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How to add notable dates to a contact record.
How to add notable dates to a contact record.

Describes how to add and modify special dates on a contact record.

Chris Minassian avatar
Written by Chris Minassian
Updated over 3 years ago

To add and or modify notable dates on a contact follow the below instructions.

  • From the BusinessMind home page click the Contacts link.

  • From the Contacts home page locate the View Contacts area and search for the contact you want to modify.

  • Click the contact to display the contact detail view and scroll down to the Notable Dates section.

  • Click the Add Notable Date link.

  • Fill in the date info then click the save icon to save the record.

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