Top Spender  Report 

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.