Add an Activity Not Attached to an Entity

Use the following steps to create an activity not attached to an entity in Clients & Files.

1. From Home Base, click Options on the menubar and select Activity Center.
2. Click Options > Add Activity.
3. Select the applicable activity code from the list.
4. Enter or revise the information in each field on the Activity Detail screen.
5. When completed, click OK.
6. Click File > Exit.