Index

Contents:

• Foreword
  • Introduction
• Getting Started
  • Menus and Shortcuts
  • Shortcut Keys
  • Dates
  • Tables
  • Initial Setup
• Search
• Animals
  • Shelter View
  • Find Animal
  • Edit Animal
  • Template Animals
  • Bulk Change Animals
  • Daily Observations
  • Litters
• People
  • Find Person
  • Edit Person
• Movements
  • Reservations
  • Retailer Movements
  • Trial Adoptions
  • Movement Books
  • Adoption Coordinators
• Documents
  • PDF Directives
  • Email Tokens in Document Templates
  • Electronic Signatures
  • Mobile Signing
  • User Signatures
• Animal Control
  • Incidents
  • Incident Details
  • Dispatch
  • Suspect/Animal and Citation
  • Alerts
  • Map of active incidents
  • Equipment Loans
  • Licensing
• Boarding
  • Boarding Book
  • Boarding Calendar
• Clinic
  • Waiting Room
  • Consulting Room
  • Clinic Calendar
• Events
  • Adoption Events
  • Event Website Integration
• Lost and Found
  • Matching Lost and Found
  • Scoring
• Waiting List
• General Diary
  • Add a new diary note
  • Viewing my diary notes
  • Diary calendar
  • Printing the diary
  • Create a new diary task
• Accounts
  • Reconciliation
  • Inactive Accounts
  • Payments
  • Reporting
• Stock Control
  • Adding new stock
  • Using stock (manually)
  • Using stock (medical, tests and vaccinations)
  • Stock alerts
• Reports
  • Customising Reports
  • Charts
  • Maps
  • Automatic updating of repository reports
• Online Forms
  • Editing Form Fields
  • Incoming Forms
  • Application Forms
  • Importing
• Payment Processors
  • Requesting a payment
  • Requesting fulfilment of multiple payments
  • Adoption checkout
  • License checkout
• Rota
• Mobile Interface
• Service API
  • Animal Datasets
  • Sensitive/Personal Info
  • animal_image
  • animal_thumbnail
  • animal_view
  • animal_view_adoptable_js
  • animal_view_adoptable_html
  • csv_import
  • csv_mail and csv_report
  • json_mail and json_report
  • extra_image
  • html_adoptable_animals
  • html_adopted_animals
  • html_deceased_animals
  • html_events
  • html_flagged_animals
  • html_held_animals
  • html_permfoster_animals
  • html_report
  • html_stray_animals
  • json_adoptable_animal and xml_adoptable_animal
  • json_adoptable_animals and xml_adoptable_animals
  • json_adopted_animals and xml_adopted_animals
  • json_lost_animals, xml_lost_animals, json_found_animals, xml_found_animals
  • json_held_animals and xml_held_animals
  • json_recent_adoptions and xml_recent_adoptions
  • json_recent_changes and xml_recent_changes
  • json_shelter_animals and xml_shelter_animals
  • json_stray_animals and xml_stray_animals
  • media_file and media_image
  • online_form_html and online_form_json
  • rss_timeline
• Publishing
  • Animal Selection
  • All Publishers
  • HTML/FTP Publishing
  • adoptapet.com
  • maddiesfund.org / Maddie’s Pet Assistant
  • petfbi.org
  • petfinder.com
  • petrescue.com.au
  • rescuegroups.org
  • savour-life.com.au
  • shelteranimalscount.org
  • petslocated.com
  • AVID/PETtrac UK
  • idENTICHIP/Anibase UK
  • AKC Reunite
  • BuddyID
  • FoundAnimals/24Pet
  • HomeAgain
  • PetLink
  • SmartTag
  • Exclude animals from specific publishers
• Mail Merge Sources
  • Running a Mail Merge
  • Printing Labels
  • Generating Documents
  • Bulk Email
  • Integrating with OpenOffice
  • Integrating with Microsoft Word
• Configuration
  • Additional Fields
  • Lookup Data
  • Document templates
  • Reports
  • System user accounts
  • User roles
  • Export Animals as CSV
  • Import a CSV file
  • Import a PayPal CSV file
  • Import a Stripe CSV file
  • Trigger Batch Processes
• Options
  • Shelter Details
  • Accounts
  • Add Animal
  • Age Groups
  • Animal Codes
  • Boarding
  • Checkout
  • Costs
  • Daily Observations
  • Data Protection
  • Defaults
  • Diary and Messages
  • Display
  • Documents
  • Email
  • Find Screens
  • Home page
  • Insurance
  • Logs
  • Lost and Found
  • Medical
  • Movements
  • Online Forms
  • Payment Processors
  • Quicklinks
  • Reminder Emails
  • Remove
  • Reports
  • Security
  • Shelter View
  • Waiting List
  • Watermark
• Appendix: Frequently Asked Questions
  • How do I add new vaccination types, breeds or internal locations?
  • How do I bring an animal back to the shelter after adoption, transfer or fostering?
  • Where do I get some reports?
  • Why am I seeing “animal not in location filter/site” when I open a record?
  • Why is my animal marked not available for adoption?
  • Why are my non-shelter and adopted animals appearing on the vaccination book?
  • Why are my non-shelter and adopted animals being shown on my website?
  • Why can’t I edit the date brought in field?
  • When I create a payment I get “No source account found for donation type, can’t create trx”?
  • Why can’t I view my person record?
  • How do I integrate my adoptable animals with my website?
  • I uploaded the wrong picture for an animal, but it’s “stuck”?
  • Why do I get “page 1 of 1” in the header when I print documents?
  • My scanned confidential documents are being published on my website / PetFinder!
  • Why can’t I send certain fields to PetFinder?
  • Why are ASM emails being sent from account@bounce.sheltermanager.com?
  • Why has my colour scheme reset?
  • If I delete a user, will it delete everything they created?
  • Can I undo a CSV import?
  • How do I export my data to shelteranimalscount.org?
  • How do I export my data from the system for import somewhere else?
• Appendix: CSV file import fields
• Appendix: Database Tables/Columns
  • adoption
  • animal
  • animalcontrol
  • dbfs
  • media
  • owner
• Appendix: Entity Relationship Diagrams
  • Animal with satellite tables, media and logs
  • Adoption/Movement table with relationships
  • Person/payment/account relationships
  • Lost/found and waiting list
• Appendix: Integrating with Your Website
  • Javascript Include
  • Dynamic HTML Page
  • Static HTML Pages (Publisher)
  • Service API Data Calls
• Appendix: Online Form import fields
• Appendix: Wordkeys
  • Organisation Keys
  • Animal Keys
  • Qualifiers
  • Vaccination Keys
  • Test Keys
  • Medical Keys
  • Boarding keys
  • Payment Keys
  • Transport Keys
  • Cost Keys
  • Diary Keys
  • Diet Keys
  • Log Keys
  • Movement Keys
  • Person Keys
  • Citation Keys
  • Equipment Loan Keys
  • Licence Keys
  • Voucher Keys
  • Incident Keys
  • Incident Animal Keys
  • Lost Animal Keys
  • Found Animal Keys
  • Waiting List Keys
  • Clinic Keys
  • Table Keys