Every market is different, and at Brivity, we understand you need custom dates for events to trigger events for contacts, transactions, and projects. Add custom dates from the Settings section of your account.
Step 1: Click on your name in the upper right and drop to Settings. Find Dates in the Crossbar.
Person Dates will show only in contact records and work for your People Auto Plans, and tasks can be made contingent upon those dates.
- When the eye is teal and open, this date is visible to viewers of a transaction.
- When the eye is gray and closed, this date is not visible to viewers of a transaction.
Project Dates appear in each Project record.
Add New Custom Dates to Your Brivity Account
Step 1: To add a new date, click on the button for New Custom Date in the upper right.
Step 2: Add the name of the date field and what type of date it should be.