User Manual 2.2
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2.1. Records

The Dogs tab includes the following record types:
 
You can create new records from the Dogs tab, from the Birth section of Reproduction Management, or from a Birth Records record.
 
The following fields are included on all of the record types:
 
There is a Total Hours Trained field in the General Information section which is read only and adds together the values from all the Trainer/Caretaker Notes Hours Trained field. This field is not viewable while in Edit mode.  
2.1. Records
1

Important Notes

1. Important Notes
Since this field is one of the first things you see when you come to a dog's record, you should enter any important notes about the dog that you want other users to see here.
2

Dog Name

2. Dog Name
Enter the most common name used for the dog. This will be the name of the record and used to search for the dog's record. You should keep the value in this field unique.
3

Nickname

3. Nickname
Track any nicknames the dog may go by.
4

Registered Name

4. Registered Name
Enter the registered name of the dog.
5

Named by Person

5. Named by Person
Use this field if an individual named the dog. This is a lookup field to Contacts.
6

Alias

6. Alias
Track any other names the dog may be known by. For example if you changed the dog's name, you can enter their old name here.
7

Named by Organization

7. Named by Organization
Use this field if a business named the dog. This is a lookup field to Accounts.
8

Naming Theme

8. Naming Theme
Track the naming theme used for the dog or dog's litter.
9

Breed

9. Breed
Select the Breed. These options are based on settings entered by your Salesforce administrator.
10

Training Stage

10. Training Stage
Track the current Training Stage. These options are based on settings entered by your Salesforce administrator.
11

Registered Number

11. Registered Number
Enter the registration number of the dog.
12

Lead Trainer

12. Lead Trainer
Use if you want notifications about the dog sent as Tasks for a User. This is a lookup field to Users.
13

Permanent Canine ID

13. Permanent Canine ID
Use if the dog has a micro chip, tattoo, etc.
14

Caretaker

14. Caretaker
Use if you want notifications about the dog emailed to a Contact. This is a lookup field to Contacts.
15

Gender

15. Gender
Select the gender of the puppy.
16

Notifications To

16. Notifications To
Select the person who you want notifications about the dog to go to.
17

Spay/Neuter Status

17. Spay/Neuter Status
Select the spay/neuter status for the dog.
18

Status

18. Status
The current status of the dog. Different record types show different options.
In Training ^
 
Breeder ^
 
Placed ^
 
Inactive ^
19

Spayed/Neutered Date

19. Spayed/Neutered Date
Once the dog is spayed/neutered, track the date here.
20

Birthdate

20. Birthdate
Enter the dog's birthdate.
21

Birth Record

21. Birth Record
Set the Birth Record here. This is a lookup field to Birth Records. Please see the Birth Records topic for more information.
22

Color and Marking

22. Color and Marking
Enter the color of the dog and any markings.
23

Dame

23. Dame
Set the Dame. Dame is a lookup field to female Dogs.
24

Known Health Issues

24. Known Health Issues
Use this field as a quick find for any health issues this dog has. You should also create a Medical Event for any health issues.
25

Sire

25. Sire
Set the Sire. Sire is a lookup field to male Dogs.
26

Location

26. Location
These fields will be filled in automatically when you create Dog Locations records. This section does not appear on the Placed record types.
27

Acquisition

27. Acquisition
Select how the dog was acquired.
28

Purchased From Person

28. Purchased From Person
Use this field if the dog was purchased from an individual. This is a lookup field to Contacts.
29

Acquisition Date

29. Acquisition Date
Enter the date the dog was acquired
30

Purchased From Organization

30. Purchased From Organization
Use this field if the dog was purchased from a business. This is a lookup field to Accounts.
31

Acquisition Fee

31. Acquisition Fee
Enter the fee associated with acquiring this dog.
32

Donor Person

32. Donor Person
Use this field if an individual donated the dog. This is a lookup field to Contacts.
33

Acquisition Notes

33. Acquisition Notes
Use this field if you have any notes about the acquisition.
34

Donor Organization

34. Donor Organization
Use this field if a business donated the dog. This is a lookup field to Accounts.
35

Import ID

35. Import ID
Used for importing data into Salesforce. This prevents duplicate data from being imported, as well as allowing you to keep records related to the dog. This field is case sensitive. So ABC and abc are two different IDs.