How do I add dates to Relationships?

  2. Relationships
  3. How do I add dates to Relationships?

To keep the track of the date-based commitments, due dates, or just simply record date for your Contact, Document, Fee, Relationship, or Entity there are a few ways to add one.

Method 1:
  1. Click the Relationships menu option on the left. 
  2. Click on Date tab on the top right navigation tab.
  3. Click , in the pop-up window, add details, set reminders, and the recurrence.

  4. Click Save
Method 2:
  1. Click the Relationships menu option on the left. 
  2. Click on the top right navigation tab and then edit .
  3. Navigate to the Dates tab.
  4. Click , in the pop-up window, add details, set reminders, and the recurrence.
  5. Click Save.
Method 3:
  1. Click the Calendar menu option on the left. 
  2. Click on the top right navigation tab.
  3. In the pop-up window, select ‘Related to Contact’ and choose the Reference. 
  4. Click Save.
Created dates can be viewed in the Calendar section or under the Dates tab of each main module
Relationships
Date Event
February 13, 2022