See information for more than one person?

Filtering is a tool that you will use constantly within HomeTrak Companion when locating a person(s) or an organization(s) and their information. Filtering allows you to narrow the result information based on the filter criteria you select, and displays only the people or organizations that fit the selected filter criteria. Filtering tools are accessed in the upper portion of the Find Area Panel on the left of a screen that displays people or organization information.

Selecting a scenario in the Find Area is the first level of filtering; People and Organizations can also be filtered by a specific piece of information using the Filter Box in the filter section, or you may filter by any of the Advanced Filter Criteria.

Once you have narrowed the result information based on the selected filter criteria, you can then choose a single person or organization from the result area and load the grid or generate a report with the person or organization's information.

If you want to view more than one person or organization's information, use the Multi-Select tool in the upper portion of the Find Area on the left of the screen. This tool allows you to toggle the information in the result section of the Find Area from Single-Select mode to Multi-Select mode. (Note that many modules default to this mode.) 

When in Single-Select Mode, there will be no checkboxes visible and you will only be able to select one person or organization. The information for this person or organization only is loaded in the grid or included in the report.

When in Multi-Select Mode, you can use the checkboxes to select multiple people or organizations in the result section. The information for everyone selected in the result portion of the screen is loaded in the grid or included in the report.