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:
Add important dates to open the date field chooser:
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.
TIP: Know your important dates!