Care Views
Open Pets and choose:
- All for every current record.
- In Care for pets whose status counts as in care.
- Past for out-of-care outcomes.
Metrics show the count for each scope and the number matching the current filters.
With no saved preference or care value in the URL, the workbench starts on All. Selecting a care view saves that choice for the current user and organization. It does not change any pet's status.
Search
Search by pet name, custom ID, microchip, or breed. Results update through the workbench query. Capitals and accents don't matter: "jose" finds "José".
The other record lists ignore accents the same way: people, adoptions, surrenders, drivers, transports, events, donations, campaigns, wishlist, food, documents, clinics, veterinarians, medications, and prescriptions, along with the pet and person pickers in forms, the Taskboards and board task searches, the search box on adopter, foster, volunteer, driver, wishlist item, veterinarian, clinic, and medication profiles, the Calendar search, the Inbox, chat message search, the Outcomes and medical events report searches, and the pet search on your public shelter page. Letters such as ø, ß, and æ match their plain spellings too, so "soren" finds "Søren" and "strasse" finds "Straße".
Table and Gallery
Use the view control to switch between:
- Table, with configurable columns and administrative detail.
- Gallery, with photo cards showing status, name, breed, age, and days in care. Days in care count the current stay, from the pet's latest return to care if it came back, and stop on the day a pet left care.
Selecting a row or card opens the full pet profile. Use a row's action menu for Preview.
Customize Table Columns
In Table view, select the gear-shaped Customize columns button:
- Search for a column by name if needed.
- Turn columns on or off.
- Drag visible columns into the preferred order.
- Choose Reset to return to the standard layout.
The setting is saved to the current account's table preferences, so it follows the user on later visits. Available fields include standard pet details and supported custom pet fields. Some identity, action, image, description, and selection columns remain fixed or unavailable because they do not work as ordinary data columns.
The small-screen layout uses cards instead of squeezing the full desktop table into the page.
Facets
The main rail includes:
- Multi-select Status.
- Single-select Species.
- Tags when pet tags exist.
Click More filters for size, sex, age category, spay/neuter state, health, coat length, color, special needs, temperaments, good-with or bad-with values, intake date, public visibility, and supported custom fields.
- Age category matches the category a pet has reached today, worked out from its birthday or recorded age, rather than the category saved when it was entered.
- Custom select, radio, and multi-select fields match whole options: choosing Indoor does not also find Indoor/Outdoor, and a multi-select answer matches when it includes any chosen option. Other text fields match text anywhere in the answer, ignoring capitals and accents.
- Custom date fields match by calendar day in the organization's time zone.
Active filter chips show custom dates as dates and yes/no answers as Yes or No.
Status and tag choices are remembered separately for the In Care and Past scopes.
The All scope can combine in-care and past statuses. If a filter appears to “come back,” first check whether you changed care views: In Care and Past intentionally keep their own saved status and tag selections.
Sort
Available sort choices are:
- Name A–Z or Z–A.
- Recently updated.
- Newest intake.
- Longest in care.
- Status.
- Age category.
Bulk Work and Deleted Pets
Pet Editors, Volunteers, Privileged members, and Admins can select rows for Bulk Edit Selected or Add Medical Records. Open More filters, then Deleted Pets to review soft-deleted records instead of mixing them into normal care views.
Deleted pets are excluded from normal care counts. Moving a pet to an out-of-care status also removes it from the In Care view while keeping the full record available under Past.