Manage your partner's birthday and Send Happy Birthday Messages by Email automatically
Key Features
- Manage Partners Birthday
- Search/Filter Partners
- by Date of Birth
- by Day of Birth
- by Month of Birth
- by Year of Birth
- Group Partners
- by Day of Birth
- by Month of Birth
- by Year of Birth
- Define your own Happy Birthday Email templates and assign to your partners. Rich Text and Images and Multilingual is supported on Email templates
- Switch On Automatic Happy Birthday Email for some partners and switch off for someone else.
Editions Supported
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps
- Find with keyword 'to_partner_dob'
- Install it as usual then you are done
Instructions
- Open partner profile form view
- Input her/his birthday
- Check the box "Send Happy Birthday Email"
- Select a desired email template for sending Happy Birthday Emails
- You can export your partner data to CSV so that you can edit the data there for more productivity then import if you have many partners.
Trouble shooting
- You need to have any outgoing email setup and running properly
- You may also want to check the Schedule Action named "Send Happy Birthday Email to Partner" if it is active.
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