Moving Hotlist Records to a Different Category

The Hotlist function within TE Recruit gives you quick and easy access to custom lists of People, Company, or Job 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.

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 dropdown
  • 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 category:

• Navigate to the corresponding Hotlist
• Use the checkboxes to the left of each name to select the appropriate records
• Click to expand the Action menu at the top of the Hotlist and select Move to Category

• Select the category you wish to move the records to from the dropdown
• Click the Move button when complete