How do I add dates to Entities?

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  3. How do I add dates to Entities?
How do I add dates to Entities?

To stay up-to-date with all of your appointments and due dates, there are a few ways to add events.

Method 1:
  1. Click the Entity 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 Entity 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 Entity and choose the reference. 
  4. Click Save.
Created dates can be viewed in the in-app Calendar or under the Dates tab.
Calendar Entities
Date Event
March 1, 2021