Managing dates is a key part of an adviser’s daily workflow in Trail — from client birthdays to review dates. To make this faster and easier, Trail now supports a standardised Date of Birth (DOB) input experience across the adviser interface.
🧭 Where This Applies
Trail has:
Identified all Date of Birth fields in the adviser UI
Replaced them with one standardised DOB input component
Ensured the same behaviour and experience everywhere you enter a DOB
📝 How to Enter a Date of Birth (Step-by-Step)
Go to any client profile or form that contains a Date of Birth field.
Click on the Date of Birth field.
Choose one of the following:
Option A: Type the date directly using your keyboard
Option B: Click the calendar icon and select the date
Save your changes as usual.
Option A: Type the date directly using your keyboard
Option B: Click the calendar icon and select the date
