Add an "enable reminder" feature for ALL dates
Please add an "enable reminder" feature for ALL dates, just as there is for client birthdays. That way we can view other anniversaries and other important dates like "Client Since" date and "Wedding Anniversary" date, on our dashboards along side of client birthdays.
59
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Anonymous
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Curtis
commented
Marital Status - Anniversary (reminder)
A check box like the birthday calendar reminded to enable (or not if left blank) in the individual contact record.