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Multiple Tracking List |
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There may be occasions where you find that you need to either add or remove one or many of the same units from multiple user accounts.
To perform such actions you will need to click on the 'Multiple Tracking List' sub menu item under the Users sub menu. This will navigate you to a screen as follows:
Multiple Tracking Lists Page
Similarly to the Single Tracking List page you will need to select the customer for the users you wish to amend. Note that you would not want to select a customer from the drop down field at the top of the page if you wanted to manage users lists across multiple customers (more will be covered on this later in this topic).
Once you have selected the customer from the drop down field, the Units and Users list boxes will populate with the respective data for that customer. You will now need to select the action you wish to perform from the 'Select Action' drop down field:
Selecting a customer and then an action to perform
As you can see there are no add or remove buttons such as those displayed on the Single Tracking List page. Instead this page works by selecting the action you wish to perform from the drop down on the page, selecting the units and the users and then clicking on the
Also you can display expired units and users by checking the
As an example lets say you wanted to add all three units under the TMS Test Customer account to the users Jack Sparrow and John Smith you would need to perform the following steps:
On completion of the update you will be navigated to a confirmation page as displayed below:
Amend Multiple Tracking Lists Confirmation Page
Clicking on the
Click on the
Tracking Lists Amended Message
Managing tracking lists across multiple customer accounts
As briefly discussed earlier on in this topic it is is possible to amend users tracking lists who belong to different customers.
In this situation this removes the need to use the customer select drop down field on the page and instead you would need to use the
Similarly you can also select units from multiple customers using the
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