Configure quick dates in OnePageCRM

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.

Please note: Only the Account Owner or Administrators can customize Quick Dates.


1
Click on the date flag of the appropriate action on the Contact profile or from the Action Stream → select Configure next to Quick Dates.

Contact Profile | date flag | configure quick dates

2
In the Configure Quick Dates pop-up → add/delete/edit 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

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

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

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

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