Select save bottom right hand corner of the box to save these changes.