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Show the clients with birthdays each day

I would love to call or text my clients and wish them a happy birthday, so having a list daily would make it much easier

  • Guest
  • Sep 3 2019
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  • Jim Putnam commented
    16 Dec, 2019 06:13pm

    I'm very surprised that this feature isn't already available. The ability to be reminded of a client or prospect's birthday so I can get in touch with them on their special day seems so basic that I'm very disappointed I cannot currently do it with your program. Definitely sign me up as in favor of being able to get notices of special events like birthdays.

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