names:name_categories

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names:name_categories [2019/07/04 10:44] – ↷ Links adapted because of a move operation lounames:name_categories [2021/05/18 14:39] (current) – [5.04. Name categories] Gary Willetts
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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).
  
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 **Description:** This is the category name and will be seen everywhere when assigning names to categories or filtering on name categories in reports. **Description:** This is the category name and will be seen everywhere when assigning names to categories or filtering on name categories in reports.
  
-**Category_user_field_1:** This is a user-defined field. If a label has not been entered in the [[preferences:general#names|preferences]] then the default //Category_user_field_1// shown here is used. The information you enter here is used in some reports.+**Category_user_field_1:** This is a user-defined field. If a label has not been entered in the [[preferences:general#names_tab|preferences]] then the default //Category_user_field_1// shown here is used. The information you enter here is used in some reports.
  
 **Category_user_field_2:** A second user-defined field, same rules as for //Category_user_field_1// apply.  **Category_user_field_2:** A second user-defined field, same rules as for //Category_user_field_1// apply. 
  
 **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:merging_names]]** | | Next: **[[names:name_tags]]** //  |
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-// Previous: [[names:contacts|Contacts]]    Next: [[names:adding_suppliers|Suppliers: Adding and Viewing]]//+
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  • Last modified: 2019/07/04 10:44
  • by lou