Agent owner workflow:
How to Assign an Agent to an Animal Profile from Records:
- Navigate to Records → Animals (located on the left-hand side of the page)
- Locate the Animal Profile:
- Use the search bar at the top of the page to find the animal
- Select the name of the animal
- Assign an Agent:
- Select Edit (bottom right corner of the page)
- Under the Agent section, start typing the agent's name into the field
- Select the owner from the dropdown
- If the owner is not an existing contact in GVL:
- Select Create New (to the right of the field)
- Enter the agent's information
- Select Save
Select Save (bottom right corner of the page) once the agent is listed
How to Add an Agent with an Existing Contact Multiple Animals:
- Navigate to Records → Animals (located on the left-hand side of the page)
- Search for the animal or owner using the search bar
- Select the checkmark box (to the left of each animal's name) for each animal you want the same agent added to
- Select Actions (top right of the box, located under the blue Create Animals button)
- Select Add Agents
- Start typing the agent's name into the field and select them from the dropdown
Click Save in the bottom-right corner of the box to confirm and apply the changes.