Your one-stop shop for help on TrackerRMS
To access the main lists, you can select any of the main menu items: or Hovering over these top level menu items for a second will auto-expand that menu to provide more options, for example the ma...
Record Counts When viewing any of the main lists, you will be told how many records are displayed at the top of the list itself, along with the type of record and the name of the system view or saved...
All of the main lists within TrackerRMS can be filtered using the Filter button located to the top right of the list. The following video shows how you can filter the main lists with examples. ...
This video show you how you can sort your lists. ...
This video shows you how you can change the order of the columns in your lists. ...
This video show you how you can add and remove columns from your lists. ...
This video will show you how you can create, save and delete filtered lists. ...
This video shows you how to share an existing filtered Saved View with other users. ...
This video shows you how to access Saved or Shared Views. ...
This video explains the key differences between the Main Lists and Lists found within Records. ...
This lesson provides an overview of strategic ways to utilize lists and views in Tracker: ...
In the existing version, many clients navigate to a main record list using the "All ......" option (e.g. All Candidates) and then continue to use filtering to identify records they want to find. De...