Knowledge Base Article

Date Overview

Created Date: 12/19/2023 7:40:53 PM User Level: Regular User

Store all of the phones that are needed that are associated with an address.

  • Regarding (e.g., Account Name): This will change based on the module you access the information from (e.g., Account Name, Project Name, User Name, etc.) 
  • Category: The category you are assigning to this date.
  • Description: The description for this date (e.g., John's Birthday)
  • Address Date: The date the address pertains to.
    • Note: If you are using a date range leave this date blank and put in a Start/End date below.
  • Icon Name: When used externally for the digital business card mode, this is the icon name used.
  • Icon URL: When used externally for the digital business card mode, this is the icon URL used.
  • Display Order: This is the order in which the date is displayed publicly as well as within the grid. The lower the number, the closer to the top it shows.
  • Remind Before Days: If you wish to be reminded about this date how many days before do you want to be reminded of this date.
  • Start Date: This is the date start date. See Address date above for more details.
  • End Date: This is the date end date. See Address date above for more details.
  • Notes: Any notes that you have related to the number.
  • Active: Is this date active to be displayed or used within the system.
  • Is Holiday: Is this address considered to be a holiday.
  • Remind Annually: Is this a recurring date that should have an annual reminder.

 

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