Print Activities

1. At Home Base click Clients & Files.
2. Select an entity from the dropdown menu above the list.
3. In the list, select the account whose activity list you want to print and click the Activity List button.
4. At the Activity List, click Options.
5. Click Print Activities.
6. On the Print Activities screen, select your print options.
   1. Determine whether you wish to print the Current Activity (the activity highlighted in the list), All Activities, or Use Filter (the activities currently displaying on the Filter tab).
   2. Check Include Client Detail if you would like the detail for the main account to print at the top of the page.
   3. In the Detail frame, opt to print the Complete activity detail or a Summary.
7. Click Print to print or Preview to preview before printing.