Keep track of important dates

Highrise helps you keep track of important dates for your contacts. You can add a person's birthday, anniversary, date hired, date granted a promotion, or any other significant date.

Add a date by editing a contact:

Remember Dates

Click Add important dates to open the date field chooser:

Add Dates

You can choose one of the provided date types (birthday, anniversary, etc) from the pull down or select Other and add your own.

Choose the date, the year (every year if it repeats like a birthday), and whether you want to set a task a week before the date.

You can add as many dates as you like. When you go back to a contact's page, you will see the dates in the sidebar.

Dates on Sidebar

Not finding what you need? Contact our support team for additional help.

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