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
  • Attach files
  • Del Booker commented
    15 May, 2020 05:13pm

    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, 2020 08:54pm

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

  • Jordan solomon commented
    18 Mar, 2020 04:39pm

    Birthday Calenders and notifications like facebook does.

  • Travis White commented
    25 Sep, 2019 01:35am

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

  • Guest commented
    12 Sep, 2019 05:10pm

    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
    21 Aug, 2019 01:29am

    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
    8 Aug, 2019 07:56pm

    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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