names:name_tags

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
Last revisionBoth sides next revision
names:name_tags [2021/05/18 14:38] – Gary Willettsnames:name_tags [2021/05/19 10:06] – [Assigning tags to names] Gary Willetts
Line 3: Line 3:
 Name tags are tags that can be attached to customers, suppliers and other names to identify them in a flexible way. They are used with programs to identify which customers can use which programs. They are often also used to control some aspects of customisations. Name tags are tags that can be attached to customers, suppliers and other names to identify them in a flexible way. They are used with programs to identify which customers can use which programs. They are often also used to control some aspects of customisations.
  
-To setup name tags choose //Customer > Show tags...// or //Supplier > Show tags...// from the menus. This window will open, showing you a list of all the name tags currently setup in your system:+ 
 +===== View name tags ===== 
 +To see a list of all the name tags currently set up choose //Customer > Show tags...// or //Supplier > Show tags...// from the menus. This window will open:
  
 {{ :names:screenshot_2021-05-11_at_09.52.16.png?300 |}} {{ :names:screenshot_2021-05-11_at_09.52.16.png?300 |}}
  
-== Add a new tag ==+==== Add a new tag ====
 To add a new tag, click on the **New** button and enter the tag's name in the **Description** field in the window that opens: To add a new tag, click on the **New** button and enter the tag's name in the **Description** field in the window that opens:
  
Line 14: Line 16:
 Click on the **OK** button to save it. Click on the **OK** button to save it.
  
-== Delete a tag ==+==== Delete a tag ====
 To delete a tag, click on it in the list to select it then click on the **Delete** button. You will be asked to confirm the deletion. To delete a tag, click on it in the list to select it then click on the **Delete** button. You will be asked to confirm the deletion.
  
Line 23: Line 25:
 </WRAP> </WRAP>
  
 +
 +==== Assigning tags to names ====
 +See the [[names:adding_and_editing#tags_tab|5.01. Names: using, adding and editing]] page for details on how to assign tags to names.
 +
 +\\
 +\\
 +|  //  Previous:  **[[names:name_categories]]** | | Next: **[[names:adding_suppliers]]** //  |
    
 ---- struct data ---- ---- struct data ----
  • Last modified: 2021/09/23 22:57
  • by Mark Glover