Would it be possible to show upcoming birthdays on the main dashboard under "Todays Birthdays"? Currently only birthdays for that day are shown so if a birthday occurs on the weekend you could miss it. Thanks.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Yes, it would be great if we could run a search of some type for a particular month, day, and all years and not rely on those shown on the "Today" screen only. After all, there are at least 8 days each month that will not show due to weekends. Thanks for considering this sooner rather than later.
Tom M. commented
Agreed! It would be helpful to show weekend birthdays in the widget as well, even if it was just on Fridays.
Ideally, a reminder would be placed as a task on the calendar for each client birthday occurrence. Since we use a color coding for all tasks (including completed), we could then mark the task as complete once the client has been contacted. Additionally, if we failed to make a contact (i.e. over the weekend or perhaps an oversight), we would have a past due task that we would not lose track of. Even though a late birthday wish is not ideal, it is much better than a missed birthday.
Sandy Friedli commented
YES! Agreed! Our office would like that capability, also.