Configure Quick Dates in OnePageCRM

Use Quick Dates  to quickly pick a date when creating a Next Action. You can customize the intervals to suit your workflow.

Only the Account Owner or Administrators can customize Quick Dates.


1
Go to the Action Stream → Click on a Next Action date flag Click Configure next to Quick Dates.

Contact Profile | date flag | configure quick dates


2
In the Configure Quick Dates pop-up → add/edit/delete the date intervals as required → Save.

You can select from the following date interval options:
  • days
  • weeks
  • months

    • Contact Profile | date flag | configure quick dates pop-up


    Add a Quick Date by clicking on the blue plus (+) icon.

    Contact Profile | date flag | configure quick dates pop-up | add new quick date


    Remove a Quick Date by clicking on the red minus (-) icon.

    Contact Profile | date flag | configure quick dates pop-up | remove quick date


    Check the box to skip weekends when using quick dates.

    Contact Profile | date flag | configure quick dates pop-up | skip weekends

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