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names:name_tags [2021/05/18 14:26] – created Gary Willetts | names:name_tags [2021/09/23 22:57] (current) – [5.05. Name tags] Mark Glover | ||
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- | ====== 5.04. Name Tags ====== | + | ====== 5.05. Name tags ====== |
+ | Name tags are tags that can be attached to customers, suppliers and other names to identify them in a flexible way. They can be used in a number of ways including: | ||
+ | * With programs to identify which customers can use which programs. | ||
+ | * To control which facilities are included or excluded in reports. | ||
+ | * To control some aspects of customisations. | ||
+ | |||
+ | |||
+ | ===== View name tags ===== | ||
+ | To see a list of all the name tags currently set up choose //Customer > Show tags...// or //Supplier > Show tags...// from the menus. This window will open: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | ==== Add a new tag ==== | ||
+ | To add a new tag, click on the **New** button and enter the tag's name in the **Description** field in the window that opens: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Click on the **OK** button to save it. | ||
+ | |||
+ | ==== Delete a tag ==== | ||
+ | To delete a tag, click on it in the list to select it then click on the **Delete** button. You will be asked to confirm the deletion. | ||
+ | |||
+ | You can only delete name tags that have just been created. After they have been saved by clicking on the **OK** button of the name tag list window then they can no longer be deleted. | ||
+ | |||
+ | <WRAP info center round 90%> | ||
+ | **Please note:** You cannot edit a name tag so type the descriptions carefully! You can delete a newly created name tag, so if you spot a typing mistake before clicking on the **OK** button of the name tag list window, simply delete the tag and add another with the correct description. | ||
+ | </ | ||
+ | |||
+ | |||
+ | ==== Assigning tags to names ==== | ||
+ | See the [[names: | ||
+ | |||
+ | \\ | ||
+ | \\ | ||
+ | | // Previous: | ||
+ | |||
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