How to Reconcile Your Occasions Monthly
Merrill Bourgoyne
9 steps
30 seconds
Compass
1
Click "Contacts"
2
Click into your Important Date filter pill (may be under "More saved filters")
3
Click "Important Dates"
4
Click "Filters"
5
Click "In month"
6
Click "Add Occasions"
7
Select the month you are looking at dates for
Do not "Save Filter"—click to the left out of the filter bar to collapse it (see below)
8
Click here.
9
Click into each contact to see their upcoming occasion
How to Reconcile Your Occasions Monthly
Merrill Bourgoyne
9 steps
30 seconds
Compass
1
Click "Contacts"
2
Click into your Important Date filter pill (may be under "More saved filters")
3
Click "Important Dates"
4
Click "Filters"
5
Click "In month"
6
Click "Add Occasions"
7
Select the month you are looking at dates for
Do not "Save Filter"—click to the left out of the filter bar to collapse it (see below)
8
Click here.
9
Click into each contact to see their upcoming occasion
