Print Commercial Info Screens

Use the following steps to print a selected info screen or all info screens for a client.

1. At Home Base, click Clients & Files.
2. From the dropdown menu above the list, select Customers or Prospects.
3. Select the desired customer or prospect in the list.
4. Click the Commercial Info List button.
5. If you are only printing a single info screen, make sure that screen is selected in the list before proceeding.
6. Click Options > Print Info Screens. The Print CInfos window displays.
7. Select the desired print options. To print all info screens, select All CInfos. To print the selected info screen, choose Current CInfo.
8. Select Include Client Detail if you want the address, phone number, and other basic information for the main account to print at the top of the page. Otherwise, only the info screens will print.
9. In the Detail frame, select Complete to include all information entered, or select Summary to only include basic information for each info screen.
10. Click Print.