Differences

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--- technote:hiding_customer_ids [2020/12/21 22:21] – [Hiding Customers] Scott Cunliffe
+++ technote:hiding_customer_ids [2025/01/21 22:07] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
 ====== Hiding Customers ======
-<note tip>You need tapemaster rights to access the main menu to make any alterations</note>
+Customers can be hidden, or removed from view, in TapeMaster, cleaning up the Customer Tree display without needing to delete old or unused Customer-ID's and their associated data.
+Hiding Customers from display is a two part process:
+  * Setting the required Customer's ''Hide Customer'' Option to True.
+  * Removing the Hidden Customer from display via the TapeMaster Preferences.
+===== Customer Properties Options =====
 To Hide a Customer, in TapeMaster right click the required Customer-ID and select ''Properties''.
-{{master:tapemaster_customer_node.png}}
+{{customer_property_select.gif}}
-From the ''Edit Customer'' window select the ''Options'' tab, set ''Hide Customer'' option to ''True'' and click ''Save'' to update data.
+From the ''Edit Customer'' window select the ''Options'' tab, set ''Hide Customer'' Option to ''True'' and click ''Save'' to update data.
-{{technote:hide_customer.png}}
+{{customer_property_hide_true.gif}}
+===== Display Or Hide Customer From Customer Tree =====
-Once hidden, the Customer can be set to either be greyed out and inactive (not clickable) or completely removed from display depending on the settings in the TapeTrack preferences.
+Depending on TapeMaster Preferences, the Hidden Customer can be set to either be greyed out and inactive (not clickable) or completely removed from display.  Having the Hidden Customer greyed out is the default installation setting, how your display functions will depend on what you have the preferences set to.
-To have the hidden Customer displayed in a greyed out format:
+Show Hidden Customers = True \\
-  * From the main menu, click ''File'' > ''Preferences''
+US02 displayed but greyed out.
-  * In the options window, set ''Show Hidden Customers'' to ''True''
-  * Click ''Save'' to update data.
-{{hidden_customers_false}}
+{{customer_greyed_out.png}}
-To have the hidden Customer removed from display:
+Show Hidden Customers = False \\
-  * From the main menu, click ''File'' > ''Preferences''
+US02 not displayed.
-  * In the options window, set ''Show Hidden Customers'' to ''False''
-  * Click ''Save'' to update data.
-{{hidden_customers_true}}
+{{customer_hidden.png}}
+==== Hidden Customer Greyed Out ====
+To have the Hidden Customer displayed in a greyed out format, from the Main Menu, click ''File'' > ''Preferences''
+{{menu_file_preferences.gif}}
+In the ''Options'' window, set ''Show Hidden Customers'' to ''True'' and click ''OK'' to update the data.
+{{menu_file_preferences_cust_hide_true.gif}}
+Click anywhere in the Customer Tree to set focus and on your keyboard click F5 to update the display.
+==== Hidden Customer Removed From Display ====
+To have the Hidden Customer removed from display from the Main Menu, click ''File'' > ''Preferences''
+{{menu_file_preferences.gif}}
+In the ''Options'' window, set ''Show Hidden Customers'' to ''False'' click ''OK'' to update the data.
+{{menu_file_preferences_cust_hide_show.gif}}
+Click anywhere in the Customer Tree to set focus and on your keyboard click F5 to update display.
 ====== Unhiding Customers ======
@@ Line 33: / Line 62: @@
 Unhiding Customers is essentially the same procedure to hiding Customers but in the reverse order.
 If you can see the hidden Customers but in a greyed out format you can skip this step.
+{{customer_greyed_out.png}}
+From the Main Menu click ''File'' > ''Preferences'' to open the ''Options'' tab.  Set the Option ''Show Hidden Customers'' to ''True''.  Click ''OK'' to update the settings.
+Any hidden Customers will now show in the Customer Tree as a greyed out listing.
-If you can't see the hidden customer, from the Main Menu click ''File'' > ''Preferences'' to open the ''Options'' tab.  Set the option ''Show Hidden Customers'' to ''True''.  Click ''Save'' to update the settings.
+Right click on the required Hidden Customer and select ''Properties'' to open the ''Edit Customer'' window.
+{{customer_property_select.gif}}
-Any hidden Customers will now show in the Customer Tree as a Greyed out listing.
+Select the ''Options'' tab and set the Option ''Hide Customer'' to ''False'' and click ''OK'' to update the settings.
-Right click on the required hidden Customer and select ''Properties'' to open the ''Edit Customer'' window.  Select the ''Options'' tab and set the option ''Hide Customer'' to ''False'' and click ''Save'' to update the settings''.
+{{menu_file_preferences_cust_show.gif}}
 The Customer will no longer be hidden.
-If you have other hidden Customers that you want removed from view remember to set the ''Show hidden Customers'' to ''False'' from the Server ''Options'' accessed from the Main Menu by clicking ''File'' > ''Preferences''
+{{customer_not_hidden.png}}
-{{tag> hidden media technote update_doco}}
+If you have other Hidden Customers that you want removed from view remember to set the ''Show hidden Customers'' to ''False'' from the Server ''Options''.
+{{tag> hidden media technote }}