Learn how to add, edit, and manage important dates for your contacts, including birthdays, pipeline dates, and custom date types.

This article covers:

• About dates
• Add a date to a contact
• Manage and track key dates

About dates

MRI Vault lets you record specific dates for each contact. By default, you can add a birthday and pipeline date, but you can also create custom date types.

Add a date to a contact

To add a date:

1. Go to: A contact profile
2. Click the Dates tab to open the Dates / Pipeline / Anniversaries window
3. Click Add in the top-right corner
4. Enter Date Details:

• Type - Select the date type (e.g., birthday, pipeline)
• Date - Choose the date
• Property - Link a property if applicable
• Assigned - Select the responsible user
  

5. Click Save

The date will appear in the list and can be edited at any time.

Manage and track key dates

Keep your workflow organised by using MRI Vault’s tools to monitor pipeline dates, filter contacts by date criteria, and automate actions when key dates occur.

• Track pipeline dates - View upcoming pipeline dates for the next two months in the pipeline widget on your dashboard
• Filter contacts by date - Use the filter contacts feature to create lists based on date criteria: filter by on, between, less than, or greater than a specific date.
• Automate actions for dates - Set up triggers for date-based actions:
  • Send an email or SMS
  • Assign an action list
  • Send an alert notification