Change the Description of an Application Moved to History

Use the following steps to change the description of a History Application.

1. At Home Base, click Clients & Files.
2. Select Customers from the dropdown list.
3. Select the client in the list.
4. Click the Policy List button.
5. Click the History tab.
6. Click the desired policy, click Options, and select Revise History Description.
7. Type the New Description and click OK.

Related Topics:

Move an Application to History Policy List Print an Application Moved to History