Skip to Main Content
Marketscape Insights Idea Center
Created by Erica Smith
Created on May 13, 2024

CRM Contact Birthday Alerts

Our team would like to see an automated alert that generates from contact birthdays. Ideally the alert could be turned on or off. It would create either an annual Calendar event for the Shared Owners, or it would generate a pop-up reminder that could be seen from any CRM page.

  • Attach files