home

Browse documentation

ezyVet Knowledge Center

Get access to documentation, training, and other high-quality resources.

Find all clients that have Hear About Option data

Hear About Option tags can help make sure that you use the best advertising methods for your organization. If you use advertising, it is important to know which client contact records have Hear About Option tags.

To find all contact records that have a tag in the Hear About Option box of the record, do this procedure.
The Hear About Option (Limit 1) box of a contact record
  1. Select Dashboard.
    The Dashboard tab
  2. Select Records.
    The Records tab
    ezyVet shows the Records screen.
  3. Set Record Type to Contact.
    The Contact record type
  4. In the All section, select the green plus button to add a filter.
    The All section
  5. Set the filter to Hear About Option.
    The Hear About Option filter
  6. Select the applicable setting for the Hear About Option filter.
    The available service fee products
  7. Select Show Records.
    The Show Records button
ezyVet shows the applicable contact records:
All contact records that have a tag in the Hear About Option box of the record