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  1. Calendar and Contact Date-Based SmartPlans

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    in the backlog  ·  28 comments  ·  Command » SmartPlans  ·  Admin →
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    Renee Greenwell commented  · 

    I'm hoping for the ability to modify KW Command Smart Plans, or at least the option to craft a similar plan with the ability to specify a trigger based on contact information for when the Smart Plan initiates.

    Additionally, it would be fantastic to have birthday Smart Plans for a contact's family members. For instance, receiving a reminder a week prior to their children's birthdays.

    Renee Greenwell supported this idea  ·