I am terrible at remembering dates. Sometimes I get so busy that I almost don't remember my own birthday. I guess that's what my better half is for. But still, I'd like to remember her birthday from time to time.

So what if you had a really important piece of customer information that you had to remember every year, like a contract renewal date, CEO's birthday, or end of fiscal year? Now, it's easy to create a reoccurring appointment in your calendar, but that can get tedious when you are doing some data entry or are updating a few companies at the same time. There is, however, an easy way to create hotlist tasks based on dates entered in a user-defined field.

1. Go to File > Set Up User-Defined fields.
2. Click Add Field
3. Select Date from the type drop down list.
4. Select Include in Hotlist option. If you want the date repeated annually, then select the Annually recurring event option.
5. Set Full Access/Read Access to the users or security groups that you want the hotlist created for. In the below example/screen shot, hotlist tasks will be created for Billy Holly and MASTER.

So in the future, when any date is entered into the UDF, a hotlist task will be created for all users specified in Full/Read access. 

Be careful with this tip. If you create a date UDF that everybody can see, then every time you fill in that UDF, everybody will get a hotlist task reminder. That may or may not be what you want.