Adding a date to a contact

In a contact record, you have the option to add dates to remind you of important recurring events relating to that contact.

1. Click Contacts on the main toolbar
2. Select the relevant contact from Recent & Favourite Contacts
   1. Alternatively, find the contact using the Search Contacts bar in the top right
3. Click Management on the side menu
4. Click the Dates top tab
5. Click Add Date
6. The Add Date window opens
   1. In the i dropdown menu, click the relevant type of date you wish to set a reminder for
   2. Click the appropriate status (usually Pending as it's a new date reminder being added)
   3. Select the Due Date for the reminder
   4. Add any relevant Notes
7. Click Update

Related articles: 

Setting up default settings in Group Settings

Dashboard - managing event dates

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