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Allow editing/changing of record Types

It seems to be the case that every element/field of every record can be edited except "Type." Can this be changed so that this element/field can also be edited (perhaps through a pull down menu like used for "Group." As it stands now, if you decide sometime after you create a record as a "Login" (for example) you decide that it makes more sense for it to be an "Email Account" you have to delete the entire record and start all over.


25 people like this idea

That's great to hear! I keep the list of beta testers in our email support system. Can you send an email to "support@msevensoftware.com" real quick?

I would like to know how you add a new t ype.  Can't find it in software and unable to find anything by Google.  Thanks.

Henry - You've misunderstood the problem.  We're not trying to add or edit a type (as you've described).  We are trying to change the type of an individual record after it was created.  For example, change the type of an unassigned recored to a login type.

Likewise, under MacOS version, after you are logged in,  it's under the Menu Bar - mSecure 5>Preferences (buttons in the new window)>Types.


Don't make it too hard, or we'll never get an update.  In version4 it was simple - When you changed a record's type,  field 1 went to field 1, field 2 to field 2, etc...   Then you just move the data to the proper field.   Quick and easy.  Much easier than creating a new record, copying each field over then deleting the old record. 

I don’t see this as much of a problem. Any fields from the old record (type) would be put in the respective fields of the new record types. In the example you present, the data in fields 2 and 3 from the pre change record are put, respectively, in fields 1 and 2 of the post change record. Fields 1 and 4, for which there are no respective fields in the new record are either ignored (worst option, but better than nothing), placed in unmarked “user specified” fields to be renamed by the user, or, if the software people are good enough, put in new fields and labeled properly in the new record. Any of these 3 options is better than deleting the old record entirely and then creating a new record and reentering ALL of the data.

@MikeKatcher - this is a good example of why changing types wouldn't work very well -if you create something as a Login type your fields would be set to Website/Username/Password/Email - if you convert to Email type then the fields become Username/Password/Incoming Mail Server/Outgoing Mail Server/Outgoing Port Number/POP3 Host/SMTP Host - what happens to the existing data in your Login type record?

@Wayne

All versions of mSecure 5 allow you to change or edit the record types. On Windows, go to the settings and select "Edit Types" to do this.


@Henry

You can achieve the same thing by simply having a single Bank Account record type, but using two separate groups to distinguish between the two. Having Bank Accounts in an Opened and(or) Closed group would allow you to easily view, hide, or delete them by selecting the Group you'd like to use.

Don't understand. In my version of mSecure 5.5, for both MacOS and iOS the type of records are viewable, editable as a group, not for individual records. The records can be edited but the record type doesn't seem to be changeable once set to a particular item. It should be!  

I'd like to second the feeling mentioned here, I also use Record Types extensively. I see in V 5.5 that Record Types can be edited. In my version trial of 5.5  In my database of 1040 records, I have 47 Record Types in 6 Groups


Now, since that's the case, why can't the type templates be fully manipulated as they were just like records - duplicated and revised for further editing flexibility? I'd like to keep a closed bank account in a type of account instead of adding *CLOSED* to an description name. This would allow me to keep them and selectively show delete or hide them. Also handy way to delete them (show only one type, then delete all the records). 

I had an email exchange with m7 support and confirmed that changing the type is no longer supported (it was supported in v4).  The recommend solution is 1) Re-create the record with the new type or 2)  export your records to CSV , change the type, and import them, then remove the duplicates you just created.

Run both Windows 10 and iOS.  Have gone to my iOS version and see where to add the type.  Thanks.  Not sure why Windows version doesn't have that capability .  Appreciate the quick reply.

Which platform? Under iOS you go into settings and then Edit Types and click on the + symbol

How do you have an unassigned record type - or do I misunderstand your point?

Agree.  Changing types would be nice (It was supported in Version 4)


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