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Deactivate many communication records at the same time

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

To deactivate 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 deactivate all records of the search results, select All. To deactivate only the records that you select, select Selected.
  8. Set Action to Communication - Disable.
    The Communication - Disable setting
  9. Select Action.
    The Action button
    ezyVet shows a 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 deactivates the communication records.