How to Track Important Events and Reminders

How to Get Here

1. Navigate to the detail page for the contact you want to add a date for.
2. In the sub-tab menu, click on Dates.

3. Click the + Add New Date button.

Instructions

This form can be used for two types of events:

For a single-day event (like a Birthday):

1. Select a Category (e.g., "Birthday," "Anniversary").
2. Enter a Description for the event.
3. Use the calendar icon to select the specific Date.

For an event with a duration (like a contract period):

1. Select a Category (e.g., "Employment Date").
2. Use the calendar icons to select a Start Date and an End Date.

Saving and Reminders:

• After entering the date(s), verify the settings of the toggles on the right:
  • Active: Ensure this is ON for current events.
  • Is Holiday: Turn this ON if it's a public holiday.
  • Remind Annually: Turn this ON for recurring annual events.
• In the Remind Before Days field, enter how many days' notice you want for the reminder.
• Click the green Save Date Information button.

Expected Result

After saving, the new event will appear in the list on the Dates sub-tab.

You can then use the navigation options at the top to return to the previous screens or add another date.