Using the Contact Management Dashboard

[user872963]

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

[user872963]

Hello @user872963 ,

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.

[William_A]

Hello @user872963 ,

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.