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Implemented
Flag up Peoples birthdays
1 Comment
Helen
said
over 8 years ago
We can set this up for you by using the birthday due date (maybe you want to be alerted x number of weeks before the birthday to promote something?) we can then create a task reminder or input this into the calendar as a birthday reminder. The whole process could be automated. If you would like to find out more about the cost to set this up contact [email protected].
Helen
We would like some kind of system to flag up people’s birthdays (clients/contacts) as we have a custom field for both those – we are looking to start sending out birthday cards and messages via social media
8 Votes