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How to Add Important Dates for Clients*
OverviewThis tutorial explains how to add date types to a client. How to Add A Birthday or Anniversary To A ClientHow To Add Custom Dates To A Client- Click on the Clients component
- Click on the Clients tab
- Click the New Client button or edit an existing client
- Click on the Dates tab in the client window
- Note: the dates tab only appears if you have a custom date type.
- Click here for instructions on how to create a custom date type
- Double click on the desired date type in the Available Dates list and enter the date
- Click the Save button
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