If you encounter an error saying "Associated User is required" when trying to create and save a Blue Contact record as a staff member, this will be because you have added the user account of your staff member to the general information section of the contact prior to saving.
All staff members that you wish to also create a Blue Contact record for (i.e. where they themselves bring their own pets to your clinic, or receive staff discounts for purchases) you must first ensure they have their own User account created through the Red Admin tab. This does make use of one of your ezyVet user licenses to do so.
You can find a step by step guide for this and more information on our Help Documentation portal - HERE
Once this step has been completed you can create a Blue Contact record.
You will need to both tick Staff Member in the Contact Type section, and also in the General Information field select the staff member user account to associate with the contact record. "
You can find more information on creating a Contact Record on our Help Documentation portal - HERE
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article