The Input tab will display the information in a deal in the form of fields. These fields are created and edited under the Configure tab. 

Adding a Date Field

Step 1: Navigate to the Configure tab and click on Dates. You will see a list of all the current date field options.

Step 2: To add a new date field, enter the information for the date in the fields at the top.

Check the box under Current Date if you want to always use the current date in the field.

Enter a description for the date.

When you are finished, click the green check mark to save the field. The new date field will appear in the list.

Editing a Date Field

To edit a date field, click the pencil next to the item you wish to edit. The listing will become green and the information will appear in the fields above for you to edit.

Be sure to save your changes by selecting the green check mark when you have completed with your edits.

Removing a Date Field

To delete a date field, click on the red X icon next to the item. A box will appear asking you to confirm the deletion of the field.

Deleting will permanently delete all data related to that field and any information within that field from the system.

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