Linking an Individual not in NetForum – CRM MODULE

Search for the individual in netFORUM by clicking on “Find Individual.”  

Always check for duplicate records before adding a new individual to NetForum. 

• Enter any number of search criteria [first, last name, email, phone#, city, state, postal code] to avoid creating a duplicate record. Click GO. 
  
  

 

 

To add the individual [the search did not find him/her]; click on “Add Individual.” 

You will be adding information in the highlighted areas. 

Add prefix, First and last name.

It is important to add email as they will receive an auto “welcome” email when you click SAVE.  

• If applicable, enter the “designation” [ex. DVM, VMD, RVT, CVT, LVT] 

• Enter the name of the practice [if you’re linking the individual to a practice] in the “organization field” and click on the magnifying glass in the blue box. This will populate the address and phone numbers in the individual’s record. 
• Use the drop-down menus to add individual type, and relationship type.
    

If required, add a title. (Inventory Manager, Head Technician…) 

 Select “linking” in the drop-down menus for “address linking method,” “phone linking” and “fax linking” fields. 

• Verify that your country is correct. 
• Click SAVE 
  

If you added a veterinarian or credentialed technician. Go to the Demographics icon AFTER adding the individual to add their schooling. 

Enter graduation date, and select appropriate school from the drop-down menu 

• Click SAVE (at the bottom) 
  
  

EXAMPLE of information added during ADD INDIVIDUAL: 

The following information is added in the Add-Individual screen: 

• Prefix (Mr., Dr., Ms., etc.) – Required  
• First and Last Name (Middle initial is optional) 
• Designation (DMV, VMD, CVT, LVT, etc.) 
• Title – optional. Only needed if person being added would like a title more specific  

            than the relationship type. 

• E-mail address (required to receive “welcome” email & for individual to log into aaha.org) 
• Individual Type 
• Relationship Type (Required if they are to be linked to an organization. No entry if not employed) 
• Address, Phone, fax number  

• Option 1: If employed, linked to business address of practice  
• Option 2: If not employed, add their address [home address] 

The following information is displayed in all Headers: 

• Prefix (Mr., Dr., Ms., etc)  
• First, Middle and Last Name  
• Designation (DMV, VMD, CVT, LVT, etc) 
• Name of Primary practice 
• Primary address 
• Primary E-mail address 
• Primary Phone number 
• Fax number 
• Member benefits  
• Individual Type 
• Org type 
• Address Type 

The Membership tab contains information on the individual’s type of membership. They may have an individual membership, a membership inherited through their practice, or may not have a membership. 

In this example, Dr James Johnson inherited his accredited membership through his practice, VCA Associates in Pet Care. 

CRM/Individuals – Relations view 

The Relations tab contains the names of the organization[s] (practices) where the individual is employed. When employed by more than one practice, the main practice is noted by a check mark under the Primary column. 

 IMPORTANT: There should not be [2] business addresses; change the non-primary address[s] to a shipping address. 

In this example, the Doctor has two roles at the same practice. He is both the Owner and the Medical director.  Owner is the only dual relationship type.  

Examples: A member may be an Owner & Medical Director, or an Owner and Practice Manager. You will never have a member that is a Medical Director and a Veterinary Assistant, or a Support Staff and a Technician. 

  

CRM/Individuals – Contact Info view

CRM/Individuals – Membership view - Demographics 

• Displays Education [date of graduation, date of birth] 
  

CRM/Organizations – Relations View 

CRM/Organizations – Contact Info View 

 

If you have any feedback on this article, we would greatly appreciate it if you could send it to liana.jensen@aaha.com.