My Clients uses two primary birthday fields. These are connected to your 7+Essentials "The Most Special Day of the Year" automated emails.
In the event that you have additional dates that you would like to keep track of, (wedding anniversaries, children's birthdays, or closing anniversaries) you can add these to the contact record using the "Special Events" option lower in the contact record.
The following video tutorial will walk you through how to add "Special Events" to your contact records.
If you need additional help:
Please contact your Support team:
We are happy to help :)
support@byreferralonly.com
800-950-7325 Ex 3401
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