Filter Memo List

1. From Home Base, click Clients & Files.
2. Select an entity type in the dropdown list.
3. Select the appropriate entity from the list.
4. Click Memo List on the button bar.
5. On the Memo List, click the Filter tab.
6. If this is the first time a Memo List filter is being defined, the View Memos screen displays. If a filter has been defined previously, click Options and select Filter Setup to open the View Memos screen.
   1. Determine whether you would like to include Pending or History memos.
   2. Determine whether you would like the list to start with the Most Recent or Oldest memos.
   3. To filter the list by Memo Date, select From and To dates from the dropdown calendars in the Date Filters frame.
7. Click OK to apply these filter settings. To clear your selections, click Reset. To exit the View Memos screen without applying changes, click Cancel.