names:adding_and_editing

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names:adding_and_editing [2025/01/07 15:58] – [Adding contact] Gary Willettsnames: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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 {{ names:contacts.jpg?650 }} {{ 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.png?500 }} {{ 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.
  • Last modified: 2025/01/07 15:58
  • by Gary Willetts