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      ezyVet administration

      • Tag configuration

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Tag configuration

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Make a tag category

Before a practice manager can add tags to a tag category, they must make the tag category.

To make a tag category, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Tags.
    The Tags setting in the settings list
  3. Select Tag Category.
    The Tag Category setting
    ezyVet shows a New Tag Category screen.
  4. In the Tag Category Name box, enter a name for the tag category.
    Remember: ezyVet shows the same name in records that use the tag category.
  5. Set Groupable to YES or NO.
    The Groupable setting
  6. Select Save.
    The Save button
    ezyVet shows a confirmation message:

ezyVet has a new tag category.
Parent topic: Tag configuration
Related concepts
  • About record tags
  • User account permissions for record tags
  • Record tag categories
  • The Groupable setting of a tag category
  • Automatic record tagging
Related tasks
  • 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)
Concepts
  • Record tag categories
  • The Groupable setting of a tag category
Procedure
ezyVet
Practice manager

Last updated: May 15, 2024

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Related Articles:

  • Record tag categories
  • The Groupable setting of a tag category
  • Tag configuration
  • About record tags
  • User account permissions for record tags
  • 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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