names:adding_and_editing

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names:adding_and_editing [2024/01/16 05:25] – [Notes tab] Mark Glovernames:adding_and_editing [2025/05/07 03:06] (current) – [Editing or viewing a name] Gary Willetts
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 {{ names:edit_custm_sup.png?800 }} {{ names:edit_custm_sup.png?800 }}
  
 +Edit any of the fields to the values you want. Note that fields with a padlock need to have the padlock unlocked (by clicking on it) first before you can edit the values. These actions are, of course, only possible if you have the appropriate permissions.
 +
 +<WRAP info center round 90%>
 +The **Main/Billing Address** fields will be disabled and not editable if the name beloings to a store. To edit these fields, do that on the store record. See the [[other_stuff:virtual_stores#address_details|26.07. Virtual stores]] page for details about this.
 +</WRAP>
 === Deleting names === === Deleting names ===
 Click on the **Delete** button in the bottom left hand corner to delete the name. Click on the **Delete** button in the bottom left hand corner to delete the name.
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 ==== Contacts tab ==== ==== Contacts tab ====
-{{ names:contacts.jpg  }}+{{ names:contacts.jpg?650 }}
  
-=== Adding contact === +=== Adding a contact === 
-To add a contact for this customer or supplier, click the **Add contact** button , then enter the details in the window that appears.+To add a contact for this customer or supplier, click the **Add contact** button, then enter the details in the window that appears:
  
-{{ names:add_contact.jpg  }}+{{ names:add_contact.png?500 }}
  
 +  * Info if related to a customer or supplier textbox: read only. Shows the name of the customer or supplier this contact belongs to. Will be empty if this contact does not belong to a name.
 +  * Web login: in this section you enter the authorisation details that this contact will have if it is used for accessing the REST API or one of mSupply's web interfaces. See the [[web_interface:msupply_customer_setup|]] and [[web_interface:rest_api|]] pages, for example, for more details.
 === Deleting a contact === === Deleting a contact ===
-To delete a contact, click on the contact you wish to delete, then click the // **Delete contact**// button.+To delete a contact, click on the contact you wish to delete, then click the **Delete contact** button.
  
 ==== Group tab ==== ==== Group tab ====
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 === Map coordinates === === Map coordinates ===
  
-  * You can [[https://www.lifewire.com/latitude-longitude-coordinates-google-maps-1683398|use Google Maps to find latitude and longitude]] of a customer. +  * You can [[https://www.lifewire.com/latitude-longitude-coordinates-google-maps-1683398|use Google Maps]] to find the latitude and longitude coordinates of a customer. The format of the numbers copied from Google maps is "latitude, longitude". 
-  * The first number is the longitude, and the second number is the latitude. +  * Copy these numbers into the **Map coordinates** field and press the //Tab// key on the keyboard. mSupply will copy the Latitude and Longitude numbers to their appropriate **Lat** and **Long** fields below. 
-  * Enter these numbers into the provided fields in mSupply +  * You can also enter the numbers manually into the **Lat** and **Long** fields shown in the screenshot. 
-  * You can then view the customers location by clicking the **View on Map** button.+  * You can then view the customer's location by clicking the **View on Map** button.
  
 ==== Custom data tab ==== ==== Custom data tab ====
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 ==== Tags tab ==== ==== Tags tab ====
-{{ :names:screenshot_2021-05-11_at_09.38.17.png?600 |}}+{{ :names:pasted:20240731-143739.png?600 |}}
  
 This tab allows you to assign any name tags that you have setup to this name. The table shows a list of all the name tags currently setup in your system. To assign one to this name, simply check the corresponding checkbox in the //Use// column. This tab allows you to assign any name tags that you have setup to this name. The table shows a list of all the name tags currently setup in your system. To assign one to this name, simply check the corresponding checkbox in the //Use// column.
 +
 +If the list of tags is long, you can type something in the **Search tags** field to make the list display tags which contain what you typed only.
  
 **Please note:** if you assign a tag to a name that is also a store, the tag will be copied to that store's store tags. See the [[other_stuff:virtual_stores#tags|25.08. Virtual stores]] page for details on store tags. **Please note:** if you assign a tag to a name that is also a store, the tag will be copied to that store's store tags. See the [[other_stuff:virtual_stores#tags|25.08. Virtual stores]] page for details on store tags.
  
 See the [[names:name_tags|]] page for details on how to create and edit name tags. See the [[names:name_tags|]] page for details on how to create and edit name tags.
 +
 +===== Import new name codes =====
 +
 +If you need to change the name codes for a selection of names, it is a technically challenging process that is easy to get wrong if done manually, especially if you intend to re-use existing codes (not recommended!).  Custom code has been developed to do this in bulk.  Please contact Sustainable Solutions on <support@msupply.foundation> to discuss this.  Include a link to this heading [[https://wiki.sussol.net/doku.php/msupply:design:admin:name_code_update_code#code_to_update_name_codes|Code to update Name codes]] :-).
 +
 +The relevant details are:
 +
 +  * Method:  ''z_importExcelToUpdateNameCode''
 +  * [[https://github.com/msupply-foundation/msupply/issues/13670|mSupply Github issue 13670]]
 \\ \\
 \\ \\
  • Last modified: 2024/01/16 05:25
  • by Mark Glover