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All Records Lists - How they Work

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...

Accessing the Main Lists

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 and Paging in Lists

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...

Adding and Removing Columns

This video show you how you can add and remove columns from your lists. Scroll through the steps below - ...

Changing the Position of Columns

This video shows you how you can change the order of the columns in your lists. ...

Sorting Lists

This video show you how you can sort your lists. ...

Filtering Lists

All of the main lists within Tracker can be filtered using the Filter button located to the top right of the list. When looking at lists we may want to filter out certain information. Watch the vid...

Saving Filtered Lists as a Saved View

This video will show you how you can create, save and delete filtered lists. In the last lesson, you learned how to use the filter button. ...

Sharing Filtered Lists and Saved Views

This video shows you how to share an existing filtered Saved View with other users. In the previous lesson, we learned how to saved filtered lists. ...

Accessing Saved and Shared Views

This video shows you how to access Saved or Shared Views. In the previous lesson we learned how to share filtered list views. ...

Differences between Main Lists and Lists within Records

This video explains the key differences between the Main Lists and Lists found within Records. ...

Views and Lists Overview

This lesson provides an overview of strategic ways to utilize lists and views in Tracker: ...

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