Fact Sheet

The fact sheet contains an overview of the information stored for an account and is suitable for printing.

To display the fact sheet:

1. Switch to the desired account.
2. Click on (Fact Sheet) in the header. The fact sheet is generated.
   Note: Your browser’s popup blocker may prevent the fact sheet from being displayed.

   In order for the fact sheet to contain data, at least one person and at least one activity must be present.

   The fact sheet includes information on scheduled and open activities and the last five completed activities, for example.

3. Click on to print the fact sheet.