We provide some default date fields within your database, however, we also provide the flexibility of adding further date fields. Some examples of date fields that could be set up are:
- "Anniversary"
- "Next Contact Date"
Contents:
- Step by Step
- How do you apply a date against a contact?
- What happens if you link a property to a date field?
- How do you search for contacts with a specific date attached?
Step by step
1. Go into Settings > Date Fields
2. Click on Add New Date Field in the bottom right-hand corner
3. This will then open the Add/Edit Date Field screen, where you may complete the below details:
- Name: - This is the name of the date type that you would like to apply
- Format: - Here you have two choices DD/MM/YYYY or only DD/MM
- Tick/untick Connected to a Property - If ticked, you will have the option to link the date to a property attached to the contact
4. Once you have completed all required details, you can click on Save
5. This will then add the date field where you have the option to Edit on the right-hand side and apply the new date field against a contact via the Dates tab
Additional information
How do you apply a date against a contact?
1. Navigate to the desired contact card
2. Click on the Dates tab
3. This will then open the Dates/Pipeline/Anniversaries window, where you can click on Add in the top right-hand corner
4. You are then able to add all the date information including the type, date, and link a property address if required
5. Once completed, you can then click on Save to add the data against the contact
What happens if you link a property to a date field?
If you have set up and applied a date that is in reference to a property address, this will not only be able to be accessed from the Dates tab on the contact card but will also show against the property from within the Other tab > Dates.
Should you add a date from within the property card, this will allow you to select a contact that is attached to the property, as the system will already have the property in context.
How do you search for contacts with a specific date attached?
Once you have applied dates against your contacts, you can use Filter Contacts (Contacts > Filter Contacts) to search for contacts via a specific date and selected date range.
Once you have applied the desired date filter settings, you are then able to click on Search to produce a list of contacts with the applied dates and utilise the functionality available within Filter Contacts. More information on Filter Contacts and the functions available can be found in the below knowledge article: