RELATED IDEAS
Happy Birthday SMS or Email
Users would like to set up an automated email or SMS to wish their clients Happy Birthday.
Users would like to set up an automated email or SMS to wish their clients Happy Birthday.
I am very disappointed that you have to set up a new task for each client and add their birth date as the due date in order to get the email generated and even then it isn't automated, you have to go in and send the email. Very disappointing.