LionDesk V2 CRM Ideas Portal

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Birthday & Anniversary's

I would love to pull a report for a month of all the birthdays and anniversay's for that month or year.  I like to send cards to my clients and I like to pull the report and then see who I need to get a card to that month.  

  • Guest
  • Jul 1 2019
  • Planned
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  • Del Booker commented
    15 May 17:13

    I would love to have all dates added to the calendar automatically. Also, it would be great to be able to create templates that send according to dates put into the system.

  • Linda Giammarino commented
    12 May 20:54

    no report, reminder couples weeks ahead in order to have time to send out cards

  • Jordan solomon commented
    18 Mar 16:39

    Birthday Calenders and notifications like facebook does.

  • Travis White commented
    September 25, 2019 01:35

    No report, just have it remind us a  on those anniversary dates, just like topproducer does

  • Guest commented
    September 12, 2019 17:10

    I've created the following custom fields.  Can we add Closing Anniversary, Referred By, rental lease expiration...  Having this auto populate on the calendar would be a great idea.  I hope you guys can make it happen.  Thanks

  • David Ciha commented
    August 21, 2019 01:29

    Can we also get birthdays and anniversaries to auto-populate to the calendar (not seeing a calendar yet in the beta which concerns me a little) as well as an option to create an annual follow-up task for them?

  • Stephanie Sant commented
    August 08, 2019 19:56

    Yes!!  Run a report based on month and allow the report to have a column for the client name and a column for their address.  That would save me SO much time!!

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