names:name_categories

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names:name_categories [2019/08/02 01:27] – Numbering added to title (temporarily?) to aid revision of the user guide by Support Manager :: Updating footer lounames:name_categories [2021/05/18 14:39] (current) – [5.04. Name categories] Gary Willetts
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-===== 5.4. 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. 
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-|  //  Previous:  **[[names:contacts|5.3. Contacts]]** | | Next: **[[names:adding_suppliers|5.5. Suppliers: Adding and Viewing]]** //  |+|  //  Previous:  **[[names:merging_names]]** | | Next: **[[names:name_tags]]** //  |
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  • Last modified: 2019/08/02 01:27
  • by lou