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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.
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.
no report, reminder couples weeks ahead in order to have time to send out cards
Birthday Calenders and notifications like facebook does.
No report, just have it remind us a on those anniversary dates, just like topproducer does
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
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?
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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