Contacts

Gen 3

Contacts

Track an agent’s license expiration date

You can use the Dates to Remember section in the Information tab to track an agent’s license expiration date.

To track an agent’s license expiration date, open the desired contact and:

  1. Navigate to the Dates to Remember section, and then select New. The Date to Remember dialog box will open.
  2. Complete the Date to Remember dialog box. See Add dates to remember for individuals.