Quick Add an Item

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.

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

Job Detail
Certifications
Employment History
Questions Forms
Human Resources - Interviews

HomeTrak Companion Circles

Quick Add an Item

Analytics

Step-by-step guide

Areas Quick Add can be Used

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