birthday reminder
It would be nice to turn off the enable birthday reminders system-wide so only those clients you definitely want to wish happy birthday can be reminded. As of now you can bulk remove, but all new contacts added are automatically checked. It would also be nice to have an automation template that would email a certain person/team a day or two before a birthday call was required. So, "if enable birthday reminder is checked" then "email user/team".
Anonymous
shared this idea
The suggestion may be planned, but there is no timeline on this feature being added.
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J Hansen
commented
We too would like to have the option to set a default preference of OFF/UNCHECKED for the Enable Birthday Reminders checkbox.
All our new contacts get added as Leads or Referrals, and only once they become a client do we want to be reminded of their birthdays. It would be much easier to go back in and check the box for the ones that become a client, rather than having to uncheck the box for all the Leads and Referrals we don't end up working with...
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Anonymous
commented
Only certain people in the office need to be aware of client birthdays. Operation staff do not need the reminder. It would be great in the preferences if instead of picking the number of days before the date to be reminded, we could turn it off. Same for client reviews. Operations staff do not need to be reminded for reviews.
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Anonymous
commented
When its Joe Johnson's birthday- send us an email notification the day of so we can call them personally