What are Date Variables

Date variables are useful for birthdates, loan origination dates, dates assets were acquired, and other instances where you might need to know the days/months/years between different dates. In estate planning, for example, it’s often useful to automatically determine whether any of the client’s children are still minors; this can be calculated using each child’s birthdate. Date variables have the following options:

Intake style: You can choose whether users enter dates through a date picker (a popup calendar where they can click to find the date they need) or type in the date via text box.