Quick Selects

There are over 25 different Quick Select Buttons to choose from and the buttons available for you to select are based upon your current user roles and permissions.

Each user can have up to six Quick Select buttons on the dashboard. These buttons are designed to offer users quick access to their most commonly uses modules of our software.

Enabling Quick Selects

Each agency determines what quick select buttons (if any) are active for new accounts.

6qsbuttons.png

If you do not have any quick select buttons enabled, (if your agency allows) go to the my account page by clicking your name, and then My Account.

my-account-link.png

The first time you arrive on your My Account page you will see a green button that states Click to use quick select buttons.

6qsbuttonsmanage.png

Click the button and PSTracker will create six default buttons for you. You may then modify the buttons to meet your specific needs as outlined below.

Modifying Quick Selects

To modify a quick select buttons, simply click the replace link below the button you wish to replace.

modify-qs-button-replace.png

You are taken to a new screen where you can manage the button.

modify-qs-button.png

To replace the button, select a new button from the drop down list and click Save.

To remove the button click the Remove Button link.

For your convenience, you will see a list of your current quick select buttons.

Still need help? Contact Us Contact Us