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names:name_categories [2017/09/12 14:33] – [Name categories] Gary Willetts | names:name_categories [2020/01/14 11:29] – links in footer revised to give live page titles lou | ||
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- | =====Name categories===== | + | ====== 5.04. Name categories====== |
You can categorise names in mSupply with 6 different categories. This is very helpful for producing detailed reports. You can apply one or all or some of these categories to a name. Categories 2-6 are standard categories but category 1 is special - it's hierarchical and has 3 levels, level 1 is the top and level 3 is the bottom (similar to item categories). | You can categorise names in mSupply with 6 different categories. This is very helpful for producing detailed reports. You can apply one or all or some of these categories to a name. Categories 2-6 are standard categories but category 1 is special - it's hierarchical and has 3 levels, level 1 is the top and level 3 is the bottom (similar to item categories). | ||
Suppliers and customers have their own sets of categories. To view and edit them you choose //Show categories// | Suppliers and customers have their own sets of categories. To view and edit them you choose //Show categories// | ||
- | {{ :names: | + | {{ names: |
Here you can add and edit categories for your suppliers or, in this case, your customers. | Here you can add and edit categories for your suppliers or, in this case, your customers. | ||
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**New button:** Opens up the new category window which looks like this (Note that double clicking on a category in the list opens up this window too but it will be populated with the current settings for the category you double clicked so that you can edit them all): | **New button:** Opens up the new category window which looks like this (Note that double clicking on a category in the list opens up this window too but it will be populated with the current settings for the category you double clicked so that you can edit them all): | ||
- | {{ :names: | + | {{ names: |
**Description: | **Description: | ||
- | **Category_user_field_1: | + | **Category_user_field_1: |
**Category_user_field_2: | **Category_user_field_2: | ||
**Parent category drop down list:** This only appears if you're editing a category 1 level 2 or 3 category because they are the only ones that can have parent categories. A parent category is the category to which this category belongs. If the category you are creating or editing is level 3 then you will be able to choose one of the level 2 categories as a parent. If you are editing a level 2 category then you'll be able to select one of the level 1 categories. | **Parent category drop down list:** This only appears if you're editing a category 1 level 2 or 3 category because they are the only ones that can have parent categories. A parent category is the category to which this category belongs. If the category you are creating or editing is level 3 then you will be able to choose one of the level 2 categories as a parent. If you are editing a level 2 category then you'll be able to select one of the level 1 categories. | ||
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- | // Previous: [[names:contacts|Contacts]] Next: [[names: | + | |
---- struct data ---- | ---- struct data ---- | ||
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