How to customize Quick Dates

Quickly select a date interval using Quick Dates to save time when creating a Next Action. The Quick Dates intervals are customizable depending on your workflow requirements.

Open a contact → Click on the date flag → In the Quick Dates section click on Set Quick Dates.

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

Note: You can select from the following date interval options:

  • days
  • weeks
  • months

To add a date interval click the blue + icon, and to delete a date interval click the red - icon.

  • Quick Dates can only be customized by an Account Owner or Administrator.
  • The date an action falls due is calculated from:
    • the day the action is set for Today and any Future dates
    • today for ASAP, Waiting for, Queued, and any Overdue actions
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