Critical dates (records) are generated from actions that have a due date. Critical dates are usually generated from the following action types: Appointments, Court Attendances, Reminder (type), Limitation dates.
Reminders (emails) are triggered by reminder dates and due dates of actions. Any action type can have a reminder.
Frequently Asked Questions
What makes something a critical date.
Any action that has a due date will automatically generate a critical date record when its is edited and saved. These records appear in critical dates lists.
What makes something highlight red?
In Critical dates lists if the due date is today or in the past it will highlight in red
What makes something highlight yellow?
In Critical dates lists if the reminder date is today or in the past it will highlight in yellow
Why aren’t some things from the past red or yellow.
If the postponed checkbox has been checked, it removes highlighting from Due date and Reminder Date
Can I delete critical dates.
Yes, as long as that is appropriate for your requirements. These records are generated from action records. Once a critical date record has been created it has a life of its own. So you can delete the critical dates records without affecting the action record.
Why don't the actions records and the critical dates records look the same
Once a critical date record has been created it has a life of its own. Further edits of actions will probably create a new critical date record without deleting the original. Critical date records need to be managed independently of action records if you make changes to action records.