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.

1
Open a contact → click on the Date dropdown → under Quick Dates select  Configure.
2
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.
NOTES
  • 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.