Drag and Drop

MetraCare™ contains several areas where you can add to a list of accounts (or folders), and then do something with this list. For example, adding the list of accounts to a selected Role.

This topic describes the details of using the Drag and Drop metaphor on applicable screens.

Tip

If you don't see the Hierarchy Tree, click Hierarchy from the Menu/Hierarchy toggle, located at the left side of the MetraCare window.

To add accounts to the list using drag & drop:

  1. Drag accounts from the hierarchy to the "Drag and drop accounts here..." box.

Tip

To select multiple accounts, hold down the CTRL key first, and then click on the accounts and folders you want to select.

Note that you can:

  1. In some screens, you must specify a Start Date, and you optionally specify and End Date for the membership. Click the Calendar icon () to select a date from a pop-up calendar.

  2. When all the accounts are listed (and you've set the effective date information, if applicable) click OK to save your changes.