Animal adoptions -prepopulate info from the animal's record

 
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When we get a deposit on an animal, we fill in the adoption options. When the adopter completes payment and contract, we enter through Adoptions for Tracking. I would like to see the information, ie adopter info and adoption lead, adoption date pre-populate when adding to adoptions. Would be a real time saver….thanks

Janine

  1. Bobbi Bell

    Once an applicant is approved for adoption, we would like to prepopulate the adoption CONTRACT with relevant dog/adopter information.... Any help here?

  2. Richard [RG]

    Bobbi, it sounds like you want to use our PDF Contract.  You can contact support and we'll help you get it setup.  Here's the User Guide article about the PDF Contracts: https://userguide.rescuegroups.org/x/HoB1

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    I believe you mean that when you enter the adoption information into the animal's record, you would like to see that pre-populate to the Adoptions tracking feature?  If that is not what you mean, then please let me know.  This actually works in reverse.  When you update the Adoptions tracking feature, it should auto-populate the Adoption Options on the animal record.  

    The Adoptions Tracking feature is not available to all users (it is not in the free Pet Portal), so we will need to look into this to make sure it doesn't cause issues on the free Pet Portal.  I have created an Improvement Request in our issues tracking system, known as JIRA to have this reviewed.  

    CMTY-339 - Auto-populate the Adoption tracker feature with data entered into the Adoption Options in the animal record Open  

    You can login into JIRA to comment, watch, and vote on issues using the same username and password that you use for this Question and Answer service.  If you do not have a username and password, you may request those credentials here: Sign Up for Access to UserGuide, JIRA, and Stash

     

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