Print Notes

Use the following steps to print a selected note or all notes for a client.

1. At Home Base, click Clients & Files.
2. From the dropdown menu above the list, select the desired entity type.
3. Select the desired entity in the list.
4. Click the Note List button.
5. If you are only printing a single note, make sure that note is selected in the list before proceeding.
6. Click Options > Print. The Print Notes screen displays.
7. Select the desired print options. To print all notes, select All Notes. To print the selected note, choose Current Note.
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 notes will print.
9. Click Print.