We can set this up for you by using the Birthday due date as a custom field (maybe you want to be alerted x number of weeks before the birthday to promote something etc?)


We can then create an automated flag up system in a number of ways:


1. Set up an automated  task reminder  based on the clients birthday and push this into a shared task folder called Birthday due dates so you could see when client birthdays are due on a list


2. We can input this into the calendar as a Birthday event reminder with the clients details and a link back to their contact record.  The whole process could be automated. 


If you would like to find out more about the cost to set this up please contact our Support Helpdesk.