Configure mandatory Hear About Option tags for client contact records
When staff save a client contact record, it is usually optional to enter a Hear About Option tag. But a practice manager can configure mandatory Hear About Option tags.
Note: This procedure changes the configuration of all contact record types. You cannot change the configuration of client contact records only.
- Select Admin.
- In the settings list, select Settings.
- Select Record Properties.
- Select Properties: Contact.ezyVet shows the properties of contact records.
- Double-click in the Hear About Option row of the
Record Tag Categories section.ezyVet shows the Contact - Hear About Option dialog box.
- Set Required to Yes.
- Select Update.ezyVet shows a confirmation message: