LionDesk V2 CRM Ideas Portal

Give us feedback on ideas and let us know where to focus!

Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit LD-I-276 Show the clients with birthdays each day.

Create a Saved Filter for Birthdays Merged

Have a saved filter for users to be able to pull up all birthdates for their database

Guest
Apr 5 2021

Contacts

2 Vote

Filter By Birthday Merged

I can filter Contacts by Spouse and children birthdays but cannot do so for the Primary Contact. I want to be able to Filter the database to see the upcoming Primary Contacts' birthdays so I can send them birthday greetings.

Created 7 Oct 01:15pm by Elizabeth Sachero-Perez

Contacts

0

Copyright LionDesk, LLC 2020