In many areas of HomeTrak Companion you can use the Quick Add function to add multiple items to a person or organization.
If you see a drop down arrow on the Add button, then you may use the Quick Add function to add multiple items at once.
Step-by-step guide
- Click on the Add button on the toolbar and select Quick Add from the drop down menu.
- A list of the items you can add are displayed.
- Select/Click on the checkbox of the items you want to add, or modify some of the information on a line.
- Click Save.
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Only checked items will be added. Modifying any other value or selection in a row will automatically check the 'Add' column for that row. Some Quick Adds may require information to be specified in one ore more fields. |
Areas Quick Add can be Used
- AuthorizationsJob Detail
- Required Dates
- Extra Information
- Client - ApplicationsCertifications
- Employment History
- Questions Forms
- Human Resources - Interviews
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