Learn how to utilise the default date fields provided in the database, as well as how to add additional date fields.

This article covers:

• Add a date field
• Edit date fields
• Delete date fields
• Apply a date to a contact
• Apply a date to a property
• Search for contacts with a particular date attached

Some examples of date fields that could be set up are:

• Anniversary
• Next Contact Date

Add a date field

1. Go to: Settings > Date Fields
2. Click Add New Date Field in the bottom right-hand corner

The Add/Edit Date Field screen will appear, allowing you to complete the details below:

• Name - This is the name of the date type that you would like to apply
• Format - You have two choices, DD/MM/YYYY or only DD/MM
• Connected to a Property (check box) - If ticked, you can link the date to a property attached to the contact
  

3. When done, click Save

The screen will refresh and display the added field in the list.

Edit date fields

You can edit date fields at any time.

1. Go to: Settings > Date Fields
2. Locate the date field > Click Edit
3. Update the details
   
4. Click Save

Delete date fields

You can delete date fields at any time.

1. Go to: Settings > Date Fields
2. Locate the date field > Click Edit
3. Click Remove
   

Apply a date to a contact

To apply a date to a contact:

1. Go to: A contact card
2. Click on the Dates tab

The Dates/Pipeline/Anniversaries window will appear.

3. Click Add

In the add/edit date box:

4. Type - Select the type of date
5. date - Enter the date
6. Property - Link to a property if required (and this field was selected when the date field was added)
7. Assigned - Select a user
   
8. Click Save

The Dates/Pipeline/Anniversaries window will refresh and display the added date in the list.

9. Click Close

Apply a date to a property

If you set up and assign a date for a property address, it will be accessible from the Dates tab on the contact card and will also appear under the property.

1. Go to: A property card
2. Click the Other tab > Dates

The Dates/Pipeline/Anniversaries window will appear.

3. Click Add

Including a date from within the property card enables you to select a contact linked to the property, as the system will already recognise the property in context.

In the add/edit date box:

4. Type - Select the type of date
5. date - Enter the date
6. Contact - Link to a contact if required
7. Assigned - Select a user
   
8. Click Save

The Dates/Pipeline/Anniversaries window will refresh and display the added date in the list.

9. Click Close

Search for contacts with a particular date attached

Once you've assigned dates to your contacts, you can use the Filter Contacts tool to search for contacts by a specific date or date range.