Birthdays and memorable dates
Keep track of birthdays, anniversaries and other dates that matter for each contact.
Updated 9 October 2026
Every contact has a Memorable dates panel on the right of their record. It shows their birthday plus any other dates worth remembering, like a wedding anniversary, a new baby, a new job, an operation or a retirement.
Adding dates
- By hand: open the contact, click ＋ Add a date, give it a short name and date, and tick Every year for things like anniversaries.
- Through your agent: when something date-worthy about a person comes up in a chat or call, your agent asks if you want it saved to that contact. Say yes and it's added.
Reminders
Ask your agent "any birthdays or dates coming up?" and it lists what's due, soonest first. Birthdays show the age they're turning when the year is known.
Removing dates
Click the × next to a date on the contact record.
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