Adding a New Date to Remember

The Date to Remember field allows you to set important dates related to clients, cases, contracts, or other business matters. To add a new important date, navigate to the relevant lead, contact, or institution profile. Click on the Information tab, navigate to the Date to Remember section, and select your desired date from the dropdown menu.

You can add multiple dates by clicking the Add button on the right.

You can delete any unnecessary entry by clicking the Trash icon next to it.