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        Send messages to staff

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        • Send a memo from an ezyVet record

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        • Send one memo to many staff (user group tag method)

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          User group tags for memos

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Send messages to staff

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Send one memo to many staff (user group tag method)

To quickly and easily send one memo to many staff at the same time, select a user group tag when you make the memo.

  • Make sure that a practice manager configured the applicable user group tag
  • Make sure that a practice manager added the use group tag to the applicable staff user accounts
To send the memo, do this procedure.
  1. In the quick links area, select the memo button.
    The memo button
    ezyVet shows your memo inbox.
  2. Select New Memo.
    The New Memo button
    ezyVet shows the Send Memo dialog box.
  3. In the User Group box, select the applicable user group tag.
    The User Group box
  4. Select Add Recipients.
    The Add Recipients button
    ezyVet automatically adds Recipients boxes for each staff user account that has the user group tag.
  5. In the Subject box and Message box, enter the memo information.
  6. If you want to include a file attachment with the memo, select Choose File and find the necessary file.
  7. Select Send.
    The Send button
    ezyVet shows a confirmation message:
    A confirmation message
ezyVet sends the memo.
Parent topic: Send messages to staff

Procedure
ezyVet

Last updated: April 16, 2024

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