Function bar overview

Modified on Fri, 02 Nov 2018 at 09:52 AM

A Function bar displays at the top of the screen when logged in to the application. This is used to navigate to different areas and to perform a search for clients or pets.

Function bar options:

Menu icon	Access to: Dashboard - View performance and sales information Reports - Run various types of reports Admin - Manage administrative tools Performance - Manage plan performance information Current date and time
Quick Sync link	Manually update the IDEXX Petly Plans database with information from the practice management software (PIMS) including clients and pets added or updated within the last thirty days.
Basic Search function	Find a client or pet.
Advanced Search button	Narrow search results further by entering additional filters such as a pet status, plan status, plan start date, and/or plan end date. You can also include clients without active pets in Petly Plans in the search results.
Exit menu	Access to: My Profile - Update your display name, tool tip visibility, email address or password. Logout - Exit the application Helpdesk - Go to the Petly Plans Helpdesk