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?
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?
Some time ago, in a land far away ... 
I had suggested if we could have a Day/Month only field type in studio, as it would help with setting recurring events like birthdays, and also when customers don't wish to give the year of their birth for privacy reasons.
Anyone here able to create such a field type?
.
CRM Business Consultant
Some time ago, in a land far away ... I had suggested if we could have a Day/Month only field type in studio, as it would help with setting recurring events like birthdays, and also when customers don't wish to give the year of their birth for privacy reasons.
Anyone here able to create such a field type?
.
CRM Business Consultant
