How to set up and use smart date and time

When you've completed a Next Action, you're prompted to set the next one. With smart date and time, you can simply type as you think, hit Enter and OnePageCRM will automatically detect terms referring to a date or time for the Next Action you're setting.

In this article:
How to set up smart date and time
How to set a Next Action with smart date and time
Examples

How to set up smart date and time

1
Click on your User dropdown →  Settings →  Preferences.
2
Under Action Stream preferences → Select the checkbox Enable smart date and time.

Enable smart date and time

How to set a Next Action with smart date and time

1
Open a contact without a Next Action →  Type the Next Action text using natural language. E.g.  "Call Jim at 2 pm next Tuesday".

Apply smart date and time

2
Click the Save button → The Next Action date and time, will be automatically set to the time and date you typed in the Next Action blue box. 

Note: The date and time part will be truncated from the Next Action text.

Examples of Smart Dates and Times commands

OnePageCRM can recognize different terms for dates and times.

Here are just a few examples:

Examples of Smart Date and Time prompts

Notes

  • Smart date and time support natural language. Read more.

Still need help? Contact Us Contact Us

Related Articles