What is smart date and time in OnePageCRM

OnePageCRM uses smart natural language algorithms to understand human language.

You can enable or disable the Smart Date and Time feature for your CRM profile.

When this feature is enabled, you can simply type as you think, hit Enter, and OnePageCRM will automatically detect the date or time.

In this article:

Enable/Disable smart date and time
Set a Next Action with smart date and time
Examples

Enable/Disable smart date and time


On the Settings page under the Action Stream Preferences, scroll down to Smart date and time → toggle the slider to enable or disable the feature.


Settings page l Action Stream Preferences l Smart date and time toggle

Set a Next Action with smart date and time

Jump up to Article's Overview ⮝

1
Open a contact without a Next Action → Type the Next Action text using natural language → hit Enter on your keyboard.
E.g. "Call Jane at 2 pm on Tuesday".

Contact profile page l Next Action text example for natural language.

2
The calendar flag for the date and time will be automatically set to the time and date you typed in the Next Action blue box.

Contact profile page l Next Action text example for natural language has been saved.


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


OnePageCRM can recognize different terms for dates and times. Here are just a few examples:


Smart date and time examples.

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