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Delete a Speed Dial
To delete a speed dial, go to the Dashboard Module and select the dashboard you wish to make speed dial edits on. The most efficient way to delete a speed dial is from its current placement. Refer to the table below to identify how to access the “Edit” option...
Finance Module
Unpin a Widget or Speed Dial from the Dashboard
To unpin a widget from the dashboard, go to Dashboard Module and select the specific Dashboard you wish to edit. Click the vertical triple dot icon in the top right-hand corner of the widget. Doing so opens a dropdown menu (options on the dropdown ...
Inventory Module
Remotes Module
The Remotes Module is a purpose-specific module that allows for establishment of a top-down association between a parent domain and one or many subdomains. This module enables a parent domain to maintain their own private information and userbase, while still ...
Documents Module
4/7/2026The KAStrack team is actively updating the Documents Module of the user manual to reflect the live version of the software. We appreciate your patience. Over 25 new how to examples for the modules for the module are being released this week!
Actions Module
Reports Module
Add Forms to the Forms Module Summary Widget
To add a specific form so that it is displayed on specific user's the Forms Module Summary dashboard widget, go to the Form you want included on the Home Page of the Forms Module. Select the three-dot icon opening the Forms context menu. Select “Edit Form” ...
Module How Tos
Comments Module
The Comments Module is an internal support module that allows other modules to quickly incorporate a comment feature. Users don’t have access to the module directly but would use it when a supported module incorporates it. As it functions as a helper module ...
Account Module How Tos
How To: Add an Access Level for an Individual How To: Archive a User Account How To: Bulk Import Account Information How To: Create a New Channel How To: Create an Individual New User Account How To: Customize Your Default KAStrack Login Screen How To:...
Calendar Module How Tos
How To: Create a New Calendar Event How To: Create a New Calendar Filter How To: Create a New Module Level (Calendar Module) How To: Delete a Calendar Filter How To: Edit a Calendar Filter
Communications Module How Tos
How To: Apply a Notification Template to Existing Accounts How To: Create a New Module Level (Communications Module) How To: Create New Communication Templates How To: Create New Notification Templates How To: Edit Email Report/Alert Notification Setting...
Dashboard Module How Tos
How To: Add a Module Summary Widget to the Dashboard How To: Add Forms to the Forms Module Summary Widget How To: Create a Chart Widget How To: Create a New Dashboard How To: Create a Speed Dial Delete a Speed Dial How To: Edit a Dashboard How To: E...
Site Settings Module How Tos
How To: Add a Custom/Additional User Account Information Field How To: Assign Remote Access Profiles How To: Create a Customized Access Level How To: Create Payment Configuration Using Stripe How To: Create Registration Profiles How To: Delete a Custom/...
Tags Module How Tos
How To: Create a New Module Level (Tags Module) How To: Create a New Tag Category How To: Create a New Tag from an Entity in Another Module How To: Create a New Tag in the Tags Module How To: Delete a Category How To: Delete a Tag How To: Edit a Catego...