The Date Conflicts setting is useful if you work in an event-based industry and need to check your calendar for availability when new leads come in.
To turn this setting on, go to Settings (the gear icon) >> General Settings, click the toggle for Date Conflicts, and click Save.
Going forward, a red Approve button will appear in the Project Date column on the Projects page for any project created automatically by a lead capture or public proposal that has a project date set. The button will not appear on projects you create manually.
To check for date conflicts on a project:
- Go to the Projects page.
- Click Approve on the project date you'd like to check.
- Click through the Projects, Appointments, and Remote Calendar tabs to check for potential conflicts across those three areas.
- To clear the Approve button, click Apply to confirm the project date.
- Refresh the page.
⚠️ Heads up! This setting does not prevent workflows from running. If a workflow is applied to the project, it will run as normal whether you approved the project date or not. This is just a tool that allows you to quickly look at potential conflicts from the Projects page.
Which projects will show the Approve button for date conflicts?
All projects created with a project date by a lead capture or public proposal will show the Approve button, whether there are conflicts with that project date or not.
I just turned this setting on. Why don't I see any approve buttons on my Projects page?
This setting is not retroactive and will only show the Approve button on new projects that are automatically created going forward.