Birthdays

0 Votes

Birthdays

It is quite annoying to have to enter emails and then go back in and enter the birthdays for our Birthday Club. Why can't it be allowed on the same sheet I am entering the email??
2 Comments
Administrator
Status changed to: Open Questions

Hi @MariaR317. Are you entering these contacts under the "Enter Contact Details" tab or another way?

Administrator
Status changed to: Voting Open

Reply from @MariaR317:

I am entering under the page where you can enter 10 or more.  The columns offer options but none of the options are birthdays.  We send out auto birthday cards to our customers and lots of people sign up.  what I have to do is enter their emails manually, then I have to go back out and recall the name and then edit the customer and add a birthday.  WAY too many steps.  Time consuming.

Thank you for clarifying. At this time, this upload method doesn't include the ability to insert birthdays. You can upload a file of the contacts including their birthdays or create a single contact.