names:name_tags

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names:name_tags [2021/05/18 14:39] – [Delete a tag] Gary Willettsnames:name_tags [2021/09/23 22:57] (current) – [5.05. Name tags] Mark Glover
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 ====== 5.05. 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.
  
-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:
  
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 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.
  
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 **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.  **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> </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.
 +
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  • Last modified: 2021/05/18 14:39
  • by Gary Willetts