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--- names:name_tags [2021/05/18 14:35] – Gary Willetts
+++ names:name_tags [2021/09/23 22:57] (current) – [5.05. Name tags] Mark Glover
@@ Line 1: / Line 1: @@
 {{indexmenu_n>45}}
-====== 5.04. Name tags ======
+====== 5.05. Name tags ======
-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 can be used in a number of ways including:
+  * With programs to identify which customers can use which programs.
+  * To control which facilities are included or excluded in reports.
+  * To control some aspects of customisations.
+===== 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 |}}
+==== 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:
+{{ :names:screenshot_2021-05-11_at_09.56.17.png?300 |}}
+Click on the **OK** button to save it.
+==== 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.
+You can only delete name tags that have just been created. After they have been saved by clicking on the **OK** button of the name tag list window then they can no longer be deleted.
+<WRAP info center round 90%>
+**Please note:** You cannot edit a name tag so type the descriptions carefully! You can delete a newly created name tag, so if you spot a typing mistake before clicking on the **OK** button of the name tag list window, simply delete the tag and add another with the correct description.
+</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]]** //  |
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