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Choose

Remove

 

In many areas of HomeTrak Companion you will use the Choose and Remove functions to select items to either add to or remove from a person or organization's record.  These items are selected from pre-established lists, which are managed in the User Defined Module.

(Example: The Choose function is used to add Languages to a person or organization)

Choose Items

  • Go to the appropriate Module and select the person or organization that you want to edit.
    Select the tool in the Ribbon for the Item(s) that you want to add.
  • The current items attached to the person are displayed in the Main Display portion of the screen.
    Click on the Choose button on the toolbar.
  • A two-panel screen opens, containing a Pick List on the left and a Selected panel on the right (current items that exist on the record will be listed in the Selected panel).
  • In the Pick List, select the items you want to add (box should be checked).
  • Click the Add button in the middle of the screen.
  • The items you selected are now listed in the Selected panel.
  • Click OK to return to the Main Display portion of the screen. Note that the current items attached to the record have been updated with your changes.

Remove Items

  • Go to the appropriate Module and select the person or organization that you want to edit.
  • Select the tool in the Ribbon for the Item(s) that you want to remove.
  • The current items attached to the person are displayed in the Main Display portion of the screen.

Method 1 - Remove a Single Item:

  • Click on item you want to remove in the Main Display portion of the screen.
  • Click on the Remove tool.
  • A message prompt asks you to confirm removing the item Click Yes to remove.
  • You will be returned to the Main Display portion of the screen. Note that the current items attached to the record have been updated with your changes.  OR

Method 2 - Remove Multiple Items: Click on the Choose button on the toolbar.

  • A two-panel screen opens, containing a Pick List on the left and a Selected panel on the right (current items that exist on the record will be listed in the Selected panel).
  • In the Pick List, select the items you want to remove (box should be checked).
  • Click the Remove button in the middle of the screen.
  • The items you selected are now listed in the Selected panel.
  • Click OK to return to the Main Display portion of the screen. Note that the current items attached to the record have been updated with your changes.  

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