Locate a Client record using QuickFind.

CLIENT ACTIVITY STREAM BUTTONS:
In the lower half of the screen, you will find the Activity Stream.  It is a compilation of all cases, visits, appointments, notes, correspondence, and classes/benefits associated with this record. 

To show ONLY a certain type of items, click one or more GRAY buttons (the buttons change to BLUE) to activate that category, and cause other categories to disappear from the Activity Stream.  This is helpful if you want to see only one category, like Visits:

CLIENT BUTTONS for ADDING:


The GRAY BUTTONS on the right correspond to the GRAY BUTTONS on the left. Rather than managing what shows in the Activity Stream, these buttons ADD an activity.

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