Each record tag has a related tag category. You use a tag category to put related record tags in a group. For example, if you make a Loyalty program tier tag category, the tags that it has could include, bronze, silver, and gold.
Example contact record tags shows the General, Hear About Option, and Loyalty program tier tag categories of a client contact record. The bronze tag of the Loyalty program tier tag category is set.Figure 1. Example contact record tags
Note: A practice manager usually:
Configures the tag categories of an ezyVet site
Configures ezyVet to show the tag categories in the applicable records
Note: A new ezyVet site always has these initial tag categories:
Appointment Type
Breed
Discount Group
Financial Customer Group
General
Hear About Option
Master Problem
Preferred Contact Method
Presenting Problem
Product Group
Production Reminder
Search Groups
Sex
Species
Therapeutic
User Group
You can use a tag category and its tags as a filter in the Recordsdashboard tab. This image shows the relation between a configured tag category, its tags, and the Records dashboard:
You can also use a tag category and its tags as filters in many ezyVet reports (for example, the Invoice Revenue By Group report).Figure 2. Some filters of the Invoice Revenue By Group report, which include tag categories
