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    ezyVet

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      ezyVet administration

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        Tag configuration

        • About record tags

        • User account permissions for record tags

        • Record tag categories

        • The Groupable setting of a tag category

        • Make a tag category

        • Add record tags to a tag category

        • Configure contact records to show a tag category

        • Find all records that have a tag set

        • Remove a tag from a record (system settings method)

        • Automatic record tagging

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Tag configuration

Before staff can select and use tags with records, a practice manager must do the necessary tag configuration tasks.

  • About record tags
  • User account permissions for record tags
  • Record tag categories
  • The Groupable setting of a tag category
  • Make a tag category
  • Add record tags to a tag category
  • Configure contact records to show a tag category
  • Find all records that have a tag set
  • Remove a tag from a record (system settings method)
  • Automatic record tagging
Parent topic: ezyVet administration
Related information
  • Date and time configuration
  • User account configuration
  • Security and access
  • Communications and messaging
  • Address configuration
  • Record configuration
  • Search configuration
  • User interface configuration
  • Site configuration
  • Wellness plan configuration
  • Reports configuration
  • System monitoring
  • File attachments configuration
  • Other devices and software
ezyVet
Practice manager

Last updated: August 16, 2024

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Related Articles:

  • ezyVet administration
  • Date and time configuration
  • User account configuration
  • Security and access
  • Communications and messaging
  • Address configuration
  • Record configuration
  • Search configuration
  • User interface configuration
  • Site configuration
  • Wellness plan configuration
  • Reports configuration
  • System monitoring
  • File attachments configuration
  • Other devices and software
  • About record tags
  • User account permissions for record tags
  • Record tag categories
  • The Groupable setting of a tag category
  • Make a tag category
  • Add record tags to a tag category
  • Configure contact records to show a tag category
  • Find all records that have a tag set
  • Remove a tag from a record (system settings method)
  • Automatic record tagging

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