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          Communication record configuration

          • Disable many communication records at the same time

          • Show who disabled a communication record

          • Automatic status changes of communication records

          • Configure an ezyVet site to automatically change communication record statuses

          • Configure a user account to automatically change communication record statuses

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Communication record configuration

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Disable many communication records at the same time

If a practice manager uses the Records dashboard tab to disable many communication records, it is not necessary to disable each record each time.

To disable records, do this procedure.
  1. Select Dashboard.
    The Dashboard tab
  2. Select Records.
    The Records tab
    ezyVet shows the Records screen.
  3. Set Record Type to Communication.
    The Communication record type
  4. If necessary, set applicable filters that ezyVet uses to show the records.
    The filters section of the Records dashboard tab
  5. Select Show Records.
    The Show Records button
    ezyVet shows the communication records:
    The communication records
  6. Select the applicable records.
  7. Select All or Selected.
    The All and Selected buttons
    Note: To disable all records of the search results, select All. To disable only the records that you select, select Selected.
  8. In the Action list, select Communication - Disable.
    The Communication - Disable setting
  9. Select Action.
    The Action button
    ezyVet shows the Disable Records dialog box:
    The Disable Records dialog box
  10. Select Disable Communication.
    The Disable Communication button
    ezyVet shows a confirmation message:
    A confirmation message
ezyVet disables the communication records.
Parent topic: Communication record configuration
Related concepts
  • Automatic status changes of communication records
Related tasks
  • Show who disabled a communication record
  • Configure an ezyVet site to automatically change communication record statuses
  • Configure a user account to automatically change communication record statuses

Procedure
ezyVet
Practice manager

Last updated: April 16, 2024

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Related Articles:

  • Communication record configuration
  • Show who disabled a communication record
  • Automatic status changes of communication records
  • Configure an ezyVet site to automatically change communication record statuses
  • Configure a user account to automatically change communication record statuses

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