allow custom smart plan to use birthday information from a Contact’s details
Please allow my custom smart plan auto start on the birthday or home anniversary in their contact info. I do not want to use the KW template and its very time consuming to add each person individually to my custom smart plan every year... thank you
65
votes
Jenn Kabitzke
shared this idea
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JuanBasto
commented
Make the birthday smartplans created by agents work in sync with the birthday date, as for now only the smarptlan created by KW works in sync.