Moving Hotlist Records to a Different Category

The Hotlist function within Top Echelon Recruiting Software gives you quick and easy access to custom lists of People, Company, or Job Order records. You also have the ability to further group and organize your records within each list through the use of custom Hotlist categories. Each Hotlist can have its own set of custom categories.

Records can be moved to a different category one at a time, or in a mass format.

Click here to learn more about creating a new Hotlist category.

To move a Hotlist record to a different category:

    • Navigate to the corresponding Hotlist
    • Locate the Current Category column
    • Select the category you wish to move the record to from the drop-down
      • If you do not see the Current Category column displayed, you can add it using View Preferences

To move multiple Hotlist records to a different column:

  • Navigate to the corresponding Hotlist
  • Use the check boxes to the left of each name to select the appropriate records
  • Click to expand the Select an Action drop-down menu at the top of the Hotlist and select Move Selected to Category

  • Select the category you wish to move the records to from the drop-down
  • Click the Save button when complete