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.

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.

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.

Choose

Remove

Choose Items

Remove Items

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