How do I add dates to Contacts?

  2. Calendar
  3. How do I add dates to Contacts?

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 Contacts 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 Contacts menu option on the left. 
  2. Click  on the top right navigation tab.
  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

Related

  1. 1.
    How do I add a Contact?
  2. 2.
    How do I make a contact compliant?
  3. 3.
    How to manage Contact settings?
  4. 4.
    Descriptors and their connection to contacts, entities and relationships
  5. 5.
    Companies
Calendar Contacts
Date Event
February 5, 2021