By very popular demand we bring you a new feature in Highrise: “dates to remember.”
The dates to remember feature lets you keep track of important dates for each contact. You can add their birthday, anniversary, date hired, date fired, date granted a promotion, or whatever other date you want.
How it works
In the sidebar on a person’s page you’ll see:
Click “Add dates” and you’ll see:
You can pick a standard date type (birthday, anniversary, etc) from the pulldown or select “Other” and you can add your own. Pick the date, the year (“every year” if it repeats like a birthday), and, if you want, set a task a week before the date.
You can add as many dates as you’d like. Here’s an example of three dates added for one person:
When you go back to the person’s page, the sidebar looks like:
And there you have it! We’re real excited about it and we hope you find it useful. Thanks for the suggestion, BTW – this feature was based on customer requests. Try out Highrise today to see it in action.
