Using the Contact Management Dashboard

user872963 · ‎09-21-2023

Is there an alert system for a task or anniversary date so you get reminded to follow up a client or clients?

William_A · ‎09-22-2023

You can create automations around anniversary dates for your contacts (AKA - when they first sign up with you). Beyond that, nothing in the system would have the kind of functionality you're describing.

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William A
Community & Social Media Support

Using the Contact Management Dashboard

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Using the Contact Management Dashboard

Using the Contact Management Dashboard

manage contact fields