How to Add an Important Date to a Contact or Household

How to Add an Important Date to a Contact or Household

An Important Date is a type of custom field that tracks notable dates in a client’s record. They have their own unique space in the record, separated from the other custom fields.

To add an Important Date to a household or contact:

  1. Go to the Contact Workspace


  2. Open the Record.
  3. Go to the Detail Tab.
  4. Click the Add button on the Important Dates tile.
  5. Select the Type of Important Date you want to record and Click Okay.  If you don’t see the Important Date you want to record, you create a new Important Date option the same way you create a new custom field.
  6. Enter the date in the Value field and click Okay.


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