Activity Filter Options

Use the Filter Options tab on Home Base to determine which activities display in your Open Activities list.

1. Select the Type of Entity you wish to view activities for.
2. To narrow the list further, double click in the Client/File Code field to select a specific entity.
3. If desired, select a policy to view activities for. You can also choose ALL or NONE.
4. Determine whether you would like to Display Open Items, Display Closed Items, or Display All Items.
5. The Available Fields and Selected Fields lists allow you to customize the columns that display in your activity list as well as the order in which they display.
   • To add a column, highlight the appropriate field in the Available Fields list and click Select.
   • To remove a column, highlight the appropriate field in the Selected Fields list and click Remove.
   • Use the arrow keys next to the Selected Fields list to reposition the columns.
6. To view your updated list, click the Open Activities tab.
   Note: If you selected Display Closed Items in step 4, the tab is now labeled Closed Activities. If you selected Display All Items in step 4, the tab is merely labeled Activities.