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How to Add Important Dates for Clients

Overview

This tutorial explains how to add date types to a client.

How to Add A Birthday or Anniversary To A Client

  1. Click on the Clients component
  2. Click on the Clients tab
  3. Click the New Client button or edit an existing client
  4. In the client window enter the birthday date or anniversary date in the birthday or anniversary fields.
    1. Click here to enable the birthday or anniversary client fields if you do not see them in the client window.

How To Add Custom Dates To A Client

  1. Click on the Clients component
  2. Click on the Clients tab
  3. Click the New Client button or edit an existing client
  4. Click on the Dates tab in the client window
    1. Note: the dates tab only appears if you have a custom date type.
      1. Click here for instructions on how to create a custom date type
  5. Double click on the desired date type in the Available Dates list and enter the date
  6. Click the Save button

How To Add Clients With A Date Type To A Marketing Campaign

Click here for a tutorial on how to add clients with a date type to a marketing campaign