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Customer Dates

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The Dates item of the Customer section catalogs pertinent dates regarding the customer.

 
 
 
 
 
Add a Date
 
  1. Select an option from the bottom-most cell of the Date Type column.

  2. Select the appropriate date from the date picker in the adjacent cell of the Date column.

  3. Enter any commentary regarding the date type in the corresponding cell of the Note column.

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