Sending birthday greetings

I would like to design a workflow to send birthday wishes to my clients. I already activate the birthday field in the Contacts module: however, I cannot find in the "Process Definition" how to evaluate this field to send these emails. Any ideas?

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André Lopes over 3 years ago

I may suggest a simple scheduled job which daily look for birthday peoples and update a custom checkbox field in the Contacts module. A SugarBPM would listen to that checkbox, uncheck it and send the birthday greetings.

We had done that several times for customers, and it is cheaper than acquiring a tool.

André Lopes
Lampada Global

Skype: andre.lampada
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Bud Hartley over 3 years ago in reply to André Lopes

Spot on Andre! I didn't see the copyright on this:

Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)
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Bud Hartley over 3 years ago in reply to André Lopes

Spot on Andre! I didn't see the copyright on this:

Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)
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