Contact Dates

Overview

Updated 07/07/2021

 

The Dates item of the Contact section catalogs pertinent dates regarding the customer.

 

Add a Date to the Grid

1. Select an option from the drop-down menu in the bottom-most cell of the Date Type column.
   
   
2. Select the appropriate date from the date picker in the adjacent cell of the Date column.
   
   
3. Enter commentary regarding the date type in the corresponding cell of the Note column.