Print Contact Screens

Use the following steps to print a selected contact screen or all contact screens for a particular entity.

1. At Home Base, click Clients & Files.
2. From the dropdown menu above the list, select an entity type.
3. Select the desired entity in the list.
4. Click the Contact List button.
5. If you are only printing information for a single contact, make sure that contact is selected in the list before proceeding.
6. Click Options > Print Contact Screens. The Print Contact Screens window displays.
7. Select the desired print options. To print all contact screens, select All Contacts. To print the selected contact screen, choose Current Contact. You can also print all contacts that belong to a particular class. Click Contacts for a particular Class and double click the field below to select a class.
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 contacts' information will print.
9. In the Detail frame, select Complete to include all contact information, or select Summary to only include basic information, such as address, phone number, contact class, and contact indicator, for each contact.
10. Click Print.