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This text refers to program version 8.4  

Create Menu - Contact - Tags/Objects

This page describes the 'Tags/Objects' function on the Create menu in the Contact record window. If you are using iOS or Android, the 'Tags/Objects' function is on the + menu.

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If you need to create Tags/Objects that are specific to each Contact, there are two methods that you can use:

1. You can have a Tag/Object created automatically whenever you save a Contact for the first time. To use this method, select the Automatically Create Sales Tags/Objects on Contacts and/or Automatically Create Purchase Tags/Objects on Contacts options in the Contact Settings setting.
   

2. After saving a Contact, you can create a Tag/Object by selecting this 'Tags/Objects' function from the Create menu (Windows/Mac OS X) or + menu (iOS/Android).

In both cases, the new Tags/Objects will be assigned to the Contact automatically, as follows:

• If the Contact is a Customer, the new Tag/Object will be placed in the Sales Tags/Objects field.
  

• If the Contact is a Supplier, the new Tag/Object will be placed in the Purch. Tags/Objects field.
  

• If the Contact is both a Customer and a Supplier, the new Tag/Object will be placed in the Sales Tags/Objects and in the Purch. Tags/Objects fields.

The new Tag/Object will be added to any Tags/Objects that are already there. The existing Tags/Objects will not be overwritten.

The Contact Number will be used as the Code of the new Tag/Object. For example, Tag/Object 001 will be created from Contact 001.

If you need the new Tag/Objects to be assigned to Tag/Object Types, specify those Tag/Object Types in the Sales Tag/Object Type and Purchase Tag/Object Type fields in the Contact Settings setting. If you need the Sales Tag/Object and Purchase Tag/Object to be assigned to different Tag/Object Types, you should specify Start Strings in those Tag/Object Types so that Tags/Objects with different Codes can be created. This will allow you to avoid the issue that Tag/Object 001 cannot be assigned to two Tag/Object Types, an issue that would otherwise arise if a Contact is both a Customer and a Supplier. If you have specified Lengths (maximum numbers of characters) in each Tag/Object Type, take care that these are sufficient for Tag/Object Codes to be constructed from the Start Str and Contact Numbers.

The two methods will only create Tags/Objects from Contacts that are Customers or Suppliers, not from other Contacts such as Contact Persons. So, if you are using the automatic method, be sure to mark a new Contact as a Customer or Supplier before saving for the first time.

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The Contact register in Standard ERP:

• Introduction
  

• Entering a Contact
  

• Editing a Contact
  

• Deleting a Contact
  

• Linking Contact Persons and Companies - The Contact Relations Register
  

• Operations menu
  

• Create menu, including:
  
  • Workflow Activity
    

  • Linked Contact Person
    

  • Email
    

  • Tags/Objects
    

  • Random Password Mail

Go back to:

• Home page for Customers, Suppliers and Contact Persons manual
  

• Home page for Standard ERP manual

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