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Sending birthday greetings

Alma Rosas

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?

Parents

  • Some time ago, in a land far away ... Grin 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

  • in reply to Vincent Amari

    in case the birthday's year is not important for greeting purposes (or is not possible to receive it) thought the option with no development could be to hide back an OOTB birthday field and add two regular dropdown fields or regular text fields - instead of calc files suggested above  - to store "birthday day" and "birthday month"

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

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  • in reply to Vincent Amari

    in case the birthday's year is not important for greeting purposes (or is not possible to receive it) thought the option with no development could be to hide back an OOTB birthday field and add two regular dropdown fields or regular text fields - instead of calc files suggested above  - to store "birthday day" and "birthday month"

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

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